| Taylor Cole | Woodward Financial Advisors | Chapel Hill | CFP | Percentage of assets, Hourly |
| Victor Colella | Woodward Financial Advisors | Chapel Hill | CFP | Percentage of assets, Hourly |
| Walker Davidson | Carolina Strategy | Matthews | CFP | Percentage of assets, Fixed fees |
| Walker Shelton | Verum Partners | Charlotte | CFP | Percentage of assets, Fixed fees |
| William Sugg | Laurel Wealth Advisors | Charlotte | CFP | Percentage of assets, Hourly |
| Austin Tilles | Verum Partners | Charlotte | CFA | Percentage of assets, Fixed fees |
| Christie Bonacci | Bluesky Wealth Advisors | New Bern | PFS | Hourly, Fixed fees |
| Dustin Barr | Verum Partners | Charlotte | CFA | Percentage of assets, Fixed fees |
| Glenn Andrews | Cardinal Capital Management | Raleigh | CFA | Percentage of assets |
| Janice French | Timonier | Winston Salem | CFA | Percentage of assets, Hourly |
| Katherine Skurski | EQV Advisory | Raleigh | CFA | Percentage of assets, Fixed fees |
| Mark Thompson | Laurel Wealth Advisors | Charlotte | CFA | Percentage of assets, Hourly |
| Patrick Raminski | Verum Partners | Charlotte | CFA | Percentage of assets, Fixed fees |
| Sukesh Pai | Trillium Square Advisors | Rolesville | CFA | Percentage of assets, Hourly |
| Tara Hughes | Bluesky Wealth Advisors | New Bern | PFS | Hourly, Fixed fees |
| Angela Connolly | Verum Partners | Charlotte | Not listed | Percentage of assets, Fixed fees |
| Anna Pottle | Pottle Financial Services | Pinehurst | Not listed | Percentage of assets, Fixed fees |
| Ashley Stockdale | Crossgen Wealth | Greenville | Not listed | Percentage of assets, Hourly |
| Ayasha Jones | Bluesky Wealth Advisors | New Bern | Not listed | Hourly, Fixed fees |
| Barry Carpenter | Cascades Capital Asset Management | Greensboro | Not listed | Percentage of assets |
| Brent Plunkett | Charter Wealth Management | Raleigh | Not listed | Percentage of assets, Hourly |
| Brian Ager | Verum Partners | Charlotte | Not listed | Percentage of assets, Fixed fees |
| Cheryl Sova | Charter Wealth Management | Raleigh | Not listed | Percentage of assets, Hourly |
| Christopher O'Leary | Unconventional Investor | Charlotte | Not listed | Percentage of assets |
| David Warner | Hutchins Canning & Company PA | Kitty Hawk | Not listed | Percentage of assets, Hourly |
| Deborah Frazier | Frazier Financial Consultants | Chapel Hill | Not listed | Percentage of assets, Hourly |
| Donna Pleasant | Vision Capital & Management | Mooresville | Not listed | Percentage of assets, Fixed fees |
| Emma Mooney | Verum Partners | Charlotte | Not listed | Percentage of assets, Fixed fees |
| Emma Powers | Laurel Wealth Advisors | Charlotte | Not listed | Percentage of assets, Hourly |
| Garrison McAfee | Laurel Wealth Advisors | Charlotte | Not listed | Percentage of assets, Hourly |
| George Leamnson | Leamnson Capital Advisory | Leland | Not listed | Percentage of assets, Hourly |
| Harry Wellons | Cascades Capital Asset Management | Greensboro | Not listed | Percentage of assets |
| Holly Skipper | Verum Partners | Charlotte | Not listed | Percentage of assets, Fixed fees |
| Jack Richardson | Cascades Capital Asset Management | Wilmington | Not listed | Percentage of assets |
| James Castleman | Advisorstrust Partners | Raleigh | Not listed | Percentage of assets, Hourly |
| Jenna Reynolds | Integris Wealth Management | Frisco | Not listed | Percentage of assets, Hourly |
| Jennifer Jones | Laurel Wealth Advisors | Charlotte | Not listed | Percentage of assets, Hourly |
| John Kernodle | Strathmore Capital Advisors | Charlotte | Not listed | Percentage of assets, Fixed fees |
| John Nelson | Bluesky Wealth Advisors | New Bern | Not listed | Hourly, Fixed fees |
| John Waddill | Laurel Wealth Advisors | Charlotte | Not listed | Percentage of assets, Hourly |
| Jonathan Autry | EQV Advisory | Raleigh | Not listed | Percentage of assets, Fixed fees |
| Jonathan Wierman | EQV Advisory | Raleigh | Not listed | Percentage of assets, Fixed fees |
| Julia Martinelli | Strathmore Capital Advisors | Charlotte | Not listed | Percentage of assets, Fixed fees |
| Kyle Feduccia | Kuhn Advisors | Durham | Not listed | Percentage of assets, Hourly |
| Mark Kuhn | Kuhn Advisors | Durham | Not listed | Percentage of assets, Hourly |
| Molly Bohrer | Verum Partners | Charlotte | Not listed | Percentage of assets, Fixed fees |
| Nicholas Baker | Timonier | Winston Salem | Not listed | Percentage of assets, Hourly |
| Nicholas Yeakle | Timonier | Winston Salem | Not listed | Percentage of assets, Hourly |
| Oliver Cross | Verum Partners | Charlotte | Not listed | Percentage of assets, Fixed fees |
| Rita Hendrick-Smith | Altrius Capital Management | Ner Bern | Not listed | Percentage of assets |