| Christopher Lim | Alongside Wealth | Nolensville | CFP | Percentage of assets, Hourly |
| Claire Kluth | PYA Waltman Capital | Knoxville | CFP | Percentage of assets, Hourly |
| David Goodson | ProffittGoodson Private Wealth | Knoxville | CFA | Percentage of assets, Hourly |
| Eric Foster | PYA Waltman Capital | Knoxville | CFP | Percentage of assets, Hourly |
| Heather Coulter | William Howard & Co. Financial Advisors | Memphis | CFP | Percentage of assets, Hourly |
| Isabel Biondi | Greatdane Investment | Franklin | CFP | Percentage of assets, Hourly |
| Jack Waltman | PYA Waltman Capital | Knoxville | CFP | Percentage of assets, Hourly |
| James Campbell | Campbell Asset Management | Chattanooga | CFP | Percentage of assets, Hourly |
| Justin Lester | Allied Investments | Johnson City | CFP | Percentage of assets, Hourly |
| Melissa Ballard | PYA Waltman Capital | Knoxville | CFP | Percentage of assets, Hourly |
| Michael Cermak | ProffittGoodson Private Wealth | Knoxville | CFA | Percentage of assets, Hourly |
| Neil Goodson | ProffittGoodson Private Wealth | Knoxville | CFA | Percentage of assets, Hourly |
| William Howard | William Howard & Co. Financial Advisors | Memphis | CFP, ChFC | Percentage of assets, Hourly |
| Andrew Buzan | Kelman-Lazarov | Memphis | CFA | Percentage of assets, Hourly |
| Hiroshi Goto | Goto Financial Advisory | Franklin | CFA | One-time planning fee |
| James Place | Evergreen Advisors | Chattanooga | CFP | Percentage of assets |
| Jonathan Farrell | Highmark | Brentwood | CFP | Percentage of assets, Hourly |
| Michael O'Donnell | Evergreen Advisors | Chattanooga | CFP | Percentage of assets |
| Nicholas Vantrease | Provident Wealth | Knoxville | CFP | Percentage of assets, Hourly |
| Steven Kibbel | Kibbel Financial Planning | Franklin | CFP, ChFC | Percentage of assets, Hourly |
| Aaron Hardy | S.E.E.D. Planning Group | Knoxville | CFA | Percentage of assets, Hourly |
| Aaron Sams | PYA Waltman Capital | Knoxville | CFA | Percentage of assets, Hourly |
| Alexander Willard | LeConte Wealth | Maryville | Not listed | Percentage of assets |
| Beau Bushong | LeConte Wealth | Maryville | Not listed | Percentage of assets |
| Brian Koonce | Paul Winkler | Goodlettsville | CFP | Percentage of assets, Hourly |
| Bryan Belew | LeConte Wealth | Maryville | Not listed | Percentage of assets |
| Carter Hansard | Barnett & Company | Chattanooga | CFP | Percentage of assets, Hourly |
| Craig Stapleton-Corcoran | Stapleton Asset Management | Franklin | CFP, CFA | Percentage of assets, Hourly |
| Curtis Henson | Paul Winkler | Goodlettsville | CFP | Percentage of assets, Hourly |
| Daniel Hill | Paul Winkler | Goodlettsville | CFP | Percentage of assets, Hourly |
| Derrik Hubbard | Stewardship Solution | Germantown | CFP | Percentage of assets, Hourly |
| Douglas Jackson | Jackson Wealth | Franklin | CFP | Percentage of assets, Hourly |
| Douglas Whitten | LeConte Wealth | Maryville | Not listed | Percentage of assets |
| Hoy Grimm | LeConte Wealth | Maryville | Not listed | Percentage of assets |
| James Bertram | Baynes Investment Counsel | Franklin | Not listed | Percentage of assets, Hourly |
| James Dickson | Paul Winkler | Franklin | CFP | Percentage of assets, Hourly |
| James Proffitt | ProffittGoodson Private Wealth | Knoxville | Not listed | Percentage of assets, Hourly |
| James Wood | Paul Winkler | Goodlettsville | CFP | Percentage of assets, Hourly |
| John Atkins | Integrity Capital Management | Kingsport | CFP | Percentage of assets, Hourly |
| Jonathan Dockery | LeConte Wealth | Maryville | Not listed | Percentage of assets |
| Jonathan Walker | Paul Winkler | Gallatin | CFP | Percentage of assets, Hourly |
| Joseph Bailey | Integrity Capital Management | Kingsport | CFP | Percentage of assets, Hourly |
| Kaitlin Jordan | Stone Pillars Wealth Management | Franklin | Not listed | Percentage of assets, Hourly |
| Kevin Painter | LeConte Wealth | Maryville | Not listed | Percentage of assets |
| Lawrence Barnard | Paul Winkler | Franklin | CFP | Percentage of assets, Hourly |
| Michael Seelman | ProffittGoodson Private Wealth | Knoxville | Not listed | Percentage of assets, Hourly |
| Patrick Elliott | Uprise | Knoxville | CFP | Hourly, Fixed fees |
| Paul Brown | Clearstone Wealth Management | Murfreesboro | Not listed | Percentage of assets, Hourly |
| Ryan Redmond | Stone Pillars Wealth Management | Franklin | Not listed | Percentage of assets, Hourly |
| Taylor Whitt | Cairn Financial Group | Nashville | CFP | Percentage of assets, Hourly |