| Benjamin Haynes | Cassia Capital Partners | Winston Salem | Not listed | Percentage of assets, Hourly |
| Chase Wietfeld | Atlantic | Chapel Hill | Not listed | Percentage of assets, Fixed fees |
| Christopher Chaves | Beacon Bridge Wealth Partners | Candler | Not listed | Percentage of assets, Fixed fees |
| Christopher Thomas | Atlantic | Chapel Hill | Not listed | Percentage of assets, Fixed fees |
| David Anderson | 1808 Capital Partners | Greensboro | Not listed | Percentage of assets, Hourly |
| David Hoshour | Cornerstone Investment Services | Indian Trail | Not listed | Percentage of assets, Ongoing planning fee |
| Deborah McManama | FIRST Financial Group | Raleigh | Not listed | Percentage of assets, Hourly |
| Erika Jensen | Respire Wealth Management | Clyde | Not listed | Hourly, Percentage of assets |
| George Acheampong | CapitalWize | Charlotte | Not listed | Percentage of assets, Hourly |
| George Hall | 1808 Capital Partners | Greensboro | Not listed | Percentage of assets, Hourly |
| Greg Derderian | CapitalWize | Charlotte | Not listed | Percentage of assets, Hourly |
| James Helvey | Cassia Capital Partners | Winston Salem | Not listed | Percentage of assets, Hourly |
| Ken Anderson | 1808 Capital Partners | Greensboro | Not listed | Percentage of assets, Hourly |
| Kurt Underhill | FIRST Financial Group | Raleigh | Not listed | Percentage of assets, Hourly |
| Lisa Johnson | Respire Wealth Management | Clyde | Not listed | Hourly, Percentage of assets |
| Meredith DeLaune | New Perspectives | Asheville | Not listed | Percentage of assets, Hourly |
| Thomas Tolley | Tolley Financial Group | Raleigh | Not listed | Percentage of assets, Fixed fees |
| Tommy Lewis | FIRST Financial Group | Raleigh | Not listed | Percentage of assets, Hourly |
| William Gupton | Emerald Asset Management | Rocky Mount | Not listed | Percentage of assets, Hourly |
| William Peeler | 1808 Capital Partners | Greensboro | Not listed | Percentage of assets, Hourly |
| Aaron Salmon | Pathfinder Planning | Charlotte | CFP | Percentage of assets, Hourly |
| Abigail Bennett | Verum Partners | Charlotte | CFP | Percentage of assets, Fixed fees |
| Alexandria Jeter | OLD Peak Finance | Chapel Hill | CFP | Percentage of assets, Fixed fees |
| Alexis Cole | California Capital Management | Black Mountain | CFP | Percentage of assets, Hourly |
| Allison Berger | Financial Symmetry | Raleigh | CFP | Percentage of assets, Hourly |
| Andrew Lippert | Simplified Wealth | Greensboro | CFP, CFA | Percentage of assets, Hourly |
| Ann Marie Reilley | Alpha Financial Advisors | Charlotte | CFP | Percentage of assets, Fixed fees |
| Ann Zuraw | Zuraw Financial Advisors | Greensboro | CFP, CFA | Percentage of assets, Hourly |
| Anthony Mastrogiacomo | Biltmore Family Office | Charlotte | CFP | Percentage of assets, Fixed fees |
| Ashley Doyle | Lumina Wealth Management | Wilmington | CFP | Percentage of assets, Hourly |
| Audrey Kayser | OLD Peak Finance | Chapel Hill | CFP | Percentage of assets, Fixed fees |
| Benjamin Yeager | Hilltop Wealth Advisors | Chapel Hill | CFP, ChFC | Percentage of assets, Fixed fees |
| Bennett Kaplan | Great Path Planning | Charlotte | CFP | Hourly, Fixed fees |
| Bray Creech | Joel Adams and Associates | Asheville | CFP | Percentage of assets, Hourly |
| Bret Tackett | Tackett Wealth Management | Cary | CFP | Percentage of assets, Hourly |
| Breton Tagg | Verum Partners | Charlotte | CFP | Percentage of assets, Fixed fees |
| Brian Carroll | Oak Harbor Wealth Partners | Raleigh | CFP | Percentage of assets, Fixed fees |
| Brian Marshburn | Brevity & Associates | Franklinton | CFP | Percentage of assets, Hourly |
| Britton Williams | Calamita Wealth Management | Raleigh | CFP | Percentage of assets, Fixed fees |
| Cameron Hendricks | Financial Symmetry | Raleigh | CFP | Percentage of assets, Hourly |
| Cameron Newell | Alpha Financial Advisors | Charlotte | CFP, CFA | Percentage of assets, Fixed fees |
| Carman Hicks | Hicks & Associates Wealth Management | Cary | CFP | Percentage of assets, Hourly |
| Charles Doran | Verum Partners | Charlotte | CFP | Percentage of assets, Fixed fees |
| Charles Rankin | Hilltop Wealth Advisors | Chapel Hill | CFP | Percentage of assets, Fixed fees |
| Christian Polanco | Financial Symmetry | Raleigh | CFP | Percentage of assets, Hourly |
| Christopher Brown | Oake Financial | Charlotte | CFP, CFA | Percentage of assets, Fixed fees |
| Christopher Lee | Passport Wealth Management | Cornelius | CFP | Percentage of assets, Fixed fees |
| Courtney Cubbin | Woodward Financial Advisors | Chapel Hill | CFP | Percentage of assets, Hourly |
| Damien Brayboy | Devryll Wealth Management | Charlotte | CFP | Percentage of assets, Hourly |
| Daniel Johnson | The Wealth Conservatory | Winston Salem | CFP | Percentage of assets, Hourly |