| Steven Sivak | Innovate Wealth | Scottdale | CFP | Percentage of assets, Hourly |
| Tanya Frias | WealthMore | Philadelphia | CFP | Ongoing planning fee |
| Victoria Abaev | WealthFD | Conshohocken | CFP | Percentage of assets, Hourly |
| Alexis Cunningham | McClarren Financial Advisors | St. Mary'S | CFP | Ongoing planning fee |
| Andrew Cooper | Cooper Eagle | King Of Prussia | CFP | Percentage of assets, Hourly |
| Andrew O'Gorman | River Wealth Advisors | Camp Hill | CFP | Percentage of assets, Hourly |
| Barry Pflueger | Pflueger Wealth | Churchville | CFP | Percentage of assets, Hourly |
| Benjamin Dum | River Wealth Advisors | Camp Hill | CFP | Percentage of assets, Hourly |
| Bradford Houchins | River Wealth Advisors | Allentown | CFP | Percentage of assets, Hourly |
| Brandon Redmond | McClarren Financial Advisors | State College | CFP | Ongoing planning fee |
| Brian Yates | Asset One | Bridgeville | CFP | Percentage of assets |
| Christopher Botamer | Botamer Financial | State College | CFP | Percentage of assets, Hourly |
| Eric Wiegand | River Wealth Advisors | Allentown | CFP | Percentage of assets, Hourly |
| Gregory Reeder | McClarren Financial Advisors | State College | CFP | Ongoing planning fee |
| Heather Rivas | River Wealth Advisors | Camp Hill | CFP | Percentage of assets, Hourly |
| Jennifer Collins | River Wealth Advisors | Camp Hill | CFP | Percentage of assets, Hourly |
| Jillian Gisoni | Kapusta Financial Group | Pittsburgh | CFP | Percentage of assets, Hourly |
| Joshua Purdy | McClarren Financial Advisors | State College | CFP | Ongoing planning fee |
| Mario Martinelli | VaMa Oak Wealth | Doylestown | CFP | Percentage of assets, Fixed fees |
| Michael Bishop | Bishop & Company Investment Management | Erie | CFP | Percentage of assets, Hourly |
| Rebecca Drexler-Bleivik | Cooper Eagle | King Of Prussia | CFP | Percentage of assets, Hourly |
| Rick Vala | VaMa Oak Wealth | Doylestown | CFP | Percentage of assets, Fixed fees |
| Ruby Weidler | McClarren Financial Advisors | State College | CFP | Ongoing planning fee |
| Ryan Suess | Kapusta Financial Group | Pittsburgh | CFP | Percentage of assets, Hourly |
| Samantha Silberstein | Chicory Wealth | Philadelphia | CFP | Percentage of assets, Fixed fees |
| Sara Turner | Aurdan Capital Management | Wayne | CFP | Percentage of assets, Fixed fees |
| Albania Espinal | Alegre Wealth Management, LLC | Radnor | CFP | Percentage of assets, Fixed fees |
| Andrew Gans | Rockcliff Capital | Pittsburgh | CFP | Flat fee or retainer |
| Bob Goldberg | Blue Coast Financial Planning | Maple Glen | CFP, CPCU | Hourly, Fixed fees |
| Bob Winkelman | Westward Planning Group | Narberth | CFP | Hourly, Fixed fees |
| Brendan Dooley | Meaningful Wealth Management LLC | Flourtown | CFP, CRPC | Percentage of assets, Fixed fees |
| Christine Messmer | Christine Messmer PC | Collegeville | ATP, CFP, MS | Hourly, Fixed fees |
| Darin Koss | Tower Wealth Partners | Lewisburg | CFP | Percentage of assets, Hourly |
| David Niggel | Key Wealth Partners | Lititz | CFP, ChFC | Percentage of assets, Hourly |
| Garry North | Master's Wealth Management | Lancaster | BFA, CFP, MSFS | Percentage of assets, Fixed fees |
| Irene Giman | RTD Financial Advisors Inc. | Philadelphia | BA, CFA, CFP, MBA | Percentage of assets, Fixed fees |
| Jeremy Walter | Fident Financial | Lancaster | CFP | Percentage of assets, Fixed fees |
| Jessica Goedtel | Pavilion Financial Planning | Allentown | CFP, EA | Percentage of assets, Hourly |
| John Simkins | Stewardship Advisors, LLC | Mount Joy | CFP, ChFC, CIMA | Percentage of assets, Fixed fees |
| Joseph Bucara | JCB Financial, Inc. | Collegeville | CFP | Percentage of assets, Hourly |
| Julian Treves | Merion Personal Finance LLC | Merion Station | CFP, MBA | Not listed |
| Katie Burke | Method Financial Planning | Doylestown | CFP | Not listed |
| Kurt Angstadt | K Wealth Advisors | Berwyn | CFP | Percentage of assets, Hourly |
| Matt Stearns | Brookhouse Adviors LLC | Meadville | CFP, RICP | Percentage of assets, Hourly |
| Matthew Welsh | Godshalk Welsh Capital Management | Radnor | CFP | Percentage of assets, Hourly |
| Meghan Tait | The New Wealth Project | West Chester | CFP | Percentage of assets, Hourly |
| Michael Helveston | Whitford Financial Planning | Lititz | CFP, CRPC | Percentage of assets, Fixed fees |
| Michael Joyce | CW Advisors | Bethlehem | CFA, CFP, MBA, CPA | Percentage of assets, Hourly |
| Mike Whitehead | Hutchison Whitehead Wealth Management, LLC | Cannonsburg | CFA, CFP | Percentage of assets, Fixed fees |
| Peter Keenan | Beacon Bridge Wealth Partners | Lower Gwynedd | CFP | Percentage of assets, Fixed fees |