| Vincent Barbera | Newbridge Wealth Management | Bryn Mawr | CFP | Percentage of assets, Hourly |
| Zachary Zimmer | Trebuchet Consulting | Pittsburgh | CFP | Percentage of assets, Hourly |
| Brad Heindel | 46 Peaks Investment Advisory Group | Newtown | CFP | Ongoing planning fee |
| Courtney Kauffman | Prowell Financial Management | Exton | CFP | Percentage of assets, Fixed fees |
| Erik Mosholt | 46 Peaks Investment Advisory Group | Newtown | CFP | Ongoing planning fee |
| Jared Uribe-Sullivan | Legacy Advisors | Plymouth Meeting | CFP | Percentage of assets, Hourly |
| Joseph Fabrizio | Legacy Advisors | Plymouth Meeting | CFP | Percentage of assets, Hourly |
| Louis Fancher | 46 Peaks Investment Advisory Group | Newtown | CFP, ChFC | Ongoing planning fee |
| Nicholas Cavanaugh | Roble Belko & Company | Sewickley | Not listed | Percentage of assets, Fixed fees |
| Peter Kim | Brandywine Oak Private Wealth | Kennett Square | CFA | Percentage of assets |
| Roger Roble | Roble Belko & Company | Sewickley | Not listed | Percentage of assets, Fixed fees |
| Aaron Marks | Amplius Wealth | Blue Bell | Not listed | Percentage of assets, Hourly |
| David Peppard | Baldwin Management | West Conshohocken | Not listed | Percentage of assets |
| Jacob Siani | Amplius Wealth | Blue Bell | Not listed | Percentage of assets, Hourly |
| Jake Murphy Helping busy med professionals reduce taxes and pay off debt faster without burning out. | TrueClarity Wealth | Wayne | Not listed | One-time planning fee, Subscription |
| Jared Quereau | Baldwin Management | West Conshohocken | Not listed | Percentage of assets |
| Michelle Czarnecki | Amplius Wealth | Blue Bell | Not listed | Percentage of assets, Hourly |
| Monica Lanzilotta | Amplius Wealth | Blue Bell | Not listed | Percentage of assets, Hourly |
| R. Christopher Wiegand | Newbridge Wealth Management | Bryn Mawr | CFA | Percentage of assets, Hourly |
| Samuel Liebman | Amplius Wealth | Blue Bell | Not listed | Percentage of assets, Hourly |
| Sean Green | Amplius Wealth | Blue Bell | Not listed | Percentage of assets, Hourly |
| Aaron Stolpen | Legacy Advisors | Plymouth Meeting | CFA | Percentage of assets, Hourly |
| Daniel Stuckey | Geometric Advisors | Merion Station | Not listed | Percentage of assets |
| Darin Koss | Tower Wealth Partners | Lewisburg | CFP | Percentage of assets, Hourly |
| Joshua Guevin | ARX Private Wealth | Lancaster | Not listed | Percentage of assets, Hourly |
| Kristopher Wallick | Wallick Wealth Management | Perkasie | Not listed | Percentage of assets |
| Nikolas Madonis | ARX Private Wealth | Lancaster | Not listed | Percentage of assets, Hourly |
| Steve Maconi | Brandywine Oak Private Wealth | Kennett Square | Not listed | Percentage of assets |
| Thomas Holt | Legacy Advisors | Plymouth Meeting | CFA | Percentage of assets, Hourly |
| John Krolikowski | Trebuchet Consulting | Pittsburgh | Not listed | Percentage of assets, Hourly |
| Lisa Green | Sunpointe Investments | Bryn Mawr | Not listed | Percentage of assets, Fixed fees |
| Steven Miller | Trebuchet Consulting | Pittsburgh | Not listed | Percentage of assets, Hourly |
| Joshua Barnes | Legacy Advisors | Plymouth Meeting | Not listed | Percentage of assets, Hourly |
| Kelly Hansen | Legacy Advisors | Plymouth Meeting | Not listed | Percentage of assets, Hourly |
| Mark Prowell | Prowell Financial Management | Exton | Not listed | Percentage of assets, Fixed fees |
| Robert Wurster | Legacy Advisors | Plymouth Meeting | Not listed | Percentage of assets, Hourly |
| Ryan Becker | Legacy Advisors | Plymouth Meeting | Not listed | Percentage of assets, Hourly |
| Sarah Lynch | Prowell Financial Management | Exton | Not listed | Percentage of assets, Fixed fees |
| Curt Stauffer | MCM Wealth | Lancaster | Not listed | Percentage of assets, Hourly |
| Benjamin Liscum | Tower Wealth Partners | Lewisburg | Not listed | Percentage of assets, Hourly |
| Gavin King | Northstar Financial Companies | Conshohocken | Not listed | Percentage of assets, Hourly |
| Glenn Williams | Northstar Financial Companies | Conshohocken | Not listed | Percentage of assets, Hourly |
| Haley Koss | Tower Wealth Partners | Lewisburg | Not listed | Percentage of assets, Hourly |
| Jared Kohl | Tower Wealth Partners | Lewisburg | Not listed | Percentage of assets, Hourly |
| Joshua Grimes-Avery | Northstar Financial Companies | Conshohocken | Not listed | Percentage of assets, Hourly |
| Julia Randall | Northstar Financial Companies | Conshohocken | Not listed | Percentage of assets, Hourly |
| Steven Girard | Northstar Financial Companies | Conshohocken | Not listed | Percentage of assets, Hourly |
| Thomas Tuskey | Northstar Financial Companies | Conshohocken | Not listed | Percentage of assets, Hourly |