| Taiyoung Lee | Wealthy & Wise Family Office | Columbia | Not listed | Percentage of assets, Hourly |
| Aaron Weston | FSA Wealth Partners | Rockville | CFP | Percentage of assets, Hourly |
| Alan Myers | Aerie Capital Management | Baltimore | CFA | Percentage of assets, Hourly |
| Andrew Ashton | Prostatis Group | Hanover | Not listed | Percentage of assets, Hourly |
| Andrew Knachel | Oliver Wealth Management | Towson | Not listed | Ongoing planning fee |
| Anne Claire Nornhold | Garritt Financial Solutions | Baltimore | Not listed | Percentage of assets, Ongoing planning fee |
| Annika Mitchell | 1 North Wealth Services | Annapolis | Not listed | Hourly, Ongoing planning fee |
| Brian Canet | Prostatis Group | Hanover | Not listed | Percentage of assets, Hourly |
| Brian Woods | Woods Financial Services | Towson | Not listed | Ongoing planning fee |
| Christopher Oland | Harmony Wealth Advisors | Edgewater | Not listed | Percentage of assets, Fixed fees |
| Collin Toal | RCS Financial Planning | Annapolis | Not listed | Percentage of assets, Hourly |
| David Petersen | FSA Wealth Partners | Rockville | CFP | Percentage of assets, Hourly |
| Dimitri Sfakiyanudis | 1 North Wealth Services | Annapolis | Not listed | Hourly, Ongoing planning fee |
| Frank Byskov | Forty4 Financial | Bethesda | CFP, CFA | Percentage of assets, Hourly |
| George Boudreau | Oliver Wealth Management | Towson | Not listed | Ongoing planning fee |
| Hossameldin Abdelkarim | Poise Investment Advisors | Germantown | Not listed | Percentage of assets, Hourly |
| James Joseph | FSA Wealth Partners | Rockville | CFP | Percentage of assets, Hourly |
| Jeffrey Venables | Garritt Financial Solutions | Baltimore | Not listed | Percentage of assets, Ongoing planning fee |
| John Milchling | 1 North Wealth Services | Annapolis | Not listed | Hourly, Ongoing planning fee |
| Joseph Plume | Oliver Wealth Management | Towson | Not listed | Ongoing planning fee |
| Justin Garritt | Garritt Financial Solutions | Baltimore | Not listed | Percentage of assets, Ongoing planning fee |
| Katherine Groce | Prostatis Group | Hanover | Not listed | Percentage of assets, Hourly |
| Kathryn Putek | 1 North Wealth Services | Annapolis | Not listed | Hourly, Ongoing planning fee |
| Kevin Caldwell | Islands East Advisors | Chester | Not listed | Flat fee or retainer, Hourly |
| Kimberly Basenback | FSA Wealth Partners | Rockville | CFP | Percentage of assets, Hourly |
| Lawrence Kiely | Prostatis Group | Hanover | Not listed | Percentage of assets, Hourly |
| Lisa Schaefer | KFA Private Wealth Group | Chevy Chase | Not listed | Percentage of assets, Hourly |
| Mary Hughes | 1 North Wealth Services | Annapolis | Not listed | Hourly, Ongoing planning fee |
| Michael Canet | Prostatis Group | Hanover | Not listed | Percentage of assets, Hourly |
| Ryan Herbert | Prostatis Group | Hanover | Not listed | Percentage of assets, Hourly |
| Sherif Othman | Poise Investment Advisors | Germantown | Not listed | Percentage of assets, Hourly |
| Vanessa Pruett-Urie | Prostatis Group | Hanover | Not listed | Percentage of assets, Hourly |
| Adam Bosma | Ventus Wealth Management LLC | Annapolis | CFP, MBA | Percentage of assets, Hourly |
| Darren Straniero | OnPlane Financial Advisors | Poolesville | CFP | Fixed fees |
| Gabriel Trasatti | Trasatti Wealth Planning | Baltimore | PFS | Percentage of assets, Hourly |
| Gary Aiken | Caveness Wealth Advisory | Rockville | Not listed | Percentage of assets, Hourly |
| Isiah Williams | Audible Wealth Management | Silver Spring | Not listed | Percentage of assets, Fixed fees |
| Jaron Beach | Pointer Financial Advisors | Columbia | CFP | Percentage of assets |
| Jonathan McKinney | Audible Wealth Management | Silver Spring | Not listed | Percentage of assets, Fixed fees |
| Lorie Scheibel | Scheibel Planning Solutions | Crownsville | Not listed | Ongoing planning fee |
| Mary Thomas-Spruill | Serene Financial Solutions | Gaithersburg | ChFC | Hourly, Fixed fees |
| Matthew Costa | Foundation Wealth & Tax Advisors, LLC | Annapolis | CFP, CPA | Percentage of assets, Hourly |
| Melissa Miller | Sovereign Financial Services | Phoenix | Not listed | Percentage of assets |
| Monica Carlos | Audible Wealth Management | Silver Spring | Not listed | Percentage of assets, Fixed fees |
| Raul Shah | DocShah Financial | Ellicott City | Not listed | Percentage of assets, One-time planning fee |
| Robert Lindstrom | Provision Financial Planning | Towson | CFP, EA | Percentage of assets, Hourly |
| Sean Moore | Moore Wealth | Frederick | CFP | Percentage of assets, Fixed fees |
| Shabri Moore | Moore Wealth | Frederick | CFP | Percentage of assets, Fixed fees |
| Shawn Miller | Sovereign Financial Services | Phoenix | Not listed | Percentage of assets |
| Steven Stern | Abel Financial | Eldersburg | CFP | Percentage of assets, Fixed fees |