| Benjamin Barchilon | Versant Capital Management | Phoenix | CFP | Percentage of assets, Hourly |
| Brian Springsteel | Springsteel Investment Advisors | Phoenix | CFP, PFS | Percentage of assets, Hourly |
| David Wall | Wall Capital Group | Phoenix | CFP | Percentage of assets, Fixed fees |
| Dorine Sanchez | Redw Wealth | Phoenix | CFP | Percentage of assets, Hourly |
| Elizabeth Shabaker | Versant Capital Management | Phoenix | CFP | Percentage of assets, Hourly |
| Guilford Nergard | Nergard Wealth Management | Phoenix | CFP | Percentage of assets, Hourly |
| James Karberg | Redw Wealth | Phoenix | CFP | Percentage of assets, Hourly |
| Janet Bryan | Sustainable Advisors Alliance | Phoenix | CFP | Percentage of assets, Hourly |
| Joseph McInerney | Wisdom Wealth Investment Advisors | Phoenix | CFP | Percentage of assets, Hourly |
| Justin Smiley | Versant Capital Management | Phoenix | CFP | Percentage of assets, Hourly |
| Kenneth Chavis | Versant Capital Management | Phoenix | CFP | Percentage of assets, Hourly |
| Robert Burger | Disciplined Money | Phoenix | CFP | Hourly |
| Scott Nelson | Sensible Investment Strategies | Phoenix | CFP | Percentage of assets, Hourly |
| Thomas Connelly | Versant Capital Management | Phoenix | CFP, CFA | Percentage of assets, Hourly |
| Amy Bush | Tandem Wealth Advisors | Phoenix | CFA | Percentage of assets, Fixed fees |
| Blake Bottle | Wisdom Wealth Investment Advisors | Phoenix | ChFC | Percentage of assets, Hourly |
| Charles Hirlinger | Covenant Financial Advisors | Phoenix | PFS | Percentage of assets, Hourly |
| James Garber | Process Design Capital Management | Phoenix | CFA | Percentage of assets, Fixed fees |
| Keith Gregor | Fjell Capital | Phoenix | CFA | Percentage of assets, Hourly |
| Alisha Stocker | Wall Capital Group | Phoenix | Not listed | Percentage of assets, Fixed fees |
| Brandon Yee | Versant Capital Management | Phoenix | Not listed | Percentage of assets, Hourly |
| Cody Zindler | Studioi | Phoenix | Not listed | Percentage of assets, Hourly |
| Colin Denker | Tandem Wealth Advisors | Phoenix | Not listed | Percentage of assets, Fixed fees |
| Darren Whitehurst | Windsor Capital Management | Phoenix | Not listed | Percentage of assets, Hourly |
| Donald Laughlin | Wiser Advisor Group | Phoenix | Not listed | Percentage of assets, Fixed fees |
| Donald Peppler | Windsor Capital Management | Phoenix | Not listed | Percentage of assets, Hourly |
| Elizabeth Ottersberg | Process Design Capital Management | Phoenix | Not listed | Percentage of assets, Fixed fees |
| Erin O'Shea | 17 Capital Partners | Phoenix | Not listed | Percentage of assets, Fixed fees |
| Frederick Petrino | Windsor Capital Management | Phoenix | Not listed | Percentage of assets, Hourly |
| Grant Kamin | Dynic Wealth Management | Phoenix | Not listed | Percentage of assets |
| Hayden Ess | Iridescent Capital Management | Phoenix | Not listed | Percentage of assets, Hourly |
| Ian Kothe-Flescher | 1823 Wealth Management | Phoenix | Not listed | Percentage of assets |
| Jackson Peppler | Windsor Capital Management | Phoenix | Not listed | Percentage of assets, Hourly |
| James Stocker | Wall Capital Group | Phoenix | Not listed | Percentage of assets, Fixed fees |
| Jane Murphy | Tandem Wealth Advisors | Phoenix | Not listed | Percentage of assets, Fixed fees |
| Jenna Biancavilla | 17 Capital Partners | Phoenix | Not listed | Percentage of assets, Fixed fees |
| Kenneth Pogson | Pogson & Matt Wealth Management Group | Phoenix | Not listed | Percentage of assets, Hourly |
| Kevin Haggerty | Evolution Vision Wealth Management | Phoenix | Not listed | Percentage of assets |
| Mark Trumble | Process Design Capital Management | Phoenix | Not listed | Percentage of assets, Fixed fees |
| Meghan Mulligan | Tandem Wealth Advisors | Phoenix | Not listed | Percentage of assets, Fixed fees |
| Nicholas Hayes | Versant Capital Management | Phoenix | Not listed | Percentage of assets, Hourly |
| Quinlan Popham | Continuum Advisory | Phoenix | Not listed | Percentage of assets, Hourly |
| Robert Cohen | Tandem Wealth Advisors | Phoenix | Not listed | Percentage of assets, Fixed fees |
| Ronald Gregg | Pogson & Matt Wealth Management Group | Phoenix | Not listed | Percentage of assets, Hourly |
| Sean Balog | Process Design Capital Management | Phoenix | Not listed | Percentage of assets, Fixed fees |
| Seth Sas | Redw Wealth | Phoenix | Not listed | Percentage of assets, Hourly |
| Shyla Bassey | 17 Capital Partners | Phoenix | Not listed | Percentage of assets, Fixed fees |
| Teresa Milner | 17 Capital Partners | Phoenix | Not listed | Percentage of assets, Fixed fees |
| William Mullenmeister | Pogson & Matt Wealth Management Group | Phoenix | Not listed | Percentage of assets, Hourly |