| Brigham Ballard | Driven Investments | Lehi | Not listed | Percentage of assets, Fixed fees |
| Brock Payne | Driven Investments | Lehi | Not listed | Percentage of assets, Fixed fees |
| Christian Williams | Driven Investments | Lehi | Not listed | Percentage of assets, Fixed fees |
| David Young | Paragon Wealth Management | Provo | Not listed | Percentage of assets |
| Ivanna Velazco | Driven Investments | Lehi | Not listed | Percentage of assets, Fixed fees |
| Jack Holmes | Driven Investments | Lehi | Not listed | Percentage of assets, Fixed fees |
| Joshua Weir | Driven Investments | Lehi | Not listed | Percentage of assets, Fixed fees |
| Kaneil Menlove | Paragon Wealth Management | Provo | Not listed | Percentage of assets |
| Lance Tempest | Landmark Wealth Advisors | Farmington | Not listed | Percentage of assets, Hourly |
| Sadie Sanches | Driven Investments | Lehi | Not listed | Percentage of assets, Fixed fees |
| Thomas Tuohy | Driven Investments | Lehi | Not listed | Percentage of assets, Fixed fees |