| Jackson Greer | Duncan Williams Asset Management | Memphis | Not listed | Percentage of assets, Hourly |
| Jeffrey Jordan | Processus Wealth & Capital Management | Franklin | CFP | Percentage of assets |
| Micah Wakefield | TrueHaven Capital | Franklin | Not listed | Percentage of assets, Hourly |
| Robert Atkins | Duncan Williams Asset Management | Memphis | Not listed | Percentage of assets, Hourly |
| 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 |
| 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 |
| Erik Roberts | Infinitus Wealth Management | Nashville | Not listed | Percentage of assets |
| Gene Rice | Wealth Preservation Advisors | Chattanooga | Not listed | Percentage of assets |
| 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 |
| Nina Strozak | Wealth Preservation Advisors | Chattanooga | Not listed | Percentage of assets |
| Patrick Peters | Wealth Preservation Advisors | Chattanooga | Not listed | Percentage of assets |
| Steven Sansom | Steel Grove | Memphis | Not listed | Percentage of assets, Fixed fees |
| Timothy Ballard | Steel Grove | Memphis | Not listed | Percentage of assets, Fixed fees |
| Daniel Frattali | HS Wealth Partners | Nashville | Not listed | Percentage of assets |
| Grady Tabor | Processus Wealth & Capital Management | Brentwood | CFA | Percentage of assets |
| Jack Henderson | HS Wealth Partners | Nashville | Not listed | Percentage of assets |
| Joshalyn Baca | HS Wealth Partners | Nashville | Not listed | Percentage of assets |
| Nathan Rollins | Highmark | Brentwood | Not listed | Percentage of assets, Hourly |
| Barrington Gist | Heritage Private Wealth | Nashville | Not listed | Percentage of assets, Hourly |