| Michael Steinocher | Thompson Creek Wealth Advisors | Baton Rouge | Not listed | Percentage of assets, Hourly |
| Moylan Gomila | Thirtynorth Investments | New Orleans | Not listed | Percentage of assets, Fixed fees |
| Nicholas Danna | ADG Wealth Management Group | Metairie | Not listed | Percentage of assets, Hourly |
| Olivia Neyland | JCN Financial & Tax Advisory Group | Baton Rouge | Not listed | Percentage of assets, Hourly |
| Patrick Cavanaugh | Cavanaugh Wealth Management | Baton Rouge | Not listed | Percentage of assets, Hourly |
| Pierre Adams | ADG Wealth Management Group | Metairie | Not listed | Percentage of assets, Hourly |
| Robert McAlister | Foundry Financial | Covington | Not listed | Percentage of assets, Fixed fees |
| Stephanie Kelly | ADG Wealth Management Group | Metairie | Not listed | Percentage of assets, Hourly |
| Suzanne Mestayer | Thirtynorth Investments | New Orleans | Not listed | Percentage of assets, Fixed fees |