| Benjamin Genzman | GR Financial Group | Tucson | Not listed | Percentage of assets, Fixed fees |
| Benjamin Goldberg | Enlightened Advisors Wealth Management | Tucson | Not listed | Percentage of assets, Fixed fees |
| James Hannley | JIM Hannley | Tucson | Not listed | Percentage of assets, Hourly |
| Jamie Gonzales | GR Financial Group | Tucson | Not listed | Percentage of assets, Fixed fees |
| Jason Ruther | Capital West Partners | Tucson | Not listed | Percentage of assets, Hourly |
| Luis Sanchez | AIO Financial | Tucson | Not listed | Percentage of assets, Hourly |
| Lynsey Richter | GR Financial Group | Tucson | Not listed | Percentage of assets, Fixed fees |
| Michael Salomon | Annecy | Tucson | Not listed | Percentage of assets, Hourly |
| Ryan Genzman | GR Financial Group | Tucson | Not listed | Percentage of assets, Fixed fees |
| Sandra Widmer | GR Financial Group | Tucson | Not listed | Percentage of assets, Fixed fees |
| Steven Graham | Allied Portfolio Management | Tucson | Not listed | Percentage of assets |