| Spencer Kubo | Kubo Financial Planning and Investments | Edina | Not listed | Percentage of assets, Fixed fees |
| Steven Ohm | Lifelong Wealth Advisors | Arden Hills | Not listed | Percentage of assets, Fixed fees |
| Tammy Brusehaver-Derby | 1834 Investment Advisors | St. Louis Park | Not listed | Percentage of assets, Fixed fees |
| Taylor Moran | Guardian Wealth Advisors | St Louis Park | Not listed | Percentage of assets, Hourly |
| Teresa Devick | Bond & Devick Wealth Partners | Saint Louis Park | Not listed | Percentage of assets, Hourly |
| Terrence Hassanally | Jeffrey A. Drayton Financial Group | Northfield | Not listed | Percentage of assets, Hourly |
| Thomas Modec | Counterculture Wealth | Saint Anthony | Not listed | Percentage of assets, Fixed fees |
| Thomas Ottman | Aquinas Capital Advisors | Andover | Not listed | Percentage of assets, Hourly |
| Thomas Sullivan | Cordis Financial | Minneapolis | Not listed | Percentage of assets, Fixed fees |
| Thomas Wade | Kure Advisory | Plymouth | Not listed | Percentage of assets, Fixed fees |
| Tiffany Brynteson-Johnson | FFP Wealth Management | Coon Rapids | Not listed | Percentage of assets, Hourly |
| Todd Kelzenberg | Captar Private Wealth | St. Louis Park | Not listed | Percentage of assets, Fixed fees |