| Tracy Harlow | Oakworth Asset Management | Birmingham | Not listed | Percentage of assets, Hourly |
| William Alexander | Oakworth Asset Management | Birmingham | Not listed | Percentage of assets, Hourly |
| William Gardner | Aptus Capital Advisors | Fairhope | Not listed | Percentage of assets, Fixed fees |
| William Gooding | Mainsail Asset Management | Birmingham | Not listed | Percentage of assets, Fixed fees |
| William Graham | Aptus Capital Advisors | Fairhope | Not listed | Percentage of assets, Fixed fees |
| Zachary Billante | Timberchase Financial | Homewood | Not listed | Percentage of assets, Fixed fees |