| Ian Foster | Innova Wealth Partners | Newtown | Not listed | Percentage of assets, Fixed fees |
| John Orobono | Innova Wealth Partners | Newtown | Not listed | Percentage of assets, Fixed fees |
| Joshua Fennimore | Benchmark Financial | Schwenksville | Not listed | Percentage of assets, Hourly |
| Kyle Bruner | Innova Wealth Partners | Newtown | Not listed | Percentage of assets, Fixed fees |
| Nicole Wasiakowski | Brightside Wealth Planning | Center Valley | Not listed | Percentage of assets, Fixed fees |
| Ralph Wasiakowski | Brightside Wealth Planning | Center Valley | Not listed | Percentage of assets, Fixed fees |
| Richard Luchini | Luchini Financial | Altoona | Not listed | Percentage of assets, Fixed fees |
| Stephen Bierker | Asset One | Bridgeville | CFA | Percentage of assets |
| Stephen Schmidt | Innova Wealth Partners | Newtown | Not listed | Percentage of assets, Fixed fees |
| William Bromley | Innova Wealth Partners | Newtown | Not listed | Percentage of assets, Fixed fees |
| Cole Hofmann | Roffman Miller Wealth Management | Philadelphia | Not listed | Percentage of assets |
| Earl Miller | Roffman Miller Wealth Management | Philadelphia | Not listed | Percentage of assets |
| Emily Wheeler | Attleboro Wealth Management | Yardley | Not listed | Percentage of assets, Fixed fees |
| Lori Hartman | Roffman Miller Wealth Management | Philadelphia | Not listed | Percentage of assets |
| Robert Miller | Roffman Miller Wealth Management | Philadelphia | Not listed | Percentage of assets |
| Ryan Crooks | Roffman Miller Wealth Management | Philadelphia | Not listed | Percentage of assets |
| Susan Arnold | Roffman Miller Wealth Management | Philadelphia | Not listed | Percentage of assets |
| Christopher Jackson | truNorth™ Financial Services | Chambersburg | Not listed | Percentage of assets, Hourly |
| Jamie Roth | Solyco Wealth | Hanover | Not listed | Percentage of assets, Hourly |
| Joseph Pflueger | Pflueger Wealth | Churchville | 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 |
| Rafael Yurk | Asset One | Bridgeville | Not listed | Percentage of assets |
| Timothy Powers | Powers Capital Management | Conshohocken | Not listed | Percentage of assets, Fixed fees |