| Eric Stein | Galvin, Gaustad & Stein | Scottsdale | CFP | Percentage of assets, Hourly |
| Jessica Pariser | Galvin, Gaustad & Stein | Scottsdale | CFP | Percentage of assets, Hourly |
| Joshua Gardner | Prosper Private Wealth | Mesa | CFP | Percentage of assets, Hourly |
| Kathleen Mealey | Sensible Money | Scottsdale | CFP | Percentage of assets, Fixed fees |
| Kyle Erickson | Elevate Investment Management | Scottsdale | CFA | Percentage of assets |
| Matthew Miller | Elevate Investment Management | Scottsdale | CFA | Percentage of assets |
| Peter Shannon | eBIS | Phoenix | CFP, CFA | Percentage of assets, Hourly |
| Stephanie Schultz | Sensible Money | Scottsdale | CFP | Percentage of assets, Fixed fees |
| Tabitha Daly | Sensible Money | Scottsdale | CFP | Percentage of assets, Fixed fees |
| Taylor Thompson Putting the clients goals and objectives first and foremost. | Thompson Family Office | Gilbert | Not listed | Percentage of assets, Subscription |
| Adam Skousen | Harvard Avenue | Gilbert | Not listed | Percentage of assets |
| Brandon Montoya | Montoya Wealth Management | Prescott | Not listed | Percentage of assets, Hourly |
| David Shelton | Harvard Avenue | Gilbert | Not listed | Percentage of assets |
| Jeffrey Shiffra | ARQ Wealth Advisors | Scottsdale | CFA | Percentage of assets, Fixed fees |
| Jered Skousen | Harvard Avenue | Gilbert | Not listed | Percentage of assets |
| Karmi Gutman | Lifestyle Planning | Chandler | CFP | Ongoing planning fee |
| Matthew Benson | Sonmore Financial | Chandler | CFP | Percentage of assets, Fixed fees |
| Robert Wojcik | W Wealth Advisors | Gilbert | Not listed | Percentage of assets, Hourly |
| Albert Brown | Wealth Management Partners | Tucson | Not listed | Percentage of assets |
| Alexander Marek | Ironwood Wealth Management | Chandler | Not listed | Percentage of assets, Fixed fees |
| Blake Welch | Arete Financial and Legal Solutions | Goodyear | Not listed | Percentage of assets, Hourly |
| Bonnie Courtney | Cambridge Financial Group | Tucson | Not listed | Percentage of assets, Fixed fees |
| Bret Hoffman | Green Peaks Planning | Surprise | ChFC | Percentage of assets, Hourly |
| Cole McClarren | Cambridge Financial Group | Tucson | Not listed | Percentage of assets, Fixed fees |
| Edwin Ashton | Arete Financial and Legal Solutions | Goodyear | Not listed | Percentage of assets, Hourly |
| Elizabeth Stroup | Verus Capital Partners | Scottsdale | Not listed | Percentage of assets, Hourly |
| Fred Goodman | Verus Capital Partners | Chandler | Not listed | Percentage of assets, Hourly |
| Garry Bishop | ProFocus | Phoenix | Not listed | Percentage of assets, Hourly |
| Gregory Bryson | Wealth Management Partners | Tucson | Not listed | Percentage of assets |
| Guillermo Monge | Wealth Management Partners | Tucson | Not listed | Percentage of assets |
| Jeffrey Geiser | Verus Capital Partners | Scottsdale | Not listed | Percentage of assets, Hourly |
| John Glaudel | Verus Capital Partners | Scottsdale | Not listed | Percentage of assets, Hourly |
| Kevin Phillips | Verus Capital Partners | Scottsdale | Not listed | Percentage of assets, Hourly |
| Kristi Thompson | Wealth Management Partners | Tucson | Not listed | Percentage of assets |
| Marty Block | Verus Capital Partners | Scottsdale | Not listed | Percentage of assets, Hourly |
| Michael Andrews | Verus Capital Partners | Scottsdale | Not listed | Percentage of assets, Hourly |
| Michele McCabe | Vestpointe Wealth Management | Scottsdale | Not listed | Percentage of assets |
| Morgan Brown | Wealth Management Partners | Tucson | Not listed | Percentage of assets |
| Robyn Kreuer | Verus Capital Partners | Scottsdale | Not listed | Percentage of assets, Hourly |
| Steven Deangelis | Verus Capital Partners | Gilbert | Not listed | Percentage of assets, Hourly |
| Arthur Doglione | Alpha Fiduciary Wealth Management | Phoenix | Not listed | Percentage of assets, Hourly |
| Carly Denial | ARQ Wealth Advisors | Scottsdale, Az 85260 | Not listed | Percentage of assets, Fixed fees |
| David D'Eredita | Rise Private Wealth Advisors | Tucson | Not listed | Percentage of assets, Hourly |
| Giulia King | Align WMGMT | Tucson | Not listed | Percentage of assets, Hourly |
| Glenn Rossman | TrueWealth Financial Partners San Diego | Phoenix | Not listed | Percentage of assets, Fixed fees |
| Guy Chadwick | Third Stanza Group | Cave Creek | Not listed | Percentage of assets |
| Jake Crosby | ARQ Wealth Advisors | Scottsdale | Not listed | Percentage of assets, Fixed fees |
| James Robinson | ARQ Wealth Advisors | Scottsdale | Not listed | Percentage of assets, Fixed fees |
| Jerad Rosburg | ARQ Wealth Advisors | Scottsdale | Not listed | Percentage of assets, Fixed fees |
| Joseph Gilligan | ARQ Wealth Advisors | Scottsdale | Not listed | Percentage of assets, Fixed fees |