| Jacob McConnell | River's Edge Wealth Management | Beaver | CFP | Percentage of assets |
| Jake McCracken | River's Edge Wealth Management | Beaver | CFP | Percentage of assets |
| Jonathan Dane | Defiant Capital Group | Warrendale | CFP, CFA | Percentage of assets, Fixed fees |
| Matthew Ohrenich | Stillwater Private Wealth | Allenton | CFP | Percentage of assets, Flat fee or retainer |
| Patrick Graver | Center Stage Planning | Greeley | CFP | Percentage of assets, One-time planning fee |
| Quinn McCracken | River's Edge Wealth Management | Beaver | CFP | Percentage of assets |
| Sanjay Pawar | Bluesphere Advisors | East Norriton | CFP, CFA | Flat fee or retainer, Ongoing planning fee |
| Trevor York | River's Edge Wealth Management | Beaver | CFP, ChFC | Percentage of assets |
| Bryan Moylan | Traverse Private Wealth | Radnor | CFP | Percentage of assets, Hourly |
| Dane Czaplicki | Members' Wealth | Media | CFA | Percentage of assets, Fixed fees |
| Jackson Boyer | Kooman & Associates | Altoona | CFP | Percentage of assets, Fixed fees |
| Jeffrey Starkey | Kooman & Associates | Altoona | CFP | Percentage of assets, Fixed fees |
| Justin Best | Kooman & Associates | Altoona | CFP | Percentage of assets, Fixed fees |
| Kathryn Starkey | Kooman & Associates | Altoona | CFP | Percentage of assets, Fixed fees |
| Kristofer Harrison | Northeastern Financial Consultants | South Abington Township | CFP | Percentage of assets, Hourly |
| Kyle Moerschbacher | Kooman & Associates | Altoona | CFP | Percentage of assets, Fixed fees |
| Kyle Wagner | Wagner Wealth Management | Conyngham | CFP | Percentage of assets |
| Alison Cantley | Boden Wealth | Lemoyne | CFP | Percentage of assets, Hourly |
| Allison Kramer | Seaside Wealth Advisors | Mechanicsburg | ChFC | Percentage of assets, Hourly |
| Andrew Otto | Boden Wealth | Lemoyne | CFP | Percentage of assets, Hourly |
| Brian Zellers | Econ Wealth Management | Harrisburg | CFP | Percentage of assets |
| Cassandra Kirby | Braun-Bostich & Associates | Canonsburg | Not listed | Percentage of assets, Fixed fees |
| David Markle | Markle Wealth Management | Danielsville | CFP, PFS | Percentage of assets |
| Devin Rainone | MOR Wealth Management | Philadelphia | CFP, CFA | Percentage of assets, Hourly |
| Douglas Bostich | Braun-Bostich & Associates | Canonsburg | Not listed | Percentage of assets, Fixed fees |
| Gregory Johnson | MOR Wealth Management | Philadelphia | CFP, CFA | Percentage of assets, Hourly |
| James Harrington | Bluesphere Advisors | East Norriton | CFA | Flat fee or retainer, Ongoing planning fee |
| Joshua Jenkins | Seaside Wealth Advisors | Mechanicsburg | ChFC | Percentage of assets, Hourly |
| Joshuah Dains | Milinovich & Company | Clarksville | CFP | Ongoing planning fee |
| Nathan Imboden | Boden Wealth | Lemoyne | CFP | Percentage of assets, Hourly |
| Richard Lawrence | Lawrence Wealth Management | West Conshohocken | CFA | Percentage of assets |
| Ryan Galiotto | Etch Financial | Pittsburgh | CFP | Percentage of assets, Hourly |
| Stephen Troutman | Troutman Wealth Management | Malvern | CFP | Percentage of assets |
| Steven Economopoulos | Econ Wealth Management | Harrisburg | CFP, ChFC | Percentage of assets |
| Stuart Strasner | Defiant Capital Group | Warrendale | CFA | Percentage of assets, Fixed fees |
| Vincent Barbera | Newbridge Wealth Management | Bryn Mawr | CFP | Percentage of assets, Hourly |
| Alex LaRosa | Blue Bell Private Wealth Management | Blue Bell | CFP | Percentage of assets, Hourly |
| Alexi Gilmore-Manookian | Stash Wealth | Hawley | CFP | Percentage of assets, One-time planning fee |
| Allison Hershey | Fruitful | Philidelphia | CFP | Percentage of assets, Ongoing planning fee |
| Allison Kade | WealthFD | Conshohocken | CFP | Percentage of assets, Hourly |
| Amanda Phillips | Hudock Capital | Williamsport | Not listed | Percentage of assets, Hourly |
| Amber Pennycoff | Hudock Capital | Williamsport | Not listed | Percentage of assets, Hourly |
| Christina Cline | Hudock Capital | Williamsport | Not listed | Percentage of assets, Hourly |
| Daniel Levinson | Blue Bell Private Wealth Management | Blue Bell | CFP | Percentage of assets, Hourly |
| David Lorditch | Blue Bell Private Wealth Management | Blue Bell | CFP | Percentage of assets, Hourly |
| Erik Evans | GoalQuest Advisors | Berwyn | CFP | Percentage of assets, Hourly |
| Henry Fox | Blue Bell Private Wealth Management | Blue Bell | CFP, ChFC | Percentage of assets, Hourly |
| Isaac Martin | Members' Wealth | Media | Not listed | Percentage of assets, Fixed fees |
| Jesse D'Elia | Attleboro Wealth Management | Yardley | CFP | Percentage of assets, Fixed fees |
| Joseph Digangi | Amicus Financial Advisors | Easton | CFP | Percentage of assets, Hourly |