| Simone Sanvito | Keyvantage Wealth Advisors | Bethlehem | Not listed | Percentage of assets, Hourly |
| Stephen Lee | Logan Capital Management | Newtown Square | Not listed | Percentage of assets, Fixed fees |
| Thomas Blair | Tower Bridge Advisors | West Conshohocken | Not listed | Percentage of assets, Fixed fees |
| Thomas Goldsmith | Flagship Capital Management | Media | Not listed | Percentage of assets |
| Thomas Goldsmith | Flagship Capital Management | Media | Not listed | Percentage of assets |
| William Watkinson | Watkinson Capital Advisors | Berwyn | Not listed | Percentage of assets |
| William Watkinson | Watkinson Capital Advisors | Berwyn | Not listed | Percentage of assets |
| Winfield Akeley | Vesta Financialcare | Philadelphia | Not listed | Hourly, Fixed fees |