| Alex Winslow | Harvester Wealth | Dallas | CFP | Percentage of assets, Hourly |
| Andrew Hunt | Mcelhenny Sheffield Capital Management | Dallas | CFP | Percentage of assets, Fixed fees |
| Archie Ponce | Optima Asset Management | Dallas | CFP | Percentage of assets, Fixed fees |
| Brandon Gibson | Apeiron | Dallas | CFP | Percentage of assets, Hourly |
| Brandon Ratzlaff | Cypress Point Wealth Management | Dallas | CFP | Percentage of assets, Fixed fees |
| Brittyn Brender | Versant Capital Management | Dallas | CFP | Percentage of assets, Hourly |
| Carson Wright | Cypress Point Wealth Management | Dallas | CFP | Percentage of assets, Fixed fees |
| Chasity Chavez | Howard Financial Services | Dallas | CFP | Percentage of assets, Hourly |
| Christopher Welsh | Lorintine Capital | Dallas | CFP | Percentage of assets, Hourly |
| Colton Richards | Apeiron | Dallas | CFP | Percentage of assets, Hourly |
| David Nelson | Daniels & Erickson Financial Advisors | Dallas | CFP | Percentage of assets, Hourly |
| David Portnoy | Upspring Capital | Dallas | CFP, CFA | Percentage of assets, Performance-based fees |
| David York | Index Fund Advisors | Dallas | CFP | Percentage of assets, Fixed fees |
| Derek Childs | Howard Financial Services | Dallas | CFP | Percentage of assets, Hourly |
| Donald Laseter | Financial Consulting Services | Dallas | CFP | Percentage of assets, Hourly |
| Emily Swerdlow | Howard Financial Services | Dallas | CFP | Percentage of assets, Hourly |
| Grace Butterfield | Howard Financial Services | Dallas | CFP | Percentage of assets, Hourly |
| Grant Morris | Mcelhenny Sheffield Capital Management | Dallas | CFP, CFA | Percentage of assets, Fixed fees |
| Gregory Mangelsdorf | Howard Financial Services | Dallas | CFP | Percentage of assets, Hourly |
| James Marsden | Apeiron | Dallas | CFP | Percentage of assets, Hourly |
| Jennifer Cook | Cypress Point Wealth Management | Dallas | CFP | Percentage of assets, Fixed fees |
| Jonathan McMullen | The Wealth Observatory | Dallas | CFP | Percentage of assets, Hourly |
| Kyle Walters | Apeiron | Dallas | CFP | Percentage of assets, Hourly |
| Michael Pendleton | Daniels & Erickson Financial Advisors | Dallas | CFP | Percentage of assets, Hourly |
| Patrick Freeman | Freeman Wealth Management | Dallas | CFP | Percentage of assets, Fixed fees |
| Philip Athey | Apeiron | Dallas | CFP | Percentage of assets, Hourly |
| Ross Pauley | Capital Achievements | Dallas | CFP | Percentage of assets, Hourly |
| Ryan Ammon | Double Eagle Wealth Management | Dallas | CFP | Percentage of assets, Fixed fees |
| Ryan Shea | Apeiron | Dallas | CFP | Percentage of assets, Hourly |
| Samuel Ellis | Requisite Capital Management | Dallas | CFP | Percentage of assets, Fixed fees |
| Scott Hammel | Apeiron | Dallas | CFP | Percentage of assets, Hourly |
| Shelby Chesnut | Howard Financial Services | Dallas | CFP | Percentage of assets, Hourly |
| Victor Garza | Garza Financial Planning | Dallas | CFP | Percentage of assets, Hourly |
| William Moore | Versant Capital Management | Dallas | CFP | Percentage of assets, Hourly |
| Ben Jackson | Street Light Wealth Management | Dallas | CFA | Percentage of assets |
| David Freeze | FS Financial Advisors | Dallas | PFS | Percentage of assets, Hourly |
| James Howard | Howard Financial Services | Dallas | PFS | Percentage of assets, Hourly |
| Kyle Elam | Mcelhenny Sheffield Capital Management | Dallas | CFA | Percentage of assets, Fixed fees |
| Maksym Sulkov | FS Financial Advisors | Dallas | PFS | Percentage of assets, Hourly |
| Michael Sepulveda | Meraki Advisors | Dallas | CFA | Percentage of assets, Fixed fees |
| Michelle Krick | Miller Global Investments | Dallas | CFA | Percentage of assets |
| Royce Ramey | Versant Capital Management | Dallas | CFA | Percentage of assets, Hourly |
| Ryan Dilworth | Requisite Capital Management | Dallas | CFA | Percentage of assets, Fixed fees |
| Scott Miller | Miller Global Investments | Dallas | CFA | Percentage of assets |
| Timothy Dwight | Fireside Capital Advisors | Dallas | CFA | Percentage of assets, Hourly |
| William Dunk | Paradigm Advisors | Dallas | CFA | Percentage of assets, Hourly |
| William Moran | Howard Financial Services | Dallas | CFA | Percentage of assets, Hourly |
| Adam Rich | Schlindwein Associates | Dallas | Not listed | Percentage of assets, Hourly |
| Alexander Gass | Paradigm Advisors | Dallas | Not listed | Percentage of assets, Hourly |
| Andreas Lawson | Freshfield Capital | Dallas | Not listed | Percentage of assets |