| Timothy Blanchard | Rhame & Gorrell Wealth Management | The Woodlands | CFP | Percentage of assets |
| Tyler Miller | Rhame & Gorrell Wealth Management | The Woodlands | CFP | Percentage of assets |
| David Hunter | Rhame & Gorrell Wealth Management | The Woodlands | CFA | Percentage of assets |
| Robert Lloyd | Lloyds Intrepid Wealth Management | The Woodlands | CFA | Percentage of assets, Hourly |
| Anthony Montano | Rosman Asset Management | The Woodlands | Not listed | Percentage of assets, Hourly |
| Christopher Szalay | Wiseowl Capital | The Woodlands | Not listed | Percentage of assets, Hourly |
| Clifton Mc Millan | White Wing Wealth Management | The Woodlands | Not listed | Percentage of assets, Hourly |
| Cory Moscoso | Rhame & Gorrell Wealth Management | The Woodlands | Not listed | Percentage of assets |
| Curt Beck | IAS Wealth Management | The Woodlands | Not listed | Percentage of assets, Hourly |
| Darrin Moe | Rhame & Gorrell Wealth Management | The Woodlands | Not listed | Percentage of assets |
| Garett Steele | Rhame & Gorrell Wealth Management | The Woodlands | Not listed | Percentage of assets |
| Henry Stevens | IAS Wealth Management | The Woodlands | Not listed | Percentage of assets, Hourly |
| Jason Henry | IAS Wealth Management | The Woodlands | Not listed | Percentage of assets, Hourly |
| Jeffrey Newkirk | IAS Wealth Management | The Woodlands | Not listed | Percentage of assets, Hourly |
| Jill Chandler | The SUM | The Woodlands | Not listed | Hourly, Fixed fees |
| John Geresi | Rhame & Gorrell Wealth Management | The Woodlands | Not listed | Percentage of assets |
| John Haynes | IAS Wealth Management | The Woodlands | Not listed | Percentage of assets, Hourly |
| McKenna Dehn | The SUM | The Woodlands | Not listed | Hourly, Fixed fees |
| Melissa Rudell | Rhame & Gorrell Wealth Management | The Woodlands | Not listed | Percentage of assets |
| Meredith Stewart | White Wing Wealth Management | The Woodlands | Not listed | Percentage of assets, Hourly |
| Michael Rosman | Rosman Asset Management | The Woodlands | Not listed | Percentage of assets, Hourly |
| Samanta Chirico Eliaz | Rhame & Gorrell Wealth Management | The Woodlands | Not listed | Percentage of assets |
| Steven Resnick | The SUM | The Woodlands | Not listed | Hourly, Fixed fees |
| William Warren | Rhame & Gorrell Wealth Management | The Woodlands | Not listed | Percentage of assets |