| Christine Book | Barlow Wealth Partners | Louisville | Not listed | Percentage of assets, Hourly |
| Christopher McIntosh | Barlow Wealth Partners | Louisville | Not listed | Percentage of assets, Hourly |
| Conner Cloyd | Cloyd Capital | Louisville | Not listed | Percentage of assets |
| Frank Barlow | Barlow Wealth Partners | Louisville | Not listed | Percentage of assets, Hourly |
| Zachery Price | TSN Wealth & Tax Management | Louisville | Not listed | Percentage of assets, Hourly |
| Brandon Smith | Wallace Hart Capital Management | Lexington | Not listed | Percentage of assets, Performance-based fees |
| Christopher Ricketts | Ricketts Financial | Louisville | Not listed | Percentage of assets, Fixed fees |
| Darren Williams | Wallace Hart Capital Management | Lexington | Not listed | Percentage of assets, Performance-based fees |
| Dylan Jones | Paragon Management | Lexington | Not listed | Percentage of assets, Fixed fees |
| Emily Johns | Paragon Management | Lexington | Not listed | Percentage of assets, Fixed fees |
| Jeremy Wallace | Wallace Hart Capital Management | Lexington | Not listed | Percentage of assets, Performance-based fees |
| Jessica Bedell | Wallace Hart Capital Management | Lexington | Not listed | Percentage of assets, Performance-based fees |
| Michael Hart | Wallace Hart Capital Management | Lexington | Not listed | Percentage of assets, Performance-based fees |
| George Pierce | Invest | Lexington | Not listed | Hourly, Ongoing planning fee |
| James Thompson | Invest | Lexington | Not listed | Hourly, Ongoing planning fee |
| John Thompson | Invest | Lexington | Not listed | Hourly, Ongoing planning fee |
| Earl Winebrenner | Winebrenner Capital Management | Louisville | Not listed | Percentage of assets, Performance-based fees |
| Krista Thompson | Winebrenner Capital Management | Louisville | Not listed | Percentage of assets, Performance-based fees |
| Luke Lyle | Winebrenner Capital Management | Louisville | Not listed | Percentage of assets, Performance-based fees |
| Martin Winebrenner | Winebrenner Capital Management | Louisville | Not listed | Percentage of assets, Performance-based fees |
| Peyton Hazelrig | Winebrenner Capital Management | Louisville | Not listed | Percentage of assets, Performance-based fees |
| Rebekah Ellis | Winebrenner Capital Management | Louisville | Not listed | Percentage of assets, Performance-based fees |
| Warren Leet | Blue Castle Wealth | Lexington | Not listed | Percentage of assets, Hourly |