| Justin Yager | Brightpath Wealth Advisors | Raleigh | Not listed | Percentage of assets, Hourly |
| Kathleen Focht | Sapere Wealth Management | Matthews | Not listed | Percentage of assets, Fixed fees |
| Kellie Hall | Biltmore Family Office | Charlotte | Not listed | Percentage of assets, Fixed fees |
| Kelly Gaitens | Biltmore Family Office | Charlotte | Not listed | Percentage of assets, Fixed fees |
| Kelsey Hageman Jerman | Biltmore Family Office | Charlotte | Not listed | Percentage of assets, Fixed fees |
| Kenneth Jones | Salem Investment Counselors | Winston-Salem | Not listed | Percentage of assets, Hourly |
| Kirk Hobart | Beacon Wealth Consultants | Hickory | Not listed | Percentage of assets, Hourly |
| Kristopher Abernethy | Salem Investment Counselors | Winston Salem | Not listed | Percentage of assets, Hourly |
| Kyle Feduccia | Kuhn Advisors | Durham | Not listed | Percentage of assets, Hourly |
| Liam Gilroy | Fortis Wealth Management | Blowing Rock | Not listed | Percentage of assets, Hourly |
| Liam Johnson | Veratis Advisors | Cary | Not listed | Percentage of assets, Hourly |
| Mark Kuhn | Kuhn Advisors | Durham | Not listed | Percentage of assets, Hourly |
| Mark Zoril | Planvision | Fuquay-Varina | Not listed | Fixed fees |
| Mary Masters | Masters Tax and Financial Planning | Statesville | Not listed | Percentage of assets, Hourly |
| Mary Shamburg | Sheets Smith Wealth Management | Winston Salem | Not listed | Percentage of assets, Fixed fees |
| Matthew Favreau | New Republic Partners | Charlotte | Not listed | Percentage of assets, Fixed fees |
| Matthew Pohlman | Resurgent Advisors | Chapel Hill | Not listed | Percentage of assets, Hourly |
| Meredith Koenig | Lumina Wealth Management | Wilmington | Not listed | Percentage of assets, Hourly |
| Michael Farrell | Biltmore Family Office | Charlotte | Not listed | Percentage of assets, Fixed fees |
| Molly Bohrer | Verum Partners | Charlotte | Not listed | Percentage of assets, Fixed fees |
| Nicholas Baker | Timonier | Winston Salem | Not listed | Percentage of assets, Hourly |
| Nicholas Yeakle | Timonier | Winston Salem | Not listed | Percentage of assets, Hourly |
| Nicole Gokey | Biltmore Family Office | Charlotte | Not listed | Percentage of assets, Fixed fees |
| Ntina Skoteiniadis | Sheets Smith Wealth Management | Winston Salem | Not listed | Percentage of assets, Fixed fees |
| Oliver Cross | Verum Partners | Charlotte | Not listed | Percentage of assets, Fixed fees |
| Paige Grace | Ronald R Geiger | Wilmington | Not listed | Percentage of assets, Hourly |
| Patrick Lyons | Lyons DEN Capital | Zebulon | Not listed | Percentage of assets, Fixed fees |
| Paul Elam | Cordgrass Capital Advisors | Raleigh | Not listed | Percentage of assets, Hourly |
| Paul Yokabitus | Cary Financial Planning | Cary | Not listed | Percentage of assets, Fixed fees |
| Peter Harris | Biltmore Family Office | Charlotte | Not listed | Percentage of assets, Fixed fees |
| Phu Roy O | Sheets Smith Wealth Management | Winston Salem | Not listed | Percentage of assets, Fixed fees |
| Riley Sutter | Hilltop Wealth Advisors | Chapel Hill | Not listed | Percentage of assets, Fixed fees |
| Robert Beach | Salem Investment Counselors | Winston-Salem | Not listed | Percentage of assets, Hourly |
| Robert Kernodle | Strathmore Capital Advisors | Charlotte | Not listed | Percentage of assets, Fixed fees |
| Robin Mitler | Strathmore Capital Advisors | Chapel Hill | Not listed | Percentage of assets, Fixed fees |
| Ryan Campbell | Kuhn Advisors | Durham | Not listed | Percentage of assets, Hourly |
| Sakshi Chauhan | Portus Wealth Advisors | Charlotte | Not listed | Percentage of assets, Hourly |
| Salvatore Ferrito | Planvision | Fuquay-Varina | Not listed | Fixed fees |
| Samuel Miesmer | Trillium Square Advisors | Raleigh | Not listed | Percentage of assets, Hourly |
| Sarah Charles | Sanctuary Financial Planning | Charlotte | Not listed | Hourly, Fixed fees |
| Scott Trease | Sapere Wealth Management | Matthews | Not listed | Percentage of assets, Fixed fees |
| Shennelleh Kaine | Kaine Capital Ventures | Charlotte | Not listed | Percentage of assets, Fixed fees |
| Sofia Pina | Hilltop Wealth Advisors | Chapel Hill | Not listed | Percentage of assets, Fixed fees |
| Stephanie Murray | Beacon Financial Strategies | Raleigh | Not listed | Percentage of assets, Hourly |
| Stephen Simpson | Veratis Advisors | Cary | Not listed | Percentage of assets, Hourly |
| Susan Cook | Horizons Wealth Management | Asheville | Not listed | Percentage of assets, Hourly |
| Thomas Cartee | Sheets Smith Wealth Management | Winston-Salem | Not listed | Percentage of assets, Fixed fees |
| Thomas Long | Keel & Long Financial Management | Greenville | Not listed | Percentage of assets, Hourly |
| Timothy Dukes | Dukes Financial Group | Charlotte | Not listed | Percentage of assets, Fixed fees |
| Trinity Panko | Investors Mosaic | Durham | Not listed | Percentage of assets, Fixed fees |