| Joseph Hogan | WealthFD | Conshohocken | CFP | Percentage of assets, Hourly |
| Joshua Pearson | Blue Bell Private Wealth Management | Blue Bell | CFP | Percentage of assets, Hourly |
| Joshua Yoder | Hudock Capital | Williamsport | Not listed | Percentage of assets, Hourly |
| Lidia Amodei | Attleboro Wealth Management | Yardley | CFP, CFA | Percentage of assets, Fixed fees |
| Mark Byelich | Attleboro Wealth Management | Yardley | CFP | Percentage of assets, Fixed fees |
| Michael Weber | Blue Bell Private Wealth Management | Blue Bell | CFP | Percentage of assets, Hourly |
| Noah Rankin | Green Leaf Advisors | New Bethlehem | Not listed | Percentage of assets, One-time planning fee |
| Rose DeFrank | WealthFD | Conshohocken | CFP | Percentage of assets, Hourly |
| Ryan DiFabrizio | WealthFD | Conshohocken | CFP | Percentage of assets, Hourly |
| Steven Sivak | Innovate Wealth | Scottdale | CFP | Percentage of assets, Hourly |
| Stuart Caplan | Members' Wealth | Media | Not listed | Percentage of assets, Fixed fees |
| Timothy Thomas | Members' Wealth | Media | Not listed | Percentage of assets, Fixed fees |
| Victoria Abaev | WealthFD | Conshohocken | CFP | Percentage of assets, Hourly |
| Alexis Cunningham | McClarren Financial Advisors | St. Mary'S | CFP | Ongoing planning fee |
| Allen Carr | Vantus Wealth | Lancaster | Not listed | Percentage of assets, Hourly |
| Andrew Cooper | Cooper Eagle | King Of Prussia | CFP | Percentage of assets, Hourly |
| Andrew Sedora | Vantus Wealth | Lancaster | Not listed | Percentage of assets, Hourly |
| Brandon Redmond | McClarren Financial Advisors | State College | CFP | Ongoing planning fee |
| Brian Yates | Asset One | Bridgeville | CFP | Percentage of assets |
| Christopher Botamer | Botamer Financial | State College | CFP | Percentage of assets, Hourly |
| Clinton Simmons | Vantus Wealth | Lancaster | Not listed | Percentage of assets, Hourly |
| Evan Evans | Onyx Bridge Wealth Group | Exton | ChFC | Percentage of assets, Hourly |
| Gabriel Sedora | Vantus Wealth | Lancaster | Not listed | Percentage of assets, Hourly |
| Gregory Reeder | McClarren Financial Advisors | State College | CFP | Ongoing planning fee |
| Jason Abruzere | Weyhill Investment Counsel | Bethlehem | Not listed | Hourly, One-time planning fee |
| Jason Vavra | VCM Wealth | Collegeville | PFS | Percentage of assets, Hourly |
| Jeffrey Emrich | Vantus Wealth | Lancaster | Not listed | Percentage of assets, Hourly |
| Jillian Gisoni | Kapusta Financial Group | Pittsburgh | CFP | Percentage of assets, Hourly |
| Joseph Schmitt | Incline Financial Planning | Mars | Not listed | Percentage of assets, Ongoing planning fee |
| Joshua Purdy | McClarren Financial Advisors | State College | CFP | Ongoing planning fee |
| Mario Martinelli | VaMa Oak Wealth | Doylestown | CFP | Percentage of assets, Fixed fees |
| Michael Cox | Seaside Wealth Advisors | Mechanicsburg | Not listed | Percentage of assets, Hourly |
| Paul Broomell | Vantus Wealth | Lancaster | Not listed | Percentage of assets, Hourly |
| R. Christopher Wiegand | Newbridge Wealth Management | Bryn Mawr | CFA | Percentage of assets, Hourly |
| Rebecca Drexler-Bleivik | Cooper Eagle | King Of Prussia | CFP | Percentage of assets, Hourly |
| Rick Vala | VaMa Oak Wealth | Doylestown | CFP | Percentage of assets, Fixed fees |
| Ruby Weidler | McClarren Financial Advisors | State College | CFP | Ongoing planning fee |
| Ryan Suess | Kapusta Financial Group | Pittsburgh | CFP | Percentage of assets, Hourly |
| Samantha Silberstein | Chicory Wealth | Philadelphia | CFP | Percentage of assets, Fixed fees |
| Seth Bittner | Stillwater Private Wealth | Allentown | Not listed | Percentage of assets, Flat fee or retainer |
| Thomas Franks | Emmanuel Capital Management | Pittsurgh | CFA | Percentage of assets, Hourly |
| Thomas McGahan | Eamon Capital Management | Wexford | CFA | Percentage of assets, Hourly |
| Allen Wagner | Wagner Wealth Management | Conyngham | Not listed | Percentage of assets |
| Amy Delauter | Kooman & Associates | Altoona | Not listed | Percentage of assets, Fixed fees |
| Andrew Gans | Rockcliff Capital | Pittsburgh | CFP | Flat fee or retainer |
| Andrew Mickley | Lakeside Planning | Macungie | Not listed | Percentage of assets, Ongoing planning fee |
| Bob Winkelman | Westward Planning Group | Narberth | CFP | Hourly, Fixed fees |
| Brendan Dooley | Meaningful Wealth Management LLC | Flourtown | CFP, CRPC | Percentage of assets, Fixed fees |
| Darin Koss | Tower Wealth Partners | Lewisburg | CFP | Percentage of assets, Hourly |
| David Niggel | Key Wealth Partners | Lititz | CFP, ChFC | Percentage of assets, Hourly |