| Ryan Cooper | Verticus Advisors | Sandy | PFS | Percentage of assets, Hourly |
| Seth Swindle | Strive Investment Management | American Fork | CFP | Percentage of assets, Hourly |
| Trent Bowers | Narus Financial Partners | Salt Lake City | CFP | Percentage of assets, Hourly |
| Braxton Leicht | Beta Wealth Group | Park City | Not listed | Percentage of assets |
| Dalin Jewett | Tanara Wealth Management | Lehi | Not listed | Percentage of assets, Hourly |
| Eric Stats | Brighton Wealth Management | Cottonwood Heights | CFA | Percentage of assets, Hourly |
| Karsten Walker | Blue Barn Wealth | Orem | Not listed | Percentage of assets |
| Mark Sumsion | Blue Barn Wealth | Orem | Not listed | Percentage of assets |
| Siria Terry | Blue Barn Wealth | Orem | Not listed | Percentage of assets |
| David Faulk | Montage Financial Advisors | Lehi | CFP, CPA | Percentage of assets, Hourly |
| Lauren Kearl | Dentist Advisors | Salt Lake City | Not listed | Ongoing planning fee |
| Robert Nelson | Sunset Retire | Provo | Not listed | Percentage of assets, Hourly |
| Stephen Bauer | Evergreen Financial Group LLC | West Jordan | CFP | Percentage of assets, Hourly |
| Stephen Goalen | Goalen Capital Advisors | Bountiful | CFP | Percentage of assets, Hourly |
| Tanner Dance | Andina Advisors | Logan | CFA | Percentage of assets, Hourly |
| William Gochnour | Dentist Advisors | Salt Lake City | Not listed | Ongoing planning fee |
| Alexander Craner | Craner Capital | Bountiful | Not listed | Percentage of assets, Hourly |
| Ann Lobos | Vitality Capital Management | South Jordan | Not listed | Percentage of assets, Hourly |
| Dennis Romney | Opportunus Wealth Management | Cottonwood Heights | Not listed | Percentage of assets, Hourly |
| Ethan Call | Craner Capital | Bountiful | Not listed | Percentage of assets, Hourly |
| John Park | Craner Capital | Bountiful | Not listed | Percentage of assets, Hourly |
| Jordan Bailey | Craner Capital | Bountiful | Not listed | Percentage of assets, Hourly |
| Mathew Park | Craner Capital | Bountiful | Not listed | Percentage of assets, Hourly |
| Matthew Romney | Vitality Capital Management | South Jordan | Not listed | Percentage of assets, Hourly |
| Nathan White | Paragon Wealth Management | Provo | CFA | Percentage of assets |
| Ryan Craner | Craner Capital | Bountiful | Not listed | Percentage of assets, Hourly |
| Skyler Keate | Cadinha & Co | Park City | Not listed | Percentage of assets, Hourly |
| Thomas Craner | Craner Capital | Bountiful | Not listed | Percentage of assets, Hourly |
| William Draper | Craner Capital | Bountiful | Not listed | Percentage of assets, Hourly |
| Anthony Allen | Andina Advisors | Providence | Not listed | Percentage of assets, Hourly |
| Arthur Smithee | Insight Investment Advisers | Lehi | Not listed | Percentage of assets, Hourly |
| Benjamin Driggs | Navigate Financial | Salt Lake City | Not listed | Percentage of assets, Ongoing planning fee |
| Chase Redd | Narus Financial Partners | Salt Lake City | Not listed | Percentage of assets, Hourly |
| Curtis Lamb | Narus Financial Partners | Salt Lake City | Not listed | Percentage of assets, Hourly |
| Dan Jessop | Andina Advisors | Logan | Not listed | Percentage of assets, Hourly |
| Daniel Maxwell | Amicus Financial Advisors | Lehi | Not listed | Percentage of assets, Hourly |
| Dennis Bassett | Navigate Financial | Salt Lake City | Not listed | Percentage of assets, Ongoing planning fee |
| Eric Barlow | Andina Advisors | Logan | Not listed | Percentage of assets, Hourly |
| Ginger Harris | Andina Advisors | Logan | Not listed | Percentage of assets, Hourly |
| Jared Stubbs | Narus Financial Partners | Salt Lake City | Not listed | Percentage of assets, Hourly |
| John Pennington | Andina Advisors | Lehi | Not listed | Percentage of assets, Hourly |
| Landon Malo | Narus Financial Partners | Salt Lake City | Not listed | Percentage of assets, Hourly |
| Matthew Phillips | Navigate Financial | Salt Lake City | Not listed | Percentage of assets, Ongoing planning fee |
| Michael Loveless | ABG Consultants | Cottonwood Heights | Not listed | Percentage of assets, Hourly |
| Nolan Karras | The Karras Company | Roy | Not listed | Percentage of assets, Hourly |
| Quinn Longhurst | Andina Advisors | Logan | Not listed | Percentage of assets, Hourly |
| David Young | Paragon Wealth Management | Provo | Not listed | Percentage of assets |
| Kaneil Menlove | Paragon Wealth Management | Provo | Not listed | Percentage of assets |
| Lance Tempest | Landmark Wealth Advisors | Farmington | Not listed | Percentage of assets, Hourly |
| Catherine Miller | JGP Wealth Management | Layton | Not listed | Percentage of assets, Hourly |