| Jacklyn Mason | Abacus Planning Group | Columbia | CFP | Percentage of assets, Hourly |
| Jana Morrison | Burkett Financial Services | Rock Hill | CFP | Percentage of assets, Hourly |
| Jason White | Magnolia Financial Planning Services | Seneca | CFP | Percentage of assets, Hourly |
| Joe Hines | Global View Investment Advisors | Greenville | CFP | Percentage of assets, Hourly |
| John Tiddy | Mecklenburg Financial Group | Myrtle Beach | CFP | Percentage of assets, Hourly |
| Jonathan Robertson | Abacus Planning Group | Columbia | CFP | Percentage of assets, Hourly |
| Joshua Glenn | Fiduciary Organization | Greenville | CFP | Percentage of assets, Hourly |
| Karina Moretz | Pathfinder Planning | Lake Wylie | CFP, ChFC | Percentage of assets, Hourly |
| Karlyn Jones | Abacus Planning Group | Columbia | CFP | Percentage of assets, Hourly |
| Kathryn Hauer | Wilson David Investment Advisors | Aiken | CFP | Percentage of assets, Hourly |
| Marc Johnston | The Bedminster Group | Bluffton | CFP, ChFC | Percentage of assets, Hourly |
| Mary Green | Abacus Planning Group | Greenville | CFP | Percentage of assets, Hourly |
| Matthew Crider | Global View Investment Advisors | Greenville | CFP | Percentage of assets, Hourly |
| Matthew Ritt | Ironview Capital Management | Charleston | CFP | Percentage of assets, Hourly |
| Morgan Crawford | Headland Capital | Mt. Pleasant | CFP | Percentage of assets, Hourly |
| Neil Brown | Burkett Financial Services | Rock Hill | CFP | Percentage of assets, Hourly |
| Palmer Jones | Palmer Jones & Associates | Bluffton | CFP | Percentage of assets, Hourly |
| Paul Pizzuti | Innovative Private Wealth Management | Greenville | CFP | Percentage of assets, Hourly |
| Richard Bryan | Partners in Financial Planning | John'S Island | CFP | Percentage of assets, Hourly |
| Robby Bryant | Magnolia Financial Planning Services | Seneca | CFP | Percentage of assets, Hourly |
| Ronald Freeman | Lifepath Advisors | Bluffton | CFP | Percentage of assets, Hourly |
| Stuart Pyne | Hampton Park Financial Planners | Charleston | CFP | Percentage of assets, Hourly |
| Susan Dixson | Headland Capital | Mt. Pleasant | CFP | Percentage of assets, Hourly |
| Susan McCants | Abacus Planning Group | Columbia | CFP | Percentage of assets, Hourly |
| William Coscioni | Wealthcare | Aiken | CFP | Percentage of assets, Hourly |
| Ximena Chastain | Abacus Planning Group | Columbia | CFP | Percentage of assets, Hourly |
| Charles Flowers | Abacus Planning Group | Columbia | CFA | Percentage of assets, Hourly |
| Daniel Callahan | Ironview Capital Management | Charleston | CFA | Percentage of assets, Hourly |
| Donald Burkett | Burkett Financial Services | West Columbia | PFS | Percentage of assets, Hourly |
| Robert Green | BG Financial Advisors | Beaufort | ChFC | Percentage of assets, Hourly |
| William Jeter | Abacus Planning Group | Columbia | CFA | Percentage of assets, Hourly |
| Alex Spence | Wealth Intelligently Navigated | Greer | Not listed | Percentage of assets, Hourly |
| Alexander Day | Headland Capital | Mt. Pleasant | Not listed | Percentage of assets, Hourly |
| Andrew Roberts | Hilton Head Capital Partners | Hilton Head Island | Not listed | Percentage of assets, Hourly |
| Anthony Mahfood | Wealth Intelligently Navigated | Greer | Not listed | Percentage of assets, Hourly |
| Arthur Randall | Strategic Investment Solutions | Bluffton | Not listed | Percentage of assets, Hourly |
| Bailey Davis | Abacus Planning Group | Columbia | Not listed | Percentage of assets, Hourly |
| Betsy Moszeter | Reflection Asset Management | Isle Of Palms | Not listed | Percentage of assets, Hourly |
| Brandon Williams | Integrated Planning | Aiken | Not listed | Percentage of assets, Hourly |
| Brent Bentrim | Carolopolis Fiduciary Counsel | Charleston | Not listed | Percentage of assets, Hourly |
| Brian Collins | Collins Advisors | Charleston | Not listed | Percentage of assets, Hourly |
| Bruce Wood | Hilton Head Capital Partners | Hilton Head Island | Not listed | Percentage of assets, Hourly |
| Christopher Mise | Generouswealth | Summerville | Not listed | Percentage of assets, Hourly |
| Christopher Preisig | Upstate Financial Planning | Simpsonville | Not listed | Percentage of assets, Hourly |
| David Gray | David Gray Consulting | North Augusta | Not listed | Percentage of assets, Hourly |
| Eric Cox | Headland Capital | Mt. Pleasant | Not listed | Percentage of assets, Hourly |
| Eugene Balerna | The Bedminster Group | Bluffton | Not listed | Percentage of assets, Hourly |
| Eugene Sanders | Carolina Qualified Retirement Plan Advisers | Wadmalaw Island | Not listed | Percentage of assets, Hourly |
| Glen Roberts | Hilton Head Capital Partners | Conway | Not listed | Percentage of assets, Hourly |
| Graham Morris | Fiduciary Organization | Greenville | Not listed | Percentage of assets, Hourly |