| Susan Mull | CAP Partners | Franklin | Not listed | Percentage of assets, Hourly |
| Tanya Spiller | CAP Partners | Franklin | Not listed | Percentage of assets, Hourly |
| Taylor Nobriga | Kimery Wealth Management | Memphis | Not listed | Percentage of assets, Fixed fees |
| Travis Anderson | TBH Global Asset Management | Franklin | Not listed | Percentage of assets, Hourly |
| Vincent Giannattasio | A&g Financial Management | Nashville | Not listed | Percentage of assets |
| William Butler | TBH Global Asset Management | Brentwood | Not listed | Percentage of assets, Hourly |
| William Fletcher | Fletcher Wealth Management | Kingsport | Not listed | Percentage of assets, Fixed fees |