| Zachary Hubbard | Sargent Investment Group | Bethesda | CFP | Percentage of assets |
| Andrew Schenker | Heritage Investors Management | Bethesda | CFA | Percentage of assets, Hourly |
| Brian Curtin | Heritage Investors Management | Bethesda | CFA | Percentage of assets, Hourly |
| Christopher Benson | LK Benson & Company | Timonium | PFS | Hourly, Fixed fees |
| Craig Lukin | Heritage Investors Management | Bethesda | CFA | Percentage of assets, Hourly |
| Derek Stone | Heritage Investors Management | Bethesda | CFA | Percentage of assets, Hourly |
| Gretchen Straczewski | Tred Avon Family Wealth | Easton | Not listed | Percentage of assets, Hourly |
| Jordan Daugherty | FSA Wealth Partners | Rockville | CFA | Percentage of assets, Hourly |
| Kenneth Long | Heritage Investors Management | Bethesda | CFA, CIC | Percentage of assets, Hourly |
| Michael Cornfeld | Heritage Investors Management | Bethesda | CFA, CIC | Percentage of assets, Hourly |
| Patricia Eddy | Oxford Planning Group | Woodstock | Not listed | Percentage of assets, Hourly |
| Ronald Rough | FSA Wealth Partners | Rockville | CFA | Percentage of assets, Hourly |
| Scott Wilson | Heritage Investors Management | Bethesda | CFA | Percentage of assets, Hourly |
| Tarun Mehta | Onyx Bridge Wealth Group | Rockville | Not listed | Percentage of assets, Hourly |
| Taylor Fucci | Heritage Investors Management | Bethesda | CFA | Percentage of assets, Hourly |
| Thiago Glieger | RMG Advisors | Rockville | Not listed | Percentage of assets, Hourly |
| Brendan Hughes | Lafayette Investments | Ashton | Not listed | Percentage of assets |
| Christopher Yeagle | Honeygo Financial | Forest Hill | Not listed | Percentage of assets, Hourly |
| John Persico | PERSICO Asset Management | Severna Park | Not listed | Percentage of assets, Hourly |
| Lawrence Judge | Lafayette Investments | Ashton | Not listed | Percentage of assets |
| Mark Hughes | Lafayette Investments | Ashton | Not listed | Percentage of assets |
| Michael Bryant | First Perspective Capital | National Harbor | Not listed | Percentage of assets, Hourly |
| Morgan Freund | Family Office Research | Bethesda | Not listed | Percentage of assets, Hourly |
| Ryan Klinger | Lafayette Investments | Ashton | Not listed | Percentage of assets |
| Scott Dinn | Lafayette Investments | Ashton | Not listed | Percentage of assets |
| Scott Freund | Family Office Research | Bethesda | Not listed | Percentage of assets, Hourly |
| Timothy Pang | Sargent Investment Group | Bethesda | CFA | Percentage of assets |
| Christopher Jones | FSA Wealth Partners | Rockville | Not listed | Percentage of assets, Hourly |
| Daniel Ryan | Alikos Wealth Management | Bethesda | Not listed | Percentage of assets, Hourly |
| Laura McAree | Heritage Investors Management | Bethesda | Not listed | Percentage of assets, Hourly |
| Mary Ann Drucker | FSA Wealth Partners | Rockville | Not listed | Percentage of assets, Hourly |
| Peter Ryan | Alikos Wealth Management | Bethesda | Not listed | Percentage of assets, Hourly |
| Andrew Schiff | TritonPoint Wealth | Chevy Chase | Not listed | Percentage of assets, Fixed fees |
| Angel Martinez | Veridian Capital Partners | Frederick | Not listed | Percentage of assets, Hourly |
| Austin Edmunds | TritonPoint Wealth | Chevy Chase | Not listed | Percentage of assets, Fixed fees |
| Barbara Hollis | Holistic Planners Network | Waldorf | Not listed | Percentage of assets, Hourly |
| Brian McGregor | Sargent Investment Group | Bethesda | Not listed | Percentage of assets |
| Brian Williamson | Veridian Capital Partners | Frederick | Not listed | Percentage of assets, Hourly |
| Christopher Rhyne | Sargent Investment Group | Bethesda | Not listed | Percentage of assets |
| Christopher Sargent | Sargent Investment Group | Bethesda | Not listed | Percentage of assets |
| Daniel Cohen | Impact Capital | Rockville | Not listed | Percentage of assets, Ongoing planning fee |
| David Bonnichsen | Phoenix Financial Engineering | Baltimore | Not listed | Percentage of assets, Hourly |
| Dawn Page | Impact Capital | Rockville | Not listed | Percentage of assets, Ongoing planning fee |
| Donald Mattran | Foundry Wealth Advisors | Baltimore | Not listed | Percentage of assets, Hourly |
| Edward Lamade | Sargent Investment Group | Bethesda | Not listed | Percentage of assets |
| Erik Moore | Moore Wealth | Frederick | Not listed | Percentage of assets, Fixed fees |
| Ethan Holobinko | Veridian Capital Partners | Frederick | Not listed | Percentage of assets, Hourly |
| Howard Rothman | TritonPoint Wealth | Chevy Chase | Not listed | Percentage of assets, Fixed fees |
| Jake Ransom | TritonPoint Wealth | Chevy Chase | Not listed | Percentage of assets, Fixed fees |
| Jake Schoenfeld | TritonPoint Wealth | Chevy Chase | Not listed | Percentage of assets, Fixed fees |