| Tracy St. John | Financial Avenues, LLC. | Kansas City | Not listed | Hourly, Fixed fees |
| Trevor O'Connor | Precision Wealth Strategies | St. Louis | Not listed | Percentage of assets, Hourly |
| Bogdan Niciu | 4-C Wealth | Creve Coeur | Not listed | Percentage of assets, Fixed fees |
| Fetzer Crockett | 4-C Wealth | St. Louis | Not listed | Percentage of assets, Fixed fees |
| John Hofman | Hofman Wealth Management | Chesterfield | Not listed | Percentage of assets |
| Paul Banks | Worley Banks Group | Creve Coeur | Not listed | Percentage of assets |
| Theodore Hellman | Hofman Wealth Management | Chesterfield | Not listed | Percentage of assets |
| Timothy Banks | Worley Banks Group | Creve Coeur | Not listed | Percentage of assets |
| Angela Pompian | Sunpointe Investments | St. Louis | Not listed | Percentage of assets, Fixed fees |
| Brandie Giffin | Sterneck Capital Management | Kansas City | Not listed | Percentage of assets, Fixed fees |
| Ethan Rush | Sigma Advisors | St. Louis | Not listed | Flat fee or retainer |
| Ian Robertson | Fouts Law Group | Manchester | Not listed | Percentage of assets, Fixed fees |
| James Gissy | Fouts Law Group | Manchester | Not listed | Percentage of assets, Fixed fees |
| Kevin Kaleta | Sunpointe Investments | St. Louis | Not listed | Percentage of assets, Fixed fees |
| Lee Boudouris | Sunpointe Investments | St. Louis | Not listed | Percentage of assets, Fixed fees |
| Matthew Zeigler | Sunpointe Investments | St. Louis | Not listed | Percentage of assets, Fixed fees |
| Michael Zimmerman | Fouts Law Group | Manchester | Not listed | Percentage of assets, Fixed fees |
| Richard Ervolino | Fouts Law Group | Manchester | Not listed | Percentage of assets, Fixed fees |
| Robert Mooney | Sunpointe Investments | St. Louis | Not listed | Percentage of assets, Fixed fees |
| Robin Sterneck | Sterneck Capital Management | Kansas City | Not listed | Percentage of assets, Fixed fees |
| Scott Angell | Angell Capital Management | Centralia | Not listed | Percentage of assets, Fixed fees |
| Sean McNutt | KEB – Kerber, Eck & Braeckel | Fenton | Not listed | Percentage of assets, Hourly |
| Thomas Brown | Fouts Law Group | Manchester | Not listed | Percentage of assets, Fixed fees |
| Blake Harris | Windward Private Wealth Management | Kansas City | Not listed | Percentage of assets, Fixed fees |
| Gregory Zitko | The Private Family Advisors | St. Louis | Not listed | Ongoing planning fee |