| 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 |
| Benjamin Liscum | Tower Wealth Partners | Lewisburg | Not listed | Percentage of assets, Hourly |
| Christopher Campanella | Keystone Investment Advisors | Wexford | Not listed | Percentage of assets, Hourly |
| Gregory Burd | Keystone Investment Advisors | Wexford | Not listed | Percentage of assets, Hourly |
| Haley Koss | Tower Wealth Partners | Lewisburg | Not listed | Percentage of assets, Hourly |
| Jared Kohl | Tower Wealth Partners | Lewisburg | Not listed | Percentage of assets, Hourly |