| Julia Rogan | Attessa Capital | Tucson | Not listed | Percentage of assets |
| Kevin Lane | Lane Brothers Investment Counsel | Prescott | Not listed | Percentage of assets, Fixed fees |
| Kristin Greenleaf | Fortitude Family Office | Scottsdale | Not listed | Percentage of assets, Hourly |
| Makayla Allen | Sensible Money | Scottsdale | Not listed | Percentage of assets, Fixed fees |
| Matthew Brower | Fortitude Family Office | Scottsdale | Not listed | Percentage of assets, Hourly |
| Matthew Hershey | Sensible Money | Scottsdale | Not listed | Percentage of assets, Fixed fees |
| Matthew Walker | Fortitude Family Office | Scottsdale | Not listed | Percentage of assets, Hourly |
| Megan Lane | Lane Brothers Investment Counsel | Prescott | Not listed | Percentage of assets, Fixed fees |
| Paul Escarcega | Sensible Money | Scottsdale | Not listed | Percentage of assets, Fixed fees |
| Remy Solves | Fortitude Family Office | Scottsdale | Not listed | Percentage of assets, Hourly |
| Richard Spadaro | WLTH Capital Management | Gilbert | Not listed | Percentage of assets, Fixed fees |
| Sam Winter | Fortitude Family Office | Scottsdale | Not listed | Percentage of assets, Hourly |
| Trevor Moore | Fortitude Family Office | Scottsdale | Not listed | Percentage of assets, Hourly |