| Sue Grbac | Strategic Advisory Services | Houston | Not listed | Percentage of assets |
| Will Oliver | Founders Capital Management | Houston | Not listed | Percentage of assets |
| Anthony Garcia | Trinity Legacy Partners | Houston | Not listed | Percentage of assets, Hourly |
| Campbell Gibson | Trinity Legacy Partners | Houston | Not listed | Percentage of assets, Hourly |
| Cory Mizell | Cove Wealth Management | Houston | Not listed | Percentage of assets, Hourly |
| Gregory Bickhart | Awaken Wealth Partners | Houston | Not listed | Percentage of assets, Fixed fees |
| J. Pappas | Pin Oak Investment Advisors | Houston | Not listed | Percentage of assets, Fixed fees |
| James Lundgren | Hg Capital Advisors | Houston | Not listed | Percentage of assets, Hourly |
| Jeffrey Franco | JV Global Capital | Houston | Not listed | Percentage of assets, Fixed fees |
| John Hunter | Trinity Legacy Partners | Houston | Not listed | Percentage of assets, Hourly |
| John Platt | Pin Oak Investment Advisors | Houston | Not listed | Percentage of assets, Fixed fees |
| John Wilkinson | Trinity Legacy Partners | Houston | Not listed | Percentage of assets, Hourly |
| Lauren Hall | Pin Oak Investment Advisors | Houston | Not listed | Percentage of assets, Fixed fees |
| Matthew Miller | Awaken Wealth Partners | Houston | Not listed | Percentage of assets, Fixed fees |
| Neal Carlson | Forthright Family Wealth | Houston | Not listed | Percentage of assets, Fixed fees |
| Sarah Mizell | Cove Wealth Management | Houston | Not listed | Percentage of assets, Hourly |
| Antonio Montero | Taursas Investments | Houston | Not listed | Percentage of assets |
| Luis Montero | Taursas Investments | Houston | Not listed | Percentage of assets |
| Michael Garcia | ViaQuest Financial | Houston | Not listed | Percentage of assets, Hourly |
| Stephen Jackson | ViaQuest Financial | Houston | Not listed | Percentage of assets, Hourly |
| Antonio Castillo | Goodman Financial | Houston | CFP | Percentage of assets, Hourly |
| Bradley Hughes | Horizon Wealth Advisors | Houston | CFP | Percentage of assets, Fixed fees |
| Charles Adi | Blueprint 360 | Houston | CFP | Percentage of assets, Hourly |
| Colin Lee | Horizon Wealth Advisors | Houston | CFP | Percentage of assets, Fixed fees |
| Craig Parks | Houston Wealth Management | Houston | CFP | Percentage of assets, Hourly |
| Diana Castro | Goodman Financial | Houston | CFP | Percentage of assets, Hourly |
| Dominic DiGIACOMO | Cranbrook Wealth Management | Houston | CFP | Percentage of assets, Fixed fees |
| Federico Garza | Endeavor Advisors | Houston | CFP | Percentage of assets, Hourly |
| Geoffry Oshman | Geoffry H. Oshman, CFP | Houston | CFP | Percentage of assets, Hourly |
| Glenn Royal | RHP Wealth Management | Houston | CFP | Percentage of assets, Hourly |
| Hunter Coday | Goodman Financial | Houston | CFP | Percentage of assets, Hourly |
| Jacob Lewis | Endeavor Advisors | Houston | CFP, ChFC | Percentage of assets, Hourly |
| Jared Brennen | Endeavor Advisors | Houston | CFP | Percentage of assets, Hourly |
| Jared Machen | Brownlee Wealth Management | Houston | CFP | Hourly, Fixed fees |
| Jay Branson | Branson Fowlkes & CO | Houston | CFP | Percentage of assets, Hourly |
| Jeffrey Ivy | Vestis Advisors | Houston | CFP | Percentage of assets, Hourly |
| John Hinrichs | Celtic Capital | Houston | CFP | Percentage of assets |
| John Landers | Branson Fowlkes & CO | Houston | CFP, PFS | Percentage of assets, Hourly |
| Jon Speight | Speight Asset Management | Houston | CFP | Percentage of assets |
| Joseph Piazza | Presidio Financial | Houston | CFP | Percentage of assets, Hourly |
| Joshua Graber | Penney Financial | Houston | CFP | Percentage of assets, Hourly |
| Joshua Hebert | Beacon Financial Advisors | Houston | CFP | Percentage of assets |
| Kathryn Prestwood | Penney Financial | Houston | CFP | Percentage of assets, Hourly |
| Kyle Louvar | Guided Capital Wealth Management | Houston | CFP | Percentage of assets, Fixed fees |
| Maco Fowlkes | Branson Fowlkes & CO | Houston | CFP, ChFC | Percentage of assets, Hourly |
| Marcel Hebert | Beacon Financial Advisors | Houston | CFP, CFA | Percentage of assets |
| Matthew Berti | RHP Wealth Management | Houston | CFP | Percentage of assets, Hourly |
| Matthew Dockall | Presidio Financial | Houston | CFP | Percentage of assets, Hourly |
| Michael McHenry | Mchenry Capital | Houston | CFP | Percentage of assets, Fixed fees |
| Nathan Steele | Brownlee Wealth Management | Houston | CFP | Hourly, Fixed fees |