| Andrew Northcutt | PracticeCFO | Pflugerville | Not listed | Percentage of assets, Fixed fees |
| Jonathan Arnold | RidgeOak Wealth | Tomball | Not listed | Percentage of assets |
| Orie Helaire | Epiphany Wealth Management | Houston | ChFC, PFS | Percentage of assets, Hourly |
| Bryce Chandler | Bentwood Investment Advisory | San Antonio | Not listed | Percentage of assets, Hourly |
| Peter Mitchell | The Tax Pro Advisor | Leander | Not listed | Percentage of assets, Hourly |
| Joseph Applewhite | Applewhite & Buys Financial Advisors | Dallas | Not listed | Percentage of assets, Hourly |
| Timothy Buys | Applewhite & Buys Financial Advisors | Dallas | Not listed | Percentage of assets, Hourly |
| Jamie Tebbe | Benchmark Investment Advisors | Frisco | Not listed | Percentage of assets |