| Courtney Lankford | Milestone Investments Columbus | Birmingham | Not listed | Percentage of assets, Hourly |
| Dwight Reynolds | Brookstone Wealth Management | Birmingham | Not listed | Percentage of assets, Hourly |
| Heidi Strauss | Strauss Financial Group | Hoover | Not listed | Percentage of assets, Hourly |
| John Strauss | Strauss Financial Group | Hoover | Not listed | Percentage of assets, Hourly |
| John Strauss | Strauss Financial Group | Hoover | Not listed | Percentage of assets, Hourly |
| Justin Tackett | Brookstone Wealth Management | Birmingham | Not listed | Percentage of assets, Hourly |
| Lindsay Birchfield | BCR Wealth Strategies | Vestavia | Not listed | Percentage of assets |
| Michael Guilsher | Brookstone Wealth Management | Birmingham | Not listed | Percentage of assets, Hourly |
| Timothy Jones | BCR Wealth Strategies | Vestavia | Not listed | Percentage of assets |
| Tonya Williams | Brookstone Wealth Management | Birmingham | Not listed | Percentage of assets, Hourly |
| Jenny Clark | Clark Planning & Investment Advisory | Birmingham | Not listed | Percentage of assets, Hourly |
| Ross Kennedy | Zora Financial | Birmingham | Not listed | Percentage of assets, Fixed fees |
| Tommie Goggans | Goggans Group | Gadsden | Not listed | Hourly, Percentage of assets |
| Adam Jenkins | Southern Financial Group | Birmingham | CFP | Percentage of assets, Hourly |
| Adam Warren | Colefp | Hoover | CFP | Percentage of assets, Hourly |
| David Carroll | Fairvoy Private Wealth | Birmingham | CFP | Percentage of assets |
| David Clark | DMC Wealth Management | Birmingham | CFP | Percentage of assets, Hourly |
| Donald Rice | Money Management Services | Birmingham | CFP | Percentage of assets, Hourly |
| James Moore | Timberchase Financial | Homewood | CFP | Percentage of assets, Fixed fees |
| Jerry Swiney | Park Square Financial Group | Hoover | CFP | Percentage of assets, Hourly |
| Jonathan Dvorak | Uptick Partners | Cullman | CFP | Percentage of assets, Fixed fees |
| Katie Lenz | Timberchase Financial | Homewood | CFP | Percentage of assets, Fixed fees |
| Kimberly Bolton | YFP Wealth | Berry | CFP | Percentage of assets, Fixed fees |
| Peter Schilli | Southern Financial Group | Birmingham | CFP | Percentage of assets, Hourly |
| Phillip Gipner | Longview Financial Advisors | Huntsville | CFP | Percentage of assets, Fixed fees |
| Stephen Davis | Fairvoy Private Wealth | Birmingham | CFP, ChFC | Percentage of assets |
| Stephen Mandracchia | Tulip Financial Planning | Harvest | CFP | Percentage of assets, Fixed fees |
| Alma Maric | Fairvoy Private Wealth | Birmingham | Not listed | Percentage of assets |
| Andrew Rice | Money Management Services | Birmingham | Not listed | Percentage of assets, Hourly |
| Ashley Davis | Fairvoy Private Wealth | Birmingham | Not listed | Percentage of assets |
| Audrea Robbins | Money Management Services | Birmingham | Not listed | Percentage of assets, Hourly |
| Charles Johnson | Longview Financial Advisors | Huntsville | Not listed | Percentage of assets, Fixed fees |
| Claudia Johnston | Fairvoy Private Wealth | Birmingham | Not listed | Percentage of assets |
| Darlene Duncan | Expressive Wealth | Fairhope | Not listed | Percentage of assets, Hourly |
| David Wiggins | Money Management Services | Birmingham | Not listed | Percentage of assets, Hourly |
| Edwin Cox | Magnolia Wealth Management | Dothan | Not listed | Percentage of assets, Hourly |
| James Boyle | Tennessee Valley Investment Management | Huntsville | Not listed | Percentage of assets, Hourly |
| Jessie McCarley | 1ST & 3RD Investments | Vestavia Hills | Not listed | Percentage of assets, Hourly |
| John Cocke | Kairos Asset Advisory | Mobile | Not listed | Percentage of assets, Hourly |
| Lillian Henderson | LBH Wealth Advisors | Meridianville | Not listed | Percentage of assets, Hourly |
| Mary Benedict | Heritage Road Advisors | Fairhope | Not listed | Percentage of assets, Hourly |
| Peyton Watts | Timberchase Financial | Homewood | Not listed | Percentage of assets, Fixed fees |
| Reginald Rhodes | Legacy Wealth Management Group | Dothan | Not listed | Percentage of assets |
| Robert Ryals | Magnolia Wealth Management | Dothan | Not listed | Percentage of assets, Hourly |
| Roy Rumbley | Ballast Wealth | Birmingham | Not listed | Percentage of assets |
| Ryan Weiss | Ballast Wealth | Birmingham | Not listed | Percentage of assets |
| Skyler Trawick | Money Management Services | Birmingham | Not listed | Percentage of assets, Hourly |
| Zachary Billante | Timberchase Financial | Homewood | Not listed | Percentage of assets, Fixed fees |