| Mitchell Bednoff | Sage Financial Group | West Conshohocken | Not listed | Percentage of assets, Fixed fees |
| Nikolas Madonis | ARX Private Wealth | Lancaster | Not listed | Percentage of assets, Hourly |
| Ralph Cetrulo | Sage Financial Group | West Conshohocken | Not listed | Percentage of assets, Fixed fees |
| Stephen Cohn | Sage Financial Group | West Conshohocken | Not listed | Percentage of assets, Fixed fees |
| Andrew Green | Fairman Financial | Chesterbrook | Not listed | Percentage of assets, Hourly |
| Jason Kleinschmidt | Fairman Financial | Chesterbrook | Not listed | Percentage of assets, Hourly |
| John Eisele | Malvern Capital Management | Malvern | Not listed | Percentage of assets, Hourly |
| Kelley Taylor | Fairman Financial | Chesterbrook | Not listed | Percentage of assets, Hourly |
| Kyle French | Fairman Financial | Chesterbrook | Not listed | Percentage of assets, Hourly |
| Lisa Green | Sunpointe Investments | Bryn Mawr | Not listed | Percentage of assets, Fixed fees |
| Louis Iovannone | Malvern Capital Management | Malvern | Not listed | Percentage of assets, Hourly |
| Michael Czajka | Malvern Capital Management | Malvern | Not listed | Percentage of assets, Hourly |
| Nathan Fullmer | Fairman Financial | Chesterbrook | Not listed | Percentage of assets, Hourly |
| Roy Fairman | Fairman Financial | Chesterbrook | Not listed | Percentage of assets, Hourly |
| Samantha Lavrich | Fairman Financial | Chesterbrook | Not listed | Percentage of assets, Hourly |
| Samuel Mullen | Fairman Financial | Chesterbrook | Not listed | Percentage of assets, Hourly |
| Mark Prowell | Prowell Financial Management | Exton | Not listed | Percentage of assets, Fixed fees |
| Sarah Lynch | Prowell Financial Management | Exton | Not listed | Percentage of assets, Fixed fees |
| Apostolos Paul Lountzis | Lountzis Asset Management | Wyomissing | Not listed | Percentage of assets |
| Timothy Whitmoyer | Lountzis Asset Management | Wyomissing | Not listed | Percentage of assets |
| Zachary Lountzis | Lountzis Asset Management | Wyomissing | Not listed | Percentage of assets |
| Brendan Moleski | Conservest Capital Advisors | Wynnewood | Not listed | Percentage of assets |
| Bruce Kardon | Conservest Capital Advisors | Wynnewood | Not listed | Percentage of assets |
| Christina Copeland | Conservest Capital Advisors | Wynnewood | Not listed | Percentage of assets |
| David Lorine | Conservest Capital Advisors | Wynnewood | Not listed | Percentage of assets |
| Kristin Sindoni | Conservest Capital Advisors | Wynnewood | Not listed | Percentage of assets |
| Lacy Redwine | Conservest Capital Advisors | Wynnewood | Not listed | Percentage of assets |
| William Hall | Conservest Capital Advisors | Wynnewood | Not listed | Percentage of assets |