| Nathan Rosell | The Norden Group | Provo | CFP | Percentage of assets, Fixed fees |
| Nicholas Bodily | Amicus Financial Advisors | Lehi | CFP | Percentage of assets, Hourly |
| Peter Messina | ABG Consultants | Cottonwood Heights | CFP | Percentage of assets, Hourly |
| Rabih Dimachki | Dentist Advisors | Salt Lake City | CFA | Ongoing planning fee |
| Renn Olsen | The Norden Group | Provo | CFP | Percentage of assets, Fixed fees |
| Ryan Bohm | Andina Advisors | Logan | CFP | Percentage of assets, Hourly |
| Ryan Cooper | Verticus Advisors | Sandy | PFS | Percentage of assets, Hourly |
| Seth Merrill | The Norden Group | Provo | CFP | Percentage of assets, Fixed fees |
| Trent Bowers | Narus Financial Partners | Salt Lake City | CFP | Percentage of assets, Hourly |
| William Miller | PROFi - The Professional Financial Company | Orem | CFP | Percentage of assets |
| Braxton Leicht | Beta Wealth Group | Park City | Not listed | Percentage of assets |
| Christopher Nibley | Nibley Financial | Heber | Not listed | Percentage of assets, Fixed fees |
| Colby Berg | Guardian Wealth Management | Salt Lake City | CFP | Percentage of assets, Fixed fees |
| Dalin Jewett | Tanara Wealth Management | Lehi | Not listed | Percentage of assets, Hourly |
| Daniel De Mille | Three Seasons Wealth | Salt Lake City | Not listed | Percentage of assets, Fixed fees |
| Dustin Gordon | Three Seasons Wealth | Salt Lake City | Not listed | Percentage of assets, Fixed fees |
| Eric Stats | Brighton Wealth Management | Cottonwood Heights | CFA | Percentage of assets, Hourly |
| Jaycee Carroll | Three Seasons Wealth | Salt Lake City | Not listed | Percentage of assets, Fixed fees |
| Karsten Walker | Blue Barn Wealth | Orem | Not listed | Percentage of assets |
| Mark Sumsion | Blue Barn Wealth | Orem | Not listed | Percentage of assets |
| Siria Terry | Blue Barn Wealth | Orem | Not listed | Percentage of assets |
| Theresa Sommerdyke | Three Seasons Wealth | Draper | Not listed | Percentage of assets, Fixed fees |
| Tory Parke | Three Seasons Wealth | Salt Lake City | Not listed | Percentage of assets, Fixed fees |
| Wendell Hill | Three Seasons Wealth | Kaysville | Not listed | Percentage of assets, Fixed fees |
| Daniel Clark | Solidarity Wealth | Lehi | Not listed | Percentage of assets, Subscription |
| David Faulk | Montage Financial Advisors | Lehi | CFP, CPA | Percentage of assets, Hourly |
| Jeffrey McClean | Solidarity Wealth | Lehi | Not listed | Percentage of assets, Subscription |
| John Rosswog | Solidarity Wealth | Lehi | Not listed | Percentage of assets, Subscription |
| Jonathan Potter | PracticeCFO | Saratoga Springs | Not listed | Percentage of assets, Fixed fees |
| Lauren Kearl | Dentist Advisors | Salt Lake City | Not listed | Ongoing planning fee |
| Robert Featherstone | Solidarity Wealth | Lehi | Not listed | Percentage of assets, Subscription |
| Robert Nelson | Sunset Retire | Provo | Not listed | Percentage of assets, Hourly |
| Robert Patrick | Solidarity Wealth | Lehi | Not listed | Percentage of assets, Subscription |
| Stephen Bauer | Evergreen Financial Group LLC | West Jordan | CFP | Percentage of assets, Hourly |
| Stephen Goalen | Goalen Capital Advisors | Bountiful | CFP | Percentage of assets, Hourly |
| Tanner Dance | Andina Advisors | Logan | CFA | Percentage of assets, Hourly |
| Veronica Fox | Solidarity Wealth | Lehi | Not listed | Percentage of assets, Subscription |
| William Gochnour | Dentist Advisors | Salt Lake City | Not listed | Ongoing planning fee |
| William Mortimer | Solidarity Wealth | Lehi | Not listed | Percentage of assets, Subscription |
| Alexander Craner | Craner Capital | Bountiful | Not listed | Percentage of assets, Hourly |
| Ann Lobos | Vitality Capital Management | South Jordan | Not listed | Percentage of assets, Hourly |
| Carson Skaggs | Altura Private Wealth | Centerville | Not listed | Percentage of assets, Fixed fees |
| Dennis Romney | Opportunus Wealth Management | Cottonwood Heights | Not listed | Percentage of assets, Hourly |
| Earl Berg | Guardian Wealth Management | Salt Lake City | ChFC | Percentage of assets, Fixed fees |
| Ethan Call | Craner Capital | Bountiful | Not listed | Percentage of assets, Hourly |
| Frank Sterneck | Sterneck Capital Management | Park City | Not listed | Percentage of assets, Fixed fees |
| John Park | Craner Capital | Bountiful | Not listed | Percentage of assets, Hourly |
| Jordan Bailey | Craner Capital | Bountiful | Not listed | Percentage of assets, Hourly |
| Joseph Fisher | Altura Private Wealth | Centerville | Not listed | Percentage of assets, Fixed fees |
| Justin Martin | Altura Private Wealth | Centerville | Not listed | Percentage of assets, Fixed fees |