| Aaron Soderberg | BirdRock Wealth Management | Minneapolis | Not listed | Percentage of assets |
| Bridget Wiltse | Petros Family Wealth | Bloomington | Not listed | Percentage of assets, Fixed fees |
| Camie Quigley | Petros Family Wealth | Bloomington | Not listed | Percentage of assets, Fixed fees |
| Carl Lymangood | Petros Family Wealth | Bloomington | Not listed | Percentage of assets, Fixed fees |
| David Benning | Logan Park Wealth Management | Minneapolis | Not listed | Percentage of assets, Fixed fees |
| Deanna Rens | Petros Family Wealth | Bloomington | Not listed | Percentage of assets, Fixed fees |
| Emily Dolan | Parr McKnight Wealth Management Group | Minneapolis | Not listed | Percentage of assets, Fixed fees |
| James Sexton | Phillip James Financial | Plymouth | Not listed | Percentage of assets |
| John Obrien | Parr McKnight Wealth Management Group | Minneapolis | Not listed | Percentage of assets, Fixed fees |
| John Tenley | Summit Advisor Group | Bloomington | Not listed | Percentage of assets |
| Joshua Grass | Stapleton Asset Management | Delano | CFA | Percentage of assets, Hourly |
| Matthew Mohning | MSM Financial | Minneapolis | Not listed | Percentage of assets, Hourly |
| Mindy Prow | Parr McKnight Wealth Management Group | Minneapolis | Not listed | Percentage of assets, Fixed fees |
| Nelson Moen | Parr McKnight Wealth Management Group | Minneapolis | Not listed | Percentage of assets, Fixed fees |
| Patricia Kavanagh | Parr McKnight Wealth Management Group | Minneapolis | Not listed | Percentage of assets, Fixed fees |
| Peter Weiss | Modus Advisors | Excelsior | Not listed | Percentage of assets, Hourly |
| Thomas Jenkins | Petros Family Wealth | Bloomington | Not listed | Percentage of assets, Fixed fees |
| Wayne Trana | Blue Anchor Wealth Advisors | Hutchinson | Not listed | Percentage of assets, Hourly |
| Bradley Horn | Saffron Capital | Minneapolis | Not listed | Percentage of assets, Hourly |
| Timothy Tuinstra | Calder Financial Group | Winona | Not listed | One-time planning fee |
| John Bernstein | Bernstein Financial Advisory | Minneapolis | Not listed | Percentage of assets, Hourly |
| Patrick Illies | Twin Cities Retirement Group | Plymouth | Not listed | Percentage of assets |
| Thomas Sjoberg | Twin Cities Retirement Group | Plymouth | Not listed | Percentage of assets |