| James Garvin | Seedsafe Financial | South Park | CFP | Percentage of assets, Hourly |
| James Ortale | Lifeguide Financial Advisors | Mechanicsburg | CFP | Percentage of assets, Hourly |
| James Whalen | Cypress Financial Planning | Garnet Valley | CFP | Percentage of assets, Fixed fees |
| James White | Great Oak Wealth Management | Pottstown | CFP | Percentage of assets, Hourly |
| Jeff Lanscek | Milestone Financial Associates | Macungie | CFP, ChFC | Percentage of assets, Hourly |
| Jeffrey Alderfer | Bastion Fiduciary | Chadds Ford | CFP | Percentage of assets, Hourly |
| Jeffrey Hegedus | Milestone Financial Associates | Macungie | CFP | Percentage of assets, Hourly |
| Jennifer Bravo | Entrust Financial | Wayne | CFP | Percentage of assets, Hourly |
| Jennifer Dazols | Equita Financial Network | Fort Washington | CFP | Percentage of assets, Hourly |
| Jeremy Brenn | Sensenig Capital Advisors | Collegeville | CFP | Percentage of assets, Hourly |
| Jesse Wideman | Zenith Wealth Partners | Philadelphia | CFP | Percentage of assets, Hourly |
| John Fattibene | Harvest Financial Partners | Paoli | CFP | Percentage of assets, Hourly |
| John Matune | Matune Basile Advisors | Hermitage | CFP | Percentage of assets, Hourly |
| John Rea | Crossgate Wealth Advisors | Newtown | CFP | Percentage of assets, Hourly |
| Jonathan McSurdy | Axiom Investment Solutions | Doylestown | CFP, ChFC | Percentage of assets, Hourly |
| Jonathan Thompson | Master's Wealth Management | Leola | CFP | Percentage of assets, Fixed fees |
| Jordan Abell | Johnson & White Wealth Management | York | CFP | Percentage of assets, Hourly |
| Joseph Martinez | Entrust Financial | Wayne | CFP | Percentage of assets, Hourly |
| Joseph Wuenschell | Wuenschell Financial Services | Seven Fields | CFP | Percentage of assets, Hourly |
| Joslyn Ewart | Entrust Financial | Wayne | CFP | Percentage of assets, Hourly |
| Kathleen Burke | Equita Financial Network | Fort Washington | CFP | Percentage of assets, Hourly |
| Kathleen Skowronek | Integrated Planning & Wealth Management | Pittsburgh | CFP | Percentage of assets, Fixed fees |
| Kelly Reddy-Heffner | 80 West Asset Management | Pittsburgh | CFP | Percentage of assets, Hourly |
| Kevin Lake | Common Cents Planning | Glen Mills | CFP | Percentage of assets, Hourly |
| Kimberlee Spencer | Equita Financial Network | Fort Washington | CFP | Percentage of assets, Hourly |
| Levi Greenly | Lifeguide Financial Advisors | Mechanicsburg | CFP, CFA | Percentage of assets, Hourly |
| Logan Kready | Stewardship Advisors | Mount Joy | CFP | Percentage of assets, Fixed fees |
| Louis Tzamalas | Virtual Tax Planners | Wyoming | CFP | Percentage of assets, Hourly |
| Lyle Hershey | Master's Wealth Management | Leola | CFP | Percentage of assets, Fixed fees |
| Mark Brinser | Stewardship Advisors | Mount Joy | CFP | Percentage of assets, Fixed fees |
| Mark May | Ballast Financial Advisors | West Chester | CFP | Percentage of assets, Hourly |
| Mark Strey | Neptune Wealth | Pittsburgh | CFP | Percentage of assets, Hourly |
| Mark Vandenburg | Prepared Retirement Institute | Montgomeryville | CFP | Percentage of assets, Hourly |
| Marvin Barron | TGS Financial Advisors | Radnor | CFP | Percentage of assets, Fixed fees |
| Matthew Blocki | EWA | Pittsburgh | CFP | Percentage of assets, Fixed fees |
| Matthew Ellis | Common Cents Planning | Glen Mills | CFP | Percentage of assets, Hourly |
| Maureen Donahue | Yardley Wealth Management | Yardley | CFP | Percentage of assets, Fixed fees |
| McKenzie Frankel | Entrust Financial | Wayne | CFP | Percentage of assets, Hourly |
| Melissa Wissler | Master's Wealth Management | Leola | CFP | Percentage of assets, Fixed fees |
| Michael Ginder | Lifeguide Financial Advisors | Mechanicsburg | CFP | Percentage of assets, Hourly |
| Michael Hartman | Hyperion Financial | Shillington | CFP | Percentage of assets, Fixed fees |
| Michael Henzes | Open Wealth Network | Pottstown | CFP | Percentage of assets, Hourly |
| Michael Smith | PW Nova Financial Services | Newtown | CFP | Percentage of assets |
| Mildred Louise Santos | Common Cents Planning | Glen Mills | CFP | Percentage of assets, Hourly |
| Nicklaus Stonesifer | EWA | Pittsburgh | CFP, ChFC | Percentage of assets, Fixed fees |
| Nickolaus von Dohlen | Crossgate Wealth Advisors | Newtown | CFP | Percentage of assets, Hourly |
| Patrick Kelly | Aries Financial Navigators | Lititz | CFP | Percentage of assets, Hourly |
| Paul Juliano | Milestone Financial Associates | Macungie | CFP | Percentage of assets, Hourly |
| Richard Faw | Setarcos Wealth Advisors | Philadelphia | CFP, CFA | Percentage of assets, Fixed fees |
| Robert Boehner | Financial Consulate | Gettysburg | CFP | Percentage of assets, Hourly |