| James Copper | Skinner Copper & Ehmen | Monroe | CFP | Percentage of assets, Fixed fees |
| Jason Bonn | Woodmont Investment Counsel | Nashville | CFP | Percentage of assets |
| Kyle Gowen | Duncan Williams Asset Management | Memphis | CFP, CFA | Percentage of assets, Hourly |
| Lindsay Youngbauer | Woodmont Investment Counsel | Nashville | CFP | Percentage of assets |
| Lukas McCalla | Kelman-Lazarov | Memphis | CFP | Percentage of assets, Hourly |
| Martin Kelman | Kelman-Lazarov | Memphis | CFP | Percentage of assets, Hourly |
| Nicole Hughes | Woodmont Investment Counsel | Nashville | CFP | Percentage of assets |
| Patrick O'Hearn | Kelman-Lazarov | Memphis | CFP | Percentage of assets, Hourly |
| Peyton Wade | Duncan Williams Asset Management | Memphis | CFP | Percentage of assets, Hourly |
| Philip Dortch | Aspire Private Wealth Counsel | Knoxville | CFP | Percentage of assets, One-time planning fee |
| William Steinberg | Kelman-Lazarov | Memphis | CFP | Percentage of assets, Hourly |
| William Welborn | Hoskins Financial | Nashville | CFP | Percentage of assets, Hourly |
| Aaron Nolan | PYA Waltman Capital | Knoxville | CFP | Percentage of assets, Hourly |
| Andrew Clement | Alongside Wealth | Nolensville | CFP | Percentage of assets, Hourly |
| Benjamin Amos | RMG Advisors | Nashville | CFP | Percentage of assets, Hourly |
| Brian Barthol | William Howard & Co. Financial Advisors | Memphis | CFP | Percentage of assets, Hourly |
| Byron Studdard | Studdard Financial | Germantown | CFP | Percentage of assets, Hourly |
| Caden Mumford | PYA Waltman Capital | Knoxville | CFP | Percentage of assets, Hourly |
| Christopher Lim | Alongside Wealth | Nolensville | CFP | Percentage of assets, Hourly |
| Claire Kluth | PYA Waltman Capital | Knoxville | CFP | Percentage of assets, Hourly |
| Eric Foster | PYA Waltman Capital | Knoxville | CFP | Percentage of assets, Hourly |
| Gregory Davis | RBG Wealth Advisors | Memphis | CFP | Percentage of assets |
| Heather Coulter | William Howard & Co. Financial Advisors | Memphis | CFP | Percentage of assets, Hourly |
| Ilinda Parham | FSG Wealth Advisors | Memphis | CFP | Percentage of assets |
| Isabel Biondi | Greatdane Investment | Franklin | CFP | Percentage of assets, Hourly |
| Jack Waltman | PYA Waltman Capital | Knoxville | CFP | Percentage of assets, Hourly |
| James Campbell | Campbell Asset Management | Chattanooga | CFP | Percentage of assets, Hourly |
| Justin Lester | Allied Investments | Johnson City | CFP | Percentage of assets, Hourly |
| Melissa Ballard | PYA Waltman Capital | Knoxville | CFP | Percentage of assets, Hourly |
| Timothy Ellis | RBG Wealth Advisors | Memphis | CFP, PFS | Percentage of assets |
| William Howard | William Howard & Co. Financial Advisors | Memphis | CFP, ChFC | Percentage of assets, Hourly |
| Anthony Steffan | HS Wealth Partners | Nashville | CFP | Percentage of assets |
| Bradley Kessler | Kessler Planning Group | Bolivar | CFP | Percentage of assets, Fixed fees |
| Brienne Jackson | Legacy Wealth Management | Memphis | CFP | Percentage of assets, Fixed fees |
| Brittany Paul | Legacy Wealth Management | Memphis | CFP | Percentage of assets, Fixed fees |
| Cathy Simmons | Legacy Wealth Management | Memphis | CFP | Percentage of assets, Fixed fees |
| Duncan Miller | Legacy Wealth Management | Memphis | CFP | Percentage of assets, Fixed fees |
| E Jalenak | Legacy Wealth Management | Memphis | CFP | Percentage of assets, Fixed fees |
| Hallie Peyton | Legacy Wealth Management | Memphis | CFP | Percentage of assets, Fixed fees |
| James Place | Evergreen Advisors | Chattanooga | CFP | Percentage of assets |
| Jonathan Farrell | Highmark | Brentwood | CFP | Percentage of assets, Hourly |
| Lindsey Mazzola | Legacy Wealth Management | Memphis | CFP | Percentage of assets, Fixed fees |
| Michael O'Donnell | Evergreen Advisors | Chattanooga | CFP | Percentage of assets |
| Nathan Powell | Legacy Wealth Management | Memphis | CFP | Percentage of assets, Fixed fees |
| Nicholas Sowell | Legacy Wealth Management | Memphis | CFP | Percentage of assets, Fixed fees |
| Nicholas Vantrease | Provident Wealth | Knoxville | CFP | Percentage of assets, Hourly |
| Rebecca Rawlinson | Legacy Wealth Management | Memphis | CFP | Percentage of assets, Fixed fees |
| Robin Sievers | Legacy Wealth Management | Memphis | CFP | Percentage of assets, Fixed fees |
| Steven Kibbel | Kibbel Financial Planning | Franklin | CFP, ChFC | Percentage of assets, Hourly |
| Andrew Gilbert | LoneTree Wealth Management | Memphis | CFP | Percentage of assets, Fixed fees |