| William Holt | Financial Symmetry | Raleigh | CFP | Percentage of assets, Hourly |
| William Howard | Durant Wealth Mgmt Advisory Services | Mooresville | CFP, ChFC | Percentage of assets, Hourly |
| William Newcomb | Newcomb Financial Advisors | Chapel Hill | CFP | Percentage of assets, Hourly |
| William Ramsay | Financial Symmetry | Raleigh | CFP | Percentage of assets, Hourly |
| William Sloan | Sound Financial Management | Raleigh | CFP | Percentage of assets |
| William Sloan | Sound Financial Management | Raleigh | CFP | Percentage of assets |
| Charles Leedy | Hunter Street Investment Advisors | Apex | CFA | Percentage of assets, Hourly |
| Chris Harrell | Cordgrass Capital Advisors | Raleigh | CFA | Percentage of assets, Hourly |
| Edin Cuskovic | Maximum Advisory | Huntersville | CFA | Percentage of assets, Hourly |
| Lauretta Reeves | Bastion Fiduciary | Raleigh | CFA | Percentage of assets, Hourly |
| Paul Delaney | Capital Endurance Group | Cary | CFA | Percentage of assets, Fixed fees |
| Shrey Patel | Ataraxis Capital | Durham | CFA | Percentage of assets, Hourly |
| Alexander Halavazis | Foundation Wealth & Tax Advisors | Charlotte | Not listed | Percentage of assets, Hourly |
| Anthony Winkels | Fortis Wealth Management | Blowing Rock | Not listed | Percentage of assets, Hourly |
| Austin Childress | Three Magnolias Financial Advisors | Winston Salem | Not listed | Percentage of assets, Hourly |
| Bailey Alleman | Leading Edge Financial Planning | Fuquay Varina | Not listed | Percentage of assets |
| Bradley Kendall | Tassel Capital Management | Matthews | Not listed | Percentage of assets, Hourly |
| Brian Debruin | Brightpath Wealth Advisors | Raleigh | Not listed | Percentage of assets, Hourly |
| Brian Johnson | Brightpath Wealth Advisors | Raleigh | Not listed | Percentage of assets, Hourly |
| Cambell Conard | Shepherd Wealth Partners | Waxhaw | Not listed | Percentage of assets, Hourly |
| Carlton Whitman | Tassel Capital Management | Matthews | Not listed | Percentage of assets, Hourly |
| Caroline Gallagher | Greenway Wealth Advisors | Charlotte | Not listed | Percentage of assets, Hourly |
| Chad Storck | Joel Adams and Associates | Asheville | Not listed | Percentage of assets, Hourly |
| Charles Parks | C F Parks | Salisbury | Not listed | Percentage of assets, Fixed fees |
| Christopher Harp | CH Capital Management | Chapel Hill | Not listed | Percentage of assets, Hourly |
| Colby Mank | Mason & Associates | Apex | Not listed | Percentage of assets, Hourly |
| Colton Tickle | Financial Symmetry | Raleigh | Not listed | Percentage of assets, Hourly |
| Daniel Conklin | Hunter Street Investment Advisors | Apex | Not listed | Percentage of assets, Hourly |
| Daniel Joseph | Fortis Wealth Management | Charlotte | Not listed | Percentage of assets, Hourly |
| David Clark | Oak Harbor Wealth Partners | Raleigh | Not listed | Percentage of assets, Fixed fees |
| David Gikoshvili | Miner Wealth Management | Raleigh | Not listed | Percentage of assets, Hourly |
| David Isley | Abound Investments | Burlington | Not listed | Percentage of assets, Hourly |
| David Perkins | Pharos Capital Management | Fuquay-Varina | Not listed | Percentage of assets, Hourly |
| David Staab | Foundation Wealth & Tax Advisors | Charlotte | Not listed | Percentage of assets, Hourly |
| Diane Nelson | Shepherd Wealth Partners | Waxhaw | Not listed | Percentage of assets, Hourly |
| Donald Masters | Masters Tax and Financial Planning | Statesville | Not listed | Percentage of assets, Hourly |
| Edward Helm | Emerald Haven Investments | Albemarle | Not listed | Percentage of assets, Hourly |
| Emily Burgess | AIM Advisors | Raleigh | Not listed | Percentage of assets, Hourly |
| Erin Tackett | Tackett Wealth Management | Cary | Not listed | Percentage of assets, Hourly |
| Fred Lowry | Brightpath Wealth Advisors | Raleigh | Not listed | Percentage of assets, Hourly |
| George Nowack | Hunter Street Investment Advisors | Apex | Not listed | Percentage of assets, Hourly |
| Jacob Moore | Pandowealth. | Wilmington | Not listed | Percentage of assets, Fixed fees |
| Jade Brookreson | Financial Symmetry | Raleigh | Not listed | Percentage of assets, Hourly |
| James Holmes | Three Magnolias Financial Advisors | Winston Salem | Not listed | Percentage of assets, Hourly |
| James Irwin | Northstar Capital Advisors | Charlotte | Not listed | Percentage of assets, Hourly |
| James Spirko | Sovereign Financial Group | Raleigh | Not listed | Percentage of assets |
| Jeffery Campbell | Fryar Financial | Durham | Not listed | Percentage of assets, Fixed fees |
| Jeremy Hamann | Evergreen Wealth Advisors | Raleigh | Not listed | Percentage of assets |
| Joel Anderson | Evergreen Wealth Advisors | Raleigh | Not listed | Percentage of assets |
| John Morgan | Spectrum Advisers | Chapel Hill | Not listed | Percentage of assets, Hourly |