| Frank Barlow | Barlow Wealth Partners | Louisville | Not listed | Percentage of assets, Hourly |
| Robert McKay | Nautical Star Financial | Fort Mitchell | Not listed | Percentage of assets, Hourly |
| Zachery Price | TSN Wealth & Tax Management | Louisville | Not listed | Percentage of assets, Hourly |
| Brandon Smith | Wallace Hart Capital Management | Lexington | Not listed | Percentage of assets, Performance-based fees |
| Christopher Ricketts | Ricketts Financial | Louisville | Not listed | Percentage of assets, Fixed fees |
| Darren Williams | Wallace Hart Capital Management | Lexington | Not listed | Percentage of assets, Performance-based fees |
| Dylan Jones | Paragon Management | Lexington | Not listed | Percentage of assets, Fixed fees |
| Emily Johns | Paragon Management | Lexington | Not listed | Percentage of assets, Fixed fees |
| Jeremy Wallace | Wallace Hart Capital Management | Lexington | Not listed | Percentage of assets, Performance-based fees |
| Jessica Bedell | Wallace Hart Capital Management | Lexington | Not listed | Percentage of assets, Performance-based fees |
| Michael Hart | Wallace Hart Capital Management | Lexington | Not listed | Percentage of assets, Performance-based fees |