| Brent Chavez | Aequitas Equitas Wealth Management | Riegelsville | Not listed | Percentage of assets, Hourly |
| Carl Kielbasa | Phoenix Rising Wealth Management | State College | Not listed | Percentage of assets, Hourly |
| Carl Rowits | CWR Capital Management | Lancaster | Not listed | Ongoing planning fee, One-time planning fee |
| Derek Varner | Avail Investment Partners | Lemont | CFA | Percentage of assets, Hourly |
| Emily Wheeler | Attleboro Wealth Management | Yardley | Not listed | Percentage of assets, Fixed fees |
| J Miller | Blue Bell Private Wealth Management | Blue Bell | Not listed | Percentage of assets, Hourly |
| Jacob Dentler | Dentler Capital | New Cumberland | Not listed | Percentage of assets, Hourly |
| John Jim | Beacon Bridge Wealth Partners | Lower Gwynedd | ChFC | Percentage of assets, Fixed fees |
| Jon Sobotkin | Blue Bell Private Wealth Management | Blue Bell | Not listed | Percentage of assets, Hourly |
| Jonathan Miller | Blue Bell Private Wealth Management | Blue Bell | Not listed | Percentage of assets, Hourly |
| Justin Capetola | Blue Bell Private Wealth Management | Blue Bell | Not listed | Percentage of assets, Hourly |
| Lucas Zaba | GoalQuest Advisors | Berwyn | Not listed | Percentage of assets, Hourly |
| Martin Federici | MF Advisers | Dallas | Not listed | Percentage of assets, Hourly |
| Martin Wildy | Avail Investment Partners | Lemont | CFA | Percentage of assets, Hourly |
| Matthew Fenedick | MF Advisers | Dallas | Not listed | Percentage of assets, Hourly |
| Sean Huston | Huston Fox, Financial Advisory Services | Hanover | ChFC | Percentage of assets, Fixed fees |
| Sean Miller | Blue Bell Private Wealth Management | Blue Bell | Not listed | Percentage of assets, Hourly |
| William Messner | Bill Messner Contrarian Investment Advisory | New Castle | Not listed | Hourly, Ongoing planning fee |
| Ben Engel | Modesto Capital | Elkins Park | Not listed | Percentage of assets, Hourly |
| Bruce Hunt | Rose Valley Asset Management | Media | Not listed | Percentage of assets, Hourly |
| Catherine Kapusta | Kapusta Financial Group | Pittsburgh | Not listed | Percentage of assets, Hourly |
| Christopher Jackson | truNorth™ Financial Services | Chambersburg | Not listed | Percentage of assets, Hourly |
| Curt Stauffer | MCM Wealth | Lancaster | Not listed | Percentage of assets, Hourly |
| Dina Roan | McClarren Financial Advisors | State College | Not listed | Ongoing planning fee |
| Jamie Roth | Solyco Wealth | Hanover | Not listed | Percentage of assets, Hourly |
| Jeffrey Guindon | Carriage Hill Investment Associates | Lancaster | Not listed | Percentage of assets, Hourly |
| Jennifer Anderson | McClarren Financial Advisors | State College | Not listed | Ongoing planning fee |
| Kristin Ramsay | truNorth™ Financial Services | Chambersburg | Not listed | Percentage of assets, Hourly |
| Kyle Zentner | McClarren Financial Advisors | State College | Not listed | Ongoing planning fee |
| Noah Eshenaur | truNorth™ Financial Services | Chambersburg | Not listed | Percentage of assets, Hourly |
| Patrick Clark | Neshaminy Creek Advisors | Bensalem | Not listed | Percentage of assets, Hourly |
| Rafael Yurk | Asset One | Bridgeville | Not listed | Percentage of assets |
| Steven Maher | Cool Creek Financial | Lancaster | Not listed | Percentage of assets, Hourly |
| Steven Thompson | Avantra Family Wealth | Mechanicsburg | Not listed | Percentage of assets, Hourly |
| Timothy Powers | Powers Capital Management | Conshohocken | Not listed | Percentage of assets, Fixed fees |
| Wade Hoffman | Avantra Family Wealth | Mechanicsburg | Not listed | Percentage of assets, Hourly |
| Arielle Buitenhuys | Avail Investment Partners | Lemont | Not listed | Percentage of assets, Hourly |
| Benjamin Liscum | Tower Wealth Partners | Lewisburg | Not listed | Percentage of assets, Hourly |
| Brett Greenfield | Avail Investment Partners | Lemont | Not listed | Percentage of assets, Hourly |
| Caitlin Escoffery | Beacon Bridge Wealth Partners | Lower Gwynedd | Not listed | Percentage of assets, Fixed fees |
| Calvin Rose | Clear Capital Management | Doylestown | Not listed | Percentage of assets, Hourly |
| Christopher Campanella | Keystone Investment Advisors | Wexford | Not listed | Percentage of assets, Hourly |
| Eric Carlson | Sewickley Financial | Sewickley | Not listed | Percentage of assets, Hourly |
| Eric Rosenfeld | Clear Capital Management | Doylestown | Not listed | Percentage of assets, Hourly |
| Gavin King | Northstar Financial Companies | Conshohocken | Not listed | Percentage of assets, Hourly |
| Geoffrey Caber | Avail Investment Partners | Lemont | Not listed | Percentage of assets, Hourly |
| Glenn Williams | Northstar Financial Companies | Conshohocken | Not listed | Percentage of assets, Hourly |
| Gregory Burd | Keystone Investment Advisors | Wexford | Not listed | Percentage of assets, Hourly |
| Haley Koss | Tower Wealth Partners | Lewisburg | Not listed | Percentage of assets, Hourly |
| James Schmidt | Beacon Bridge Wealth Partners | Lower Gwynedd | Not listed | Percentage of assets, Fixed fees |