| Charles Leedy | Hunter Street Investment Advisors | Apex | CFA | Percentage of assets, Hourly |
| Chris Harrell | Cordgrass Capital Advisors | Raleigh | CFA | Percentage of assets, Hourly |
| Christopher Scott | New Republic Partners | Charlotte | CFA | Percentage of assets, Fixed fees |
| Clay Young | Tannin Capital | Charlotte | CFA | Percentage of assets |
| David McGrath | Oakworth Asset Management | Charlotte | CFA | Percentage of assets, Hourly |
| David Stephan | Hamilton Point Investment Advisors | Chapel Hill | CFA | Percentage of assets |
| Dustin Barr | Verum Partners | Charlotte | CFA | Percentage of assets, Fixed fees |
| Edin Cuskovic | Maximum Advisory | Huntersville | CFA | Percentage of assets, Hourly |
| Glenn Andrews | Cardinal Capital Management | Raleigh | CFA | Percentage of assets |
| James Edmundson | Salem Investment Counselors | Winston Salem | CFA | Percentage of assets, Hourly |
| Janice French | Timonier | Winston Salem | CFA | Percentage of assets, Hourly |
| Joseph McCaffrey | Salem Investment Counselors | Winston Salem | CFA | Percentage of assets, Hourly |
| Katherine Skurski | EQV Advisory | Raleigh | CFA | Percentage of assets, Fixed fees |
| Lauretta Reeves | Bastion Fiduciary | Raleigh | CFA | Percentage of assets, Hourly |
| Mark Roberts | Ironsides Asset Advisors | Rocky Mount | CFA | Percentage of assets, Hourly |
| Mark Thompson | Laurel Wealth Advisors | Charlotte | CFA | Percentage of assets, Hourly |
| Matthew Simmons | Salem Investment Counselors | Winston Salem | CFA | Percentage of assets, Hourly |
| Patrick Raminski | Verum Partners | Charlotte | CFA | Percentage of assets, Fixed fees |
| Paul Anthony | Sheets Smith Wealth Management | Winston-Salem | CFA | Percentage of assets, Fixed fees |
| Paul Delaney | Capital Endurance Group | Cary | CFA | Percentage of assets, Fixed fees |
| Richard Woods | Hamilton Point Investment Advisors | Chapel Hill | CFA | Percentage of assets |
| Robert Pike | Sheets Smith Wealth Management | Winston Salem | CFA | Percentage of assets, Fixed fees |
| Shrey Patel | Ataraxis Capital | Durham | CFA | Percentage of assets, Hourly |
| Sukesh Pai | Trillium Square Advisors | Rolesville | CFA | Percentage of assets, Hourly |
| Thomas Crawford | Ascendant Capital Research | Waxhaw | CFA | Percentage of assets, Hourly |
| Thomas Hoops | New Republic Partners | Charlotte | CFA | Percentage of assets, Fixed fees |