| Jared Kohl | Tower Wealth Partners | Lewisburg | Not listed | Percentage of assets, Hourly |
| Jeffrey Wesnofske | Clear Capital Management | Doylestown | Not listed | Percentage of assets, Hourly |
| Joshua Grimes-Avery | Northstar Financial Companies | Conshohocken | Not listed | Percentage of assets, Hourly |
| Julia Randall | Northstar Financial Companies | Conshohocken | Not listed | Percentage of assets, Hourly |
| Linda Bowen | Bowen Asset Management | West Chester | Not listed | Percentage of assets, Hourly |
| Matthew Krupp | Retirement Collaborative | Harrisburg | Not listed | Percentage of assets, Hourly |
| Meredith Henderson | Avail Investment Partners | Lemont | Not listed | Percentage of assets, Hourly |
| Roderick Hays | Avail Investment Partners | Lemont | Not listed | Percentage of assets, Hourly |
| Ryan Fox | Huston Fox, Financial Advisory Services | Gettysburg | Not listed | Percentage of assets, Fixed fees |
| Stephen Hetrick | Retirement Collaborative | Harrisburg | Not listed | Percentage of assets, Hourly |
| Steven Girard | Northstar Financial Companies | Conshohocken | Not listed | Percentage of assets, Hourly |
| Thomas Tuskey | Northstar Financial Companies | Conshohocken | Not listed | Percentage of assets, Hourly |
| Zack Bowen | Bowen Asset Management | West Chester | Not listed | Percentage of assets, Hourly |
| Aaron Dessen | Payne Capital Management | Blue Bell | CFP | Percentage of assets, Hourly |
| Alvin Clay | Alvin Clay Financial Advisors | Jenkintown | CFP, PFS | Percentage of assets, Fixed fees |
| Amy Abromaitis | Carnegie Wealth Management | Berwyn | CFP | Percentage of assets, Fixed fees |
| Amy Hamasaki | Equita Financial Network | Fort Washington | CFP | Percentage of assets, Hourly |
| Andrew Pursel | Matune Basile Advisors | Hermitage | CFP, ChFC | Percentage of assets, Hourly |
| Andrew Tudor | Zenith Wealth Partners | Philadelphia | CFP | Percentage of assets, Hourly |
| Audrey Libois | TGS Financial Advisors | Radnor | CFP | Percentage of assets, Fixed fees |
| Benjamin Ruttenberg | EWA | Pittsburgh | CFP | Percentage of assets, Fixed fees |
| Benjamin Smith | Wealthcare Solutions | Radnor | CFP | Percentage of assets, Hourly |
| Benjamin Writer | Stewardship Advisors | Mount Joy | CFP | Percentage of assets, Fixed fees |
| Bradley Garges | Prepared Retirement Institute | Montgomeryville | CFP | Percentage of assets, Hourly |
| Brandon Zahal | Crossgate Wealth Advisors | Newtown | CFP | Percentage of assets, Hourly |
| Brian Henrysen | PW Nova Financial Services | Newtown | CFP | Percentage of assets |
| Brian Wayne | Lifeguide Financial Advisors | Mount Joy | CFP | Percentage of assets, Hourly |
| Brien Lasse | Lifeguide Financial Advisors | Mechanicsburg | CFP | Percentage of assets, Hourly |
| Bryce Brennan | PSI Capital Management | Lancaster | CFP | Percentage of assets, Hourly |
| Christopher Johnson | Johnson & White Wealth Management | York | CFP | Percentage of assets, Hourly |
| Colin Zizzi | Zizzi Investments | Mechanicsburg | CFP | Percentage of assets, Hourly |
| Collin Randall | Randall & Associates Wealth Management | Butler | CFP, CFA | Percentage of assets, Hourly |
| Craig Preisendefer | Latitude Advisors | Pittsburgh | CFP | Percentage of assets, Hourly |
| Daniel Cieniewicz | Hyperion Financial | Shillington | CFP | Percentage of assets, Fixed fees |
| Daniel Elser | Ballast Financial Advisors | West Chester | CFP | Percentage of assets, Hourly |
| Daniel McHugh | Ballast Financial Advisors | West Chester | CFP | Percentage of assets, Hourly |
| Darla Main | Main Advisory | Canonsburg | CFP | Percentage of assets, Fixed fees |
| David Coult | Milestone Financial Associates | Macungie | CFP, ChFC | Percentage of assets, Hourly |
| David Meschel | Meschel Wealth Management | Yardley | CFP | Percentage of assets, Hourly |
| Derek Mosley | Lifeguide Financial Advisors | Mechanicsburg | CFP | Percentage of assets, Hourly |
| Donald Bird | Bird Financial Group | Philadelphia | CFP | Percentage of assets, Hourly |
| Eugene Root | Templeton Financial Planning | Coraopolis | CFP | Hourly, Fixed fees |
| Fahmin Fardous | Zenith Wealth Partners | Philadelphia | CFP | Percentage of assets, Hourly |
| Francis Schuler | DWD Portfolio Solutions | Pittsburgh | CFP | Percentage of assets, Hourly |
| Frank Fiumecaldo | Aventine Financial Group | Doylestown | CFP | Percentage of assets, Hourly |
| Gary Storie | Storie Financial Advisory | Canonsburg | CFP | Hourly |
| George Appel | George J. Appel | Harveys Lake | CFP | Hourly, Fixed fees |
| Holly Clarke | Milestone Financial Associates | Macungie | CFP | Percentage of assets, Hourly |
| Holly Whitmire | Lifeguide Financial Advisors | Mechanicsburg | CFP | Percentage of assets, Hourly |
| Jaclynne Walsh | Equita Financial Network | Fort Washington | CFP | Percentage of assets, Hourly |