| Ryan Vogel | Novi Wealth Partners | Princeton | CFP | Percentage of assets, Hourly |
| Ryan Zacharczyk | Zynergy Retirement Planning | Red Bank | CFP | Percentage of assets, Fixed fees |
| Scott Buttfield | Buttfield & Associates | Red Bank | CFP | Percentage of assets, Fixed fees |
| Sean Gallagher | Highland Financial Advisors | Wayne | CFP | Percentage of assets, Fixed fees |
| Sergio Rodriguez | Maltin Wealth Management | Ridgewood | CFP | Percentage of assets, Fixed fees |
| Steven Tyson | Lighthouse Financial Advisors | Red Bank | CFP | Fixed fees |
| Sunsierre Atkinson | Team Financial Planning | Union | CFP | Percentage of assets, Hourly |
| Thomas Cakert | TC Financial Management, CO | Ventnor | CFP | Percentage of assets |
| Thomas Cooney | Cooney Financial Advisors | Marlton | CFP | Percentage of assets, Hourly |
| Thomas Vetter | Vetter Planning | Randolph | CFP | Percentage of assets, Fixed fees |
| Tibor Dani | Wealthness | Boonton | CFP | Percentage of assets, Fixed fees |
| Timothy Moran | Condor Capital Wealth Management | Flemington | CFP | Percentage of assets, Hourly |
| Timothy Starkey | Liftpoint Family Wealth Advisors | Far Hills | CFP, ChFC | Percentage of assets, Fixed fees |