| Steven Sansom | Steel Grove | Memphis | Not listed | Percentage of assets, Fixed fees |
| Susan Foard | Pugh Wealth Management | Knoxville | Not listed | Percentage of assets, Hourly |
| Timothy Ballard | Steel Grove | Memphis | Not listed | Percentage of assets, Fixed fees |
| Warren Barnett | Barnett & Company | Chattanooga | CFA | Percentage of assets, Hourly |
| Wes Poole | FSG Wealth Advisors | Memphis | Not listed | Percentage of assets |
| William Jones | Boulevard Money | Nashville | Not listed | Percentage of assets, Flat fee or retainer |
| Charles Crouch | Strong Tower Wealth Management | Franklin | Not listed | Percentage of assets |
| Courtney Wages | Legacy Wealth Management | Memphis | Not listed | Percentage of assets, Fixed fees |
| Daniel Frattali | HS Wealth Partners | Nashville | Not listed | Percentage of assets |
| David Babb | Stone Bridge Asset Management | Chattanooga | Not listed | Percentage of assets, Fixed fees |
| Edward Lewis | Strong Tower Wealth Management | Franklin | Not listed | Percentage of assets |
| Ethan Pflug | Strong Tower Wealth Management | Franklin | Not listed | Percentage of assets |
| Jack Henderson | HS Wealth Partners | Nashville | Not listed | Percentage of assets |
| Joseph Birch | Legacy Wealth Management | Memphis | Not listed | Percentage of assets, Fixed fees |
| Joshalyn Baca | HS Wealth Partners | Nashville | Not listed | Percentage of assets |
| Thomas Francescon | Stone Bridge Asset Management | Chattanooga | Not listed | Percentage of assets, Fixed fees |
| Joseph Friend | Barnes Pettey Financial Advisors | Memphis | Not listed | Percentage of assets, Hourly |