| Thomas Healy | Sargent Investment Group | Bethesda | Not listed | Percentage of assets |
| Alexander Roesner | Black Diamond Financial | Lutherville | CFP | Percentage of assets, Hourly |
| Andrea McClelland | Aegis Wealth | Bethesda | CFP | Percentage of assets, Fixed fees |
| Barbara Warner | Warner Financial | Bethesda | CFP | Percentage of assets, Hourly |
| Brandon Keehr | Schaeffer Financial | Rockville | CFP | Percentage of assets, Hourly |
| Brigitte Strobl | Black Diamond Financial | Lutherville | CFP | Percentage of assets, Hourly |
| Christopher Schaefer | MV Capital Management | Bethesda | CFP | Percentage of assets, Hourly |
| Christopher Warner | Warner Financial | Bethesda | CFP, CFA | Percentage of assets, Hourly |
| Claire Dwyer | Schaeffer Financial | Rockville | CFP | Percentage of assets, Hourly |
| David Zinreich | Black Diamond Financial | Lutherville | CFP | Percentage of assets, Hourly |
| Elizabeth Gillette | Curio Wealth | Edgewater | CFP | Percentage of assets, Hourly |
| Emmett Stewart | Wedmont Private Capital | New Market | CFP | Fixed fees |
| Erin Weber | Black Diamond Financial | Lutherville | CFP | Percentage of assets, Hourly |
| Eun Kim | Aegis Wealth | Bethesda | CFP | Percentage of assets, Fixed fees |
| Gay Truscott | Edgemoor Investment Advisors | Bethesda | CFP | Percentage of assets |
| Heath Brewer | Trumbower Financial Advisors | Bethesda | CFP | Percentage of assets, Hourly |
| James Kantowski | Curio Wealth | Severna Park | CFP | Percentage of assets, Hourly |
| Jeffrey Fountain | Passive Capital Management | Baltimore | CFP | Percentage of assets |
| Jessica Scott | Carderock Capital Management | Chevy Chase | CFP | Percentage of assets, Hourly |
| Kaitlin Yardley | Schaeffer Financial | Rockville | CFP | Percentage of assets, Hourly |
| Karen Schaeffer | Schaeffer Financial | Rockville | CFP | Percentage of assets, Hourly |
| Kevin Jarcho | Warner Financial | Bethesda | CFP | Percentage of assets, Hourly |
| Lyn Dippel | Curio Wealth | Annapolis | CFP | Percentage of assets, Hourly |
| Matthew Goette | Black Diamond Financial | Lutherville | CFP, CFA | Percentage of assets, Hourly |
| Michael Marvin | TAM Financial Advisors | Annapolis | CFP | Percentage of assets, Hourly |
| Michael Perhac | Trumbower Financial Advisors | Bethesda | CFP | Percentage of assets, Hourly |
| Michael Roeder | Curio Wealth | Highland | CFP | Percentage of assets, Hourly |
| Michael Treanor | Aegis Wealth | Bethesda | CFP | Percentage of assets, Fixed fees |
| Patrick Tuma | Tuma Financial | Marriottsville | CFP | Percentage of assets |
| Robert Speece | Trumbower Financial Advisors | Bethesda | CFP | Percentage of assets, Hourly |
| Ryan Donahue | Curio Wealth | Annapolis | CFP | Percentage of assets, Hourly |
| Thomas Tavenner | Booster | Baltimore | CFP | Percentage of assets, Fixed fees |
| Timothy Stolz | Bestgate Wealth Advisors | Frederick | CFP | Percentage of assets, Fixed fees |
| Tyler Miles | Wedmont Private Capital | West Friendship | CFP | Fixed fees |
| Victoria Trumbower | Trumbower Financial Advisors | Bethesda | CFP | Percentage of assets, Hourly |
| Brad Neumann | Trumbower Financial Advisors | Bethesda | CFA | Percentage of assets, Hourly |
| Bryce Sistrunk-Lewis | Edgemoor Investment Advisors | Bethesda | CFA | Percentage of assets |
| Christina Bresnan | Trumbower Financial Advisors | Bethesda | CFA | Percentage of assets, Hourly |
| Daniel Kane | Carderock Capital Management | Chevy Chase | CFA | Percentage of assets, Hourly |
| David Warner | Warner Financial | Bethesda | CFA | Percentage of assets, Hourly |
| James Mersereau | Carderock Capital Management | Chevy Chase | CFA | Percentage of assets, Hourly |
| Jeanne Goedecke | Carderock Capital Management | Chevy Chase | CFA | Percentage of assets, Hourly |
| Jordan Fisher | Black Diamond Financial | Lutherville | CFA | Percentage of assets, Hourly |
| Paul Meehan | Edgemoor Investment Advisors | Bethesda | CFA | Percentage of assets |
| Paul Svendsen | Black Diamond Financial | Lutherville | PFS | Percentage of assets, Hourly |
| Stephen Knapp | Carderock Capital Management | Chevy Chase | CFA | Percentage of assets, Hourly |
| Steven Larosa | Edgemoor Investment Advisors | Bethesda | CFA | Percentage of assets |
| Yongxiang Li | Quantum Financial Advisors | Rockville | CFA | Percentage of assets, Hourly |
| Alishia Creekmore | Lifetime Financial | Takoma Park | Not listed | Percentage of assets, Hourly |
| Anabel Quintero | MV Capital Management | Bethesda | Not listed | Percentage of assets, Hourly |