| Cooper Brown | Oakworth Asset Management | Charlotte | Not listed | Percentage of assets, Hourly |
| Dale Brown | Salem Investment Counselors | Winston-Salem | Not listed | Percentage of assets, Hourly |
| Daniel Joseph | Fortis Wealth Management | Charlotte | Not listed | Percentage of assets, Hourly |
| David Clark | Oak Harbor Wealth Partners | Raleigh | Not listed | Percentage of assets, Fixed fees |
| David Gikoshvili | Miner Wealth Management | Raleigh | Not listed | Percentage of assets, Hourly |
| David Isley | Abound Investments | Burlington | Not listed | Percentage of assets, Hourly |
| David Perkins | Pharos Capital Management | Fuquay-Varina | Not listed | Percentage of assets, Hourly |
| David Rea | Salem Investment Counselors | Winston-Salem | Not listed | Percentage of assets, Hourly |
| David Staab | Foundation Wealth & Tax Advisors | Charlotte | Not listed | Percentage of assets, Hourly |
| Deborah Frazier | Frazier Financial Consultants | Chapel Hill | Not listed | Percentage of assets, Hourly |
| Denise Prince | IRA Group | Fuquay-Varina | Not listed | Percentage of assets, Fixed fees |
| Derek Hernquist | Aptus Capital Advisors | Charlotte | Not listed | Percentage of assets, Fixed fees |
| Diane Nelson | Shepherd Wealth Partners | Waxhaw | Not listed | Percentage of assets, Hourly |
| Donald Masters | Masters Tax and Financial Planning | Statesville | Not listed | Percentage of assets, Hourly |
| Donna Pleasant | Vision Capital & Management | Mooresville | Not listed | Percentage of assets, Fixed fees |
| Edward Helm | Emerald Haven Investments | Albemarle | Not listed | Percentage of assets, Hourly |
| Emily Burgess | AIM Advisors | Raleigh | Not listed | Percentage of assets, Hourly |
| Emma Mooney | Verum Partners | Charlotte | Not listed | Percentage of assets, Fixed fees |
| Emma Powers | Laurel Wealth Advisors | Charlotte | Not listed | Percentage of assets, Hourly |
| Emmett Gibson | Ironsides Asset Advisors | Rocky Mount | Not listed | Percentage of assets, Hourly |
| Erin Tackett | Tackett Wealth Management | Cary | Not listed | Percentage of assets, Hourly |
| Evan McCormick | Investors Mosaic | Durham | Not listed | Percentage of assets, Fixed fees |
| Frank Schornagle | Biltmore Family Office | Charlotte | Not listed | Percentage of assets, Fixed fees |
| Fred Lowry | Brightpath Wealth Advisors | Raleigh | Not listed | Percentage of assets, Hourly |
| Garrison McAfee | Laurel Wealth Advisors | Charlotte | Not listed | Percentage of assets, Hourly |
| George Keener | Salem Investment Counselors | Winston Salem | Not listed | Percentage of assets, Hourly |
| George Leamnson | Leamnson Capital Advisory | Leland | Not listed | Percentage of assets, Hourly |
| Holly Skipper | Verum Partners | Charlotte | Not listed | Percentage of assets, Fixed fees |
| Israel Gorelick | Biltmore Family Office | Charlotte | Not listed | Percentage of assets, Fixed fees |
| Jacob Moore | Pandowealth. | Wilmington | Not listed | Percentage of assets, Fixed fees |
| Jade Brookreson | Financial Symmetry | Raleigh | Not listed | Percentage of assets, Hourly |
| James Gregory | Biltmore Family Office | Charlotte | Not listed | Percentage of assets, Fixed fees |
| James Holmes | Three Magnolias Financial Advisors | Winston Salem | Not listed | Percentage of assets, Hourly |
| Jason Lynch | Planvision | Fuquay-Varina | Not listed | Fixed fees |
| Jeffery Campbell | Fryar Financial | Durham | Not listed | Percentage of assets, Fixed fees |
| Jeffrey Christopher | Sheets Smith Wealth Management | Winston-Salem | Not listed | Percentage of assets, Fixed fees |
| Jeffrey Howard | Salem Investment Counselors | Winston-Salem | Not listed | Percentage of assets, Hourly |
| Jenna Reynolds | Integris Wealth Management | Frisco | Not listed | Percentage of assets, Hourly |
| Jennifer Jones | Laurel Wealth Advisors | Charlotte | Not listed | Percentage of assets, Hourly |
| Jesse Goins | Salem Investment Counselors | Winston Salem | Not listed | Percentage of assets, Hourly |
| John Kernodle | Strathmore Capital Advisors | Charlotte | Not listed | Percentage of assets, Fixed fees |
| John Morgan | Spectrum Advisers | Chapel Hill | Not listed | Percentage of assets, Hourly |
| John Nelson | Bluesky Wealth Advisors | New Bern | Not listed | Hourly, Fixed fees |
| John Waddill | Laurel Wealth Advisors | Charlotte | Not listed | Percentage of assets, Hourly |
| Jonathan Autry | EQV Advisory | Raleigh | Not listed | Percentage of assets, Fixed fees |
| Jonathan Wierman | EQV Advisory | Raleigh | Not listed | Percentage of assets, Fixed fees |
| Jordan Hicks | Hicks Financial Partners | Southern Pines | Not listed | Percentage of assets, Hourly |
| Joshua Kleinstuber | Lumina Wealth Management | Wilmington | Not listed | Percentage of assets, Hourly |
| Julia Martinelli | Strathmore Capital Advisors | Charlotte | Not listed | Percentage of assets, Fixed fees |
| Justin Saffel | Creativevest | Charlotte | Not listed | Percentage of assets, Fixed fees |