| Stephen Schmidt | Innova Wealth Partners | Newtown | Not listed | Percentage of assets, Fixed fees |
| Susan Shoemaker | Riggs Asset Management | Dallas | Not listed | Percentage of assets, Hourly |
| William Bromley | Innova Wealth Partners | Newtown | Not listed | Percentage of assets, Fixed fees |
| Eric Pirhalla | True Horizon Wealth Advisors | Malvern | Not listed | Percentage of assets, Hourly |
| Jessica Chominski | Aquinas Wealth Advisors | West Chester | Not listed | Percentage of assets |
| Matthew Topley | Lansing Street Advisors | Ambler | Not listed | Percentage of assets, Fixed fees |
| Megan Keenan | Lansing Street Advisors | Yardley | Not listed | Percentage of assets, Fixed fees |
| Patrick Greenhalgh | Lansing Street Advisors | Ambler | Not listed | Percentage of assets, Fixed fees |
| Stephen Gaustad | Galvin, Gaustad & Stein | Sewickley | Not listed | Percentage of assets, Hourly |
| Stephen Topley | Lansing Street Advisors | Ambler | Not listed | Percentage of assets, Fixed fees |
| Debra Hippensteel | River Wealth Advisors | Allentown | Not listed | Percentage of assets, Hourly |
| Jay Jajich | River Wealth Advisors | Camp Hill | Not listed | Percentage of assets, Hourly |
| Jesse Robinson | River Wealth Advisors | Camp Hill | Not listed | Percentage of assets, Hourly |
| Judith Savchak | River Wealth Advisors | Allentown | Not listed | Percentage of assets, Hourly |
| Mark Loomis | River Wealth Advisors | Camp Hill | Not listed | Percentage of assets, Hourly |
| Rachel Lewis | Values Added | Mechanicsburg | Not listed | Percentage of assets, Hourly |
| Rachel Stam | River Wealth Advisors | Camp Hill | Not listed | Percentage of assets, Hourly |
| Ralph Manna | River Wealth Advisors | Camp Hill | Not listed | Percentage of assets, Hourly |
| William Fenimore | River Wealth Advisors | Camp Hill | Not listed | Percentage of assets, Hourly |
| Rosemarie Porter | Direct Financial Care | Scottdale | Not listed | Percentage of assets, Hourly |
| Aaron Sherman | Odyssey Group Wealth Advisors | Lancaster | CFP | Percentage of assets |
| Ada Lubanski | Blbb Advisors | Montgomeryville | CFP | Percentage of assets, Fixed fees |
| Allen Osgood | Financial Freedom | Malvern | CFP | Percentage of assets, Hourly |
| Andrew Pellegrino | Plum Street Advisors | Pitttsburgh | CFP | Percentage of assets |
| Ann Ainsworth | Mcfarland Associates | Wyomissing | CFP | Percentage of assets, Hourly |
| Bray Hansel | Sterling Investment Advisors | Berwyn | CFP, ChFC | Percentage of assets, Hourly |
| Brent Zacok | RTD Financial Advisors | Philadelphia | CFP | Percentage of assets, Fixed fees |
| Brian Gallagher | Blbb Advisors | Montgomeryville | CFP | Percentage of assets, Fixed fees |
| Christian Pascuzzo | Odyssey Group Wealth Advisors | Lancaster | CFP | Percentage of assets |
| Christopher Conti | Aspire Wealth Architects | Wexford | CFP | Percentage of assets |
| Christopher Vassallo | RTD Financial Advisors | Philadelphia | CFP | Percentage of assets, Fixed fees |
| Cynthia De Sainte Maresville | Smithbridge Asset Management | Chadds Ford | CFP | Percentage of assets, Hourly |
| Daniel McCusker | Meridian Wealth Partners | East Norriton | CFP | Percentage of assets, Fixed fees |
| Daniel Shaifer | Blbb Advisors | Montgomeryville | CFP | Percentage of assets, Fixed fees |
| Devin Faddoul | Atmos Advisory | Pittsburgh | CFP | Percentage of assets |
| Evan Shiley | Sevenbridge Financial Group | Harrisburg | CFP | Percentage of assets, Fixed fees |
| Evan Steinfeld | Liftpoint Family Wealth Advisors | Venetia | CFP | Percentage of assets, Fixed fees |
| Francis Hoey | Hoey Investments | Coatesville | CFP | Percentage of assets |
| Francis McCullough | MC2 Financial Advisers | Newtown Square | CFP | Percentage of assets, Fixed fees |
| Garret Desjardins | RTD Financial Advisors | Philadelphia | CFP | Percentage of assets, Fixed fees |
| Gavin Maurer | RTD Financial Advisors | Philadelphia | CFP | Percentage of assets, Fixed fees |
| Gregory Martik | Valley Brook Capital Group | Venetia | CFP | Percentage of assets, Hourly |
| James Adams | Lighthouse Wealth Management | Camp Hill | CFP, CFA | Percentage of assets, Hourly |
| Jason Henninger | MB, Levis & Associates | Center Valley | CFP | Percentage of assets, Fixed fees |
| Jeffrey Weiand | RTD Financial Advisors | Philadelphia | CFP | Percentage of assets, Fixed fees |
| John Grib | Northport Investment Management | Radnor | CFP, CFA | Percentage of assets, Hourly |
| John Harris | Mighty Oak Strong America Investment Company | Mechanicsburg | CFP | Percentage of assets, Hourly |
| John Levis | MB, Levis & Associates | Center Valley | CFP | Percentage of assets, Fixed fees |
| Kevin Janiec | Financial Coach | West Chester | CFP | Percentage of assets, Hourly |
| Kevin Siebert | Atmos Advisory | Pittsburgh | CFP | Percentage of assets |