| Matthew Ott | Thousand CPA | Chesterfield | Not listed | Percentage of assets, Fixed fees |
| Melinda McCubbin | Truman Wealth Advisors | Columbia | ChFC, MBA | Percentage of assets, Fixed fees |
| Michael Myers | Stonebridge Financial Group | St. Louis | Not listed | Percentage of assets, Hourly |
| Nicole Graul | Thousand CPA | Chesterfield | Not listed | Percentage of assets, Fixed fees |
| Tanner Dallas | Phoenix Rising Wealth Management | St. Charles | Not listed | Percentage of assets, Hourly |
| Timothy Nenninger | Stonebridge Financial Group | St. Louis | Not listed | Percentage of assets, Hourly |
| Adam Parrie | Four Rivers Financial | Columbia | Not listed | Percentage of assets, Hourly |
| Alan Vogt | JAG Capital Management | St. Louis | Not listed | Percentage of assets, Fixed fees |
| Andrew Matz | Oak Road Wealth Management | Lee'S Summit | Not listed | Percentage of assets, Hourly |
| Andrew Surber | Tax Favored Retirement | Kansas City | Not listed | Percentage of assets, Hourly |
| Austin Harrison | Four Rivers Financial | Columbia | Not listed | Percentage of assets, Hourly |
| Brandon Wooley | Feeney Financial | Jefferson City | Not listed | One-time planning fee |
| Brian Atchley | Four Rivers Financial | Columbia | Not listed | Percentage of assets, Hourly |
| Daniel Shepard | Oak Road Wealth Management | Lee'S Summit | Not listed | Percentage of assets, Hourly |
| David Kingston | JAG Capital Management | St. Louis | Not listed | Percentage of assets, Fixed fees |
| David Patritti | JAG Capital Management | St. Louis | Not listed | Percentage of assets, Fixed fees |
| Dawna Westberg-Welch | Four Rivers Financial | Columbia | Not listed | Percentage of assets, Hourly |
| Douglas Garrett | Tax Favored Retirement | Kansas City | Not listed | Percentage of assets, Hourly |
| Dustin Kennedy | Feeney Financial | Springfield | Not listed | One-time planning fee |
| Dylan Christopher | Four Rivers Financial | Columbia | Not listed | Percentage of assets, Hourly |
| George Margvelashvili | JAG Capital Management | St. Louis | Not listed | Percentage of assets, Fixed fees |
| Grant Walker | Four Rivers Financial | Ozark | Not listed | Percentage of assets, Hourly |
| Greg Lebold | Four Rivers Financial | Columbia | Not listed | Percentage of assets, Hourly |
| Gregory Zitko | The Private Family Advisors | St. Louis | Not listed | Ongoing planning fee |
| Jacob Potter | SFC Financial | St. Louis | Not listed | Percentage of assets, Hourly |
| Jerry Snider | Snider & Talbot | Kansas City | Not listed | Percentage of assets, Hourly |
| Joseph Watz | Four Rivers Financial | Columbia | Not listed | Percentage of assets, Hourly |
| Joshua Belcher | Four Rivers Financial | Columbia | Not listed | Percentage of assets, Hourly |
| Mark Brooks | Four Rivers Financial | Columbia | Not listed | Percentage of assets, Hourly |
| Matthew Walsh | JAG Capital Management | St. Louis | Not listed | Percentage of assets, Fixed fees |
| Michael Murff | Oak Road Wealth Management | Lee'S Summit | Not listed | Percentage of assets, Hourly |
| Michael Walsh | JAG Capital Management | St. Louis | Not listed | Percentage of assets, Fixed fees |
| Norman Conley | JAG Capital Management | St. Louis | Not listed | Percentage of assets, Fixed fees |
| Richard Talbot | Snider & Talbot | Kansas City | Not listed | Percentage of assets, Hourly |
| Robert Berger | JAG Capital Management | St. Louis | Not listed | Percentage of assets, Fixed fees |
| Roberta Maue | JAG Capital Management | St. Louis | Not listed | Percentage of assets, Fixed fees |
| Sandra Shotwell-Cain | JAG Capital Management | St. Louis | Not listed | Percentage of assets, Fixed fees |
| Sharon Stanton | SFC Financial | St. Louis | Not listed | Percentage of assets, Hourly |
| Theodore Perez | Tax Favored Retirement | Kansas City | Not listed | Percentage of assets, Hourly |
| Tomas Jacobsen | Snider & Talbot | Liberty | Not listed | Percentage of assets, Hourly |
| Walter Klein | SFC Financial | Sunset Hills | Not listed | Percentage of assets, Hourly |
| Anthony Castelluccio | First Class Capital | Liberty | Not listed | Percentage of assets |
| Cheryl Obrien | Anderson Hoagland & Company | St Louis | Not listed | Percentage of assets, Hourly |
| Christopher Nelson | Private Wealth Consulting | Kansas City | Not listed | Percentage of assets, Fixed fees |
| Daniel Michaud | FYRA Capital Management | St. Charles | Not listed | Percentage of assets, Hourly |
| Donald Hubbs | Private Wealth Consulting | Kansas City | Not listed | Percentage of assets, Fixed fees |
| Harrison Hubbs | Private Wealth Consulting | Kansas City | Not listed | Percentage of assets, Fixed fees |
| Jason Anderson | Equity Wealth Partners | Independence | Not listed | Percentage of assets, Hourly |
| Jeffrey Anger | Equity Wealth Partners | Independence | Not listed | Percentage of assets, Hourly |
| Jeremy Phillips | Anderson Hoagland & Company | St Louis | Not listed | Percentage of assets, Hourly |