| Darian Billingsley | Financial Symmetry | Raleigh | CFP | Percentage of assets, Hourly |
| David Wise | Hilltop Wealth Advisors | Chapel Hill | CFP | Percentage of assets, Fixed fees |
| Don Keel | Keel & Long Financial Management | Greenville | CFP | Percentage of assets, Hourly |
| Dylan Harnett | Alpha Financial Advisors | Charlotte | CFP | Percentage of assets, Fixed fees |
| Edward Coambs | Alpha Financial Advisors | Charlotte | CFP | Percentage of assets, Fixed fees |
| Elizabeth Stancil | Hilltop Wealth Advisors | Chapel Hill | CFP | Percentage of assets, Fixed fees |
| Ella Rogers | Financial Symmetry | Raleigh | CFP | Percentage of assets, Hourly |
| Elmer Wessel | Wessel Investment Counsel | Asheville | CFP, CFA | Percentage of assets, Hourly |
| Garrick King | Financial Symmetry | Raleigh | CFP | Percentage of assets, Hourly |
| Glen Martin | Horizons Wealth Management | Asheville | CFP | Percentage of assets, Hourly |
| Grace Kvantas | Financial Symmetry | Raleigh | CFP | Percentage of assets, Hourly |
| Graham Mull | Foundation Wealth & Tax Advisors | Charlotte | CFP | Percentage of assets, Hourly |
| Grayson Blazek | Financial Symmetry | Raleigh | CFP | Percentage of assets, Hourly |
| Haley Modlin | Financial Symmetry | Raleigh | CFP | Percentage of assets, Hourly |
| Heather Lawrence | Alpha Financial Advisors | Charlotte | CFP | Percentage of assets, Fixed fees |
| Henry Barringer | Alpha Financial Advisors | Charlotte | CFP | Percentage of assets, Fixed fees |
| James Brown | Minerva Planning Group | Durham | CFP | Percentage of assets, Hourly |
| James Hill | Gatehill Financial Consulting | Charlotte | CFP | Percentage of assets, Hourly |
| Jason Skibek | Skibek Wealth Management | Charlotte | CFP | Percentage of assets |
| Jennifer Hill | Greenway Wealth Advisors | Charlotte | CFP | Percentage of assets, Hourly |
| Jessie Goodwin | Joel Adams and Associates | Asheville | CFP | Percentage of assets, Hourly |
| John Frechette | Foundry Financial | Davidson | CFP | Percentage of assets, Fixed fees |
| Joseph Aulisi | Foundry Financial | Raleigh | CFP | Percentage of assets, Fixed fees |
| Joseph Calabrasi | Lionsight Capital | Mint Hill | CFP | Percentage of assets, Hourly |
| Joseph Malfeo | Hunter Street Investment Advisors | Apex | CFP, ChFC | Percentage of assets, Hourly |
| Joseph Marques | Bolin Creek Wealth Advisors | Chapel Hill | CFP | Hourly, Fixed fees |
| Katherine Alepa | Ithaka Financial Planning | Holly Springs | CFP | Percentage of assets, Hourly |
| Kathy Stanley | Sentry Consulting | Charlotte | CFP | Percentage of assets, Hourly |
| Kinston Whitener | Cordgrass Capital Advisors | Raleigh | CFP | Percentage of assets, Hourly |
| Mackenzie Bell | Hilltop Wealth Advisors | Chapel Hill | CFP, ChFC | Percentage of assets, Fixed fees |
| Michael Eklund | Financial Symmetry | Raleigh | CFP | Percentage of assets, Hourly |
| Michael Honea | Cary Financial Planning | Cary | CFP | Percentage of assets, Fixed fees |
| Michael Mustian | Soaring Investment Management | Mint Hill | CFP | Percentage of assets, Hourly |
| Micheal Smith | Financial Symmetry | Raleigh | CFP | Percentage of assets, Hourly |
| Natalie Foy | Greenway Wealth Advisors | Charlotte | CFP, CFA | Percentage of assets, Hourly |
| Paul Richards | Hicks & Associates Wealth Management | Cary | CFP | Percentage of assets, Hourly |
| Robert Baschnagel | Holcombe & Mcgrath | Asheville | CFP | Percentage of assets, Hourly |
| Robert Drury | 7PW Wealth | Charlotte | CFP, CFA | Percentage of assets |
| Russell Eriksen | Hilltop Wealth Advisors | Chapel Hill | CFP, ChFC | Percentage of assets, Fixed fees |
| Ryan Foster | Crossroads Financial Services | Pleasant Garden | CFP | Percentage of assets, Hourly |
| Stephen Neubig | Hilltop Wealth Advisors | Chapel Hill | CFP | Percentage of assets, Fixed fees |
| Steven Swierkowski | Counterweight Private Wealth | Wilmington | CFP | Percentage of assets, Fixed fees |
| Susan Kelly | Tassel Capital Management | Matthews | CFP | Percentage of assets, Hourly |
| Susan McGrath | Holcombe & Mcgrath | Asheville | CFP | Percentage of assets, Hourly |
| Terrance Green | Blue Water Capital Management | Apex | CFP | Percentage of assets, Hourly |
| Thomas Sikes | Wanderwealth | Hillsborough | CFP | Percentage of assets, Fixed fees |
| Treven Ayers | Clearview Wealth Management | Charlotte | CFP | Percentage of assets, Fixed fees |
| Tyler Weaver | Alpha Financial Advisors | Charlotte | CFP | Percentage of assets, Fixed fees |
| William Clark | Clearview Wealth Management | Charlotte | CFP | Percentage of assets, Fixed fees |
| William Hesmer | Oak Harbor Wealth Partners | Raleigh | CFP | Percentage of assets, Fixed fees |