| Suzanne Doyle | Incompass Financial Partners | Alpharetta | Not listed | Percentage of assets, Fixed fees |
| Thomas Kozelka | Integras Partners | Alpharetta | Not listed | Percentage of assets |
| Thomas O'Gorman | AP Wealth Management | Augusta | Not listed | Percentage of assets, Hourly |
| Tri Truong | Elite Wealthcare | Lawrenceville | Not listed | Percentage of assets, Hourly |
| Wade Chapman | CFS Wealth Management | Macon | Not listed | Percentage of assets, Fixed fees |
| William Griffin | W.A. Griffin Financial Services | Gainesville | Not listed | Percentage of assets, Hourly |
| Woo Kang | LK Wealth Management | Duluth | Not listed | Percentage of assets, Hourly |
| Zachary Phillips | LVZ | Clarkesville | Not listed | Percentage of assets, Hourly |