| Lawrence Epperly | Legacy Wealth Management | Memphis | CFA | Percentage of assets, Fixed fees |
| Robert Atkins | Duncan Williams Asset Management | Memphis | Not listed | Percentage of assets, Hourly |
| Wallace Hope | Legacy Wealth Management | Memphis | CFA | Percentage of assets, Fixed fees |
| Wesley Mims | Duncan Williams Asset Management | Memphis | Not listed | Percentage of assets, Hourly |
| William Hensley | Duncan Williams Asset Management | Memphis | Not listed | Percentage of assets, Hourly |
| Anthony Chalmers | FSG Wealth Advisors | Memphis | Not listed | Percentage of assets |
| Christian Becnel | Steel Grove | Memphis | Not listed | Percentage of assets, Fixed fees |
| Clayton Williams | Steel Grove | Memphis | Not listed | Percentage of assets, Fixed fees |
| Craig Sneed | Steel Grove | Memphis | Not listed | Percentage of assets, Fixed fees |
| Jonathan Martin | Steel Grove | Memphis | Not listed | Percentage of assets, Fixed fees |
| Lisa Shive | RBG Wealth Advisors | Memphis | Not listed | Percentage of assets |
| Matthew Sullivan | RBG Wealth Advisors | Memphis | Not listed | Percentage of assets |
| Robert Lloyd | Revolution Partners | Memphis | Not listed | Percentage of assets, Hourly |
| Steven Sansom | Steel Grove | Memphis | Not listed | Percentage of assets, Fixed fees |
| Timothy Ballard | Steel Grove | Memphis | Not listed | Percentage of assets, Fixed fees |
| Wes Poole | FSG Wealth Advisors | Memphis | Not listed | Percentage of assets |
| Courtney Wages | Legacy Wealth Management | Memphis | Not listed | Percentage of assets, Fixed fees |
| Joseph Birch | Legacy Wealth Management | Memphis | Not listed | Percentage of assets, Fixed fees |
| Joseph Friend | Barnes Pettey Financial Advisors | Memphis | Not listed | Percentage of assets, Hourly |