| Jonathan Weatherly | Caveness Wealth Advisory | Abingdon | Not listed | Percentage of assets, Hourly |
| Justin Lopez | Caveness Wealth Advisory | Abingdon | Not listed | Percentage of assets, Hourly |
| Kaitlyn Kocuba | Heritage Wealth Advisors | Richmond | Not listed | Percentage of assets, Fixed fees |
| Meagan Roberts | Heritage Wealth Advisors | Richmond | Not listed | Percentage of assets, Fixed fees |
| Mikai Thomas | Heritage Wealth Advisors | Richmond | Not listed | Percentage of assets, Fixed fees |
| Wesley Cullinane | Heritage Wealth Advisors | Richmond | Not listed | Percentage of assets, Fixed fees |
| Zuzanna Kaczmarek | Heritage Wealth Advisors | Richmond | Not listed | Percentage of assets, Fixed fees |
| Alicia Borghi | Z3 Capital Partners | Richmond | Not listed | Percentage of assets |
| Amy Showalter | Arbor Private Wealth | Ashburn | Not listed | Percentage of assets, Fixed fees |
| Brae Beggs | OLIO Financial Planning | Mclean | Not listed | Ongoing planning fee |
| Gareth Mancini | Z3 Capital Partners | Richmond | Not listed | Percentage of assets |
| Geoffrey Sirhal | CharMarLine Wealth Management | Lynchburg | Not listed | Percentage of assets |
| Kelly Ryan | OLIO Financial Planning | Blacksburg | Not listed | Ongoing planning fee |
| Rachel Potters | OLIO Financial Planning | Blacksburg | Not listed | Ongoing planning fee |
| Scot Morris | Z3 Capital Partners | Richmond | Not listed | Percentage of assets |
| Kelly Cappello | Argo Wealth Advisory | Mclean | Not listed | Percentage of assets, Fixed fees |