| Devon Sandhu | Fiduciary Counselling | St Paul | CFA | Percentage of assets, Fixed fees |
| Michael Clancey | Fiduciary Counselling | St Paul | CFA | Percentage of assets, Fixed fees |
| Adam Tlusty | Fiduciary Counselling | St Paul | Not listed | Percentage of assets, Fixed fees |
| Isaac Daugherty | Fiduciary Counselling | St Paul | Not listed | Percentage of assets, Fixed fees |
| Laura Neal | Fiduciary Counselling | St Paul | Not listed | Percentage of assets, Fixed fees |
| Liddy Achter | Fiduciary Counselling | St Paul | Not listed | Percentage of assets, Fixed fees |
| Samuel Emmer | Endurance Financial Group | St. Paul | Not listed | Percentage of assets, Fixed fees |