| Anthony Zaccagnino | Caldwell Investment Services | Caldwell | ChFC | Percentage of assets, Hourly |
| Carolyn Lingle | Brownlee Wealth Management | Fort Worth | ChFC | Hourly, Fixed fees |
| David Breedlove | Dean Wealth Management | Lindale | ChFC | Percentage of assets, Hourly |
| Deborah Bell | Endeavor Advisors | Abilene | ChFC | Percentage of assets, Hourly |
| Ian Tennant | Pioneer Wealth Management Group | Austin | ChFC | Percentage of assets, Hourly |
| Karen McIntyre | Uniting Wealth Partners | Odessa | ChFC | Percentage of assets, Fixed fees |
| Mark Wehrle | Davis & Wehrle | Round Rock | ChFC | Percentage of assets, Hourly |
| Michael Awosemusi | Empowerment Financial Advisors | Irving | ChFC | Percentage of assets, Hourly |
| Monte Byrd | M.C. Byrd Wealth Management | Bellville | ChFC | Percentage of assets, Hourly |
| Paul Schnitman | Plan Ahead Financial Management | Abilene | ChFC | Percentage of assets, Hourly |
| Steven London | Compendium Wealth Advisors | Austin | ChFC | Fixed fees |