| Irene Giman | RTD Financial Advisors Inc. | Philadelphia | BA, CFA, CFP, MBA | Percentage of assets, Fixed fees |
| James Fisher | The Aranda Group | Jenkintown | Not listed | Percentage of assets, Fixed fees |
| Jeffrey Karpel | Sage Financial Group | West Conshohocken | Not listed | Percentage of assets, Fixed fees |
| Joanne Keller | The Aranda Group | Jenkintown | Not listed | Percentage of assets, Fixed fees |
| Meghan Tait | The New Wealth Project | West Chester | CFP | Percentage of assets, Hourly |
| Michael Horwath | Lansing Street Advisors | Ambler | CFA | Percentage of assets, Fixed fees |
| Michael Joyce | CW Advisors | Bethlehem | CFA, CFP, MBA, CPA | Percentage of assets, Hourly |
| Mitchell Bednoff | Sage Financial Group | West Conshohocken | Not listed | Percentage of assets, Fixed fees |
| Ralph Cetrulo | Sage Financial Group | West Conshohocken | Not listed | Percentage of assets, Fixed fees |
| Samuel Markowitz | Breakwater Capital Group | Havertown | Not listed | Percentage of assets, Hourly |
| Stephen Cohn | Sage Financial Group | West Conshohocken | Not listed | Percentage of assets, Fixed fees |
| Steve Maconi | Brandywine Oak Private Wealth | Kennett Square | Not listed | Percentage of assets |
| Steven Rosenberg | The Aranda Group | Jenkintown | Not listed | Percentage of assets, Fixed fees |
| Adam Glassman | Riggs Asset Management | Dallas | Not listed | Percentage of assets, Hourly |
| Alan Glassman | Riggs Asset Management | Dallas | Not listed | Percentage of assets, Hourly |
| Andrew Green | Fairman Financial | Chesterbrook | Not listed | Percentage of assets, Hourly |
| Ashley Chupka | Grant Street Asset Management | Canonsburg | Not listed | Percentage of assets, Fixed fees |
| Benjamin Atwater | Atwater Malick | Lancaster | Not listed | Percentage of assets, Hourly |
| Brian Jankowski | River Wealth Advisors | Camp Hill | CFA | Percentage of assets, Hourly |
| Christopher Topolewski | Wick Capital Partners | Wayne | Not listed | Percentage of assets, Fixed fees |
| Cortright Wetherill | Wick Capital Partners | Wayne | Not listed | Percentage of assets, Fixed fees |
| David Huber | Grant Street Asset Management | Canonsburg | Not listed | Percentage of assets, Fixed fees |
| Dimitri Gnall | Riggs Asset Management | Dallas | Not listed | Percentage of assets, Hourly |
| Edward O'Gorman | River Wealth Advisors | Camp Hill | CFA | Percentage of assets, Hourly |
| Elizabeth Graham | Riggs Asset Management | Dallas | Not listed | Percentage of assets, Hourly |
| Ian Foster | Innova Wealth Partners | Newtown | Not listed | Percentage of assets, Fixed fees |
| Jason Kleinschmidt | Fairman Financial | Chesterbrook | Not listed | Percentage of assets, Hourly |
| John Eisele | Malvern Capital Management | Malvern | Not listed | Percentage of assets, Hourly |
| John Ferraro | Grant Street Asset Management | Canonsburg | Not listed | Percentage of assets, Fixed fees |
| John Orobono | Innova Wealth Partners | Newtown | Not listed | Percentage of assets, Fixed fees |
| Joshua Fennimore | Benchmark Financial | Schwenksville | Not listed | Percentage of assets, Hourly |
| Kelley Taylor | Fairman Financial | Chesterbrook | Not listed | Percentage of assets, Hourly |
| Kristen Jackson | Grant Street Asset Management | Canonsburg | Not listed | Percentage of assets, Fixed fees |
| Kyle Bruner | Innova Wealth Partners | Newtown | Not listed | Percentage of assets, Fixed fees |
| Kyle French | Fairman Financial | Chesterbrook | Not listed | Percentage of assets, Hourly |
| Lisa Green | Sunpointe Investments | Bryn Mawr | Not listed | Percentage of assets, Fixed fees |
| Louis Iovannone | Malvern Capital Management | Malvern | Not listed | Percentage of assets, Hourly |
| Mark Feldser | Wick Capital Partners | Wayne | Not listed | Percentage of assets, Fixed fees |
| Matthew Barr | Wick Capital Partners | Wayne | Not listed | Percentage of assets, Fixed fees |
| Meghan Baum | Atwater Malick | Lancaster | Not listed | Percentage of assets, Hourly |
| Michael Bishop | Bishop & Company Investment Management | Erie | CFA | Percentage of assets, Hourly |
| Michael Czajka | Malvern Capital Management | Malvern | Not listed | Percentage of assets, Hourly |
| Michael Evans | Grant Street Asset Management | Canonsburg | Not listed | Percentage of assets, Fixed fees |
| Michael Loch | Grant Street Asset Management | Canonsburg | Not listed | Percentage of assets, Fixed fees |
| Nathan Fullmer | Fairman Financial | Chesterbrook | Not listed | Percentage of assets, Hourly |
| Robert Graham | Riggs Asset Management | Dallas | Not listed | Percentage of assets, Hourly |
| Robert Graham | Riggs Asset Management | Dallas | Not listed | Percentage of assets, Hourly |
| Roy Fairman | Fairman Financial | Chesterbrook | Not listed | Percentage of assets, Hourly |
| Samantha Lavrich | Fairman Financial | Chesterbrook | Not listed | Percentage of assets, Hourly |
| Samuel Mullen | Fairman Financial | Chesterbrook | Not listed | Percentage of assets, Hourly |