| Christina Doherty | FCA | Houston | Not listed | Percentage of assets, Hourly |
| Cindy Yac | FCA | Houston | Not listed | Percentage of assets, Hourly |
| John Gray | Hamilton Gray Wealth Management | Houston | Not listed | Ongoing planning fee |
| Robert Burns | FCA | Houston | Not listed | Percentage of assets, Hourly |
| Robert Scharar | FCA | Houston | Not listed | Percentage of assets, Hourly |
| Steven Crawford | FCA | Houston | Not listed | Percentage of assets, Hourly |
| Wesley Yuhnke | FCA | Houston | Not listed | Percentage of assets, Hourly |
| William Levay | FCA | Houston | Not listed | Percentage of assets, Hourly |
| Alan Birsinger | Wealth Management Group | Houston | Not listed | Percentage of assets, Hourly |
| Hogan Choyce | Wealth Management Group | Houston | Not listed | Percentage of assets, Hourly |
| Jason Mickey | Wealth Management Group | Houston | Not listed | Percentage of assets, Hourly |