| Kenneth Littrell | Equity Advisors of Kentucky | Lexington | Not listed | Percentage of assets |
| Kody Williams | Saling Wealth Advisors | Louisville | Not listed | Percentage of assets, Fixed fees |
| Megan Dant | Saling Wealth Advisors | Louisville | Not listed | Percentage of assets, Fixed fees |
| Sheree Bollinger | Legacy Financial Independent Advisors | Louisville | Not listed | Percentage of assets, Hourly |
| Zachary Gutermuth | Legacy Financial Independent Advisors | Louisville | Not listed | Percentage of assets, Hourly |
| Barry Barlow | Barlow Wealth Partners | Louisville | Not listed | Percentage of assets, Hourly |
| Christine Book | Barlow Wealth Partners | Louisville | Not listed | Percentage of assets, Hourly |
| Christopher McIntosh | Barlow Wealth Partners | Louisville | Not listed | Percentage of assets, Hourly |
| Derek Merkler | Trophy Point Financial Planning LLC | Georgetown | CFP | Percentage of assets, Hourly |
| Eugene Castle | Moneywise | Lexington | CFP | Percentage of assets, Hourly |
| Frank Barlow | Barlow Wealth Partners | Louisville | Not listed | Percentage of assets, Hourly |
| Joshua Garland | Shepherd Wealth Management | Independence | CFP, MBA | Percentage of assets, Fixed fees |
| Michelle Neiswender | FIRE Wealth Management LLC | Mayfield | CFP, MBA | Percentage of assets, Fixed fees |
| PJ Gibbs | Trella Wealth | Bowling Green | CFP | Percentage of assets, Fixed fees |
| Robert McKay | Nautical Star Financial | Fort Mitchell | Not listed | Percentage of assets, Hourly |
| Ryan Stith | Pivot Point Wealth | Brandenburg | CFP | Percentage of assets, Fixed fees |
| Shawn Hannegan | Hannegan Wealth Management LLC | Edgewood | CFP, CPA | Percentage of assets, Hourly |
| Zachery Price | TSN Wealth & Tax Management | Louisville | Not listed | Percentage of assets, Hourly |
| Christopher Ricketts | Ricketts Financial | Louisville | Not listed | Percentage of assets, Fixed fees |
| Dylan Jones | Paragon Management | Lexington | Not listed | Percentage of assets, Fixed fees |
| Emily Johns | Paragon Management | Lexington | Not listed | Percentage of assets, Fixed fees |
| Mackey McNeill | The Prosperity People | Bellevue | PFS | Percentage of assets, Hourly |
| Michael Scheel | Profolio Investments | Union | Not listed | Percentage of assets, Ongoing planning fee |
| Christopher Madel | Chadds Ford Wealth Partners | Lebanon | CFA | Flat fee or retainer, Hourly |
| 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 |
| John Nunan | The Prosperity People | Bellevue | Not listed | Percentage of assets, Hourly |
| 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 |
| 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 |
| Ramsey Bova | Moneywatch Advisors | Lexington | CFP | Percentage of assets, Hourly |
| Sabina Lewis | Avant-Garde Wealth | Smiths Grove | CFP | Percentage of assets, Hourly |
| Stephen Byars | Moneywatch Advisors | Lexington | CFP | Percentage of assets, Hourly |
| Zachary Clark | Clark Financial Planning | Louisville | CFP | Fixed fees |
| Ben Allison | Pillar Financial Advisors | Louisville | CFA | Percentage of assets, Fixed fees |
| Edward Nelson | Clear Trace | Pewee Valley | ChFC | Percentage of assets, Hourly |
| Katherine Kuntz | Baldwin Wealth Partners | Louisville | CFA | Percentage of assets, Fixed fees |