| Troy Gomer | BTG Capital | Conshohocken | CFP | Percentage of assets, Hourly |
| Tyler Houston | EWA | Pittsburgh | CFP | Percentage of assets, Fixed fees |
| Victoria Provost | Common Cents Planning | Glen Mills | CFP | Percentage of assets, Hourly |
| Walter Laub | Aspire Wealth Architects | Wexford | CFP, CFA | Percentage of assets |
| Wayne Kurtz | Green Trail Investments | Wexford | CFP | Hourly, Fixed fees |
| Wilbur Shertzer | Stewardship Advisors | Mount Joy | CFP, ChFC | Percentage of assets, Fixed fees |
| William Heidig | Fiscalwise | Media | CFP | Percentage of assets, Hourly |
| William Hutchison | Hutchison Whitehead Wealth Management | Canonsburg | CFP | Percentage of assets, Fixed fees |
| William Knight | Legend Financial Advisors | Pittsburgh | CFP | Percentage of assets, Hourly |
| William Lahr | Archetype Advisors | Doylestown | CFP | Percentage of assets, Fixed fees |
| William Love | RTD Financial Advisors | Philadelphia | CFP | Percentage of assets, Fixed fees |
| William Muller | Common Cents Planning | Glen Mills | CFP | Percentage of assets, Hourly |
| William Stanert | Moondance Investment Advisors | New Hope | CFP | Percentage of assets, Hourly |
| Yousef Almbaid | TGS Financial Advisors | Radnor | CFP | Percentage of assets, Fixed fees |
| Zachary Merring | RTD Financial Advisors | Philadelphia | CFP | Percentage of assets, Fixed fees |
| Zachary Renna | Blbb Advisors | Montgomeryville | CFP | Percentage of assets, Fixed fees |