| Ethan Holobinko | Veridian Capital Partners | Frederick | Not listed | Percentage of assets, Hourly |
| Howard Rothman | TritonPoint Wealth | Chevy Chase | Not listed | Percentage of assets, Fixed fees |
| Jake Ransom | TritonPoint Wealth | Chevy Chase | Not listed | Percentage of assets, Fixed fees |
| Jake Schoenfeld | TritonPoint Wealth | Chevy Chase | Not listed | Percentage of assets, Fixed fees |
| Jonathan Rosner | TritonPoint Wealth | Chevy Chase | Not listed | Percentage of assets, Fixed fees |
| Katelyn Kantruss | Veridian Capital Partners | Frederick | Not listed | Percentage of assets, Hourly |
| Kyle Fishler | Foundry Wealth Advisors | Baltimore | Not listed | Percentage of assets, Hourly |
| Leonard Cooperman | MJC Advisors | Lutherville | Not listed | Percentage of assets |
| Michael Cooperman | MJC Advisors | Lutherville | Not listed | Percentage of assets |
| Pierre De La Croix-Vaubois | TritonPoint Wealth | Chevy Chase | Not listed | Percentage of assets, Fixed fees |
| William Sterling | TritonPoint Wealth | Chevy Chase | Not listed | Percentage of assets, Fixed fees |
| Alejandro Vela | FBB Capital Partners | Bethesda | CFP | Percentage of assets, Hourly |
| Andrew Thompson | Meta Wealth Advisory | Timonium | CFP | Percentage of assets, Hourly |
| Anuj Grover | Lake Street | Bethesda | CFP | Percentage of assets, Hourly |
| Carrie Beren | WBH Advisory | Baltimore | CFP | Percentage of assets, Hourly |
| Christopher Brown | Ivy League Financial Advisors | Rockville | CFP | Percentage of assets, Hourly |
| Christopher Pesota | Cornerstone Advisory | Hunt Valley | CFP | Percentage of assets, Hourly |
| David Ballard | Champion Financial Planning Group | Annapolis | CFP | Percentage of assets, Fixed fees |
| David McKee | Accordant Advisory Group | Annapolis | CFP | Percentage of assets, Hourly |
| Jack Ramey | WBH Advisory | Baltimore | CFP | Percentage of assets, Hourly |
| Jaime Quiros | FBB Capital Partners | Bethesda | CFP | Percentage of assets, Hourly |
| Jane O'Mara | FBB Capital Partners | Bethesda | CFP | Percentage of assets, Hourly |
| Jennifer Scher | FBB Capital Partners | Bethesda | CFP | Percentage of assets, Hourly |
| Joel Hosner | WBH Advisory | Baltimore | CFP | Percentage of assets, Hourly |
| John Bowles | Intervest | Chevy Chase | CFP | Percentage of assets, Hourly |
| John Peterson | CWM Financial Group | Rockville | CFP | Percentage of assets, Hourly |
| Joseph Caputo | Baltimore-Washington Financial Advisors | Columbia | CFP | Percentage of assets |
| Joshua Mason | WBH Advisory | Baltimore | CFP | Percentage of assets, Hourly |
| Lawrence Post | Baltimore-Washington Financial Advisors | Columbia | CFP | Percentage of assets |
| Maggi Keating | FBB Capital Partners | Bethesda | CFP | Percentage of assets, Hourly |
| Martha Callahan | FBB Capital Partners | Easton | CFP | Percentage of assets, Hourly |
| Matthew Sanchez | Ivy League Financial Advisors | Rockville | CFP | Percentage of assets, Hourly |
| Michael Mussio | FBB Capital Partners | Bethesda | CFP, CFA | Percentage of assets, Hourly |
| Olivia Maynes | Bedel Financial Consulting | Hanover | CFP | Percentage of assets, Fixed fees |
| Patrick Ryan | Cornerstone Advisory | Hunt Valley | CFP | Percentage of assets, Hourly |
| Phillip Dyer | Dyer Financial Advisory | Towson | CFP | Percentage of assets, Hourly |
| Richard Schoenfeld | Intervest | Chevy Chase | CFP | Percentage of assets, Hourly |
| Thad Ismart | Baltimore-Washington Financial Advisors | Columbia | CFP | Percentage of assets |
| Tyler Cunningham | Baltimore-Washington Financial Advisors | Columbia | CFP | Percentage of assets |
| Tyler Kluge | Baltimore-Washington Financial Advisors | Columbia | CFP | Percentage of assets |
| William Powell | Ferguson-Johnson Wealth Management | Rockville | CFP | Percentage of assets, Hourly |
| Asitha De Silva | Capital Squared Financial | Rockville | CFA | Percentage of assets, Fixed fees |
| Danish Jawaid | FBB Capital Partners | Bethesda | CFA | Percentage of assets, Hourly |
| Derek Elphick | Castfirm Advisors | Kensington | CFA | Percentage of assets, Fixed fees |
| John Petrofsky | FBB Capital Partners | Bethesda | CFA | Percentage of assets, Hourly |
| Marc Hertzberg | WBH Advisory | Baltimore | CFA | Percentage of assets, Hourly |
| Matthew Smiler | Baltimore-Washington Financial Advisors | Columbia | ChFC | Percentage of assets |
| Mel Casey | FBB Capital Partners | Bethesda | CFA | Percentage of assets, Hourly |
| Robert Willen | WBH Advisory | Baltimore | CFA | Percentage of assets, Hourly |
| Samuel Brownell | Stratus Capital Management | Kensington | CFA | Percentage of assets, Fixed fees |