| Stanley Allred | Allred Harris Wealth Management. | Dallas | Not listed | Percentage of assets, Hourly |
| Stephen Hernandez | 1900 Wealth | San Antonio | Not listed | Percentage of assets, Hourly |
| Stephen Howard | Howard Financial Services | Dallas | Not listed | Percentage of assets, Hourly |
| Stephen Shannon | Panteles Advisors | Argyle | Not listed | Percentage of assets, Performance-based fees |
| Stuart Connelly | Brooklyn FI | Propser | Not listed | Percentage of assets, Hourly |
| Tammy Kimbrough | Sather Financial Group | Victoria | Not listed | Percentage of assets, Hourly |
| Thao Ho | Manske Wealth Management | Houston | Not listed | Percentage of assets, Fixed fees |
| Thomas Fraim | Warwick Partners | Bryan | Not listed | Percentage of assets, Fixed fees |
| Tracey Daniel | Cravens Brothers Private Wealth Management | Dallas | Not listed | Percentage of assets, Hourly |
| William Errett | Sather Financial Group | New Braunfels | Not listed | Percentage of assets, Hourly |
| William Gray | Howard Financial Services | Dallas | Not listed | Percentage of assets, Hourly |
| Zachary Welborn | Manske Wealth Management | Houston | Not listed | Percentage of assets, Fixed fees |