| Shawn Hannegan | Hannegan Wealth Management LLC | Edgewood | CFP, CPA | Percentage of assets, Hourly |
| Zachery Price | TSN Wealth & Tax Management | Louisville | Not listed | Percentage of assets, Hourly |
| Mackey McNeill | The Prosperity People | Bellevue | PFS | Percentage of assets, Hourly |
| Christopher Madel | Chadds Ford Wealth Partners | Lebanon | CFA | Flat fee or retainer, Hourly |
| George Pierce | Invest | Lexington | Not listed | Hourly, Ongoing planning fee |
| James Thompson | Invest | Lexington | Not listed | Hourly, Ongoing planning fee |
| Jerome Knochelmann | Knochelmann Wealth Management and Advisor | Florence | Not listed | Percentage of assets, Hourly |
| John Thompson | Invest | Lexington | Not listed | Hourly, Ongoing planning fee |
| Anjana Batra | The Prosperity People | Bellevue | Not listed | Percentage of assets, Hourly |
| John Nunan | The Prosperity People | Bellevue | Not listed | Percentage of assets, Hourly |
| Warren Leet | Blue Castle Wealth | Lexington | Not listed | Percentage of assets, Hourly |
| Brian Wood | High Knoll Wealth Advisors | Lexington | Not listed | Percentage of assets |
| Jonathan Pliszka | High Knoll Wealth Advisors | Lexington | Not listed | Percentage of assets |
| Harrison Bailey | Townsend Financial Planning | Mt. Sterling | CFP | Percentage of assets, Hourly |
| Melody Townsend | Townsend Financial Planning | Mt. Sterling | CFP | Percentage of assets, Hourly |
| Ramsey Bova | Moneywatch Advisors | Lexington | CFP | Percentage of assets, Hourly |
| Sabina Lewis | Avant-Garde Wealth | Smiths Grove | CFP | Percentage of assets, Hourly |
| Stephen Byars | Moneywatch Advisors | Lexington | CFP | Percentage of assets, Hourly |
| Edward Nelson | Clear Trace | Pewee Valley | ChFC | Percentage of assets, Hourly |
| Synthia Durham | Life Advisors Financial Planning and Wealth Management | Munfordville | PFS | Percentage of assets, Hourly |
| Chad Kobes | BRK Wealth Management | Lexington | Not listed | Percentage of assets, Hourly |
| David Worley | Visionary Horizons | Somerset | Not listed | Percentage of assets, Hourly |
| George Perros | Resurgent Advisors | Danville | Not listed | Percentage of assets, Hourly |
| Grant Clay | New Millennium Asset Management | Lexington | Not listed | Percentage of assets, Hourly |
| John Charalambakis | Blacksummit Financial Group | Nicholasville | Not listed | Percentage of assets, Hourly |
| Johnathon Davis | American Capital Management | Lexington | Not listed | Percentage of assets, Hourly |
| Logan Brown | Jennings & Associates Financial Advisors | Paducah | Not listed | Percentage of assets, Hourly |
| Lucas Fenwick | Fenwick Financial | Bardstown | Not listed | Percentage of assets, Hourly |
| Michaela Dowdy | Wiser Wealth Management | Lexington | Not listed | Percentage of assets, Hourly |
| Randall Walker | American Capital Management | Louisville | Not listed | Percentage of assets, Hourly |
| Rebecca Bowling | Resurgent Advisors | Danville | Not listed | Percentage of assets, Hourly |
| William Buckman | Dollars & Sense Financial Fitness | Bowling Green | Not listed | Percentage of assets, Hourly |
| William Griffin | Resurgent Advisors | Danville | Not listed | Percentage of assets, Hourly |