| 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 |
| Donna Zanetti | Pennsylvania Capital Management | Huntingdon Valley | Not listed | Percentage of assets, Hourly |
| 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 |
| Jonathan Kline | Lakewood Financial Group | Tafton | Not listed | Percentage of assets |
| Michael Cox | Seaside Wealth Advisors | Mechanicsburg | Not listed | Percentage of assets, Hourly |
| Michelle Czarnecki | Amplius Wealth | Blue Bell | Not listed | Percentage of assets, Hourly |
| Monica Lanzilotta | Amplius Wealth | Blue Bell | Not listed | 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 |
| Seth Bittner | Stillwater Private Wealth | Allentown | Not listed | Percentage of assets, Flat fee or retainer |
| Stephen Palmer | Pennsylvania Capital Management | Blue Bell | Not listed | Percentage of assets, Hourly |
| Andrew Mickley | Lakeside Planning | Macungie | Not listed | Percentage of assets, Ongoing planning fee |
| Daniel Stuckey | Geometric Advisors | Merion Station | Not listed | Percentage of assets |
| 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 |
| Christopher Jackson | truNorth™ Financial Services | Chambersburg | Not listed | Percentage of assets, Hourly |
| Kristin Ramsay | truNorth™ Financial Services | Chambersburg | Not listed | Percentage of assets, Hourly |
| Noah Eshenaur | truNorth™ Financial Services | Chambersburg | Not listed | Percentage of assets, Hourly |