| Noah Cottman | Warburton Capital Management | Tulsa | Not listed | Percentage of assets |
| Timothy Koski | EverPar Advisors | Tulsa | Not listed | Percentage of assets, Fixed fees |
| Derrick Alexander | Greater Works Wealth | Tulsa | Not listed | Percentage of assets, Ongoing planning fee |
| Joshua Herlan | Future U Financial | Tulsa | Not listed | Hourly, Ongoing planning fee |
| Mitchell Benefiel | Integrated Wealth Solutions | Tulsa | Not listed | Percentage of assets, Hourly |
| Michael Freeman | Trilogy Financial Solutions | Oklahoma City | Not listed | Percentage of assets, Hourly |