| Zuzana Birova | Colorado Capital Management | Durango | Not listed | Percentage of assets |
| Akram Hassan | Regista Financial Strategies | Denver | Not listed | Percentage of assets, Hourly |
| Gene Bergmeier | THRIVE Financial Management | Monument | Not listed | Percentage of assets, Hourly |
| Gregory Johnson | Multnomah Group | Centennial | Not listed | Percentage of assets, Hourly |
| Jason Yeager | JD Yeager & | Parker | Not listed | Percentage of assets, Hourly |
| John Gunther | Measured Strategies | Denver | Not listed | Percentage of assets, Hourly |
| Kevin Starkey | FTN Capital Management | Littleton | Not listed | Percentage of assets, Hourly |
| Meaghan Brugge | Headwaters Financial Planning | Granby | Not listed | Percentage of assets, Hourly |
| Nicholas Swanson | MCM Wealth | Arvada | Not listed | Percentage of assets, Hourly |
| Sandra Bozanic | Regista Financial Strategies | Denver | Not listed | Percentage of assets, Hourly |
| Alexander Bastron | Northstar Financial Companies | Golden | Not listed | Percentage of assets, Hourly |
| Debora Nunez | L&S Advisors | Centennial | Not listed | Percentage of assets, Hourly |
| Donavan Cox | Aberle Investment Management | Eagle | Not listed | Percentage of assets, Hourly |
| James Brady | Scope Wealth Management | Denver | Not listed | Percentage of assets, Hourly |
| James Etten | Copper River Advisors | Englewood | Not listed | Percentage of assets, Hourly |
| Karl Hering | Unity Wealth Strategies | Colorado Springs | Not listed | Ongoing planning fee, One-time planning fee |
| Nathanael Koch | Causey Wealth | Greenwood Village | Not listed | Percentage of assets, Hourly |
| Rachel Barrett | Barrett Wealth Connection | Golden | Not listed | Hourly |
| Rebecca Miller | Unity Wealth Strategies | Colorado Springs | Not listed | Ongoing planning fee, One-time planning fee |
| Robb Stone | Causey Wealth | Greenwood Village | Not listed | Percentage of assets, Hourly |
| Robert Brown | Copper River Advisors | Englewood | Not listed | Percentage of assets, Hourly |
| Shari Carlson | Unity Wealth Strategies | Colorado Springs | Not listed | Ongoing planning fee, One-time planning fee |
| Stephen Warren | Causey Wealth | Greenwood Village | Not listed | Percentage of assets, Hourly |
| Adam Blumberg | Protocol Wealth | Denver | CFP | Percentage of assets, Hourly |
| Adam Miller | Elderado Financial | Montrose | CFP | Percentage of assets, Hourly |
| Adam Van Wert | J.F. Williams | Denver | CFP | Percentage of assets, Hourly |
| Amanda Depriest | Mattern Capital Management | Lakewood | CFP | Percentage of assets, Hourly |
| Amy Warrender | Crusonia Wealth Advisors | Denver | CFP | Percentage of assets, Hourly |
| Anna Bhai | Brooklyn FI | Denver | CFP | Percentage of assets, Hourly |
| Bo Pihl | Orographic Financial Advisors | Avon | CFP, CFA | Percentage of assets, Hourly |
| Bradley Conover | Sharkey Howes & Javer | Denver | CFP | Percentage of assets, Hourly |
| Brendon Smith | Mattern Capital Management | Lakewood | CFP | Percentage of assets, Hourly |
| Brett Spurr | Spurr Financial Planning | Salida | CFP | Percentage of assets, Hourly |
| Brian Littlejohn | Sherwood Wealth Management | Basalt | CFP, CFA | Percentage of assets, Hourly |
| Bryon Geman | Sharkey Howes & Javer | Denver | CFP | Percentage of assets, Hourly |
| Charles Hawes | Legacy Edge Advisors | Lakewood | CFP | Percentage of assets, Hourly |
| Christopher Kolker | Triumph Capital Management | Denver | CFP | Percentage of assets, Hourly |
| Cindy Bragdon | Vital Investment Management | Loveland | CFP | Percentage of assets, Hourly |
| Collin Schmidt | Crusonia Wealth Advisors | Denver | CFP | Percentage of assets, Hourly |
| Connor Law | Crusonia Wealth Advisors | Denver | CFP | Percentage of assets, Hourly |
| Conor Jonasson | Crusonia Wealth Advisors | Denver | CFP | Percentage of assets, Hourly |
| Cory Hassenstab | Sharkey Howes & Javer | Denver | CFP | Percentage of assets, Hourly |
| Cory Underwood | Crusonia Wealth Advisors | Denver | CFP, CFA | Percentage of assets, Hourly |
| Daniel Bereck | Financial Consulting Associates | Boulder | CFP | Percentage of assets, Hourly |
| David Baysinger | Crusonia Wealth Advisors | Castle Rock | CFP | Percentage of assets, Hourly |
| David Eads | Vital Investment Management | Loveland | CFP | Percentage of assets, Hourly |
| David Jones | Trail Ridge Investment Advisors | Fort Collins | CFP | Percentage of assets, Hourly |
| David McMillan | Caledonia Wealth Management | Boulder | CFP | Percentage of assets, Hourly |
| Derek Lawson | Priority Financial Partners | Durango | CFP | Percentage of assets, Hourly |
| Donald Loyd | Loyd Financial Management | Centennial | CFP | Percentage of assets, Hourly |