| Chelsea Tilly | JGP Wealth Management | West Valley City | Not listed | Percentage of assets, Hourly |
| Emerson Edwards | Cynosure Portfolio Advisors | Salt Lake City | Not listed | Percentage of assets, Hourly |
| Joshua Baird | Cynosure Portfolio Advisors | Salt Lake City | Not listed | Percentage of assets, Hourly |
| Rachel Pierini | Provident Living Financial Services | Lehi | Not listed | Hourly, Ongoing planning fee |
| Richard Barber | Provident Living Financial Services | Lehi | Not listed | Hourly, Ongoing planning fee |
| Ruth Barber | Provident Living Financial Services | Lehi | Not listed | Hourly, Ongoing planning fee |
| Thomas Henderson | Abacus Investment Advisors | Salt Lake City | Not listed | Percentage of assets, Hourly |
| William Johnson | Cynosure Portfolio Advisors | Salt Lake City | Not listed | Percentage of assets, Hourly |
| William Woodson | Cynosure Portfolio Advisors | Salt Lake City | Not listed | Percentage of assets, Hourly |
| Amoree Farnsworth | Net Worth Advisory Group | Sandy | CFP | Percentage of assets, Hourly |
| Andrew Hills | SAN Francisco Wealth Planning | Draper | CFP | Percentage of assets, Hourly |
| Bradley Curtis | Albion Financial Group | Salt Lake City | CFP | Percentage of assets, Hourly |
| Brandon Henrie | Copperlion Investments | St. George | CFP | Percentage of assets, Hourly |
| Camille Fox | Squire Wealth Advisors | Orem | CFP | Percentage of assets, Hourly |
| David Swapp | Net Worth Advisory Group | Sandy | CFP | Percentage of assets, Hourly |
| Elizabeth Bernhard | Albion Financial Group | Salt Lake City | CFP | Percentage of assets, Hourly |
| Gregory Hyde | Squire Wealth Advisors | Orem | CFP, PFS | Percentage of assets, Hourly |
| Gregory Simmons | Net Worth Advisory Group | Sandy | CFP | Percentage of assets, Hourly |
| Gregory Tingey | Tingey Financial Group | Salt Lake City | CFP | Percentage of assets, Hourly |
| Heath Heavy | Albion Financial Group | Salt Lake City | CFP | Percentage of assets, Hourly |
| Jackson Watson | Albion Financial Group | Salt Lake City | CFP, CFA | Percentage of assets, Hourly |
| John Bird | Albion Financial Group | Salt Lake City | CFP, CFA | Percentage of assets, Hourly |
| John Freed | A & C Investment | Salt Lake City | CFP | Percentage of assets, Hourly |
| John Terrion | Terrion Advisors | Sandy | CFP | Percentage of assets, Hourly |
| Kadin Bullock | Squire Wealth Advisors | Orem | CFP | Percentage of assets, Hourly |
| Kaylan Andersen | Nuwealth Advisors | St. George | CFP, ChFC | Hourly |
| Kimber Heaton | Heaton Financial | Cedar City | CFP | Percentage of assets, Hourly |
| Leah Nelson | The Table Financial Planning | Saratoga Springs | CFP | Percentage of assets, Hourly |
| Matt Johns | Black Bridge Advisors | Woods Cross | CFP | Percentage of assets, Hourly |
| Michael Berry | Net Worth Advisory Group | Sandy | CFP | Percentage of assets, Hourly |
| Michael Brown | Jacobsen Capital Management | Salt Lake City | CFP | Percentage of assets, Hourly |
| Michael Espinosa | Truenorth Wealth | Salt Lake City | CFP | Percentage of assets, Hourly |
| Michelle Buxton | Albion Financial Group | Salt Lake City | CFP | Percentage of assets, Hourly |
| Nicholas Augostini | Slayton Lewis | Salt Lake City | CFP, CFA | Percentage of assets, Hourly |
| Patrick Lundergan | Albion Financial Group | Salt Lake City | CFP | Percentage of assets, Hourly |
| Paul Norman | Ascend Investment Partners | Logan | CFP | Percentage of assets, Hourly |
| Raymond Levitre | Net Worth Advisory Group | Sandy | CFP | Percentage of assets, Hourly |
| Richard Smith | Net Worth Advisory Group | Sandy | CFP | Percentage of assets, Hourly |
| Ryan Porter | Net Worth Advisory Group | Sandy | CFP | Percentage of assets, Hourly |
| Sarah Bird | Albion Financial Group | Salt Lake City | CFP | Percentage of assets, Hourly |
| Tanner Manning | Searcy Financial Services | Spanish Fork | CFP | Percentage of assets, Hourly |
| Thomas Fritz | Wilson Financial Advisors | Salt Lake City | CFP | Hourly, Fixed fees |
| William Campbell | Slayton Lewis | Salt Lake City | CFP | Percentage of assets, Hourly |
| Wyatt Livingston | Livet Wealth | Spanish Fork | CFP | Percentage of assets, Hourly |
| Alan Tingey | Tingey Financial Group | Salt Lake City | CFA | Percentage of assets, Hourly |
| David Bigler | Squire Wealth Advisors | Orem | PFS | Percentage of assets, Hourly |
| Julie Anderson | Squire Wealth Advisors | Orem | PFS | Percentage of assets, Hourly |
| Nathan Larsen | Squire Wealth Advisors | Orem | PFS | Percentage of assets, Hourly |
| Phillip Peine | Squire Wealth Advisors | Orem | PFS | Percentage of assets, Hourly |
| Stephen Spencer | Tingey Financial Group | Salt Lake City | CFA | Percentage of assets, Hourly |