| Robert Payne | Payne Capital Management | Blue Bell | Not listed | Percentage of assets, Hourly |
| Robert Peloso | 3RD Level Analytics | Chadds Ford | Not listed | Percentage of assets, Fixed fees |
| Robert Richardson | Winthrop Partners - WPA | Pittburgh | Not listed | Percentage of assets, Hourly |
| Robert Shoemaker | Robert William Shoemaker,iii | Gettysburg | Not listed | Percentage of assets, Hourly |
| Ronald Leonard | RCL Capital Management | Wexford | Not listed | Percentage of assets |
| Sara Brackett | Johnson & White Wealth Management | York | Not listed | Percentage of assets, Hourly |
| Scott Sheffer | Carnegie Wealth Management | Berwyn | Not listed | Percentage of assets, Fixed fees |
| Scott Smith | PSI Capital Management | Lancaster | Not listed | Percentage of assets, Hourly |
| Sean Wieland | Tannhauser Financial | North Wales | Not listed | Percentage of assets, Fixed fees |
| Sharon England | Mangolds Investment Advisors | Lancaster | Not listed | Percentage of assets, Hourly |
| Shawn Minnich | Lifetime Financial Foundations | York | Not listed | Percentage of assets, Hourly |
| Stephen Blahovec | North River Wealth Advisors | Pittsburgh | Not listed | Percentage of assets |
| Steven Blum | Steven G. Blum and Associates | Swarthmore | Not listed | Percentage of assets, Fixed fees |
| Steven Davidowitz | Chancellor Financial Group WB | Wilkes-Barre | Not listed | Percentage of assets, Hourly |
| Steven Mitchell | PSI Capital Management | Lancaster | Not listed | Percentage of assets, Hourly |
| Terence Brogan | Brogan Asset Management | Wynnewood | Not listed | Percentage of assets, Hourly |
| Terrence Casey | Chancellor Financial Group WB | Wilkes-Barre | Not listed | Percentage of assets, Hourly |
| Thomas Bunting | Winthrop Partners - EPA | Doylestown | Not listed | Percentage of assets, Hourly |
| Thomas Houck | PSI Capital Management | Hanover | Not listed | Percentage of assets, Hourly |
| Thomas O'Day | Chancellor Financial Group WB | Wilkes-Barre | Not listed | Percentage of assets, Hourly |
| Thomas Poltersdorf | GT Wealth | Lebanon | Not listed | Percentage of assets, Fixed fees |
| Timothy Erickson | Erickson Financial Group | Allentown | Not listed | Percentage of assets, Hourly |
| Tyler Howells | MFA Wealth Advisors | Pittsburgh | Not listed | Percentage of assets, Fixed fees |
| Tyler Storms | Hyperion Financial | Shillington | Not listed | Percentage of assets, Fixed fees |
| Vanessa McCall | Randall & Associates Wealth Management | Butler | Not listed | Percentage of assets, Hourly |
| Wayne Gifford | Financial Spectrum | Abington | Not listed | Percentage of assets, Hourly |
| William Johnson | I.M.S. Wealth Management | Erie | Not listed | Percentage of assets, Hourly |
| William McMahon | MFA Wealth Advisors | Pittsburgh | Not listed | Percentage of assets, Fixed fees |
| William Sands Jr | DEL VAL Retirement and Investment Services | Doylestown | Not listed | Percentage of assets |
| Xinyan Yi | New Green Capital | Wallingford | Not listed | Percentage of assets, Hourly |
| Zachary Buterbaugh | Mangolds Investment Advisors | Lancaster | Not listed | Percentage of assets, Hourly |
| Zachary Drescher | Stewardship Advisors | Mount Joy | Not listed | Percentage of assets, Fixed fees |