| Timothy Deangelo | Smithbridge Asset Management | Chadds Ford | CFA | Percentage of assets, Hourly |
| William McKenna | Mckenna & Sullivan | Southampton | ChFC | Percentage of assets, Hourly |
| Anthony Perhacs | Meridian Wealth Partners | East Norriton | Not listed | Percentage of assets, Fixed fees |
| Arlene Neff | A. Neff Associates | Pittsburgh | Not listed | Percentage of assets, Hourly |
| Beth Vulopas | Chestnut Street Investment Counsel | Lancaster | Not listed | Percentage of assets, Hourly |
| Brendan Keane | Smithbridge Asset Management | Chadds Ford | Not listed | Percentage of assets, Hourly |
| Brianna March | Blbb Advisors | Montgomeryville | Not listed | Percentage of assets, Fixed fees |
| Caitlin Cully | Aspire Wealth Architects | Wexford | Not listed | Percentage of assets |
| Catherine Delany | Meridian Wealth Partners | East Norriton | Not listed | Percentage of assets, Fixed fees |
| Conor Bradley | Sterling Investment Advisors | Berwyn | Not listed | Percentage of assets, Hourly |
| Daniel Yeager | Valley Brook Capital Group | Pittsburgh | Not listed | Percentage of assets, Hourly |
| David Campbell | Meridian Wealth Partners | East Norriton | Not listed | Percentage of assets, Fixed fees |
| David Tobin | Tobin Investment Planning | Yardley | Not listed | Percentage of assets, Fixed fees |
| Edward Barnes | Blbb Advisors | Montgomeryville | Not listed | Percentage of assets, Fixed fees |
| Flynn Ryan | Addis & Hill | Wayne | Not listed | Percentage of assets, Fixed fees |
| Francis Post | Guidepost Capital Management Group | Mohnton | Not listed | Percentage of assets, Hourly |
| Gabriel Fairorth | Sterling Investment Advisors | Berwyn | Not listed | Percentage of assets, Hourly |
| George Antonak | Thrift Financial | Newtown | Not listed | Percentage of assets, Hourly |
| Glenn McKenzie | Mighty Oak Strong America Investment Company | Mechanicsburg | Not listed | Percentage of assets, Hourly |
| Gregory Young | RTD Financial Advisors | Philadelphia | Not listed | Percentage of assets, Fixed fees |
| Heather Tracey | Meridian Wealth Partners | East Norriton | Not listed | Percentage of assets, Fixed fees |
| Jacob Carroll | RTD Financial Advisors | Philadelphia | Not listed | Percentage of assets, Fixed fees |
| James Detwiler | Barnstone Advisors | Phoenixville | Not listed | Percentage of assets, Hourly |
| Jayme Russo | Valley Brook Capital Group | Venetia | Not listed | Percentage of assets, Hourly |
| Jeremy Stahl | Stahl Wealth Management | Lancaster | Not listed | Percentage of assets, Hourly |
| Jessica Long | Blbb Advisors | Montgomeryville | Not listed | Percentage of assets, Fixed fees |
| John Aneser | Barnstone Advisors | Phoenixville | Not listed | Percentage of assets, Hourly |
| John Cully | Aspire Wealth Architects | Wexford | Not listed | Percentage of assets |
| John Lawton | Blbb Advisors | Montgomeryville | Not listed | Percentage of assets, Fixed fees |
| Joseph Knox | Evident Financial | Erie | Not listed | Percentage of assets, Hourly |
| Joshua Groff | Odyssey Group Wealth Advisors | Lancaster | Not listed | Percentage of assets |
| Justin Hill | Addis & Hill | Wayne | Not listed | Percentage of assets, Fixed fees |
| Kelly Bashore | Addis & Hill | Wayne | Not listed | Percentage of assets, Fixed fees |
| Kenneth Ambrogi | Meridian Wealth Partners | East Norriton | Not listed | Percentage of assets, Fixed fees |
| Kevin Blain | Archetype Advisors | Doylestown | Not listed | Percentage of assets, Fixed fees |
| Kyle Pettigrove | Tanager Wealth Management | Philadelphia | Not listed | Percentage of assets, Fixed fees |
| Laura Brewer | Blbb Advisors | Montgomeryville | Not listed | Percentage of assets, Fixed fees |
| Louis Depaul | Blbb Advisors | Montgomeryville | Not listed | Percentage of assets, Fixed fees |
| Marc Smith | Oars Capital | Dillsburg | Not listed | Percentage of assets, Fixed fees |
| Marlon Rose | Meridian Wealth Partners | Malvern | Not listed | Percentage of assets, Fixed fees |
| Mateusz Atlasik | Chestnut Street Investment Counsel | Lancaster | Not listed | Percentage of assets, Hourly |
| Michael Jehle | THI | Sewickley | Not listed | Percentage of assets, Hourly |
| Miguel Biamon | Newsquare Capital | Newtown Square | Not listed | Percentage of assets, Fixed fees |
| Nicole Cosnotti | Atmos Advisory | Pittsburgh | Not listed | Percentage of assets |
| Nicole Offerman | RTD Financial Advisors | Philadelphia | Not listed | Percentage of assets, Fixed fees |
| Peter Derby | Meridian Wealth Partners | East Norriton | Not listed | Percentage of assets, Fixed fees |
| Rachel Moran | RTD Financial Advisors | Philadelphia | Not listed | Percentage of assets, Fixed fees |
| Richard Heilig | Chestnut Street Investment Counsel | Lancaster | Not listed | Percentage of assets, Hourly |
| Richard Tice | Valley Brook Capital Group | Pittsburgh | Not listed | Percentage of assets, Hourly |
| Robert Arnold | Arnold Investment Group | Phoenixville | Not listed | Percentage of assets, Hourly |