| Scott Morton | FourPath Capital Management | Oklahoma City | CFP | Percentage of assets, Hourly |
| Thomas Sullivent | Gibraltar Capital Management | Tulsa | Not listed | Percentage of assets, Hourly |
| Derrick Alexander | Greater Works Wealth | Tulsa | Not listed | Percentage of assets, Ongoing planning fee |
| Joshua Herlan | Future U Financial | Tulsa | Not listed | Hourly, Ongoing planning fee |
| Allen Bynum | Financial Management | Ardmore | Not listed | Hourly, One-time planning fee |
| Charles Tines | Tines Capital | Tulsa | Not listed | Percentage of assets |
| Daniel Mitchell | DM Wealth Management | Norman | Not listed | Percentage of assets |
| Emilee Tarver | DM Wealth Management | Norman | Not listed | Percentage of assets |
| Jayme Fowler | Pinnacle Investment Advisors | Tulsa | ChFC | Percentage of assets |
| Joshua Hanes | Tines Capital | Broken Arrow | Not listed | Percentage of assets |
| Kayla Tweedy | Financial Management | Ardmore | Not listed | Hourly, One-time planning fee |
| Michael Whitson | Financial Management | Ardmore | Not listed | Hourly, One-time planning fee |
| Mitchell Benefiel | Integrated Wealth Solutions | Tulsa | Not listed | Percentage of assets, Hourly |
| Michael Freeman | Trilogy Financial Solutions | Oklahoma City | Not listed | Percentage of assets, Hourly |
| Anthony Dionisio | Pinnacle Investment Advisors | Tulsa | Not listed | Percentage of assets |
| Arlis Reuter | FourPath Capital Management | Oklahoma City | Not listed | Percentage of assets, Hourly |
| Ashley Turner | FourPath Capital Management | Oklahoma City | Not listed | Percentage of assets, Hourly |
| Chris Lorenzen | LIG Capital Management | Oklahoma City | Not listed | Percentage of assets |
| David Poarch | Pinnacle Investment Advisors | Tulsa | Not listed | Percentage of assets |
| Holly Gooch | FourPath Capital Management | Oklahoma City | Not listed | Percentage of assets, Hourly |
| Jeffrey James | FourPath Capital Management | Oklahoma City | Not listed | Percentage of assets, Hourly |
| Jeffrey Pope | FourPath Capital Management | Oklahoma City | Not listed | Percentage of assets, Hourly |
| Joel Kantor | Pinnacle Investment Advisors | Tulsa | Not listed | Percentage of assets |
| Julie Mahanay | LIG Capital Management | Oklahoma City | Not listed | Percentage of assets |
| Mark Humphreys | LIG Capital Management | Oklahoma City | Not listed | Percentage of assets |
| Robert Kramer | Pinnacle Investment Advisors | Tulsa | Not listed | Percentage of assets |
| Robert Moore | Pinnacle Investment Advisors | Tulsa | Not listed | Percentage of assets |
| Shea Brown | Windle Wealth | Oklahoma City | Not listed | Percentage of assets, Hourly |
| Stuart McCuan | LIG Capital Management | Oklahoma City | Not listed | Percentage of assets |
| Andrew Oster | Triton Financial Group | Oklahoma City | CFP | Percentage of assets, Hourly |
| Austin Bryan | Hogantaylor Wealth | Tulsa | CFP | Percentage of assets, Hourly |
| Barry Logan | Hogantaylor Wealth | Oklahoma City | CFP | Percentage of assets, Hourly |
| Brandon Biles | Hogantaylor Wealth | Tulsa | CFP | Percentage of assets, Hourly |
| David Evans | Comprehensive Financial Planning | Oklahoma City | CFP | Percentage of assets, Hourly |
| Eugene Smith | Chartmark Investments | Tulsa | CFP | Percentage of assets, Hourly |
| Janelle Skelton | Total Wealth Planning and Management | Oklahoma City | CFP | Percentage of assets, Hourly |
| Jeffrey Ashford | Access Financial Resources | Oklahoma City | CFP | Percentage of assets, Hourly |
| Jeremy Wilcox | TOM Johnson Investment Management | Oklahoma City | CFP | Percentage of assets, Hourly |
| Joanna McCall | Wealth Management Solutions | Oklahoma City | CFP | Percentage of assets, Hourly |
| Krista Strohoffer | Sustainable Advisors Alliance | Tulsa | CFP | Percentage of assets, Hourly |
| Pamela Brandt | Sustainable Advisors Alliance | Tulsa | CFP | Percentage of assets, Hourly |
| Shanda Sullivan | Aspen Wealth Planners | Broken Arrow | CFP | Percentage of assets, Hourly |
| Troy Jones | Access Financial Resources | Oklahoma City | CFP | Percentage of assets, Hourly |
| William Atkinson | Access Financial Resources | Oklahoma City | CFP | Percentage of assets, Hourly |
| Cory Robinson | TOM Johnson Investment Management | Oklahoma City | CFA | Percentage of assets, Hourly |
| David Shoesmith | Wealth Management Solutions | Claremore | ChFC | Percentage of assets, Hourly |
| Douglas Haws | TOM Johnson Investment Management | Oklahoma City | CFA | Percentage of assets, Hourly |
| John Szafranski | Meliora Capital | Tulsa | CFA | Percentage of assets, Hourly |
| Nicholas Pointer | TOM Johnson Investment Management | Oklahoma City | CFA | Percentage of assets, Hourly |
| Richard Parry | TOM Johnson Investment Management | Oklahoma City | CFA | Percentage of assets, Hourly |