| Owen Blank | Safewater Investment Management | Alpharetta | Not listed | Percentage of assets, Hourly |
| Patrick Volpe | Brooke Forest Capital | Alpharetta | Not listed | Percentage of assets, Hourly |
| Paul Damm | MRP Capital Investments | Alpharetta | Not listed | Percentage of assets |
| Richard Miller | American Wealth Management | Alpharetta | Not listed | Percentage of assets, Hourly |
| Suzanne Doyle | Incompass Financial Partners | Alpharetta | Not listed | Percentage of assets, Fixed fees |
| Taylor Malone | Wealth Science Advisors | Alpharetta | Not listed | Percentage of assets, Hourly |
| Thomas Kozelka | Integras Partners | Alpharetta | Not listed | Percentage of assets |