| Andrew Klein | Paramount Associates Wealth Management | Greenwood Village | Not listed | Percentage of assets, Hourly |
| Brett Bills | Nilsine Partners | Greenwood Village | Not listed | Percentage of assets, Fixed fees |
| Carter Hall | Nilsine Partners | Greenwood Village | Not listed | Percentage of assets, Fixed fees |
| Charles Eberly | Sevenbridge Financial Group | Greenwood Village | Not listed | Percentage of assets, Fixed fees |
| Edward Simon | Nilsine Partners | Greenwood Village | Not listed | Percentage of assets, Fixed fees |
| Jason Baer | Centerpiece Wealth Advisor | Greenwood Village | Not listed | Percentage of assets |
| Jennifer Boyle | Nilsine Partners | Greenwood Village | Not listed | Percentage of assets, Fixed fees |
| Justin Ferraccio | Sevenbridge Financial Group | Greenwood Village | Not listed | Percentage of assets, Fixed fees |
| Michael Borelli | Downing Street Wealth Management | Greenwood Village | Not listed | Percentage of assets, Hourly |
| Samuel Stacey | Nilsine Partners | Greenwood Village | Not listed | Percentage of assets, Fixed fees |