| Joseph Dimaio | Wick Capital Partners | Wayne | CFP | Percentage of assets, Fixed fees |
| Marianne Inforzato | Fairman Financial | Berwyn | CFP | Percentage of assets, Hourly |
| Mary Dal Nogare | Fairman Financial | Chesterbrook | CFP | Percentage of assets, Hourly |
| Matthew Liebman | Amplius Wealth | Blue Bell | CFA | Percentage of assets, Hourly |
| Matthew Malick | Atwater Malick | Lancaster | CFP, CFA | Percentage of assets, Hourly |
| Matthew Snyder | Fairman Financial | Chesterbrook | CFP | Percentage of assets, Hourly |
| Patrick Gorgonzola | Fairman Financial | Chesterbrook | CFP | Percentage of assets, Hourly |
| Shawn Kindt | Fairman Financial | Chesterbrook | CFP, PFS | Percentage of assets, Hourly |
| Stephen Paul | Wick Capital Partners | Wayne | CFP | Percentage of assets, Fixed fees |
| Brad Heindel | 46 Peaks Investment Advisory Group | Newtown | CFP | Ongoing planning fee |
| Daniel Hochbaum | Sage Financial Group | West Conshohocken | CFA | Percentage of assets, Fixed fees |
| Erik Mosholt | 46 Peaks Investment Advisory Group | Newtown | CFP | Ongoing planning fee |
| Joseph Gallagher | Sage Financial Group | West Conshohocken | CFA | Percentage of assets, Fixed fees |
| Louis Fancher | 46 Peaks Investment Advisory Group | Newtown | CFP, ChFC | Ongoing planning fee |
| Michael Topley | Lansing Street Advisors | Ambler | CFP | Percentage of assets, Fixed fees |
| Peter Kim | Brandywine Oak Private Wealth | Kennett Square | CFA | Percentage of assets |
| Ryan Kraus | Sage Financial Group | West Conshohocken | CFA | Percentage of assets, Fixed fees |
| William Malloy | Sage Financial Group | West Conshohocken | CFA | Percentage of assets, Fixed fees |
| Aaron Marks | Amplius Wealth | Blue Bell | Not listed | Percentage of assets, Hourly |
| Andrew O'Gorman | River Wealth Advisors | Camp Hill | CFP | Percentage of assets, Hourly |
| Andrew Sachais | Wick Capital Partners | Wayne | CFA | Percentage of assets, Fixed fees |
| Benjamin Dum | River Wealth Advisors | Camp Hill | CFP | Percentage of assets, Hourly |
| Bradford Houchins | River Wealth Advisors | Allentown | CFP | Percentage of assets, Hourly |
| Charles Davis | Hapanowicz | Pittsburgh | Not listed | Percentage of assets |
| Christina Simmonds | Hapanowicz | Pittsburgh | Not listed | Percentage of assets |
| Dante Sienko | Hapanowicz | Pittsburgh | Not listed | Percentage of assets |
| Donna Zanetti | Pennsylvania Capital Management | Huntingdon Valley | Not listed | Percentage of assets, Hourly |
| Eric Forsythe | Hapanowicz | Pittsburgh | Not listed | Percentage of assets |
| Eric Wiegand | River Wealth Advisors | Allentown | CFP | Percentage of assets, Hourly |
| Heather Rivas | River Wealth Advisors | Camp Hill | CFP | Percentage of assets, Hourly |
| Jacob Siani | Amplius Wealth | Blue Bell | Not listed | Percentage of assets, Hourly |
| Jennifer Collins | River Wealth Advisors | Camp Hill | CFP | Percentage of assets, Hourly |
| Jonathan Kline | Lakewood Financial Group | Tafton | Not listed | Percentage of assets |
| Julie Purcell | Wissahickon Wealth Management | Philadelphia | Not listed | Percentage of assets |
| Kevin Dodgson | Shetland Financial | Center Valley | CFA | Flat fee or retainer |
| Michael Bishop | Bishop & Company Investment Management | Erie | CFP | Percentage of assets, Hourly |
| Michelle Czarnecki | Amplius Wealth | Blue Bell | Not listed | Percentage of assets, Hourly |
| Monica Lanzilotta | Amplius Wealth | Blue Bell | Not listed | Percentage of assets, Hourly |
| Robert Hapanowicz | Hapanowicz | Pittsburgh | Not listed | Percentage of assets |
| Robert Hapanowicz | Hapanowicz | Pittsburgh | Not listed | Percentage of assets |
| Ryan Gelrod | Fairman Financial | Chesterbrook | CFA | Percentage of assets, Hourly |
| Samuel Liebman | Amplius Wealth | Blue Bell | Not listed | Percentage of assets, Hourly |
| Sean Green | Amplius Wealth | Blue Bell | Not listed | Percentage of assets, Hourly |
| Stephen Palmer | Pennsylvania Capital Management | Blue Bell | Not listed | Percentage of assets, Hourly |
| Thomas Huber | Wick Capital Partners | Wayne | CFA | Percentage of assets, Fixed fees |
| Tony Tran | Wissahickon Wealth Management | Philadelphia | Not listed | Percentage of assets |
| Brailyn Robertson | The Aranda Group | Jenkintown | Not listed | Percentage of assets, Fixed fees |
| Brandon Baker | Sage Financial Group | West Conshohocken | Not listed | Percentage of assets, Fixed fees |
| Daniel Stuckey | Geometric Advisors | Merion Station | Not listed | Percentage of assets |
| George Harris, III | Sage Financial Group | West Conshohocken | Not listed | Percentage of assets, Fixed fees |