| Robert Roper | Kroon & Mitchell | Grand Rapids | Not listed | Percentage of assets, Hourly |
| Spencer Lademan | Kroon & Mitchell | Grand Rapids | Not listed | Percentage of assets, Hourly |
| Steven O'Mara | Brown Financial Planning | Bay City | Not listed | Percentage of assets |
| Zachary Smith | Kroon & Mitchell | Grand Rapids | Not listed | Percentage of assets, Hourly |
| Adam Minor | RBS Wealth Management | Alto | Not listed | Percentage of assets, Hourly |
| Andrew Gildea | CWS Financial Advisors | Kalamazoo | Not listed | Percentage of assets |
| Beth Price | Beck Bode | Traverse City | Not listed | Percentage of assets, Fixed fees |
| Billie Paveglio | Northern Edge Wealth Management | Marquette | Not listed | Flat fee or retainer, Percentage of assets |
| Bradley Sorenson | Diversified Portfolios | Bloomfield Hills | Not listed | Percentage of assets |
| Carl Bradley | Wittenberg Investments | Troy | Not listed | Percentage of assets, Hourly |
| Catharine Betzig | Diversified Portfolios | Bloomfield Hills | Not listed | Percentage of assets |
| Charles Dickinson | William Mack & Associates | Harbor Springs | Not listed | Percentage of assets, Ongoing planning fee |
| Christine Batts | CWS Financial Advisors | Kalamazoo | Not listed | Percentage of assets |
| Dane Nelson | Northern Edge Wealth Management | Marquette | Not listed | Flat fee or retainer, Percentage of assets |
| David Richmond | Richmond Brothers | Jackson | ChFC | Percentage of assets, Hourly |
| Deanna KInney | William Mack & Associates | Troy | Not listed | Percentage of assets, Ongoing planning fee |
| Dimitri Poland | Braeburn Wealth Management | Muskegon | Not listed | Percentage of assets, Hourly |
| Donald Carnaghi | Premier Estate Planners | Clinton Township | Not listed | Percentage of assets, Hourly |
| Dragan Filipovic | Gold Coast Capital Management | Douglas | Not listed | Percentage of assets |
| Edward Ledermann | Whale Shark Financial | Ann Arbor | Not listed | Percentage of assets, Hourly |
| Jason Goosen | Rapids Financial | Kentwood | Not listed | Percentage of assets |
| Joseph Splendorio | CWS Financial Advisors | Kalamazoo | Not listed | Percentage of assets |
| Kenneth Wittenberg | Wittenberg Investments | Troy | Not listed | Percentage of assets, Hourly |
| Kevin Weingarden | Wittenberg Investments | Troy | Not listed | Percentage of assets, Hourly |
| Kingshook Ghosh | USAWorld Capital | Canton | CFA | Hourly |
| Logan Metcalf | Braeburn Wealth Management | Muskegon | Not listed | Percentage of assets, Hourly |
| Matthew Sumnicht | Bowline Financial | Grosse Pointe Woods | Not listed | Percentage of assets, Fixed fees |
| Michael Poland | Braeburn Wealth Management | Muskegon | Not listed | Percentage of assets, Hourly |
| Philip Devries | RBS Wealth Management | Alto | Not listed | Percentage of assets, Hourly |
| Regina Spence | CWS Financial Advisors | Kalamazoo | Not listed | Percentage of assets |
| Ryan Stephen | RBS Wealth Management | Alto | Not listed | Percentage of assets, Hourly |
| Tanner Carriere | Northern Edge Wealth Management | Marquette | Not listed | Flat fee or retainer, Percentage of assets |
| Thomas Mazza | Premier Estate Planners | Clinton Township | Not listed | Percentage of assets, Hourly |
| Timothy Mack | William Mack & Associates | Troy | Not listed | Percentage of assets, Ongoing planning fee |
| William Caton | William Mack & Associates | Troy | Not listed | Percentage of assets, Ongoing planning fee |
| Adam McLaughlin | River Raisin Investment Partners | Monroe | Not listed | Percentage of assets |
| Christopher Lamb | Old Mission Investment | Traverse City | Not listed | Percentage of assets, Hourly |
| George Racette | Calder Financial Group | Ada | Not listed | One-time planning fee |
| Jeffrey Johnson | Old Mission Investment | Traverse City | Not listed | Percentage of assets, Hourly |
| Keith Olshove | Old Mission Investment | Traverse City | Not listed | Percentage of assets, Hourly |
| Kelly Eggleston | Calder Financial Group | Ada | Not listed | One-time planning fee |
| Kenneth Schrauben | Retirement Capital Services | Grand Blanc | Not listed | Percentage of assets, Hourly |
| Kurt Schuler | Old Mission Investment | Traverse City | Not listed | Percentage of assets, Hourly |
| Ryan Knabusch | Old Mission Investment | Traverse City | Not listed | Percentage of assets, Hourly |
| Scott Burns | River Raisin Investment Partners | Monroe | Not listed | Percentage of assets |
| Adriaan van Wyk | Richmond Brothers | Jackson | Not listed | Percentage of assets, Hourly |
| Evan Gruchot | Solyco Wealth | Birmingham | Not listed | Percentage of assets, Hourly |
| Isaac Miller | Solyco Wealth | Birmingham | Not listed | Percentage of assets, Hourly |
| Kevin Ellis-Rutherford | Solyco Wealth | Birmingham | Not listed | Percentage of assets, Hourly |
| Renee Skiver | Skiver Investment Services | Allen Park | Not listed | Percentage of assets |