| Jordan Bryant | Coastline Complete Wealth | Bluffton | Not listed | Percentage of assets, Hourly |
| Joseph Recznik | Integritas Wealth Strategies | Charleston | Not listed | Percentage of assets, Hourly |
| Matthew McGee | Integritas Wealth Strategies | Charleston | Not listed | Percentage of assets, Hourly |
| Timothy Bellars | Bellars Harris Wealth Management | Mount Pleasant | Not listed | Percentage of assets, Fixed fees |
| Alfred Cerrati | Oak Advisors | Bluffton | Not listed | Percentage of assets, Hourly |
| Jeremiah Barwick | Keen Capital | Chapin | Not listed | Percentage of assets, Hourly |
| John Chiacchiero | Oak Advisors | Bluffton | Not listed | Percentage of assets, Hourly |
| Kevin Myhre | Oak Advisors | Bluffton | Not listed | Percentage of assets, Hourly |
| Jonathan Shaw | Catawba River Capital | Lake Wylie | Not listed | Percentage of assets, Hourly |
| Mark Seski | Harvest Portfolio Management | Isle Of Palms | Not listed | Percentage of assets |
| Matthew Stone | Eagles Coast Wealth Management | Daniel Island | Not listed | Percentage of assets |
| Paul Martin | Eagles Coast Wealth Management | Daniel Island | Not listed | Percentage of assets |
| Richard Matthews | Matthews Wealth Management | Greenville | Not listed | Percentage of assets, Hourly |