| Derek Lemke | Ellis Investment Partners | Berwyn | CFP | Percentage of assets, Hourly |
| Derek Mosley | Lifeguide Financial Advisors | Mechanicsburg | CFP | Percentage of assets, Hourly |
| Devin Faddoul | Atmos Advisory | Pittsburgh | CFP | Percentage of assets |
| Donald Bird | Bird Financial Group | Philadelphia | CFP | Percentage of assets, Hourly |
| Eduard Zolotarev | Brooklyn FI | Philadelphia | CFP | Percentage of assets, Hourly |
| Edward Aufman | Aufman Associates | Sewickley | CFP | Percentage of assets, Fixed fees |
| Edward Aufman | Aufman Associates | Sewickley | CFP | Percentage of assets, Fixed fees |
| Eric Bleiler | Northeast Advisers | Paoli | CFP | Percentage of assets, Hourly |
| Eric Rohtla | Passive Capital Management | Huntingdon Valley | CFP | Percentage of assets |
| Eugene Root | Templeton Financial Planning | Coraopolis | CFP | Hourly, Fixed fees |
| Evan Shiley | Sevenbridge Financial Group | Harrisburg | CFP | Percentage of assets, Fixed fees |
| Evan Steinfeld | Liftpoint Family Wealth Advisors | Venetia | CFP | Percentage of assets, Fixed fees |
| Fahmin Fardous | Zenith Wealth Partners | Philadelphia | CFP | Percentage of assets, Hourly |
| Francis Hoey | Hoey Investments | Coatesville | CFP | Percentage of assets |
| Francis McCullough | MC2 Financial Advisers | Newtown Square | CFP | Percentage of assets, Fixed fees |
| Francis Schuler | DWD Portfolio Solutions | Pittsburgh | CFP | Percentage of assets, Hourly |
| Frank Fiumecaldo | Aventine Financial Group | Doylestown | CFP | Percentage of assets, Hourly |
| Garret Desjardins | RTD Financial Advisors | Philadelphia | CFP | Percentage of assets, Fixed fees |
| Gary Storie | Storie Financial Advisory | Canonsburg | CFP | Hourly |
| Gavin Maurer | RTD Financial Advisors | Philadelphia | CFP | Percentage of assets, Fixed fees |
| George Appel | George J. Appel | Harveys Lake | CFP | Hourly, Fixed fees |
| Gregory Dob | Kitching Partners | Conshohocken | CFP | Percentage of assets, Fixed fees |
| Gregory Martik | Valley Brook Capital Group | Venetia | CFP | Percentage of assets, Hourly |
| Holly Clarke | Milestone Financial Associates | Macungie | CFP | Percentage of assets, Hourly |
| Holly Whitmire | Lifeguide Financial Advisors | Mechanicsburg | CFP | Percentage of assets, Hourly |
| Jaclyn Cornelius | Keyvantage Wealth Advisors | Bethlehem | CFP | Percentage of assets, Hourly |
| Jaclynne Walsh | Equita Financial Network | Fort Washington | CFP | Percentage of assets, Hourly |
| James Adams | Lighthouse Wealth Management | Camp Hill | CFP, CFA | Percentage of assets, Hourly |
| James Bloomer | Bloomer Financial Planning | Doylestown | CFP | Percentage of assets, Hourly |
| James Garvin | Seedsafe Financial | South Park | CFP | Percentage of assets, Hourly |
| James Ortale | Lifeguide Financial Advisors | Mechanicsburg | CFP | Percentage of assets, Hourly |
| James Whalen | Cypress Financial Planning | Garnet Valley | CFP | Percentage of assets, Fixed fees |
| James White | Great Oak Wealth Management | Pottstown | CFP | Percentage of assets, Hourly |
| Jason Henninger | MB, Levis & Associates | Center Valley | CFP | Percentage of assets, Fixed fees |
| Javan Martin | Martin, Javan VON | Ephrata | CFP | Hourly, Fixed fees |
| Jeff Lanscek | Milestone Financial Associates | Macungie | CFP, ChFC | Percentage of assets, Hourly |
| Jeffrey Alderfer | Bastion Fiduciary | Chadds Ford | CFP | Percentage of assets, Hourly |
| Jeffrey Hegedus | Milestone Financial Associates | Macungie | CFP | Percentage of assets, Hourly |
| Jeffrey Weiand | RTD Financial Advisors | Philadelphia | CFP | Percentage of assets, Fixed fees |
| Jennifer Bravo | Entrust Financial | Wayne | CFP | Percentage of assets, Hourly |
| Jennifer Dazols | Equita Financial Network | Fort Washington | CFP | Percentage of assets, Hourly |
| Jeremy Brenn | Sensenig Capital Advisors | Collegeville | CFP | Percentage of assets, Hourly |
| Jesse Wideman | Zenith Wealth Partners | Philadelphia | CFP | Percentage of assets, Hourly |
| John Fattibene | Harvest Financial Partners | Paoli | CFP | Percentage of assets, Hourly |
| John Grib | Northport Investment Management | Radnor | CFP, CFA | Percentage of assets, Hourly |
| John Harris | Mighty Oak Strong America Investment Company | Mechanicsburg | CFP | Percentage of assets, Hourly |
| John Levis | MB, Levis & Associates | Center Valley | CFP | Percentage of assets, Fixed fees |
| John Matune | Matune Basile Advisors | Hermitage | CFP | Percentage of assets, Hourly |
| John Rea | Crossgate Wealth Advisors | Newtown | CFP | Percentage of assets, Hourly |
| Jonathan McSurdy | Axiom Investment Solutions | Doylestown | CFP, ChFC | Percentage of assets, Hourly |