| Michael Hibbs | Third Stanza Group | Cave Creek | Not listed | Percentage of assets |
| Tracy Riordan | ARQ Wealth Advisors | Scottsdale | Not listed | Percentage of assets, Fixed fees |
| William Lynn | ARQ Wealth Advisors | Scottsdale | Not listed | Percentage of assets, Fixed fees |
| William Newman | Newman's Financial Planning | Queen Creek | Not listed | Percentage of assets |
| Amanda Wray | Next Up Wealth Advisors | Scottsdale | Not listed | Percentage of assets, Hourly |
| Brian Laurie | Green Peaks Planning | Surprise | Not listed | Percentage of assets, Hourly |
| David Walsvick | Walsvick Wealth Management | Phoenix | Not listed | Percentage of assets |
| Hunter Davis | Galvin, Gaustad & Stein | Scottsdale | Not listed | Percentage of assets, Hourly |
| Jared Farnsworth | Skymark Advisors | Sun City | Not listed | Percentage of assets, Hourly |
| Jordan Galvin | Galvin, Gaustad & Stein | Scottsdale | Not listed | Percentage of assets, Hourly |
| Makayla Allen | Sensible Money | Scottsdale | Not listed | Percentage of assets, Fixed fees |
| Matthew Hershey | Sensible Money | Scottsdale | Not listed | Percentage of assets, Fixed fees |
| Michael Robinson | Narus Financial Partners | Topock | Not listed | Percentage of assets, Hourly |
| Paul Escarcega | Sensible Money | Scottsdale | Not listed | Percentage of assets, Fixed fees |
| Stephen Galvin | Galvin, Gaustad & Stein | Scottsdale | Not listed | Percentage of assets, Hourly |
| Brandon Klippel | Vista Cima Wealth Management | Surprise | Not listed | Percentage of assets, Fixed fees |
| Denny Stoddard | Bridgeway Wealth Management | Queen Creek | Not listed | Percentage of assets, Hourly |
| Evan Altuzarra | Mariner Financial Group | Tucson | Not listed | Percentage of assets, Fixed fees |
| Francisco Sirvent | Lifestyle Planning | Chandler | Not listed | Ongoing planning fee |
| Gabriel Sirvent | Lifestyle Planning | Chandler | Not listed | Ongoing planning fee |
| Jason Lazarow | Lazarow Wealth Management | Tucson | Not listed | Percentage of assets, Hourly |
| Joel Zerbe | Vista Cima Wealth Management | Surprise | Not listed | Percentage of assets, Fixed fees |
| Preston Rhoades | Vista Cima Wealth Management | Surprise | Not listed | Percentage of assets, Fixed fees |
| Sandie Turley | Western Financial | Mesa | Not listed | Percentage of assets |
| Shawn McKeown | Southern Pacific Asset Management | Yuma | Not listed | Percentage of assets |