| Kayla Tweedy | Financial Management | Ardmore | Not listed | Hourly, One-time planning fee |
| Michael Whitson | Financial Management | Ardmore | Not listed | Hourly, One-time planning fee |
| Mitchell Benefiel | Integrated Wealth Solutions | Tulsa | Not listed | Percentage of assets, Hourly |
| Michael Freeman | Trilogy Financial Solutions | Oklahoma City | Not listed | Percentage of assets, Hourly |
| Arlis Reuter | FourPath Capital Management | Oklahoma City | Not listed | Percentage of assets, Hourly |
| Ashley Turner | FourPath Capital Management | Oklahoma City | Not listed | Percentage of assets, Hourly |
| Chris Lorenzen | LIG Capital Management | Oklahoma City | Not listed | Percentage of assets |
| Holly Gooch | FourPath Capital Management | Oklahoma City | Not listed | Percentage of assets, Hourly |
| Jeffrey James | FourPath Capital Management | Oklahoma City | Not listed | Percentage of assets, Hourly |
| Jeffrey Pope | FourPath Capital Management | Oklahoma City | Not listed | Percentage of assets, Hourly |
| Julie Mahanay | LIG Capital Management | Oklahoma City | Not listed | Percentage of assets |
| Mark Humphreys | LIG Capital Management | Oklahoma City | Not listed | Percentage of assets |
| Shea Brown | Windle Wealth | Oklahoma City | Not listed | Percentage of assets, Hourly |
| Stuart McCuan | LIG Capital Management | Oklahoma City | Not listed | Percentage of assets |
| Austin Bryan | Hogantaylor Wealth | Tulsa | CFP | Percentage of assets, Hourly |
| Barry Logan | Hogantaylor Wealth | Oklahoma City | CFP | Percentage of assets, Hourly |
| Brandon Biles | Hogantaylor Wealth | Tulsa | CFP | Percentage of assets, Hourly |
| Charles Craig | C.E.C. Wealth Management | Tulsa | CFP | Percentage of assets |
| Jeffrey Ashford | Access Financial Resources | Oklahoma City | CFP | Percentage of assets, Hourly |
| Jeremy Wilcox | TOM Johnson Investment Management | Oklahoma City | CFP | Percentage of assets, Hourly |
| Joanna McCall | Wealth Management Solutions | Oklahoma City | CFP | Percentage of assets, Hourly |
| Krista Strohoffer | Sustainable Advisors Alliance | Tulsa | CFP | Percentage of assets, Hourly |
| Pamela Brandt | Sustainable Advisors Alliance | Tulsa | CFP | Percentage of assets, Hourly |
| Shanda Sullivan | Aspen Wealth Planners | Broken Arrow | CFP | Percentage of assets, Hourly |
| Steven Conkin | Conkin Financial Group | Edmond | CFP, ChFC | Percentage of assets, Fixed fees |
| Troy Jones | Access Financial Resources | Oklahoma City | CFP | Percentage of assets, Hourly |
| William Atkinson | Access Financial Resources | Oklahoma City | CFP | Percentage of assets, Hourly |
| Cory Robinson | TOM Johnson Investment Management | Oklahoma City | CFA | Percentage of assets, Hourly |
| David Shoesmith | Wealth Management Solutions | Claremore | ChFC | Percentage of assets, Hourly |
| Douglas Haws | TOM Johnson Investment Management | Oklahoma City | CFA | Percentage of assets, Hourly |
| Eric Nelson | Servo Wealth Management | Oklahoma City | CFA | Percentage of assets |
| Nicholas Pointer | TOM Johnson Investment Management | Oklahoma City | CFA | Percentage of assets, Hourly |
| Richard Parry | TOM Johnson Investment Management | Oklahoma City | CFA | Percentage of assets, Hourly |
| Alyosha Mertens | Vista Investment Partners | Oklahoma City | Not listed | Percentage of assets, Fixed fees |
| Beth Lewis | Access Financial Resources | Oklahoma City | Not listed | Percentage of assets, Hourly |
| Brian Mitchell | Mitchell & Pahl Private Wealth | Oklahoma City | Not listed | Percentage of assets, Hourly |
| Brian Talkington | Scissortail Wealth Management | Tulsa | Not listed | Percentage of assets, Fixed fees |
| Candace Pahl | Mitchell & Pahl Private Wealth | Oklahoma City | Not listed | Percentage of assets, Hourly |
| Catherine Kessler | TAO Private Wealth | Tulsa | Not listed | Percentage of assets, Hourly |
| Christian Brim | Core Wealth Management | Oklahoma City | Not listed | Percentage of assets |
| Christopher Bogie | Scissortail Wealth Management | Tulsa | Not listed | Percentage of assets, Fixed fees |
| Corey Kenedy | Entrust Parable Capital | Edmond | Not listed | Percentage of assets, Hourly |
| Craig Canard | Hogantaylor Wealth | Tulsa | Not listed | Percentage of assets, Hourly |
| Daniel Vise | FG Wealth Management | Tulsa | Not listed | Percentage of assets, Fixed fees |
| Dawson Willard | Gibco Capital Advisors | Clinton | Not listed | Percentage of assets, Fixed fees |
| Elizabeth Litts | Sustainable Advisors Alliance | Tulsa | Not listed | Percentage of assets, Hourly |
| Fielding Elseman | Sageoak Financial | Tulsa | Not listed | Percentage of assets, Fixed fees |
| Gary McAnally | G. Dewayne Mcanally | Oklahoma City | Not listed | Percentage of assets, Hourly |
| Grant Milner | G. Dewayne Mcanally | Oklahoma City | Not listed | Percentage of assets, Hourly |
| Jane Davenport | Vista Investment Partners | Oklahoma City | Not listed | Percentage of assets, Fixed fees |