| Ira Ross | Spartan Planning | Greensboro | Not listed | Percentage of assets, Fixed fees |
| Jackson Wilson | Mauney-Pitt Financial Management | Shelby | Not listed | Percentage of assets |
| James Hough | Arbor Investment Advisors | Winston Salem | Not listed | Percentage of assets, Fixed fees |
| Kelsey Plummer | Pursuit Wealth Strategies | Raleigh | Not listed | Percentage of assets, Hourly |
| Martha Hays | ACT Advisors | Asheville | Not listed | Ongoing planning fee |
| Patrick Latta | ACT Advisors | Asheville | Not listed | Ongoing planning fee |
| Patrick Mauney | Mauney-Pitt Financial Management | Shelby | Not listed | Percentage of assets |
| Richard Dexter | Spartan Planning | Greensboro | Not listed | Percentage of assets, Fixed fees |
| Robert Pitt | Mauney-Pitt Financial Management | Shelby | Not listed | Percentage of assets |
| David Miller | Auctus Advisors | Charlotte | Not listed | Percentage of assets, Fixed fees |
| Ella Anderson | Family Wealth Partners | Matthews | Not listed | Percentage of assets, Hourly |
| Jonathan Smith | Smith Partners Wealth Management | Greensboro | Not listed | Percentage of assets, Hourly |
| Mallen Bruggeman | Auctus Advisors | Charlotte | Not listed | Percentage of assets, Fixed fees |
| Ross Smyth | Glassy Mountain Advisors | Brevard | CFA | Percentage of assets |
| Ryan Knight | Family Wealth Partners | Matthews | Not listed | Percentage of assets, Hourly |
| Wade Tapp | Family Wealth Partners | Matthews | Not listed | Percentage of assets, Hourly |
| Andrew Miller | Cassia Capital Partners | Winston Salem | CFA | Percentage of assets, Hourly |
| Benjamin Haynes | Cassia Capital Partners | Winston Salem | Not listed | Percentage of assets, Hourly |
| James Helvey | Cassia Capital Partners | Winston Salem | Not listed | Percentage of assets, Hourly |