| Robert Barth | Aventine Financial Group LLC | Doylestown | CFP, CPA | Percentage of assets, Hourly |
| Robin Kuleck | Kuleck Financial Planning | Emporium | CFP | Hourly |
| Sam Feiser | Harvest Financial Planning Associates, LLC | Lancaster | CFP, ChFC | Percentage of assets |
| Thomas Aichele | Clear Capital Management | Doylestown | CFP | Percentage of assets, Hourly |
| Tom Ginty | Wedmont Private Capital | Romansville | CFP | Fixed fees |
| Vanessa Zook | PSI Capital Management | Camp Hill | CFP, MBA, RICP | Percentage of assets, Hourly |
| Aaron Dessen | Payne Capital Management | Blue Bell | CFP | Percentage of assets, Hourly |
| Aaron Sherman | Odyssey Group Wealth Advisors | Lancaster | CFP | Percentage of assets |
| Ada Lubanski | Blbb Advisors | Montgomeryville | CFP | Percentage of assets, Fixed fees |
| Alexandra Cameron | Petredis Investment Advisors | Warrendale | CFP | Percentage of assets, Hourly |
| Allen Osgood | Financial Freedom | Malvern | CFP | Percentage of assets, Hourly |
| Alvin Clay | Alvin Clay Financial Advisors | Jenkintown | CFP, PFS | Percentage of assets, Fixed fees |
| Amy Abromaitis | Carnegie Wealth Management | Berwyn | CFP | Percentage of assets, Fixed fees |
| Amy Hamasaki | Equita Financial Network | Fort Washington | CFP | Percentage of assets, Hourly |
| Andrew Pellegrino | Plum Street Advisors | Pitttsburgh | CFP | Percentage of assets |
| Andrew Pursel | Matune Basile Advisors | Hermitage | CFP, ChFC | Percentage of assets, Hourly |
| Andrew Schaffer | Ellis Investment Partners | Berwyn | CFP | Percentage of assets, Hourly |
| Andrew Tudor | Zenith Wealth Partners | Philadelphia | CFP | Percentage of assets, Hourly |
| Ann Ainsworth | Mcfarland Associates | Wyomissing | CFP | Percentage of assets, Hourly |
| Athena Mallios | Petredis Investment Advisors | Warrendale | CFP | Percentage of assets, Hourly |
| Audrey Libois | TGS Financial Advisors | Radnor | CFP | Percentage of assets, Fixed fees |
| Benjamin Ruttenberg | EWA | Pittsburgh | CFP | Percentage of assets, Fixed fees |
| Benjamin Smith | Wealthcare Solutions | Radnor | CFP | Percentage of assets, Hourly |
| Benjamin Writer | Stewardship Advisors | Mount Joy | CFP | Percentage of assets, Fixed fees |
| Bradley Garges | Prepared Retirement Institute | Montgomeryville | CFP | Percentage of assets, Hourly |
| Brandon Zahal | Crossgate Wealth Advisors | Newtown | CFP | Percentage of assets, Hourly |
| Bray Hansel | Sterling Investment Advisors | Berwyn | CFP, ChFC | Percentage of assets, Hourly |
| Brent Zacok | RTD Financial Advisors | Philadelphia | CFP | Percentage of assets, Fixed fees |
| Brian Gallagher | Blbb Advisors | Montgomeryville | CFP | Percentage of assets, Fixed fees |
| Brian Henrysen | PW Nova Financial Services | Newtown | CFP | Percentage of assets |
| Brian Wayne | Lifeguide Financial Advisors | Mount Joy | CFP | Percentage of assets, Hourly |
| Brien Lasse | Lifeguide Financial Advisors | Mechanicsburg | CFP | Percentage of assets, Hourly |
| Bryce Brennan | PSI Capital Management | Lancaster | CFP | Percentage of assets, Hourly |
| Christian Pascuzzo | Odyssey Group Wealth Advisors | Lancaster | CFP | Percentage of assets |
| Christopher Conti | Aspire Wealth Architects | Wexford | CFP | Percentage of assets |
| Christopher Crooks | Tower Bridge Advisors | West Conshohocken | CFP, CFA | Percentage of assets, Fixed fees |
| Christopher Johnson | Johnson & White Wealth Management | York | CFP | Percentage of assets, Hourly |
| Christopher Vassallo | RTD Financial Advisors | Philadelphia | CFP | Percentage of assets, Fixed fees |
| Colin Zizzi | Zizzi Investments | Mechanicsburg | CFP | Percentage of assets, Hourly |
| Collin Randall | Randall & Associates Wealth Management | Butler | CFP, CFA | Percentage of assets, Hourly |
| Craig Preisendefer | Latitude Advisors | Pittsburgh | CFP | Percentage of assets, Hourly |
| Cynthia De Sainte Maresville | Smithbridge Asset Management | Chadds Ford | CFP | Percentage of assets, Hourly |
| Daniel Cieniewicz | Hyperion Financial | Shillington | CFP | Percentage of assets, Fixed fees |
| Daniel Elser | Ballast Financial Advisors | West Chester | CFP | Percentage of assets, Hourly |
| Daniel McCusker | Meridian Wealth Partners | East Norriton | CFP | Percentage of assets, Fixed fees |
| Daniel McHugh | Ballast Financial Advisors | West Chester | CFP | Percentage of assets, Hourly |
| Daniel Shaifer | Blbb Advisors | Montgomeryville | CFP | Percentage of assets, Fixed fees |
| Darla Main | Main Advisory | Canonsburg | CFP | Percentage of assets, Fixed fees |
| David Coult | Milestone Financial Associates | Macungie | CFP, ChFC | Percentage of assets, Hourly |
| David Meschel | Meschel Wealth Management | Yardley | CFP | Percentage of assets, Hourly |