| Jonathan Henderson | Sage Investment Counsel | Franklin | Not listed | Percentage of assets, Fixed fees |
| Julie Mochan | The Pacific Financial Group | Nashville | Not listed | Percentage of assets |
| Kaimele Searles | The Pacific Financial Group | Nashville | Not listed | Percentage of assets |
| Michael Sharpnack | Paul Winkler | Goodlettsville | Not listed | Percentage of assets, Hourly |
| Neil Nakagawa | The Pacific Financial Group | Nashville | Not listed | Percentage of assets |
| Pamela Rehart | Integrity Capital Management | Kingsport | Not listed | Percentage of assets, Hourly |
| Parker Mosley | The Pacific Financial Group | Nashville | Not listed | Percentage of assets |
| Travis Edington | The Pacific Financial Group | Nashville | Not listed | Percentage of assets |
| Tyler Page | Jackson Wealth | Franklin | Not listed | Percentage of assets, Hourly |
| William Calvin | Sage Investment Counsel | Franklin | Not listed | Percentage of assets, Fixed fees |