| Matthew McNally | Glassman Wealth | North Bethesda | Not listed | Percentage of assets, Fixed fees |
| Michael Canet | Prostatis Group | Hanover | Not listed | Percentage of assets, Hourly |
| Ryan Herbert | Prostatis Group | Hanover | Not listed | Percentage of assets, Hourly |
| Vanessa Pruett-Urie | Prostatis Group | Hanover | Not listed | Percentage of assets, Hourly |
| Bradford Yeakle | MY Wealth Management | Germantown | ChFC | Percentage of assets, Hourly |
| Gary Aiken | Caveness Wealth Advisory | Rockville | Not listed | Percentage of assets, Hourly |
| Greg Pyne | Red Oak Financial Group | Towson | Not listed | Percentage of assets, Hourly |
| Isiah Williams | Audible Wealth Management | Silver Spring | Not listed | Percentage of assets, Fixed fees |
| James Ellerson | The Ellerson Group | Annapolis | Not listed | Percentage of assets, Hourly |
| Jonathan McKinney | Audible Wealth Management | Silver Spring | Not listed | Percentage of assets, Fixed fees |
| Lorie Scheibel | Scheibel Planning Solutions | Crownsville | Not listed | Ongoing planning fee |
| Monica Carlos | Audible Wealth Management | Silver Spring | Not listed | Percentage of assets, Fixed fees |
| Sean Moore | Moore Wealth | Frederick | CFP | Percentage of assets, Fixed fees |
| Shabri Moore | Moore Wealth | Frederick | CFP | Percentage of assets, Fixed fees |
| Brian Hawthorne-Codato | Glassy Mountain Advisors | Bethesda | CFA | Percentage of assets |
| Heather McGolerick | Meritis Wealth Management | Potomac | Not listed | Percentage of assets, Hourly |
| Jordan Daugherty | FSA Wealth Partners | Rockville | CFA | Percentage of assets, Hourly |
| Laura Markoff | Meritis Wealth Management | Potomac | Not listed | Percentage of assets, Hourly |
| Michael McIntyre | Glassy Mountain Advisors | Bethesda | CFA | Percentage of assets |
| Ronald Rough | FSA Wealth Partners | Rockville | CFA | Percentage of assets, Hourly |
| Christopher Jones | FSA Wealth Partners | Rockville | Not listed | Percentage of assets, Hourly |
| Mary Ann Drucker | FSA Wealth Partners | Rockville | Not listed | Percentage of assets, Hourly |
| Erik Moore | Moore Wealth | Frederick | Not listed | Percentage of assets, Fixed fees |
| Leonard Cooperman | MJC Advisors | Lutherville | Not listed | Percentage of assets |
| Michael Cooperman | MJC Advisors | Lutherville | Not listed | Percentage of assets |