| Michael McCarthy | Financial Consulate | Hunt Valley | CFP, PFS | Percentage of assets, Hourly |
| Michael Mussio | FBB Capital Partners | Bethesda | CFP, CFA | Percentage of assets, Hourly |
| Michael Perhac | Trumbower Financial Advisors | Bethesda | CFP | Percentage of assets, Hourly |
| Michael Roeder | Curio Wealth | Highland | CFP | Percentage of assets, Hourly |
| Michael Treanor | Aegis Wealth | Bethesda | CFP | Percentage of assets, Fixed fees |
| Michael Zarrelli | Foundry Financial | Laurel | CFP | Percentage of assets, Fixed fees |
| Olivia Maynes | Bedel Financial Consulting | Hanover | CFP | Percentage of assets, Fixed fees |
| Patrick Ryan | Cornerstone Advisory | Hunt Valley | CFP | Percentage of assets, Hourly |
| Patrick Tuma | Tuma Financial | Marriottsville | CFP | Percentage of assets |
| Peter Dixon | Waypoint Wealth Management | Timonium | CFP | Percentage of assets, Fixed fees |
| Peter Geier | Financial Consulate | Baltimore | CFP | Percentage of assets, Hourly |
| Phillip Dyer | Dyer Financial Advisory | Towson | CFP | Percentage of assets, Hourly |
| Raymond Heidel | Five Rivers Financial Advisors | North East | CFP | Percentage of assets, Hourly |
| Raymond Hobson | HF Advisory Group | Annapolis | CFP | Percentage of assets, Hourly |
| Richard Clonch | Planvest Financial | Gaithersburg | CFP | Percentage of assets, Hourly |
| Richard Fletcher | The Kelly Group | Bel Air | CFP | Percentage of assets, Hourly |
| Richard Schoenfeld | Intervest | Chevy Chase | CFP | Percentage of assets, Hourly |
| Robert Speece | Trumbower Financial Advisors | Bethesda | CFP | Percentage of assets, Hourly |
| Roger Bair | Financial Consulate | Hunt Valley | CFP | Percentage of assets, Hourly |
| Ryan Donahue | Curio Wealth | Annapolis | CFP | Percentage of assets, Hourly |
| Samuel Erdman | Anchor Wealth Advisors | Cockeysville | CFP | Percentage of assets, Hourly |
| Sandeep Saini | Planvest Financial | Gaithersburg | CFP | Percentage of assets, Hourly |
| Scott Shively | Foundation Wealth & Tax Advisors | Annapolis | CFP | Percentage of assets, Hourly |
| Sean Flynn | Planvest Financial | Gaithersburg | CFP, CFA | Percentage of assets, Hourly |
| Sergio Abarca Fuente | Personal Financial Partners | Chevy Chase | CFP | Percentage of assets, Fixed fees |
| Stephen Olah | Towson Financial Advisors | Abingdon | CFP, PFS | Percentage of assets, Hourly |
| Steven Gessner | Wealth Planning Group | Baltimore | CFP | Percentage of assets, Hourly |
| Thad Ismart | Baltimore-Washington Financial Advisors | Columbia | CFP | Percentage of assets |
| Thomas Cusick | The Kelly Group | Bel Air | CFP | Percentage of assets, Hourly |
| Thomas Steeley | Steeley Advisory | Bethesda | CFP | Percentage of assets, Hourly |
| Thomas Tavenner | Booster | Baltimore | CFP | Percentage of assets, Fixed fees |
| Thomas Webbert | Blue Curve Advisory | Towson | CFP | Percentage of assets, Fixed fees |
| Timothy Stolz | Bestgate Wealth Advisors | Frederick | CFP | Percentage of assets, Fixed fees |
| Todd Paradise | Wealth Planning Group | Baltimore | CFP | Percentage of assets, Hourly |
| Tyler Cunningham | Baltimore-Washington Financial Advisors | Columbia | CFP | Percentage of assets |
| Tyler Kluge | Baltimore-Washington Financial Advisors | Columbia | CFP | Percentage of assets |
| Tyler Miles | Wedmont Private Capital | West Friendship | CFP | Fixed fees |
| Victoria Trumbower | Trumbower Financial Advisors | Bethesda | CFP | Percentage of assets, Hourly |
| William Gaines | Widmann Financial Services | Bowie | CFP | Percentage of assets, Hourly |
| William Lascelle | Millennium Financial Services | Rockville | CFP | Percentage of assets, Hourly |
| William Powell | Ferguson-Johnson Wealth Management | Rockville | CFP | Percentage of assets, Hourly |
| Youfeng Jiang | Beyond Profit and Wealth Consulting | Laurel | CFP | Percentage of assets, Hourly |
| Zachary Payne | Planvest Financial | Gaithersburg | CFP | Percentage of assets, Hourly |
| Zaneilia Harris | Harris and Harris Wealth Management Group | Upper Marlboro | CFP | Percentage of assets, Hourly |