| James Wood | Paul Winkler | Goodlettsville | CFP | Percentage of assets, Hourly |
| John Giovannetti | Red Door Wealth Management | Memphis | Not listed | Percentage of assets, Fixed fees |
| Jonathan Stambaugh | Red Door Wealth Management | Memphis | Not listed | Percentage of assets, Fixed fees |
| Jonathan Walker | Paul Winkler | Gallatin | CFP | Percentage of assets, Hourly |
| Lawrence Barnard | Paul Winkler | Franklin | CFP | Percentage of assets, Hourly |
| Michael Seelman | ProffittGoodson Private Wealth | Knoxville | Not listed | Percentage of assets, Hourly |
| William Hiatt | Red Door Wealth Management | Memphis | Not listed | Percentage of assets, Fixed fees |
| Charles Williams | Partners Capital | Franklin | CFP | Percentage of assets, Hourly |
| Elsa Allmendinger | Kelman-Lazarov | Memphis | Not listed | Percentage of assets, Hourly |
| Jaime Conry | Insight Strategic Wealth | Knoxville | CFP | Percentage of assets, Hourly |
| John Dabov | Kelman-Lazarov | Memphis | Not listed | Percentage of assets, Hourly |
| Lawrence Epperly | Legacy Wealth Management | Memphis | CFA | Percentage of assets, Fixed fees |
| Micah Wakefield | TrueHaven Capital | Franklin | Not listed | Percentage of assets, Hourly |
| Wallace Hope | Legacy Wealth Management | Memphis | CFA | Percentage of assets, Fixed fees |
| Alexander Vetrano | Pugh Wealth Management | Knoxville | Not listed | Percentage of assets, Hourly |
| Amanda McCoin | Paul Winkler | Gallatin | ChFC | Percentage of assets, Hourly |
| Austin Koplan | PYA Waltman Capital | Knoxville | Not listed | Percentage of assets, Hourly |
| Bradley Helms | PYA Waltman Capital | Knoxville | Not listed | Percentage of assets, Hourly |
| Douglas Yoakley | PYA Waltman Capital | Knoxville | Not listed | Percentage of assets, Hourly |
| Gene Rice | Wealth Preservation Advisors | Chattanooga | Not listed | Percentage of assets |
| Mariafearlene Brown | Paul Winkler | Mt. Juliet | ChFC | Percentage of assets, Hourly |
| Nina Strozak | Wealth Preservation Advisors | Chattanooga | Not listed | Percentage of assets |
| Patrick Peters | Wealth Preservation Advisors | Chattanooga | Not listed | Percentage of assets |
| Paul Winkler | Paul Winkler | Goodlettsville | ChFC | Percentage of assets, Hourly |
| Roleen De Ono | Paul Winkler | Cookeville | ChFC | Percentage of assets, Hourly |
| Susan Foard | Pugh Wealth Management | Knoxville | Not listed | Percentage of assets, Hourly |
| Warren Barnett | Barnett & Company | Chattanooga | CFA | Percentage of assets, Hourly |
| Blake Cate | SMEAC Financial | Nolensville | Not listed | Percentage of assets |
| Courtney Wages | Legacy Wealth Management | Memphis | Not listed | Percentage of assets, Fixed fees |
| Daniel Frattali | HS Wealth Partners | Nashville | Not listed | Percentage of assets |
| Jack Henderson | HS Wealth Partners | Nashville | Not listed | Percentage of assets |
| Joseph Birch | Legacy Wealth Management | Memphis | Not listed | Percentage of assets, Fixed fees |
| Joshalyn Baca | HS Wealth Partners | Nashville | Not listed | Percentage of assets |
| Patricia Taylor | Insight Strategic Wealth | Knoxville | PFS | Percentage of assets, Hourly |
| Stephen High | Insight Strategic Wealth | Knoxville | PFS | Percentage of assets, Hourly |
| Jackson Calvin | Sage Investment Counsel | Franklin | Not listed | Percentage of assets, Fixed fees |
| John Denney | Sage Investment Counsel | Franklin | Not listed | Percentage of assets, Fixed fees |
| Jonathan Henderson | Sage Investment Counsel | Franklin | Not listed | Percentage of assets, Fixed fees |
| Michael Sharpnack | Paul Winkler | Goodlettsville | Not listed | Percentage of assets, Hourly |
| William Calvin | Sage Investment Counsel | Franklin | Not listed | Percentage of assets, Fixed fees |
| Alex Bars | Creative Investment Group | Nashville | Not listed | Percentage of assets, Fixed fees |
| Bradley Bars | Creative Investment Group | Nashville | Not listed | Percentage of assets, Fixed fees |
| Camden Johns | Creative Investment Group | Nashville | Not listed | Percentage of assets, Fixed fees |
| Darren Capeloto | DCapital Wealth | Franklin | Not listed | Percentage of assets, Fixed fees |
| Deana Hyde | Insight Strategic Wealth | Knoxville | Not listed | Percentage of assets, Hourly |
| Elizabeth Newman | Decker Wealth Management | Nashville | Not listed | Percentage of assets, Fixed fees |
| Eric Fitzgerald | Partners Capital | Franklin | Not listed | Percentage of assets, Hourly |
| Kenneth Gamble | Partners Capital | Franklin | Not listed | Percentage of assets, Hourly |
| Mahogany Jenkins | Insight Strategic Wealth | Knoxville | Not listed | Percentage of assets, Hourly |
| Manuel Parra | Partners Capital | Franklin | Not listed | Percentage of assets, Hourly |