| Shon Norris | Altamont Capital Management | Asheville | CFP | Percentage of assets, Hourly |
| Theodore Waechter | OLD Peak Finance | Chapel Hill | CFP | Percentage of assets, Fixed fees |
| Tracy Davies | Hamilton Point Investment Advisors | Chapel Hill | CFP | Percentage of assets |
| Trent Sheets | Sheets Smith Wealth Management | Winston Salem | CFP | Percentage of assets, Fixed fees |
| Carlton Dixon | Sapere Wealth Management | Matthews | ChFC | Percentage of assets, Fixed fees |
| Charles Averre | Hollingsworth Avent Averre & Purvis, PA | Raleigh | PFS | Percentage of assets, Hourly |
| Clay Young | Tannin Capital | Charlotte | CFA | Percentage of assets |
| David McGrath | Oakworth Asset Management | Charlotte | CFA | Percentage of assets, Hourly |
| David Stephan | Hamilton Point Investment Advisors | Chapel Hill | CFA | Percentage of assets |
| James Edmundson | Salem Investment Counselors | Winston Salem | CFA | Percentage of assets, Hourly |
| James Reichard | Reichard Capital | Charlotte | PFS | Percentage of assets, Hourly |
| Joseph McCaffrey | Salem Investment Counselors | Winston Salem | CFA | Percentage of assets, Hourly |
| Mark Roberts | Ironsides Asset Advisors | Rocky Mount | CFA | Percentage of assets, Hourly |
| Matthew Simmons | Salem Investment Counselors | Winston Salem | CFA | Percentage of assets, Hourly |
| Paul Anthony | Sheets Smith Wealth Management | Winston-Salem | CFA | Percentage of assets, Fixed fees |
| Richard Woods | Hamilton Point Investment Advisors | Chapel Hill | CFA | Percentage of assets |
| Robert Pike | Sheets Smith Wealth Management | Winston Salem | CFA | Percentage of assets, Fixed fees |
| Thomas Crawford | Ascendant Capital Research | Waxhaw | CFA | Percentage of assets, Hourly |
| Alex Mathews | Sanctuary Financial Planning | Charlotte | Not listed | Hourly, Fixed fees |
| Barron Akins | Oakworth Asset Management | Charlotte | Not listed | Percentage of assets, Hourly |
| Benjamin Roberts | Ironsides Asset Advisors | Rocky Mount | Not listed | Percentage of assets, Hourly |
| Clay Young | Tannin Capital | Charlotte | Not listed | Percentage of assets |
| Cooper Brown | Oakworth Asset Management | Charlotte | Not listed | Percentage of assets, Hourly |
| Dale Brown | Salem Investment Counselors | Winston-Salem | Not listed | Percentage of assets, Hourly |
| Daniel Trub | Sjbenen Advisory | Durham | Not listed | Percentage of assets, Hourly |
| David Rea | Salem Investment Counselors | Winston-Salem | Not listed | Percentage of assets, Hourly |
| Derek Hernquist | Aptus Capital Advisors | Charlotte | Not listed | Percentage of assets, Fixed fees |
| Emmett Gibson | Ironsides Asset Advisors | Rocky Mount | Not listed | Percentage of assets, Hourly |
| Evan McCormick | Investors Mosaic | Durham | Not listed | Percentage of assets, Fixed fees |
| George Keener | Salem Investment Counselors | Winston Salem | Not listed | Percentage of assets, Hourly |
| Harvey Jenkins | Altamont Capital Management | Asheville | Not listed | Percentage of assets, Hourly |
| Jeffrey Christopher | Sheets Smith Wealth Management | Winston-Salem | Not listed | Percentage of assets, Fixed fees |
| Jeffrey Howard | Salem Investment Counselors | Winston-Salem | Not listed | Percentage of assets, Hourly |
| Jesse Goins | Salem Investment Counselors | Winston Salem | Not listed | Percentage of assets, Hourly |
| Joshua Reichard | Reichard Capital | Charlotte | Not listed | Percentage of assets, Hourly |
| Kathleen Focht | Sapere Wealth Management | Matthews | Not listed | Percentage of assets, Fixed fees |
| Kenneth Jones | Salem Investment Counselors | Winston-Salem | Not listed | Percentage of assets, Hourly |
| Kenneth Nelson | Hamilton Point Investment Advisors | Chapel Hill | Not listed | Percentage of assets |
| Kristopher Abernethy | Salem Investment Counselors | Winston Salem | Not listed | Percentage of assets, Hourly |
| Marci Hansen | Hamilton Point Investment Advisors | Chapel Hill | Not listed | Percentage of assets |
| Mary Shamburg | Sheets Smith Wealth Management | Winston Salem | Not listed | Percentage of assets, Fixed fees |
| Ntina Skoteiniadis | Sheets Smith Wealth Management | Winston Salem | Not listed | Percentage of assets, Fixed fees |
| Phu Roy O | Sheets Smith Wealth Management | Winston Salem | Not listed | Percentage of assets, Fixed fees |
| Rachel Marthinsen | Reichard Capital | Charlotte | Not listed | Percentage of assets, Hourly |
| Reagan Brittain | Ascendant Capital Research | Waxhaw | Not listed | Percentage of assets, Hourly |
| Robert Beach | Salem Investment Counselors | Winston-Salem | Not listed | Percentage of assets, Hourly |
| Samson Benen | Sjbenen Advisory | Durham | Not listed | Percentage of assets, Hourly |
| Sarah Charles | Sanctuary Financial Planning | Charlotte | Not listed | Hourly, Fixed fees |
| Scott Trease | Sapere Wealth Management | Matthews | Not listed | Percentage of assets, Fixed fees |
| Thomas Cartee | Sheets Smith Wealth Management | Winston-Salem | Not listed | Percentage of assets, Fixed fees |