| Warren Overman | Springboard Financial Services | Black Mountain | Not listed | Percentage of assets, Fixed fees |
| William Kernodle | Strathmore Capital Advisors | Charlotte | Not listed | Percentage of assets, Fixed fees |
| William Litchfield | Crossgen Wealth | Greenville | Not listed | Percentage of assets, Hourly |
| William Watson | Salem Investment Counselors | Winston-Salem | Not listed | Percentage of assets, Hourly |
| Yash Deshpande | Aureus Capital | Charlotte | Not listed | Percentage of assets, Hourly |
| Zachary Huneycutt | Strathmore Capital Advisors | Charlotte | Not listed | Percentage of assets, Fixed fees |
| Zelle Dunn | New Republic Partners | Charlotte | Not listed | Percentage of assets, Fixed fees |