| Sam Winter | Fortitude Family Office | Scottsdale | Not listed | Percentage of assets, Hourly |
| Stephen Galvin | Galvin, Gaustad & Stein | Scottsdale | Not listed | Percentage of assets, Hourly |
| Trevor Moore | Fortitude Family Office | Scottsdale | Not listed | Percentage of assets, Hourly |
| Nigel Upton | Pinnacle Financial Freedom | Scottsdale | Not listed | Flat fee or retainer |
| Robert Stock | Invest Smart USA | Scottsdale | Not listed | Percentage of assets, Fixed fees |
| Alan Rosenfield | Harmony Asset Management | Scottsdale | Not listed | Percentage of assets, Hourly |
| Dale Boettcher | Harmony Asset Management | Scottsdale | Not listed | Percentage of assets, Hourly |
| Hairold Lopez | Harmony Asset Management | Scottsdale | Not listed | Percentage of assets, Hourly |
| Kenneth Jobson | Harmony Asset Management | Scottsdale | Not listed | Percentage of assets, Hourly |
| Kevin Barton | Elevate Financial | Scottsdale | Not listed | Percentage of assets, Hourly |
| Michael Aloian | Harmony Asset Management | Scottsdale | Not listed | Percentage of assets, Hourly |
| Minas Kourouglos | 212 Wealth Management | Scottsdale | Not listed | Percentage of assets, Fixed fees |
| Stuart Henley | Harmony Asset Management | Scottsdale | Not listed | Percentage of assets, Hourly |
| Abe Askil | Titan Capital Management | Scottsdale | CFP | Percentage of assets, Fixed fees |
| Alexander Cohen | 3roots Wealth Partners | Scottsdale | CFP | Percentage of assets, Hourly |
| Andrew Holemon | Sage Financial Advisors | Scottsdale | CFP, PFS | Percentage of assets, Hourly |
| Barrett Geist | Ironwood Investment Counsel | Scottsdale | CFP | Percentage of assets |
| Brian Jackson | Ironwood Investment Counsel | Scottsdale | CFP, CFA | Percentage of assets |
| Bryant Andrus | SBC Investment Management | Scottsdale | CFP | Percentage of assets, Fixed fees |
| Dale Shafer | Life Moves Wealth Management | Scottsdale | CFP | Percentage of assets, Hourly |
| Daniel Thompson | Zenith Wealth Advisors | Scottsdale | CFP | Percentage of assets, Hourly |
| Evan Sweeney | Ironwood Investment Counsel | Scottsdale | CFP | Percentage of assets |
| Giancarlo Mateus | Ironwood Investment Counsel | Scottsdale | CFP | Percentage of assets |
| John Bagley | Strategic Wealth Advisors | Scottsdale | CFP | Percentage of assets, Hourly |
| Jonel Tomines | CMG Financial Consulting | Scottsdale | CFP | Percentage of assets, Hourly |
| Kelly Christensen | Sage Financial Advisors | Scottsdale | CFP | Percentage of assets, Hourly |
| Matthew Carter | Ironwood Investment Counsel | Scottsdale | CFP, CFA | Percentage of assets |
| Matthew Kelly | Ironwood Investment Counsel | Scottsdale | CFP, CFA | Percentage of assets |
| Matthew Masin | Strategic Wealth Advisors | Scottsdale | CFP | Percentage of assets, Hourly |
| Michael Lossing | Ironwood Investment Counsel | Scottsdale | CFP | Percentage of assets |
| Reese Hinton | Madrid Wealth Management | Scottsdale | CFP | Percentage of assets, Hourly |
| Scott Cadieux | Echelon Private Wealth | Scottsdale | CFP | Percentage of assets, Hourly |
| Stephen Paluga | Watch Guard Capital | Scottsdale | CFP | Percentage of assets, Hourly |
| Vincent Rossi | Intelligent Capitalworks | Scottsdale | CFP | Percentage of assets, Hourly |
| Alex Van Iderstine | Laffer Tengler Investments | Scottsdale | CFA | Percentage of assets, Hourly |
| Alexander Cudzewicz | Oak Brook Asset Management | Scottsdale | PFS | Percentage of assets, Hourly |
| Austin Filiere | Laffer Tengler Investments | Scottsdale | CFA | Percentage of assets, Hourly |
| Bruce Williams | Ironwood Investment Counsel | Scottsdale | CFA | Percentage of assets |
| Jennifer Rossi | Intelligent Capitalworks | Scottsdale | ChFC | Percentage of assets, Hourly |
| John Ellison | Ironwood Investment Counsel | Scottsdale | CFA | Percentage of assets |
| Kenneth Council | CPA Advisory Services | Scottsdale | PFS | Percentage of assets, Hourly |
| Kirke Meeks | Meeks Wealth Management | Scottsdale | CFA | Percentage of assets |
| Lauren West | Laffer Tengler Investments | Scottsdale | CFA | Percentage of assets, Hourly |
| Laurie Bagley | Strategic Wealth Advisors | Scottsdale | CFA | Percentage of assets, Hourly |
| Monique Pressley | Intelligent Capitalworks | Scottsdale | ChFC | Percentage of assets, Hourly |
| Richard Antonio | Ironwood Investment Counsel | Scottsdale | CFA | Percentage of assets |
| Adam Oliver | Stone Island Financial Planning | Scottsdale | Not listed | Percentage of assets, Hourly |
| Aldo Lozano | Mulholland Wealth Advisors | Scottsdale | Not listed | Percentage of assets |
| Ana Olaya | Uncaged Impact | Scottsdale | Not listed | Percentage of assets, Hourly |
| Brandon Scott | 3roots Wealth Partners | Scottsdale | Not listed | Percentage of assets, Hourly |