| Mark Atherton | Apella Wealth | Berwyn | CFP, JD, MBA, EA | One-time planning fee |
| Michael Garry | Yardley Wealth Management, LLC | Yardley | AIF, CFP, JD, MBA | Percentage of assets, Fixed fees |
| Timothy Caban | Copper Beech Advisors, LLC | Malvern | CFP, EA | Ongoing planning fee, One-time planning fee |
| Amy Braun-Bostich | Braun-Bostich & Associates | Canonsburg | CFP | Percentage of assets, Fixed fees |
| Brennan Zizzi | Zizzi Investments, LLC | Mechanicsburg | CFP | Ongoing planning fee, One-time planning fee |
| David Emery | Waverly Advisors, LLC | Philadelphia | CDFA, CFP, CLU, CPA | Percentage of assets, Hourly |
| Jaco Jordaan | Riverchase Wealth Management | Upper St. Clair | CFP, ChFC, CFA | Percentage of assets, Fixed fees |
| Keith McGowan | American Advisors, LLC | Langhorne | CFP, MBA | Percentage of assets, Hourly |
| Tammy Pompei | Braun-Bostich & Associates | Canonsburg | CFP | Percentage of assets, Fixed fees |
| Abigail Schmid | Stone Pine Financial Partners | Media | CFP | Percentage of assets, Fixed fees |
| Andrew Herron | Stone Pine Financial Partners | Media | CFP | Percentage of assets, Fixed fees |
| Anthony Carrino | Roble Belko & Company | Newtown | CFP, ChFC | Percentage of assets, Fixed fees |
| Bill Aquila | Waypoint Financial | Dublin | CFP | Percentage of assets, Ongoing planning fee |
| Guilian DiLeonardo Tax-efficient Wealth Management for high-income ($500k+) executives | Liberty One Wealth Advisors | Philadelphia | CFP | Percentage of assets, Flat fee or retainer |
| Jacqueline Cannella | Roble Belko & Company | Sewickley | CFP | Percentage of assets, Fixed fees |
| Jim White | Great Oak Wealth Management | Pottstown | CFP, EA, MBA | Percentage of assets, Hourly |
| Joe Ciliberti Helping Families & Business Owners Plan Retirement and Major Liquidity Events | Thayer Partners, LLC | Wyndmoor | CFP | Percentage of assets |
| Josh Knauss | OMNIWEALTH GROUP | Lewisburg | CFP | Percentage of assets |
| Justin Buttrick | Vision Wealth Advisors | Lewisburg | CFP | Flat fee or retainer, Percentage of assets |
| Kahlilah Dowe | TrueWealth Solutions | Radnor | CFP | Flat fee or retainer, One-time planning fee |
| Kevin Hartnett | Sensenig Capital Advisors, Inc. | Collegeville | CFP | Percentage of assets, Hourly |
| Kevin Manning | Stone Pine Financial Partners | Media | CFP | Percentage of assets, Fixed fees |
| Mario Posteraro | Roble Belko & Company | Sewickley | CFP | Percentage of assets, Fixed fees |
| Mark Cecchini Comprehensive wealth management and equity advice for people in tech/crypto with $2m+. | Quadrant Capital | Center Valley | CFP | Percentage of assets, Flat fee or retainer |
| Myriah Lipke | Stone Pine Financial Partners | Media | CFP | Percentage of assets, Fixed fees |
| Nicholas Phelps | Nicholas H. Phelps, CFP® | State College | CFP | Flat fee or retainer, Hourly |
| Nicole Carson | 2nd Story Wealth | Plymouth Meeting | CFP, MBA | Percentage of assets, Hourly |
| Ryan Lacey | Roble Belko & Company | Sewickley | CFP | Percentage of assets, Fixed fees |
| Timothy Macarak | Members' Wealth | Media | CFP | Percentage of assets, Fixed fees |
| William Belko | Roble Belko & Company | Sewickley | CFP, CFA | Percentage of assets, Fixed fees |
| Allyson Mangine | Amplius Wealth | Blue Bell | CFP | Percentage of assets, Hourly |
| Bruce Ohrenich | Stillwater Private Wealth | Allenton | CFP | Percentage of assets, Flat fee or retainer |
| Christopher Mallon | Pennsylvania Capital Management | Huntingdon Valley | CFP | Percentage of assets, Hourly |
| David Ritrovato | Bluesphere Advisors | East Norriton | CFP | Flat fee or retainer, Ongoing planning fee |
| Irvin Schorsch | Pennsylvania Capital Management | Huntingdon Valley | CFP | Percentage of assets, Hourly |
| Jacob McConnell | River's Edge Wealth Management | Beaver | CFP | Percentage of assets |
| Jake McCracken | River's Edge Wealth Management | Beaver | CFP | Percentage of assets |
| Jonathan Dane | Defiant Capital Group | Warrendale | CFP, CFA | Percentage of assets, Fixed fees |
| Joseph Purcell | Wissahickon Wealth Management | Philadelphia | CFP | Percentage of assets |
| Maria Kelly | Amplius Wealth | Blue Bell | CFP | Percentage of assets, Hourly |
| Matthew Ohrenich | Stillwater Private Wealth | Allenton | CFP | Percentage of assets, Flat fee or retainer |
| Patrick Graver | Center Stage Planning | Greeley | CFP | Percentage of assets, One-time planning fee |
| Patrick Swift | Amplius Wealth | Blue Bell | CFP | Percentage of assets, Hourly |
| Peter Eberhart | Henry H. Armstrong Associates | Pittsburgh | CFP | Percentage of assets |
| Philip Matalucci | Amplius Wealth | Blue Bell | CFP | Percentage of assets, Hourly |
| Quinn McCracken | River's Edge Wealth Management | Beaver | CFP | Percentage of assets |
| Sanjay Pawar | Bluesphere Advisors | East Norriton | CFP, CFA | Flat fee or retainer, Ongoing planning fee |
| Trevor York | River's Edge Wealth Management | Beaver | CFP, ChFC | Percentage of assets |
| Adam Greene | Sage Financial Group | West Conshohocken | CFP | Percentage of assets, Fixed fees |
| Alan Cohn | Sage Financial Group | West Conshohocken | CFP | Percentage of assets, Fixed fees |