| Darren Williams | Wallace Hart Capital Management | Lexington | Not listed | Percentage of assets, Performance-based fees |
| Jeremy Wallace | Wallace Hart Capital Management | Lexington | Not listed | Percentage of assets, Performance-based fees |
| Jessica Bedell | Wallace Hart Capital Management | Lexington | Not listed | Percentage of assets, Performance-based fees |
| Mackey McNeill | The Prosperity People | Bellevue | PFS | Percentage of assets, Hourly |
| Michael Hart | Wallace Hart Capital Management | Lexington | Not listed | Percentage of assets, Performance-based fees |
| Michael Scheel | Profolio Investments | Union | Not listed | Percentage of assets, Ongoing planning fee |
| George Pierce | Invest | Lexington | Not listed | Hourly, Ongoing planning fee |
| James Thompson | Invest | Lexington | Not listed | Hourly, Ongoing planning fee |
| Jerome Knochelmann | Knochelmann Wealth Management and Advisor | Florence | Not listed | Percentage of assets, Hourly |
| John Thompson | Invest | Lexington | Not listed | Hourly, Ongoing planning fee |
| Anjana Batra | The Prosperity People | Bellevue | Not listed | Percentage of assets, Hourly |
| Earl Winebrenner | Winebrenner Capital Management | Louisville | Not listed | Percentage of assets, Performance-based fees |
| John Nunan | The Prosperity People | Bellevue | Not listed | Percentage of assets, Hourly |
| Krista Thompson | Winebrenner Capital Management | Louisville | Not listed | Percentage of assets, Performance-based fees |
| Luke Lyle | Winebrenner Capital Management | Louisville | Not listed | Percentage of assets, Performance-based fees |
| Martin Winebrenner | Winebrenner Capital Management | Louisville | Not listed | Percentage of assets, Performance-based fees |
| Peyton Hazelrig | Winebrenner Capital Management | Louisville | Not listed | Percentage of assets, Performance-based fees |
| Rebekah Ellis | Winebrenner Capital Management | Louisville | Not listed | Percentage of assets, Performance-based fees |
| Warren Leet | Blue Castle Wealth | Lexington | Not listed | Percentage of assets, Hourly |
| Brian Wood | High Knoll Wealth Advisors | Lexington | Not listed | Percentage of assets |
| James Vermillion | Vermillion Private Wealth | Lexington | Not listed | Percentage of assets |
| Jonathan Pliszka | High Knoll Wealth Advisors | Lexington | Not listed | Percentage of assets |
| Brad Hellman | Access Wealth Management | Louisville | CFP | Percentage of assets, Performance-based fees |
| Camden Miracle | Spectrum Financial Alliance | Nicholasville | CFP | Percentage of assets, Fixed fees |
| Charles Buckley | Spectrum Financial Alliance | Nicholasville | CFP | Percentage of assets, Fixed fees |
| Harrison Bailey | Townsend Financial Planning | Mt. Sterling | CFP | Percentage of assets, Hourly |
| Hugh Baker | Wrenne Financial Planning | Lexington | CFP | Fixed fees |
| Jereme Ransick | Principled Wealth Advisors | Covington | CFP | Percentage of assets, Fixed fees |
| Luke Merry | Principled Wealth Advisors | Covington | CFP | Percentage of assets, Fixed fees |
| Marlene Men | Pillar Financial Advisors | Louisville | CFP | Percentage of assets, Fixed fees |
| Melody Townsend | Townsend Financial Planning | Mt. Sterling | CFP | Percentage of assets, Hourly |
| Michael Don Tinio | Wrenne Financial Planning | Lexington | CFP | Fixed fees |
| Sabina Lewis | Avant-Garde Wealth | Smiths Grove | CFP | Percentage of assets, Hourly |
| Ben Allison | Pillar Financial Advisors | Louisville | CFA | Percentage of assets, Fixed fees |
| Edward Nelson | Clear Trace | Pewee Valley | ChFC | Percentage of assets, Hourly |
| Synthia Durham | Life Advisors Financial Planning and Wealth Management | Munfordville | PFS | Percentage of assets, Hourly |
| Thomas Walsh | Pillar Financial Advisors | Louisville | CFA | Percentage of assets, Fixed fees |
| Brady Jackson | Shepherd Wealth Management | Louisville | Not listed | Percentage of assets, Fixed fees |
| Caleb Miracle | Spectrum Financial Alliance | Nicholasville | Not listed | Percentage of assets, Fixed fees |
| Chad Kobes | BRK Wealth Management | Lexington | Not listed | Percentage of assets, Hourly |
| Christopher Edney | Spectrum Financial Alliance | Nicholasville | Not listed | Percentage of assets, Fixed fees |
| David Karem | Blend Wealth | Louisville | Not listed | Percentage of assets, Fixed fees |
| David McManus | Highland Capital Advisors | Louisville | Not listed | Percentage of assets |
| David Worley | Visionary Horizons | Somerset | Not listed | Percentage of assets, Hourly |
| Don Graeter | Graeter Wealth Advisors | Louisville | Not listed | Percentage of assets |
| Drew Graeter | Graeter Wealth Advisors | Louisville | Not listed | Percentage of assets |
| George Perros | Resurgent Advisors | Danville | Not listed | Percentage of assets, Hourly |
| Grant Clay | New Millennium Asset Management | Lexington | Not listed | Percentage of assets, Hourly |
| Johnathon Davis | American Capital Management | Lexington | Not listed | Percentage of assets, Hourly |
| Logan Brown | Jennings & Associates Financial Advisors | Paducah | Not listed | Percentage of assets, Hourly |