| Les Nesmith | CPA Advisory Services | Scottsdale | Not listed | Percentage of assets, Hourly |
| Lynsey Richter | GR Financial Group | Tucson | Not listed | Percentage of assets, Fixed fees |
| Marcos Goodman | GBG Wealth Management | Mesa | Not listed | Percentage of assets, Fixed fees |
| Marisol Fung | Avier Wealth Advisors | Chandler | Not listed | Percentage of assets |
| Meghan Mulligan | Tandem Wealth Advisors | Phoenix | Not listed | Percentage of assets, Fixed fees |
| Michael Bosen | GBG Wealth Management | Mesa | Not listed | Percentage of assets, Fixed fees |
| Michael Salomon | Annecy | Tucson | Not listed | Percentage of assets, Hourly |
| Paul Drake-Stockard | DSA Asset Management | Chandler | Not listed | Percentage of assets, Hourly |
| Phillip Krznarich | Thunderbird Wealth Management | Buckeye | Not listed | Percentage of assets |
| Raymond Kelsey | Finco Investment Services | Gilbert | Not listed | Percentage of assets, Hourly |
| Robert Cohen | Tandem Wealth Advisors | Phoenix | Not listed | Percentage of assets, Fixed fees |
| Robert Pace | RJ Pace Financial | Peoria | Not listed | Percentage of assets, Hourly |
| Robert Smith | Integrated Financial Solutions | Mesa | Not listed | Percentage of assets, Hourly |
| Ronald Gregg | Pogson & Matt Wealth Management Group | Phoenix | Not listed | Percentage of assets, Hourly |
| Roric Griffith | Integrated Financial Solutions | Mesa | Not listed | Percentage of assets, Hourly |
| Ryan Genzman | GR Financial Group | Tucson | Not listed | Percentage of assets, Fixed fees |
| Sandra Widmer | GR Financial Group | Tucson | Not listed | Percentage of assets, Fixed fees |
| Sean McDowell | Financial Planning First | Tuscon | Not listed | Percentage of assets, Hourly |
| Sean Rawlings | Wealthbound Advisors | Scottsdale | Not listed | Percentage of assets, Fixed fees |
| Sergey Zaytsev | Zquant Advisory | Scottsdale | Not listed | Percentage of assets, Hourly |
| Seth McBee | Mcbee Advisors | Glendale | Not listed | Percentage of assets, Hourly |
| Sherry Irwin | The Table Financial Planning | Fountain Hills | Not listed | Percentage of assets, Hourly |
| William Mullenmeister | Pogson & Matt Wealth Management Group | Phoenix | Not listed | Percentage of assets, Hourly |