| Seth Mullikin | Lattice Financial | Charlotte | CFP | One-time planning fee, Ongoing planning fee |
| Thomas Velevis | Dreher Financial Partners | Southern Pines | CFP | Percentage of assets |
| Wendell Jones | Phoenix Financial Solutions | Greensboro | CFP, ChFC | Hourly |
| Wendolyn Forbes | Wealth Transition Finance, A Member of Advisory Services Network, LLC | Waynesville | ABFP, CFP, Chartered SRI Counselor, MPAS | Not listed |
| Aaron Salmon | Pathfinder Planning | Charlotte | CFP | Percentage of assets, Hourly |
| Abigail Bennett | Verum Partners | Charlotte | CFP | Percentage of assets, Fixed fees |
| Alexandria Jeter | OLD Peak Finance | Chapel Hill | CFP | Percentage of assets, Fixed fees |
| Alexis Cole | California Capital Management | Black Mountain | CFP | Percentage of assets, Hourly |
| Allison Berger | Financial Symmetry | Raleigh | CFP | Percentage of assets, Hourly |
| Andrew Lippert | Simplified Wealth | Greensboro | CFP, CFA | Percentage of assets, Hourly |
| Ann Marie Reilley | Alpha Financial Advisors | Charlotte | CFP | Percentage of assets, Fixed fees |
| Ann Zuraw | Zuraw Financial Advisors | Greensboro | CFP, CFA | Percentage of assets, Hourly |
| Anthony Mastrogiacomo | Biltmore Family Office | Charlotte | CFP | Percentage of assets, Fixed fees |
| Ashley Doyle | Lumina Wealth Management | Wilmington | CFP | Percentage of assets, Hourly |
| Audrey Kayser | OLD Peak Finance | Chapel Hill | CFP | Percentage of assets, Fixed fees |
| Benjamin Yeager | Hilltop Wealth Advisors | Chapel Hill | CFP, ChFC | Percentage of assets, Fixed fees |
| Bennett Kaplan | Great Path Planning | Charlotte | CFP | Hourly, Fixed fees |
| Bray Creech | Joel Adams and Associates | Asheville | CFP | Percentage of assets, Hourly |
| Bret Tackett | Tackett Wealth Management | Cary | CFP | Percentage of assets, Hourly |
| Breton Tagg | Verum Partners | Charlotte | CFP | Percentage of assets, Fixed fees |
| Brian Carroll | Oak Harbor Wealth Partners | Raleigh | CFP | Percentage of assets, Fixed fees |
| Brian Marshburn | Brevity & Associates | Franklinton | CFP | Percentage of assets, Hourly |
| Britton Williams | Calamita Wealth Management | Raleigh | CFP | Percentage of assets, Fixed fees |
| Cameron Hendricks | Financial Symmetry | Raleigh | CFP | Percentage of assets, Hourly |
| Cameron Newell | Alpha Financial Advisors | Charlotte | CFP, CFA | Percentage of assets, Fixed fees |
| Carman Hicks | Hicks & Associates Wealth Management | Cary | CFP | Percentage of assets, Hourly |
| Charles Doran | Verum Partners | Charlotte | CFP | Percentage of assets, Fixed fees |
| Charles Rankin | Hilltop Wealth Advisors | Chapel Hill | CFP | Percentage of assets, Fixed fees |
| Christian Polanco | Financial Symmetry | Raleigh | CFP | Percentage of assets, Hourly |
| Christopher Brown | Oake Financial | Charlotte | CFP, CFA | Percentage of assets, Fixed fees |
| Christopher Lee | Passport Wealth Management | Cornelius | CFP | Percentage of assets, Fixed fees |
| Courtney Cubbin | Woodward Financial Advisors | Chapel Hill | CFP | Percentage of assets, Hourly |
| Damien Brayboy | Devryll Wealth Management | Charlotte | CFP | Percentage of assets, Hourly |
| Daniel Johnson | The Wealth Conservatory | Winston Salem | CFP | Percentage of assets, Hourly |
| Daniel Routh | OLD Peak Finance | Chapel Hill | CFP | Percentage of assets, Fixed fees |
| Daniel Taylor | Resurgent Advisors | Greenville | CFP | Percentage of assets, Hourly |
| Darian Billingsley | Financial Symmetry | Raleigh | CFP | Percentage of assets, Hourly |
| David Perkins | Verum Partners | Charlotte | CFP, PFS | Percentage of assets, Fixed fees |
| David Trettel | Beacon Financial Strategies | Raleigh | CFP | Percentage of assets, Hourly |
| David Wells | Wells Financial Management | Asheville | CFP | Percentage of assets, Fixed fees |
| David Wise | Hilltop Wealth Advisors | Chapel Hill | CFP | Percentage of assets, Fixed fees |
| Densel Fleming | Marquise Wealth Management | Charlotte | CFP | Percentage of assets, Hourly |
| Derek Williams | Veratis Advisors | Cary | CFP | Percentage of assets, Hourly |
| Don Keel | Keel & Long Financial Management | Greenville | CFP | Percentage of assets, Hourly |
| Dustin Waide | Laurel Wealth Advisors | Charlotte | CFP | Percentage of assets, Hourly |
| Dylan Harnett | Alpha Financial Advisors | Charlotte | CFP | Percentage of assets, Fixed fees |
| Edward Coambs | Alpha Financial Advisors | Charlotte | CFP | Percentage of assets, Fixed fees |
| Edward Stroman | Strathmore Capital Advisors | Charlotte | CFP | Percentage of assets, Fixed fees |
| Elizabeth Stancil | Hilltop Wealth Advisors | Chapel Hill | CFP | Percentage of assets, Fixed fees |
| Ella Rogers | Financial Symmetry | Raleigh | CFP | Percentage of assets, Hourly |