| Robert Kernodle | Strathmore Capital Advisors | Charlotte | Not listed | Percentage of assets, Fixed fees |
| Robin Mitler | Strathmore Capital Advisors | Chapel Hill | Not listed | Percentage of assets, Fixed fees |
| Ryan Campbell | Kuhn Advisors | Durham | Not listed | Percentage of assets, Hourly |
| Ryan Thomsen | First Oak Wealth Management | Raleigh | Not listed | Percentage of assets, Hourly |
| Samuel Miesmer | Trillium Square Advisors | Raleigh | Not listed | Percentage of assets, Hourly |
| Stephanie Murray | Beacon Financial Strategies | Raleigh | Not listed | Percentage of assets, Hourly |
| Webster Burrier | MKT and Associates | Leland | Not listed | Percentage of assets, Hourly |
| Wheeler Chapman | Kokua Capital Management | Chapel Hill | Not listed | Percentage of assets |
| William Kernodle | Strathmore Capital Advisors | Charlotte | Not listed | Percentage of assets, Fixed fees |
| William Litchfield | Crossgen Wealth | Greenville | Not listed | Percentage of assets, Hourly |
| Zachary Huneycutt | Strathmore Capital Advisors | Charlotte | Not listed | Percentage of assets, Fixed fees |