| John Glaudel | Verus Capital Partners | Scottsdale | Not listed | Percentage of assets, Hourly |
| Jordan Naffa | Arista Wealth Management | Scottsdale | ABFP, ADPA, AWMA, CFP | Percentage of assets, Hourly |
| Katelyn Kalomiris | JGP Wealth Management | Phoenix | CFP | Percentage of assets, Hourly |
| Kevin Phillips | Verus Capital Partners | Scottsdale | Not listed | Percentage of assets, Hourly |
| Kristi Thompson | Wealth Management Partners | Tucson | Not listed | Percentage of assets |
| Kristopher Johnson | Stone Island Financial Planning | Scottsdale | CFP | Percentage of assets, Hourly |
| Marty Block | Verus Capital Partners | Scottsdale | Not listed | Percentage of assets, Hourly |
| Michael Andrews | Verus Capital Partners | Scottsdale | Not listed | Percentage of assets, Hourly |
| Michele McCabe | Vestpointe Wealth Management | Scottsdale | Not listed | Percentage of assets |
| Morgan Brown | Wealth Management Partners | Tucson | Not listed | Percentage of assets |
| Robyn Kreuer | Verus Capital Partners | Scottsdale | Not listed | Percentage of assets, Hourly |
| Ross Patterson | Sterling Investment Management | Tucson | CFP, ChFC | Percentage of assets |
| Steven Deangelis | Verus Capital Partners | Gilbert | Not listed | Percentage of assets, Hourly |
| Trevor Scheid | Luminescent Wealth Management | Scottsdale | CFP | Percentage of assets, Hourly |
| Arthur Doglione | Alpha Fiduciary Wealth Management | Phoenix | Not listed | Percentage of assets, Hourly |
| Corbin Hixson | Alpha Squared Capital | Scottsdale | Not listed | Percentage of assets, Hourly |
| David D'Eredita | Rise Private Wealth Advisors | Tucson | Not listed | Percentage of assets, Hourly |
| Giulia King | Align WMGMT | Tucson | Not listed | Percentage of assets, Hourly |
| John Haubert | Zeches Wealth Management | Tucson | Not listed | Percentage of assets, Hourly |
| Robert Armour | Zeches Wealth Management | Mesa | Not listed | Percentage of assets, Hourly |
| William Newman | Newman's Financial Planning | Queen Creek | Not listed | Percentage of assets |
| Amanda Wray | Next Up Wealth Advisors | Scottsdale | Not listed | Percentage of assets, Hourly |
| Arumayta Arguello | Sterling Investment Management | Tucson | CFA | Percentage of assets |
| Atticus Lavelle | Fortitude Family Office | Scottsdale | Not listed | Percentage of assets, Hourly |
| Brendan Ganji | Red Night Capital | Scottsdale | Not listed | Percentage of assets, Hourly |
| Brian Laurie | Green Peaks Planning | Surprise | Not listed | Percentage of assets, Hourly |
| Carter Pearl | Intrinsic Value Partners | Phoenix | CFA | Percentage of assets, Hourly |
| Christy Pater Schmitt | Fortitude Family Office | Scottsdale | Not listed | Percentage of assets, Hourly |
| Daniel Flack | Intrinsic Value Partners | Phoenix | CFA | Percentage of assets, Hourly |
| David Walsvick | Walsvick Wealth Management | Phoenix | Not listed | Percentage of assets |
| Derek Sinani | Ironwood Wealth Advisors | Scottsdale | Not listed | Percentage of assets |
| Emily Gall | Fortitude Family Office | Scottsdale | Not listed | Percentage of assets, Hourly |
| Hunter Davis | Galvin, Gaustad & Stein | Scottsdale | Not listed | Percentage of assets, Hourly |
| Jacob Semansky | Red Night Capital | Scottsdale | Not listed | Percentage of assets, Hourly |
| Jared Farnsworth | Skymark Advisors | Sun City | Not listed | Percentage of assets, Hourly |
| John Payne | Sterling Investment Management | Tucson | CFA | Percentage of assets |
| Jordan Galvin | Galvin, Gaustad & Stein | Scottsdale | Not listed | Percentage of assets, Hourly |
| Joseph Police | Red Night Capital | Scottsdale | Not listed | Percentage of assets, Hourly |
| Joseph Senczakowicz-Gibo | Fortitude Family Office | Scottsdale | Not listed | Percentage of assets, Hourly |
| Kristin Greenleaf | Fortitude Family Office | Scottsdale | Not listed | Percentage of assets, Hourly |
| Matthew Brower | Fortitude Family Office | Scottsdale | Not listed | Percentage of assets, Hourly |
| Matthew Walker | Fortitude Family Office | Scottsdale | Not listed | Percentage of assets, Hourly |
| Michael Robinson | Narus Financial Partners | Topock | Not listed | Percentage of assets, Hourly |
| Remy Solves | Fortitude Family Office | Scottsdale | Not listed | Percentage of assets, Hourly |
| Sam Winter | Fortitude Family Office | Scottsdale | Not listed | Percentage of assets, Hourly |
| Stephen Galvin | Galvin, Gaustad & Stein | Scottsdale | Not listed | Percentage of assets, Hourly |
| Trevor Moore | Fortitude Family Office | Scottsdale | Not listed | Percentage of assets, Hourly |
| Christopher Hays | Chris Hays Wealth Management | Phoenix | Not listed | Percentage of assets, Hourly |
| Denny Stoddard | Bridgeway Wealth Management | Queen Creek | Not listed | Percentage of assets, Hourly |
| Francisco Sirvent | Lifestyle Planning | Chandler | Not listed | Ongoing planning fee |