| Andrew Clement | Alongside Wealth | Nolensville | CFP | Percentage of assets, Hourly |
| Benjamin Amos | RMG Advisors | Nashville | CFP | Percentage of assets, Hourly |
| Brian Barthol | William Howard & Co. Financial Advisors | Memphis | CFP | Percentage of assets, Hourly |
| Byron Studdard | Studdard Financial | Germantown | CFP | Percentage of assets, Hourly |
| Caden Mumford | PYA Waltman Capital | Knoxville | CFP | Percentage of assets, Hourly |
| Christopher Lim | Alongside Wealth | Nolensville | CFP | Percentage of assets, Hourly |
| Claire Kluth | PYA Waltman Capital | Knoxville | CFP | Percentage of assets, Hourly |
| Eric Foster | PYA Waltman Capital | Knoxville | CFP | Percentage of assets, Hourly |
| Gregory Davis | RBG Wealth Advisors | Memphis | CFP | Percentage of assets |
| Heather Coulter | William Howard & Co. Financial Advisors | Memphis | CFP | Percentage of assets, Hourly |
| Isabel Biondi | Greatdane Investment | Franklin | CFP | Percentage of assets, Hourly |
| Jack Waltman | PYA Waltman Capital | Knoxville | CFP | Percentage of assets, Hourly |
| James Campbell | Campbell Asset Management | Chattanooga | CFP | Percentage of assets, Hourly |
| Jeffrey Loos | Marsh Wealth Management | Knoxville | ChFC | Percentage of assets |
| Jonathan Gillett | Wilco Financial | College Grove | Not listed | Percentage of assets |
| Justin Lester | Allied Investments | Johnson City | CFP | Percentage of assets, Hourly |
| Melissa Ballard | PYA Waltman Capital | Knoxville | CFP | Percentage of assets, Hourly |
| Timothy Ellis | RBG Wealth Advisors | Memphis | CFP, PFS | Percentage of assets |
| William Howard | William Howard & Co. Financial Advisors | Memphis | CFP, ChFC | Percentage of assets, Hourly |
| Andrew Buzan | Kelman-Lazarov | Memphis | CFA | Percentage of assets, Hourly |
| Brian Kopinski | Woodmont Investment Counsel | Nashville | CFA | Percentage of assets |
| Carolyn Bennett | Woodmont Investment Counsel | Nashville | CFA | Percentage of assets |
| Hiroshi Goto | Goto Financial Advisory | Franklin | CFA | One-time planning fee |
| Jack Dupuy | Woodmont Investment Counsel | Nashville | CFA | Percentage of assets |
| Aaron Hardy | S.E.E.D. Planning Group | Knoxville | CFA | Percentage of assets, Hourly |
| Aaron Sams | PYA Waltman Capital | Knoxville | CFA | Percentage of assets, Hourly |
| Alexander Willard | LeConte Wealth | Maryville | Not listed | Percentage of assets |
| Beau Bushong | LeConte Wealth | Maryville | Not listed | Percentage of assets |
| Bryan Belew | LeConte Wealth | Maryville | Not listed | Percentage of assets |
| Christopher Williamson | Red Door Wealth Management | Memphis | Not listed | Percentage of assets, Fixed fees |
| Connor Mykleby | Red Door Wealth Management | Memphis | Not listed | Percentage of assets, Fixed fees |
| Connor Wright | Red Door Wealth Management | Memphis | Not listed | Percentage of assets, Fixed fees |
| Douglas Whitten | LeConte Wealth | Maryville | Not listed | Percentage of assets |
| Hoy Grimm | LeConte Wealth | Maryville | Not listed | Percentage of assets |
| John Giovannetti | Red Door Wealth Management | Memphis | Not listed | Percentage of assets, Fixed fees |
| Jonathan Dockery | LeConte Wealth | Maryville | Not listed | Percentage of assets |
| Jonathan Stambaugh | Red Door Wealth Management | Memphis | Not listed | Percentage of assets, Fixed fees |
| Kevin Painter | LeConte Wealth | Maryville | Not listed | Percentage of assets |
| Matthew Fox | Ithaca Wealth | Memphis | Not listed | Percentage of assets |
| Michael Marsh | Marsh Wealth Management | Knoxville | Not listed | Percentage of assets |
| Paul Brown | Clearstone Wealth Management | Murfreesboro | Not listed | Percentage of assets, Hourly |
| William Hiatt | Red Door Wealth Management | Memphis | Not listed | Percentage of assets, Fixed fees |
| Yvonne Marsh | Marsh Wealth Management | Knoxville | Not listed | Percentage of assets |
| Colby Ring | Duncan Williams Asset Management | Memphis | Not listed | Percentage of assets, Hourly |
| Edwin Bennett | Duncan Williams Asset Management | Memphis | Not listed | Percentage of assets, Hourly |
| Elsa Allmendinger | Kelman-Lazarov | Memphis | Not listed | Percentage of assets, Hourly |
| Jackson Greer | Duncan Williams Asset Management | Memphis | Not listed | Percentage of assets, Hourly |
| John Dabov | Kelman-Lazarov | Memphis | Not listed | Percentage of assets, Hourly |
| Kevin Laman | Lattice Wealth Advisors | Chattanooga | Not listed | Percentage of assets, Hourly |
| Micah Wakefield | TrueHaven Capital | Franklin | Not listed | Percentage of assets, Hourly |