| Ty Williams | Curry Webb Wealth Management | Indianapolis | Not listed | Percentage of assets |
| Ali Saltagi | Zaki Financial | Indianapolis | Not listed | One-time planning fee, Hourly |
| Blake Eiermann | The Financial Resource Center | Carmel | Not listed | Percentage of assets, Hourly |
| Cole Deardorff | Lauer Wealth Management | Valparaiso | Not listed | Percentage of assets, Hourly |
| Drew Vesling | Kotys Wealth Professionals | Valparaiso | Not listed | Percentage of assets, Hourly |
| Dustin Hunter | SunRift Capital Partners | Plainfield | Not listed | Percentage of assets, Hourly |
| Gene Hamstra | Lauer Wealth Management | Valparaiso | Not listed | Percentage of assets, Hourly |
| Grant Hamstra | Lauer Wealth Management | Valparaiso | Not listed | Percentage of assets, Hourly |
| John Lauer | Lauer Wealth Management | Valparaiso | Not listed | Percentage of assets, Hourly |
| Kathryn Lester | Vandalia Wealth | Indianapolis | Not listed | Percentage of assets, Hourly |
| Kerry Pennington | The Financial Resource Center | Carmel | Not listed | Percentage of assets, Hourly |
| Madeline Speckman | Meridian Investment Advisors | Indianapolis | CFP | Percentage of assets, Hourly |
| Matthew Kirr | Kirr, Marbach & Company | Columbus | Not listed | Percentage of assets |
| Michael Werner | Meridian Investment Advisors | Indianapolis | CFP | Percentage of assets, Hourly |
| Ryan Kotys | Kotys Wealth Professionals | Valparaiso | Not listed | Percentage of assets, Hourly |
| Aaron Downs | TSN Wealth & Tax Management | Brownsburg | Not listed | Percentage of assets, Hourly |
| Daniel Garwood | CBG & Company | Fishers | Not listed | Percentage of assets, Hourly |
| David Peterson | TSN Wealth & Tax Management | Brownsburg | Not listed | Percentage of assets, Hourly |
| Evan Teeple | TSN Wealth & Tax Management | Brownsburg | Not listed | Percentage of assets, Hourly |
| Jason Berkholz | TSN Wealth & Tax Management | Brownsburg | Not listed | Percentage of assets, Hourly |
| Kevin Lewis | Lewis Wealth Management | Carmel | Not listed | Percentage of assets |
| Kimberly Newsome | TSN Wealth & Tax Management | Brownsburg | Not listed | Percentage of assets, Hourly |
| Matthew Teeple | TSN Wealth & Tax Management | Brownsburg | Not listed | Percentage of assets, Hourly |
| Robert Krafft | Luminary Wealth | Fort Wayne | CFA | Percentage of assets, Hourly |
| Roy Bodinus | CBG & Company | Fishers | Not listed | Percentage of assets, Hourly |
| Jay Conner | Arena Wealth Advisors | Jeffersonville | Not listed | Percentage of assets, Hourly |
| Karo Kochounian | Elevate Capital | Fishers | Not listed | Percentage of assets, Performance-based fees |
| Katherine Kochounian | Elevate Capital | Fishers | Not listed | Percentage of assets, Performance-based fees |
| Grant Evans | True North Wealth | Parker City | Not listed | Percentage of assets, Hourly |
| Robert Rachlow | Luminary Wealth | Fort Wayne | Not listed | Percentage of assets, Hourly |
| Bradley Bolin | Meridian Investment Advisors | Indianapolis | Not listed | Percentage of assets, Hourly |
| Christopher Evans | Meridian Investment Advisors | Indianapolis | Not listed | Percentage of assets, Hourly |
| Keith Allen | Meridian Investment Advisors | Indianapolis | Not listed | Percentage of assets, Hourly |
| Michael Burley | Meridian Investment Advisors | Indianapolis | Not listed | Percentage of assets, Hourly |