| Jonathan Schultz | Leading Edge Financial Planning | Raleigh | Not listed | Percentage of assets |
| Jordan Hicks | Hicks Financial Partners | Southern Pines | Not listed | Percentage of assets, Hourly |
| Joshua Kleinstuber | Lumina Wealth Management | Wilmington | Not listed | Percentage of assets, Hourly |
| Justin Saffel | Creativevest | Charlotte | Not listed | Percentage of assets, Fixed fees |
| Justin Yager | Brightpath Wealth Advisors | Raleigh | Not listed | Percentage of assets, Hourly |
| Kamerynn Bonn | Saltbox Financial | Greensboro | Not listed | Percentage of assets, Hourly |
| Kevin Cochran | Hunter Street Investment Advisors | Apex | Not listed | Percentage of assets, Hourly |
| Kirk Hobart | Beacon Wealth Consultants | Hickory | Not listed | Percentage of assets, Hourly |
| Liam Gilroy | Fortis Wealth Management | Blowing Rock | Not listed | Percentage of assets, Hourly |
| Mary Masters | Masters Tax and Financial Planning | Statesville | Not listed | Percentage of assets, Hourly |
| Matthew Maiers | Hunter Street Investment Advisors | Apex | Not listed | Percentage of assets, Hourly |
| Matthew Pohlman | Resurgent Advisors | Chapel Hill | Not listed | Percentage of assets, Hourly |
| Meredith Koenig | Lumina Wealth Management | Wilmington | Not listed | Percentage of assets, Hourly |
| Michael Brown | Olde Towne Financial Management | Greensboro | Not listed | Percentage of assets |
| Michael Molitoris | Flagship Wealth Management Group | Cary | Not listed | Percentage of assets, Hourly |
| Michael O'Rourke | Hunter Street Investment Advisors | Apex | Not listed | Percentage of assets, Hourly |
| Nicholas Gower | HIP Investor | Chapel Hill | Not listed | Percentage of assets, Hourly |
| Paige Grace | Ronald R Geiger | Wilmington | Not listed | Percentage of assets, Hourly |
| Patrick Lyons | Lyons DEN Capital | Zebulon | Not listed | Percentage of assets, Fixed fees |
| Paul Elam | Cordgrass Capital Advisors | Raleigh | Not listed | Percentage of assets, Hourly |
| Paul Yokabitus | Cary Financial Planning | Cary | Not listed | Percentage of assets, Fixed fees |
| Peter Platt | Platt Investment Counsel | Cary | Not listed | Percentage of assets |
| Peter Walton | 7PW Wealth | Davidson | Not listed | Percentage of assets |
| Riley Sutter | Hilltop Wealth Advisors | Chapel Hill | Not listed | Percentage of assets, Fixed fees |
| Robert Shaw | 7PW Wealth | Charlotte | Not listed | Percentage of assets |
| Sakshi Chauhan | Portus Wealth Advisors | Charlotte | Not listed | Percentage of assets, Hourly |
| Samantha Muncy | Evergreen Wealth Advisors | Raleigh | Not listed | Percentage of assets |
| Sofia Pina | Hilltop Wealth Advisors | Chapel Hill | Not listed | Percentage of assets, Fixed fees |
| Susan Cook | Horizons Wealth Management | Asheville | Not listed | Percentage of assets, Hourly |
| Thomas Long | Keel & Long Financial Management | Greenville | Not listed | Percentage of assets, Hourly |
| Timothy Dukes | Dukes Financial Group | Charlotte | Not listed | Percentage of assets, Fixed fees |
| Warren Overman | Springboard Financial Services | Black Mountain | Not listed | Percentage of assets, Fixed fees |
| Yash Deshpande | Aureus Capital | Charlotte | Not listed | Percentage of assets, Hourly |