| Charles Adi | Blueprint 360 | Houston | CFP | Percentage of assets, Hourly |
| Chasity Chavez | Howard Financial Services | Dallas | CFP | Percentage of assets, Hourly |
| Christopher Cyndecki | Pioneer Wealth Management Group | Austin | CFP, CFA | Percentage of assets, Hourly |
| Christopher Welsh | Lorintine Capital | Dallas | CFP | Percentage of assets, Hourly |
| Colton Richards | Apeiron | Dallas | CFP | Percentage of assets, Hourly |
| Craig Narum | Trisperity Advisors | Katy | CFP | Percentage of assets, Hourly |
| Craig Parks | Houston Wealth Management | Houston | CFP | Percentage of assets, Hourly |
| Daniel Sonnen | Lauterbach Financial Advisors | El Paso | CFP, CFA | Percentage of assets, Hourly |
| Daphne Jordan | Pioneer Wealth Management Group | Austin | CFP | Percentage of assets, Hourly |
| David Dryden | Insight Wealth Partners | Plano | CFP, ChFC | Percentage of assets, Hourly |
| David Dryden | Insight Wealth Partners | Plano | CFP | Percentage of assets, Hourly |
| David Nelson | Daniels & Erickson Financial Advisors | Dallas | CFP | Percentage of assets, Hourly |
| David Sather | Sather Financial Group | Victoria | CFP | Percentage of assets, Hourly |
| David Stull | Storehouse Financial | Fort Worth | CFP | Percentage of assets, Hourly |
| Deanna Austin | PER Stirling Capital Management | Austin | CFP | Percentage of assets, Hourly |
| Debra Rosenthal-Ritter | Retirement Management Systems | Angleton | CFP | Percentage of assets, Hourly |
| Derek Childs | Howard Financial Services | Dallas | CFP | Percentage of assets, Hourly |
| Diana Castro | Goodman Financial | Houston | CFP | Percentage of assets, Hourly |
| Donald Laseter | Financial Consulting Services | Dallas | CFP | Percentage of assets, Hourly |
| Douglas Zullo | Ironbridge Private Wealth | Austin | CFP | Percentage of assets, Hourly |
| Elizabeth Shurtz | Keener Financial Planning | Keller | CFP | Hourly, Fixed fees |
| Emily Swerdlow | Howard Financial Services | Dallas | CFP | Percentage of assets, Hourly |
| Emily Teague | Peltoma Capital Partners | Austin | CFP | Percentage of assets, Hourly |
| Erin Hilton | Hilton Financial Group | Austin | CFP | Hourly, Fixed fees |
| Federico Garza | Endeavor Advisors | Houston | CFP | Percentage of assets, Hourly |
| Garrett Prom | Prominent Financial Planning | Austin | CFP | Hourly, Fixed fees |
| Geoffry Oshman | Geoffry H. Oshman, CFP | Houston | CFP | Percentage of assets, Hourly |
| Glenn Bishop | GA Bishop and Associates | Carrollton | CFP | Hourly, Fixed fees |
| Glenn Royal | RHP Wealth Management | Houston | CFP | Percentage of assets, Hourly |
| Grace Butterfield | Howard Financial Services | Dallas | CFP | Percentage of assets, Hourly |
| Gregory Mangelsdorf | Howard Financial Services | Dallas | CFP | Percentage of assets, Hourly |
| Herbert Kim | Innovator Wealth Advisor | Round Rock | CFP | Percentage of assets, Hourly |
| Hunter Coday | Goodman Financial | Houston | CFP | Percentage of assets, Hourly |
| Jace Hart | Rockwall Wealth Management | Rockwall | CFP | Percentage of assets, Hourly |
| Jacob Lewis | Endeavor Advisors | Houston | CFP, ChFC | Percentage of assets, Hourly |
| James Davis | Aspen Wealth Management | Fort Worth | CFP | Percentage of assets, Hourly |
| James Marsden | Apeiron | Dallas | CFP | Percentage of assets, Hourly |
| James McClellan | James G. Mcclellan CPA | Sugar Land | CFP | Percentage of assets, Hourly |
| James Whiddon | Evidence Wealth | Bryan | CFP | Percentage of assets, Hourly |
| Jared Brennen | Endeavor Advisors | Houston | CFP | Percentage of assets, Hourly |
| Jared Machen | Brownlee Wealth Management | Houston | CFP | Hourly, Fixed fees |
| Jarrod Winkcompleck | GAP Financial Services | Austin | CFP, ChFC | Percentage of assets, Hourly |
| Jay Boekeloo | Fairbanks Financial Wealth Management | Brenham | CFP | Percentage of assets, Hourly |
| Jay Branson | Branson Fowlkes & CO | Houston | CFP | Percentage of assets, Hourly |
| Jean Keener | Keener Financial Planning | Keller | CFP | Hourly, Fixed fees |
| Jefferson Wang | Gordon Oak Financial | Plano | CFP | Hourly, Fixed fees |
| Jeffrey Ivy | Vestis Advisors | Houston | CFP | Percentage of assets, Hourly |
| Jeffrey McCulloch | Trisperity Advisors | Katy | CFP | Percentage of assets, Hourly |
| Jeremy Andries | Flourish Financial Planning | Grapevine | CFP | Percentage of assets, Hourly |
| John Gillespie | Wealth Management Services of Austin | Austin | CFP | Percentage of assets, Hourly |