| Caroline Gayle | Kassouf Wealth Advisors | Birmingham | CFP | Percentage of assets, Hourly |
| David Carroll | Fairvoy Private Wealth | Birmingham | CFP | Percentage of assets |
| David Clark | DMC Wealth Management | Birmingham | CFP | Percentage of assets, Hourly |
| David Kassouf | Kassouf Wealth Advisors | Birmingham | CFP | Percentage of assets, Hourly |
| Donald Rice | Money Management Services | Birmingham | CFP | Percentage of assets, Hourly |
| Gerard Kassouf | Kassouf Wealth Advisors | Birmingham | CFP | Percentage of assets, Hourly |
| John Hensley | Oakworth Asset Management | Birmingham | CFP | Percentage of assets, Hourly |
| Kara Wingard | Oakworth Asset Management | Birmingham | CFP | Percentage of assets, Hourly |
| Katherine Martin | Cahaba Wealth Management | Birmingham | CFP | Percentage of assets, Fixed fees |
| Matthew Satterfield | Oakworth Asset Management | Birmingham | CFP | Percentage of assets, Hourly |
| Michelle Pike | Kassouf Wealth Advisors | Birmingham | CFP | Percentage of assets, Hourly |
| Peter Schilli | Southern Financial Group | Birmingham | CFP | Percentage of assets, Hourly |
| Robert Maund | Oakworth Asset Management | Birmingham | CFP | Percentage of assets, Hourly |
| Shannon Pike | Kassouf Wealth Advisors | Birmingham | CFP | Percentage of assets, Hourly |
| Stephen Davis | Fairvoy Private Wealth | Birmingham | CFP, ChFC | Percentage of assets |
| Tyler Busby | Oakworth Asset Management | Birmingham | CFP | Percentage of assets, Hourly |
| Goodloe White | Porter White Investment Advisors | Birmingham | CFA | Percentage of assets, Hourly |
| Graham Campbell | Tabula Rasa Advisors | Birmingham | PFS | Percentage of assets |
| Jerry Callahan | Tabula Rasa Advisors | Birmingham | PFS | Percentage of assets |
| Jonathan Kassouf | Kassouf Wealth Advisors | Birmingham | PFS | Percentage of assets, Hourly |
| William Parsons | Mainsail Asset Management | Birmingham | PFS | Percentage of assets, Fixed fees |
| Alma Maric | Fairvoy Private Wealth | Birmingham | Not listed | Percentage of assets |
| Andrew Rice | Money Management Services | Birmingham | Not listed | Percentage of assets, Hourly |
| Ashley Davis | Fairvoy Private Wealth | Birmingham | Not listed | Percentage of assets |
| Audrea Robbins | Money Management Services | Birmingham | Not listed | Percentage of assets, Hourly |
| Charles Smith | Mayfair Advisory Group | Birmingham | Not listed | Percentage of assets, Fixed fees |
| Christopher Cooper | Oakworth Asset Management | Birmingham | Not listed | Percentage of assets, Hourly |
| Claudia Johnston | Fairvoy Private Wealth | Birmingham | Not listed | Percentage of assets |
| David Wiggins | Money Management Services | Birmingham | Not listed | Percentage of assets, Hourly |
| Jadie Burney III | Mayfair Advisory Group | Birmingham | Not listed | Percentage of assets, Fixed fees |
| James White | Porter White Investment Advisors | Birmingham | Not listed | Percentage of assets, Hourly |
| Janet Ball | Oakworth Asset Management | Birmingham | Not listed | Percentage of assets, Hourly |
| John Norris | Oakworth Asset Management | Birmingham | Not listed | Percentage of assets, Hourly |
| Joseph Mason | Mayfair Advisory Group | Birmingham | Not listed | Percentage of assets, Fixed fees |
| Ross Walker | Porter White Investment Advisors | Birmingham | Not listed | Percentage of assets, Hourly |
| Roy Rumbley | Ballast Wealth | Birmingham | Not listed | Percentage of assets |
| Ryan Weiss | Ballast Wealth | Birmingham | Not listed | Percentage of assets |
| Samuel Kirkpatrick | Mayfair Advisory Group | Birmingham | Not listed | Percentage of assets, Fixed fees |
| Scott Robinson | Oakworth Asset Management | Birmingham | Not listed | Percentage of assets, Hourly |
| Skyler Trawick | Money Management Services | Birmingham | Not listed | Percentage of assets, Hourly |
| Tracy Harlow | Oakworth Asset Management | Birmingham | Not listed | Percentage of assets, Hourly |
| William Alexander | Oakworth Asset Management | Birmingham | Not listed | Percentage of assets, Hourly |
| William Gooding | Mainsail Asset Management | Birmingham | Not listed | Percentage of assets, Fixed fees |