| Alison Dorsman | Brandywine Oak Private Wealth | Kennett Square | CFP | Percentage of assets |
| Andrew Brown | Sage Financial Group | West Conshohocken | CFP | Percentage of assets, Fixed fees |
| Benjamin Kogan | Sage Financial Group | West Conshohocken | CFP | Percentage of assets, Fixed fees |
| Blake Curle | Gibson Capital | Wexford | CFP, CFA | Percentage of assets |
| Brittany Kalsky | Brandywine Oak Private Wealth | Kennett Square | CFP | Percentage of assets |
| Bryan Moylan | Traverse Private Wealth | Radnor | CFP | Percentage of assets, Hourly |
| Carl Emerick | Emerick Financial Planning | Pittsburgh | CFP | Hourly |
| Chad Hileman | Gibson Capital | Wexford | CFP, CFA | Percentage of assets |
| Christopher Sidoni | Gibson Capital | Wexford | CFP, CFA | Percentage of assets |
| Connor Knox | Brandywine Oak Private Wealth | Kennett Square | CFP | Percentage of assets |
| Daphne Richards | Sage Financial Group | West Conshohocken | CFP | Percentage of assets, Fixed fees |
| Dennis Brawley | Boldin | Johnstown | CFP | Flat fee or retainer, Ongoing planning fee |
| Dionna Poluch | Brandywine Oak Private Wealth | Kennett Square | CFP | Percentage of assets |
| Eric Demico | Gibson Capital | Wexford | CFP, CFA | Percentage of assets |
| Haley Schwartz | ARX Private Wealth | Lancaster | CFP | Percentage of assets, Hourly |
| Jackson Boyer | Kooman & Associates | Altoona | CFP | Percentage of assets, Fixed fees |
| James Beenders | Tiller Private Wealth | Bethlehem | CFP | Percentage of assets, Fixed fees |
| Jason Mardinly | Sage Financial Group | West Conshohocken | CFP | Percentage of assets, Fixed fees |
| Jeffrey Starkey | Kooman & Associates | Altoona | CFP | Percentage of assets, Fixed fees |
| John Sion | Sage Financial Group | West Conshohocken | CFP | Percentage of assets, Fixed fees |
| Jonathan Grebosky | Gibson Capital | Wexford | CFP, CFA | Percentage of assets |
| Justin Best | Kooman & Associates | Altoona | CFP | Percentage of assets, Fixed fees |
| Justin Clark | Tiller Private Wealth | Bethlehem | CFP | Percentage of assets, Fixed fees |
| Kathryn Starkey | Kooman & Associates | Altoona | CFP | Percentage of assets, Fixed fees |
| Kristofer Harrison | Northeastern Financial Consultants | South Abington Township | CFP | Percentage of assets, Hourly |
| Kyle Moerschbacher | Kooman & Associates | Altoona | CFP | Percentage of assets, Fixed fees |
| Kyle Wagner | Wagner Wealth Management | Conyngham | CFP | Percentage of assets |
| Linda Yeager | Tiller Private Wealth | Bethlehem | CFP | Percentage of assets, Fixed fees |
| Lucile Steitz | Sage Financial Group | West Conshohocken | CFP | Percentage of assets, Fixed fees |
| Maggie Fisher | ARX Private Wealth | Lancaster | CFP | Percentage of assets, Hourly |
| Mark Jackson | Brandywine Oak Private Wealth | Kennett Square | CFP | Percentage of assets |
| Matthew Short | Tiller Private Wealth | Bethlehem | CFP | Percentage of assets, Fixed fees |
| Michael Henley | Brandywine Oak Private Wealth | Kennett Square | CFP | Percentage of assets |
| Ross Cohn | Sage Financial Group | West Conshohocken | CFP | Percentage of assets, Fixed fees |
| Tracy McGuire | Brandywine Oak Private Wealth | Kennett Square | CFP | Percentage of assets |
| Tyler Harris | ARX Private Wealth | Lancaster | CFP | Percentage of assets, Hourly |
| Adam Mehrer | Wills Financial Group | Newton Square | CFP | Percentage of assets, Hourly |
| Alison Cantley | Boden Wealth | Lemoyne | CFP | Percentage of assets, Hourly |
| Andrea Gorniok | Fairman Financial | Chesterbrook | CFP | Percentage of assets, Hourly |
| Andrew Bucksner | Wick Capital Partners | Wayne | CFP | Percentage of assets, Fixed fees |
| Andrew Otto | Boden Wealth | Lemoyne | CFP | Percentage of assets, Hourly |
| Brian Zellers | Econ Wealth Management | Harrisburg | CFP | Percentage of assets |
| Brooke Bees | Wick Capital Partners | Wayne | CFP | Percentage of assets, Fixed fees |
| David Clark | Wick Capital Partners | Wayne | CFP | Percentage of assets, Fixed fees |
| David Markle | Markle Wealth Management | Danielsville | CFP, PFS | Percentage of assets |
| Devin Rainone | MOR Wealth Management | Philadelphia | CFP, CFA | Percentage of assets, Hourly |
| Douglas Morisoli | Fairman Financial | Berwyn | CFP | Percentage of assets, Hourly |
| Gregory Johnson | MOR Wealth Management | Philadelphia | CFP, CFA | Percentage of assets, Hourly |
| James Olsen | Malvern Capital Management | Malvern | CFP, CFA | Percentage of assets, Hourly |
| John Blair | DT Investment Partners | Chadds Ford | CFP | Percentage of assets, Fixed fees |