| Megan Coyne | Keener Financial Planning | Durham | CFP | Hourly, Fixed fees |
| Michael Eklund | Financial Symmetry | Raleigh | CFP | Percentage of assets, Hourly |
| Michael Honea | Cary Financial Planning | Cary | CFP | Percentage of assets, Fixed fees |
| Michael Mustian | Soaring Investment Management | Mint Hill | CFP | Percentage of assets, Hourly |
| Michael Palmer | ARK Royal Wealth Management | Raleigh | CFP | Percentage of assets, Hourly |
| Michael Ragsdale | EQV Advisory | Raleigh | CFP | Percentage of assets, Fixed fees |
| Micheal Smith | Financial Symmetry | Raleigh | CFP | Percentage of assets, Hourly |
| Molly Sutz | Bluesky Wealth Advisors | New Bern | CFP | Hourly, Fixed fees |
| Natalie Foy | Greenway Wealth Advisors | Charlotte | CFP, CFA | Percentage of assets, Hourly |
| Nathan Byrd | Hamilton Point Investment Advisors | Chapel Hill | CFP, CFA | Percentage of assets |
| Nathan Hymiller | Beacon Financial Strategies | Raleigh | CFP | Percentage of assets, Hourly |
| Nicholas Ross | ARK Royal Wealth Management | Raleigh | CFP | Percentage of assets, Hourly |
| Paul Richards | Hicks & Associates Wealth Management | Cary | CFP | Percentage of assets, Hourly |
| Phoebe Son Oh | Verum Partners | Charlotte | CFP | Percentage of assets, Fixed fees |
| Randal Best | Planvision | Fuquay-Varina | CFP, ChFC | Fixed fees |
| Richard Frazier | Frazier Financial Consultants | Chapel Hill | CFP | Percentage of assets, Hourly |
| Robert Baschnagel | Holcombe & Mcgrath | Asheville | CFP | Percentage of assets, Hourly |
| Robert Drury | 7PW Wealth | Charlotte | CFP, CFA | Percentage of assets |
| Robert Gammon | Verum Partners | Charlotte | CFP, CFA | Percentage of assets, Fixed fees |
| Robert Outen | Kuhn Advisors | Durham | CFP | Percentage of assets, Hourly |
| Robert Starinsky | Level Wealth Management | Greensboro | CFP | Fixed fees |
| Russell Eriksen | Hilltop Wealth Advisors | Chapel Hill | CFP, ChFC | Percentage of assets, Fixed fees |
| Ryan Foster | Crossroads Financial Services | Pleasant Garden | CFP | Percentage of assets, Hourly |
| Samuel Soots | Timonier | Winston Salem | CFP | Percentage of assets, Hourly |
| Sara Jean Veatch | Oakworth Asset Management | Charlotte | CFP | Percentage of assets, Hourly |
| Sarah Slattery | Piecapital | Raleigh | CFP | Percentage of assets, Fixed fees |
| Scott Bacon | Charter Wealth Management | Raleigh | CFP | Percentage of assets, Hourly |
| Shon Norris | Altamont Capital Management | Asheville | CFP | Percentage of assets, Hourly |
| Stephen Neubig | Hilltop Wealth Advisors | Chapel Hill | CFP | Percentage of assets, Fixed fees |
| Steven Pollock | Pollock Planning Associates | Asheville | CFP | Percentage of assets, Fixed fees |
| Steven Swierkowski | Counterweight Private Wealth | Wilmington | CFP | Percentage of assets, Fixed fees |
| Susan Kelly | Tassel Capital Management | Matthews | CFP | Percentage of assets, Hourly |
| Susan McGrath | Holcombe & Mcgrath | Asheville | CFP | Percentage of assets, Hourly |
| Taylor Cole | Woodward Financial Advisors | Chapel Hill | CFP | Percentage of assets, Hourly |
| Terrance Green | Blue Water Capital Management | Apex | CFP | Percentage of assets, Hourly |
| Theodore Waechter | OLD Peak Finance | Chapel Hill | CFP | Percentage of assets, Fixed fees |
| Thomas Sikes | Wanderwealth | Hillsborough | CFP | Percentage of assets, Fixed fees |
| Tracy Davies | Hamilton Point Investment Advisors | Chapel Hill | CFP | Percentage of assets |
| Trent Sheets | Sheets Smith Wealth Management | Winston Salem | CFP | Percentage of assets, Fixed fees |
| Treven Ayers | Clearview Wealth Management | Charlotte | CFP | Percentage of assets, Fixed fees |
| Tyler Weaver | Alpha Financial Advisors | Charlotte | CFP | Percentage of assets, Fixed fees |
| Victor Colella | Woodward Financial Advisors | Chapel Hill | CFP | Percentage of assets, Hourly |
| Walker Davidson | Carolina Strategy | Matthews | CFP | Percentage of assets, Fixed fees |
| Walker Shelton | Verum Partners | Charlotte | CFP | Percentage of assets, Fixed fees |
| William Clark | Clearview Wealth Management | Charlotte | CFP | Percentage of assets, Fixed fees |
| William Hesmer | Oak Harbor Wealth Partners | Raleigh | CFP | Percentage of assets, Fixed fees |
| William Holt | Financial Symmetry | Raleigh | CFP | Percentage of assets, Hourly |
| William Howard | Durant Wealth Mgmt Advisory Services | Mooresville | CFP, ChFC | Percentage of assets, Hourly |
| William Newcomb | Newcomb Financial Advisors | Chapel Hill | CFP | Percentage of assets, Hourly |
| William Ramsay | Financial Symmetry | Raleigh | CFP | Percentage of assets, Hourly |