| Dionna Poluch | Brandywine Oak Private Wealth | Kennett Square | CFP | Percentage of assets |
| James Beenders | Tiller Private Wealth | Bethlehem | CFP | Percentage of assets, Fixed fees |
| Justin Clark | Tiller Private Wealth | Bethlehem | CFP | Percentage of assets, Fixed fees |
| Linda Yeager | Tiller Private Wealth | Bethlehem | CFP | Percentage of assets, Fixed fees |
| Mark Jackson | Brandywine Oak Private Wealth | Kennett Square | CFP | Percentage of assets |
| Matthew Short | Tiller Private Wealth | Bethlehem | CFP | Percentage of assets, Fixed fees |
| Michael Henley | Brandywine Oak Private Wealth | Kennett Square | CFP | Percentage of assets |
| Tracy McGuire | Brandywine Oak Private Wealth | Kennett Square | CFP | Percentage of assets |
| Allison Kramer | Seaside Wealth Advisors | Mechanicsburg | ChFC | Percentage of assets, Hourly |
| Cassandra Kirby | Braun-Bostich & Associates | Canonsburg | Not listed | Percentage of assets, Fixed fees |
| Douglas Bostich | Braun-Bostich & Associates | Canonsburg | Not listed | Percentage of assets, Fixed fees |
| Jonathan Inzero | Innova Wealth Partners | Newtown | CFP | Percentage of assets, Fixed fees |
| Joshua Jenkins | Seaside Wealth Advisors | Mechanicsburg | ChFC | Percentage of assets, Hourly |
| Matthew Malick | Atwater Malick | Lancaster | CFP, CFA | Percentage of assets, Hourly |
| Mitchell Mosgrove | Trebuchet Consulting | Pittsburgh | CFP | Percentage of assets, Hourly |
| Richard Lawrence | Lawrence Wealth Management | West Conshohocken | CFA | Percentage of assets |
| Stephen Troutman | Troutman Wealth Management | Malvern | CFP | Percentage of assets |
| Vincent Barbera | Newbridge Wealth Management | Bryn Mawr | CFP | Percentage of assets, Hourly |
| Zachary Zimmer | Trebuchet Consulting | Pittsburgh | CFP | Percentage of assets, Hourly |
| Alex LaRosa | Blue Bell Private Wealth Management | Blue Bell | CFP | Percentage of assets, Hourly |
| Allison Kade | WealthFD | Conshohocken | CFP | Percentage of assets, Hourly |
| Brad Heindel | 46 Peaks Investment Advisory Group | Newtown | CFP | Ongoing planning fee |
| Daniel Levinson | Blue Bell Private Wealth Management | Blue Bell | CFP | Percentage of assets, Hourly |
| David Gradzki | Roffman Miller Wealth Management | Philadelphia | CFP | Percentage of assets |
| David Lorditch | Blue Bell Private Wealth Management | Blue Bell | CFP | Percentage of assets, Hourly |
| Erik Mosholt | 46 Peaks Investment Advisory Group | Newtown | CFP | Ongoing planning fee |
| Henry Fox | Blue Bell Private Wealth Management | Blue Bell | CFP, ChFC | Percentage of assets, Hourly |
| Isaac Martin | Members' Wealth | Media | Not listed | Percentage of assets, Fixed fees |
| Jesse D'Elia | Attleboro Wealth Management | Yardley | CFP | Percentage of assets, Fixed fees |
| Joseph Hogan | WealthFD | Conshohocken | CFP | Percentage of assets, Hourly |
| Joshua Pearson | Blue Bell Private Wealth Management | Blue Bell | CFP | Percentage of assets, Hourly |
| Kevin Cooke | Roffman Miller Wealth Management | Philadelphia | CFP | Percentage of assets |
| Lidia Amodei | Attleboro Wealth Management | Yardley | CFP, CFA | Percentage of assets, Fixed fees |
| Louis Fancher | 46 Peaks Investment Advisory Group | Newtown | CFP, ChFC | Ongoing planning fee |
| Mark Byelich | Attleboro Wealth Management | Yardley | CFP | Percentage of assets, Fixed fees |
| Martin Moyers | Roffman Miller Wealth Management | Philadelphia | CFP | Percentage of assets |
| Michael Weber | Blue Bell Private Wealth Management | Blue Bell | CFP | Percentage of assets, Hourly |
| Peter Gaertner | Roffman Miller Wealth Management | Philadelphia | CFP | Percentage of assets |
| Peter Kim | Brandywine Oak Private Wealth | Kennett Square | CFA | Percentage of assets |
| Robert Hofmann | Roffman Miller Wealth Management | Phialdelphia | CFP | Percentage of assets |
| Robert Riegen | Roffman Miller Wealth Management | Philadelphia | CFP | Percentage of assets |
| Rose DeFrank | WealthFD | Conshohocken | CFP | Percentage of assets, Hourly |
| Ryan DiFabrizio | WealthFD | Conshohocken | CFP | Percentage of assets, Hourly |
| Stuart Caplan | Members' Wealth | Media | Not listed | Percentage of assets, Fixed fees |
| Timothy Thomas | Members' Wealth | Media | Not listed | Percentage of assets, Fixed fees |
| Victoria Abaev | WealthFD | Conshohocken | CFP | Percentage of assets, Hourly |
| Allen Carr | Vantus Wealth | Lancaster | Not listed | Percentage of assets, Hourly |
| Andrew Sedora | Vantus Wealth | Lancaster | Not listed | Percentage of assets, Hourly |
| Barry Pflueger | Pflueger Wealth | Churchville | CFP | Percentage of assets, Hourly |
| Brian Yates | Asset One | Bridgeville | CFP | Percentage of assets |