| Daniel Routh | OLD Peak Finance | Chapel Hill | CFP | Percentage of assets, Fixed fees |
| Daniel Taylor | Resurgent Advisors | Greenville | CFP | Percentage of assets, Hourly |
| Darian Billingsley | Financial Symmetry | Raleigh | CFP | Percentage of assets, Hourly |
| David Perkins | Verum Partners | Charlotte | CFP, PFS | Percentage of assets, Fixed fees |
| David Trettel | Beacon Financial Strategies | Raleigh | CFP | Percentage of assets, Hourly |
| David Wells | Wells Financial Management | Asheville | CFP | Percentage of assets, Fixed fees |
| David Wise | Hilltop Wealth Advisors | Chapel Hill | CFP | Percentage of assets, Fixed fees |
| Derek Williams | Veratis Advisors | Cary | CFP | Percentage of assets, Hourly |
| Don Keel | Keel & Long Financial Management | Greenville | CFP | Percentage of assets, Hourly |
| Dustin Waide | Laurel Wealth Advisors | Charlotte | CFP | Percentage of assets, Hourly |
| Dylan Harnett | Alpha Financial Advisors | Charlotte | CFP | Percentage of assets, Fixed fees |
| Edward Coambs | Alpha Financial Advisors | Charlotte | CFP | Percentage of assets, Fixed fees |
| Edward Stroman | Strathmore Capital Advisors | Charlotte | CFP | Percentage of assets, Fixed fees |
| Elizabeth Stancil | Hilltop Wealth Advisors | Chapel Hill | CFP | Percentage of assets, Fixed fees |
| Ella Rogers | Financial Symmetry | Raleigh | CFP | Percentage of assets, Hourly |
| Elmer Wessel | Wessel Investment Counsel | Asheville | CFP, CFA | Percentage of assets, Hourly |
| Eric Vogen | Vision Capital & Management | Mooresville | CFP | Percentage of assets, Fixed fees |
| Erin Vickery | OLD Peak Finance | Chapel Hill | CFP | Percentage of assets, Fixed fees |
| Ethan Earles | Sycamore Financial Planning | Durham | CFP | Hourly, Fixed fees |
| Garrick King | Financial Symmetry | Raleigh | CFP | Percentage of assets, Hourly |
| George Barrett | Woodward Financial Advisors | Chapel Hill | CFP | Percentage of assets, Hourly |
| Glen Martin | Horizons Wealth Management | Asheville | CFP | Percentage of assets, Hourly |
| Grace Kvantas | Financial Symmetry | Raleigh | CFP | Percentage of assets, Hourly |
| Graham Mull | Foundation Wealth & Tax Advisors | Charlotte | CFP | Percentage of assets, Hourly |
| Grayson Blazek | Financial Symmetry | Raleigh | CFP | Percentage of assets, Hourly |
| Haley Modlin | Financial Symmetry | Raleigh | CFP | Percentage of assets, Hourly |
| Heather Lawrence | Alpha Financial Advisors | Charlotte | CFP | Percentage of assets, Fixed fees |
| Henry Barringer | Alpha Financial Advisors | Charlotte | CFP | Percentage of assets, Fixed fees |
| James Miller | Woodward Financial Advisors | Chapel Hill | CFP | Percentage of assets, Hourly |
| James Mosher | OLD Peak Finance | Chapel Hill | CFP | Percentage of assets, Fixed fees |
| Jason Carter | Veratis Advisors | Cary | CFP | Percentage of assets, Hourly |
| Jennifer Hill | Greenway Wealth Advisors | Charlotte | CFP | Percentage of assets, Hourly |
| Jessie Goodwin | Joel Adams and Associates | Asheville | CFP | Percentage of assets, Hourly |
| John Frechette | Foundry Financial | Davidson | CFP | Percentage of assets, Fixed fees |
| John Sheets | Sheets Smith Wealth Management | Winston-Salem | CFP | Percentage of assets, Fixed fees |
| John Staton | Bluesky Wealth Advisors | New Bern | CFP | Hourly, Fixed fees |
| John Zarinsky | Safebridge | Denver | CFP | Fixed fees |
| Joseph Aulisi | Foundry Financial | Raleigh | CFP | Percentage of assets, Fixed fees |
| Joseph Brooks | Sapere Wealth Management | Matthews | CFP | Percentage of assets, Fixed fees |
| Joseph Granger | Verum Partners | Charlotte | CFP | Percentage of assets, Fixed fees |
| Joseph Marques | Bolin Creek Wealth Advisors | Chapel Hill | CFP | Hourly, Fixed fees |
| Joshua Holland | Sycamore Financial Planning | Durham | CFP | Hourly, Fixed fees |
| Justin Baas | Oak Wealth Advisors | Wake Forest | CFP | Percentage of assets, Fixed fees |
| Justin Louis | Verum Partners | Charlotte | CFP | Percentage of assets, Fixed fees |
| Justinn Steffe | Veyla Financial | Asheville | CFP | Fixed fees |
| Katherine Alepa | Ithaka Financial Planning | Holly Springs | CFP | Percentage of assets, Hourly |
| Kathy Stanley | Sentry Consulting | Charlotte | CFP | Percentage of assets, Hourly |
| Kinston Whitener | Cordgrass Capital Advisors | Raleigh | CFP | Percentage of assets, Hourly |
| Kirk Block | Block Wealth Management | Marvin | CFP, PFS | Percentage of assets, Hourly |
| Laura Neal | Woodward Financial Advisors | Chapel Hill | CFP | Percentage of assets, Hourly |