| Clinton McCalla | Wedmont Private Capital | Lakeway | CFP | Fixed fees |
| Collins Knight | Panteles Advisors | Argyle | CFP | Percentage of assets, Performance-based fees |
| David Nelson | Daniels & Erickson Financial Advisors | Dallas | CFP | Percentage of assets, Hourly |
| David Sather | Sather Financial Group | Victoria | CFP | Percentage of assets, Hourly |
| Derek Childs | Howard Financial Services | Dallas | CFP | Percentage of assets, Hourly |
| Diana Castro | Goodman Financial | Houston | CFP | Percentage of assets, Hourly |
| Edward Budd | Meridian Wealth Advisors | Austin | CFP | Percentage of assets, Fixed fees |
| Emily Swerdlow | Howard Financial Services | Dallas | CFP | Percentage of assets, Hourly |
| Emily Teague | Peltoma Capital Partners | Austin | CFP | Percentage of assets, Hourly |
| Federico Garza | Endeavor Advisors | Houston | CFP | Percentage of assets, Hourly |
| Grace Butterfield | Howard Financial Services | Dallas | CFP | Percentage of assets, Hourly |
| Grant Stucki | Warwick Partners | Bryan | CFP | Percentage of assets, Fixed fees |
| Gregory Mangelsdorf | Howard Financial Services | Dallas | CFP | Percentage of assets, Hourly |
| Hunter Coday | Goodman Financial | Houston | CFP | Percentage of assets, Hourly |
| Jacob Lewis | Endeavor Advisors | Houston | CFP, ChFC | Percentage of assets, Hourly |
| James Kull | Cypress Point Wealth Management | Austin | CFP, CFA | Percentage of assets, Fixed fees |
| Jared Brennen | Endeavor Advisors | Houston | CFP | Percentage of assets, Hourly |
| Jared Machen | Brownlee Wealth Management | Houston | CFP | Hourly, Fixed fees |
| Jennifer Cook | Cypress Point Wealth Management | Dallas | CFP | Percentage of assets, Fixed fees |
| Joseph Olive | Sather Financial Group | Victoria | CFP | Percentage of assets, Hourly |
| Kanen Helbig | Kings Path Partners | Sugar Land | CFP, CFA | Percentage of assets, Hourly |
| Kyle Schnitman | Plan Ahead Financial Management | Abilene | CFP | Percentage of assets, Hourly |
| Louis Kokernak | Haven Financial Advisors | Austin | CFP, CFA | Percentage of assets, Hourly |
| Meagan Moll | Meridian Wealth Advisors | Austin | CFP | Percentage of assets, Fixed fees |
| Michael Pendleton | Daniels & Erickson Financial Advisors | Dallas | CFP | Percentage of assets, Hourly |
| Michael Sierra | 1900 Wealth | San Antonio | CFP | Percentage of assets, Hourly |
| Michael Simpton | Parkstone Wealth Management | Arlington | CFP | Percentage of assets |
| Miles Fuquay | 1900 Wealth | San Antonio | CFP | Percentage of assets, Hourly |
| Mitchell Strickling | Guiding Financial | Austin | CFP | Percentage of assets, Hourly |
| Nancy Elliott | Silver Lake Advisory Partners | Melissa | CFP | Percentage of assets |
| Nathan Steele | Brownlee Wealth Management | Houston | CFP | Hourly, Fixed fees |
| Palmer White | Life Line Wealth Management | Houston | CFP | Percentage of assets |
| Paul Palmer | Goodman Financial | Houston | CFP | Percentage of assets, Hourly |
| Qing Selby | Relyon Financial Advisors | San Antonio | CFP | Percentage of assets, Hourly |
| Robert Haverly | Goodman Financial | Houston | CFP | Percentage of assets, Hourly |
| Ryan Hart | Optas | Dripping Springs | CFP | Percentage of assets, Hourly |
| Samuel Ellis | Requisite Capital Management | Dallas | CFP | Percentage of assets, Fixed fees |
| Shannon Wardlaw | Hamilton Point Investment Advisors | Austin | CFP | Percentage of assets |
| Shelby Chesnut | Howard Financial Services | Dallas | CFP | Percentage of assets, Hourly |
| Sophie Brooks-Ames | Meridian Wealth Advisors | Austin | CFP | Percentage of assets, Fixed fees |
| Steven Goodman | Goodman Financial | Houston | CFP | Percentage of assets, Hourly |
| Wade Egmon | Goodman Financial | Houston | CFP | Percentage of assets, Hourly |
| Warren Udd | Sather Financial Group | Victoria | CFP | Percentage of assets, Hourly |
| William Moore | Versant Capital Management | Dallas | CFP | Percentage of assets, Hourly |
| Aaron Stephens | Life Line Wealth Management | Houston | CFA | Percentage of assets |
| Benjamin McCue | Goodman Financial | Houston | CFA | Percentage of assets, Hourly |
| Carolyn Lingle | Brownlee Wealth Management | Fort Worth | ChFC | Hourly, Fixed fees |
| Deborah Bell | Endeavor Advisors | Abilene | ChFC | Percentage of assets, Hourly |
| Jacqueline Gordon | Meridian Wealth Advisors | Austin | CFA | Percentage of assets, Fixed fees |
| James Howard | Howard Financial Services | Dallas | PFS | Percentage of assets, Hourly |