| Thomas Sullivent | Gibraltar Capital Management | Tulsa | Not listed | Percentage of assets, Hourly |
| Timothy Koski | EverPar Advisors | Tulsa | Not listed | Percentage of assets, Fixed fees |
| Boston Harris | Plan Group | Oklahoma City | Not listed | Percentage of assets, Fixed fees |
| Dallas Wheeler | Plan Group | Oklahoma City | Not listed | Percentage of assets, Fixed fees |
| Harrison Newmark | Plan Group | Oklahoma City | Not listed | Percentage of assets, Fixed fees |
| James Billingsley | Plan Group | Oklahoma City | Not listed | Percentage of assets, Fixed fees |
| Luke Stein | Plan Group | Oklahoma City | Not listed | Percentage of assets, Fixed fees |
| Michael White | Plan Group | Oklahoma City | Not listed | Percentage of assets, Fixed fees |
| Spencer Aufenthie | Plan Group | Oklahoma City | Not listed | Percentage of assets, Fixed fees |
| Allen Bynum | Financial Management | Ardmore | Not listed | Hourly, One-time planning fee |
| Kayla Tweedy | Financial Management | Ardmore | Not listed | Hourly, One-time planning fee |
| Michael Whitson | Financial Management | Ardmore | Not listed | Hourly, One-time planning fee |