| Elmer Wessel | Wessel Investment Counsel | Asheville | CFP, CFA | Percentage of assets, Hourly |
| Eric Vogen | Vision Capital & Management | Mooresville | CFP | Percentage of assets, Fixed fees |
| Erin Vickery | OLD Peak Finance | Chapel Hill | CFP | Percentage of assets, Fixed fees |
| Ethan Earles | Sycamore Financial Planning | Durham | CFP | Hourly, Fixed fees |
| Garrick King | Financial Symmetry | Raleigh | CFP | Percentage of assets, Hourly |
| George Barrett | Woodward Financial Advisors | Chapel Hill | CFP | Percentage of assets, Hourly |
| Glen Martin | Horizons Wealth Management | Asheville | CFP | Percentage of assets, Hourly |
| Grace Kvantas | Financial Symmetry | Raleigh | CFP | Percentage of assets, Hourly |
| Graham Mull | Foundation Wealth & Tax Advisors | Charlotte | CFP | Percentage of assets, Hourly |
| Grayson Blazek | Financial Symmetry | Raleigh | CFP | Percentage of assets, Hourly |
| Haley Modlin | Financial Symmetry | Raleigh | CFP | Percentage of assets, Hourly |
| Heather Lawrence | Alpha Financial Advisors | Charlotte | CFP | Percentage of assets, Fixed fees |
| Henry Barringer | Alpha Financial Advisors | Charlotte | CFP | Percentage of assets, Fixed fees |
| James Brown | Minerva Planning Group | Durham | CFP | Percentage of assets, Hourly |
| James Hill | Gatehill Financial Consulting | Charlotte | CFP | Percentage of assets, Hourly |
| James Miller | Woodward Financial Advisors | Chapel Hill | CFP | Percentage of assets, Hourly |
| James Mosher | OLD Peak Finance | Chapel Hill | CFP | Percentage of assets, Fixed fees |
| Jason Carter | Veratis Advisors | Cary | CFP | Percentage of assets, Hourly |
| Jason Skibek | Skibek Wealth Management | Charlotte | CFP | Percentage of assets |
| Jennifer Hill | Greenway Wealth Advisors | Charlotte | CFP | Percentage of assets, Hourly |
| Jessie Goodwin | Joel Adams and Associates | Asheville | CFP | Percentage of assets, Hourly |
| John Frechette | Foundry Financial | Davidson | CFP | Percentage of assets, Fixed fees |
| John Sheets | Sheets Smith Wealth Management | Winston-Salem | CFP | Percentage of assets, Fixed fees |
| John Staton | Bluesky Wealth Advisors | New Bern | CFP | Hourly, Fixed fees |
| John Zarinsky | Safebridge | Denver | CFP | Fixed fees |
| Jonathan Andrews | Cardinal Capital Management | Raleigh | CFP | Percentage of assets |
| Joseph Aulisi | Foundry Financial | Raleigh | CFP | Percentage of assets, Fixed fees |
| Joseph Brooks | Sapere Wealth Management | Matthews | CFP | Percentage of assets, Fixed fees |
| Joseph Calabrasi | Lionsight Capital | Mint Hill | CFP | Percentage of assets, Hourly |
| Joseph Granger | Verum Partners | Charlotte | CFP | Percentage of assets, Fixed fees |
| Joseph Malfeo | Hunter Street Investment Advisors | Apex | CFP, ChFC | Percentage of assets, Hourly |
| Joseph Marques | Bolin Creek Wealth Advisors | Chapel Hill | CFP | Hourly, Fixed fees |
| Joshua Holland | Sycamore Financial Planning | Durham | CFP | Hourly, Fixed fees |
| Justin Baas | Oak Wealth Advisors | Wake Forest | CFP | Percentage of assets, Fixed fees |
| Justin Louis | Verum Partners | Charlotte | CFP | Percentage of assets, Fixed fees |
| Justinn Steffe | Veyla Financial | Asheville | CFP | Fixed fees |
| Kader Joseph | Marquise Wealth Management | Charlotte | CFP | Percentage of assets, Hourly |
| Kara Elbert | Elbert Financial Consulting | Charlotte | CFP | Hourly |
| Katherine Alepa | Ithaka Financial Planning | Holly Springs | CFP | Percentage of assets, Hourly |
| Kathleen Warren | Cardinal Capital Management | Raleigh | CFP | Percentage of assets |
| Kathy Stanley | Sentry Consulting | Charlotte | CFP | Percentage of assets, Hourly |
| Kinston Whitener | Cordgrass Capital Advisors | Raleigh | CFP | Percentage of assets, Hourly |
| Kirk Block | Block Wealth Management | Marvin | CFP, PFS | Percentage of assets, Hourly |
| Laura Neal | Woodward Financial Advisors | Chapel Hill | CFP | Percentage of assets, Hourly |
| Mackenzie Bell | Hilltop Wealth Advisors | Chapel Hill | CFP, ChFC | Percentage of assets, Fixed fees |
| Madeline Valente | Bluesky Wealth Advisors | New Bern | CFP | Hourly, Fixed fees |
| Madison Mitchell | OLD Peak Finance | Chapel Hill | CFP | Percentage of assets, Fixed fees |
| Mark Paccione | EQV Advisory | Raleigh | CFP, CFA | Percentage of assets, Fixed fees |
| Mark Vitek | NC Money Management | Raleigh | CFP | Percentage of assets, Hourly |
| Matthew Spear | Sapere Wealth Management | Matthews | CFP | Percentage of assets, Fixed fees |