| James (Joyner) Edmundson, Jr. | Salem Investment Counselors, Inc. | Winston-Salem | CFA, CFP, CPA, MAcc | Percentage of assets, Hourly |
| James Hough | Arbor Investment Advisors | Winston Salem | Not listed | Percentage of assets, Fixed fees |
| Janice McGunnigle | Alpha Financial Advisors, LLC | Charlotte | CFP, CTFA, CPA | Percentage of assets, Fixed fees |
| Jim Charles | Sanctuary Financial Planning, LLC | Charlotte | CFP, CFA | Hourly, Fixed fees |
| Joseph Acquanita | Atlantic | Chapel Hill | CFP | Percentage of assets, Fixed fees |
| Katherine Stevick | Align Financial Planning | Southern Pines | Not listed | Ongoing planning fee, One-time planning fee |
| Kelsey Plummer | Pursuit Wealth Strategies | Raleigh | Not listed | Percentage of assets, Hourly |
| Kenneth Downer | Kenneth Frenke & Co. | Arden | CFP, CPA | Percentage of assets, Fixed fees |
| Kevin Barry | Cantata Wealth Management, LLC | Raleigh | CFA, CFP, CAP, MBA | Percentage of assets, Fixed fees |
| Leonard Brecken | Brecken Capital Advisors | Weddington | Not listed | Percentage of assets, Hourly |
| Marcus Fryar | Fryar Financial LLC | Durham | AWMA, CFP, ChFC, CRPC | Percentage of assets, Fixed fees |
| Martha Hays | ACT Advisors | Asheville | Not listed | Ongoing planning fee |
| Matthew Filepp | PB Wealth, LLC | Charlotte | CFP, CFA | Percentage of assets, Hourly |
| Michael Troy | Red Reef Advisors | Chapel Hill | CFP | Percentage of assets, Hourly |
| Patrick Latta | ACT Advisors | Asheville | Not listed | Ongoing planning fee |
| Richard Dexter | Spartan Planning | Greensboro | Not listed | Percentage of assets, Fixed fees |
| Ryan Bannister | 1Up Financial Advisors | Cary | Not listed | Ongoing planning fee, Hourly |
| Seth Mullikin | Lattice Financial | Charlotte | CFP | One-time planning fee, Ongoing planning fee |
| Susanna Robinson | Peak Planning Group | Raleigh | Not listed | Percentage of assets, Hourly |
| Terry Sapp | Live Oak Private Wealth | Wilmington | CFA | Percentage of assets, Hourly |
| Wendell Jones | Phoenix Financial Solutions | Greensboro | CFP, ChFC | Hourly |
| Arne Morris | Townsend Asset Management | Raleigh | Not listed | Percentage of assets, Hourly |
| Arturo Lumpkin | Tar River Wealth Planning | Louisburg | Not listed | Percentage of assets, Fixed fees |
| Christine Foster-Perry | Absher Wealth Management | Wilkesboro | Not listed | Percentage of assets, Hourly |
| Christopher Harris | Strategic Advisory Partners | Greensboro | Not listed | Percentage of assets, Hourly |
| Danielle Bailey | Balentine Wealth Advisors | Raleigh | Not listed | Percentage of assets, Fixed fees |
| David Miller | Auctus Advisors | Charlotte | Not listed | Percentage of assets, Fixed fees |
| Ella Anderson | Family Wealth Partners | Matthews | Not listed | Percentage of assets, Hourly |
| Frank Cooper | Grand Central Investment Group | Montreat | Not listed | Percentage of assets, Hourly |
| Garrett Jenkins | Hayden Harper Advisory | Charlotte | CFA | Percentage of assets, Hourly |
| Glen McLaughlin | Buoyant Financial | Charlotte | Not listed | Percentage of assets |
| James "Tripp" Lumpkin | Tar River Wealth Planning | Louisburg | Not listed | Percentage of assets, Fixed fees |
| James Lumpkin | Tar River Wealth Planning | Louisburg | Not listed | Percentage of assets, Fixed fees |
| John Hutchinson | Great Falls Wealth Management | Pinehurst | Not listed | Percentage of assets, Hourly |
| Jonathan Smith | Smith Partners Wealth Management | Greensboro | Not listed | Percentage of assets, Hourly |
| Lorin Wagler | Great Falls Wealth Management | Pinehurst | Not listed | Percentage of assets, Hourly |
| Louis Wheless | Tar River Wealth Planning | Louisburg | Not listed | Percentage of assets, Fixed fees |
| Lucas Roberson | Balentine Wealth Advisors | Raleigh | Not listed | Percentage of assets, Fixed fees |
| Mallen Bruggeman | Auctus Advisors | Charlotte | Not listed | Percentage of assets, Fixed fees |
| Matthew Choplin | Innovest Strategies | Raleigh | Not listed | Percentage of assets |
| Michael Absher | Absher Wealth Management | Raleigh | Not listed | Percentage of assets, Hourly |
| Michael Cornell | Infinite Wealth Advisors | Mooresville | Not listed | Percentage of assets, Hourly |
| Michael Fusco | Infinite Wealth Advisors | Mooresville | Not listed | Percentage of assets, Hourly |
| Orville Igharas | Piedmont Trust | Greenboro | Not listed | Percentage of assets, Fixed fees |
| Patrick Evans | Grant Street Asset Management | Charlotte | Not listed | Percentage of assets, Fixed fees |
| Reed Wheless | Tar River Wealth Planning | Louisburg | Not listed | Percentage of assets, Fixed fees |
| Robert Graham | Riggs Asset Management | Bolivia | Not listed | Percentage of assets, Hourly |
| Robert Wagler | Great Falls Wealth Management | Pinehurst | Not listed | Percentage of assets, Hourly |
| Roy Hyde | Strategic Advisory Partners | Greensboro | Not listed | Percentage of assets, Hourly |
| Ryan Knight | Family Wealth Partners | Matthews | Not listed | Percentage of assets, Hourly |