| James Beck | Beck Capital Management | Austin | Not listed | Percentage of assets |
| James Payne Jr | Targeted Financial Services | Boerne | Not listed | Percentage of assets, Hourly |
| Jeffrey Parkhurst | Halcyon Global Advisors, LLC. | Dallas | Not listed | Percentage of assets, Fixed fees |
| John Capistran | Caplo Advisory | Houston | Not listed | Percentage of assets, Hourly |
| Joseph Foley | Fortiter Wealth Management | Houston | Not listed | Percentage of assets |
| Justin Simmons | Beck Capital Management | Austin | Not listed | Percentage of assets |
| Lynn Elliott | Fortiter Wealth Management | Houston | Not listed | Percentage of assets |
| Matthew Slaton | Slaton Capital Advisors | Bartonville | Not listed | Percentage of assets, Fixed fees |
| Melanie Johnson | Beck Capital Management | Austin | Not listed | Percentage of assets |
| Patrick Stuart | Saddock Wealth | Dallas | Not listed | Percentage of assets, Hourly |
| Raony Zica de Carvalho | Carvalho Investment Group | Austin | Not listed | Percentage of assets, Hourly |
| Stephen Saddock | Saddock Wealth | Dallas | Not listed | Percentage of assets, Hourly |
| Suzanne Fitzgerald | Solutions4Wealth | Plano | Not listed | Percentage of assets, Fixed fees |
| Tabitha Garreffa | ABG Consultants | Arlington | Not listed | Percentage of assets, Hourly |
| Temitayo Ilori | Hyvorian Financial | Garland | Not listed | Percentage of assets, Hourly |
| Tyler Wacaster | Solutions4Wealth | Southlake | Not listed | Percentage of assets, Fixed fees |
| William Gregory | Beck Capital Management | Austin | Not listed | Percentage of assets |
| Carlos Lopez | Two Pillars Asset Management | Frisco | Not listed | Hourly, Percentage of assets |
| Gregory Bickhart | Awaken Wealth Partners | Houston | Not listed | Percentage of assets, Fixed fees |
| Matthew Miller | Awaken Wealth Partners | Houston | Not listed | Percentage of assets, Fixed fees |
| Neil Kay | Old Vine Capital | Austin | Not listed | Percentage of assets, Performance-based fees |
| Pranav Shingala | Prudent Prosperity | Little Elm | Not listed | Percentage of assets, Fixed fees |
| Rolando Perez | Animus Wealth Management | Mcallen | Not listed | Percentage of assets, Hourly |