| Onyx Bridge Wealth Group (3 ppl) (9 paid seats) | Richard Leimgruber, Kevin Moody, Daniel O'Shea | rleimgruber@, kmoody@, doshea@onyxbridge.com |
| Sustainable Advisors Alliance (3 ppl) (5 paid seats) | Julie Skye, Krista Strohoffer, Ian McLeod | julie@, krista@, ian@sustainableadvisorsalliance.com |
| AllGen Financial Advisors (2 ppl) (12 paid seats; two firm records in HubSpot) | Paul Mazon, Ana Fernandez | mazon@, fernandez@allgenfinancial.com |
| Murphy & Sylvest (2 ppl) (4 paid seats) | Gabriel Neuenschwander, Cathy Caddell | gneuen@, ccaddell@murphysylvest.com |
| Altfest Personal Wealth Management (2 ppl) (15 paid seats) | Eric Nelson, Ting Wang | enelson@, twang@altfest.com |
| Appleton Partners (2 ppl) (10 paid seats) | Elena Erdekian, Christopher Sutherland | eerdekian@, csutherland@appletonpartners.com |
| Marshall Financial Group (2 ppl) (8 paid seats) | Andrew Hasz, Tyler Kang | andrew@, tyler@marshallfinancialgroup.com |
| SFMG Wealth Advisors (2 ppl) (23 paid seats) | Griffon Rubin, Pamela Kelley | griffon@, pamela@sfmg.com |
| Procore Advisors (3 paid seats) | Mark Aguilar | mark@procoreadvisors.com |
| Financial Plan, Inc. (4 paid seats) | Justin Gross | justin.gross@financialplaninc.com |
| UCM of Kansas (unitedcapitalgroup.net) | Mark Halpin | markhalpin@unitedcapitalgroup.net |
| Quent Capital (12 paid seats) | Fai Leung | fleung@quentcapital.com |
| Milne Financial Planning (1 paid seat) | Jamie Milne | jmilne@milnefeeonly.com |
| SummitPoint Capital (3 paid seats) | Amanda Bastos | abastos@summitpoint-cap.com |
| Krammer Financial (1 paid seat) | Ted Krammer | ted@krammerfinancial.com |
| Forty W Advisors (3 paid seats) | Michael Hoffman | mhoffman@fortywadvisors.com |
| Private Asset Management (3 paid seats) | Kiani Christian | kiani@privateasset.com |
| Presidio Capital Management (10 paid seats) | Jacqueline Galindo | jacqueline@presidiocm.com |
| McMaster Financial / Cedar Spring Advisors | Justin McMaster | justin.mcmaster@mcmasterfinancial.com |
| Olio Financial Planning (6 paid seats) | Ryan Appel | ryan@meetolio.com |
| Malnik Wealth Management (2 paid seats) | Leon Malnik | lmalnik@malnikwealthmgmt.com |
| Oak Harbor WP (2 paid seats) | William Hesmer | whesmer@oh-wp.com |
| Longevity Capital Management (1 paid seat) | Dane Gilliland | dane@longevitycapitalmgmt.com |
| First State Financial Management (17 paid seats) | Malia Toman | mtoman@fsfmonline.com |
| Prairie Oak Wealth (2 paid seats) | Jessica Dillon | jessica@prairieoakwealth.com |
| Elevate Private Wealth Group (HubSpot shows 0 paid seats) | Kevin Moran | kevin.moran@elevatepwg.com |
| Prudent Investors (6 paid seats) | Nguyen Vu | vu@prudentinvestors.com |
| CreekSide Wealth (HubSpot still shows In Trial; contact listed as Samantha Evans) | Samantha Carver | samantha.evans@creeksidewealth.com |
| MACO Wealth Management (HubSpot still lists as prospect) | Chris McCaffrey | chris@macowm.com |
| GW Financial (1 paid seat; HubSpot still lists as prospect) | Britt Meza | britt@planretire.com |