| Athena Mallios | Petredis Investment Advisors | Warrendale | CFP | Percentage of assets, Hourly |
| Audrey Libois | TGS Financial Advisors | Radnor | CFP | Percentage of assets, Fixed fees |
| Benjamin Ruttenberg | EWA | Pittsburgh | CFP | Percentage of assets, Fixed fees |
| Benjamin Smith | Wealthcare Solutions | Radnor | CFP | Percentage of assets, Hourly |
| Benjamin Writer | Stewardship Advisors | Mount Joy | CFP | Percentage of assets, Fixed fees |
| Brandon Zahal | Crossgate Wealth Advisors | Newtown | CFP | Percentage of assets, Hourly |
| Bray Hansel | Sterling Investment Advisors | Berwyn | CFP, ChFC | Percentage of assets, Hourly |
| Brent Zacok | RTD Financial Advisors | Philadelphia | CFP | Percentage of assets, Fixed fees |
| Brian Gallagher | Blbb Advisors | Montgomeryville | CFP | Percentage of assets, Fixed fees |
| Brian Wayne | Lifeguide Financial Advisors | Mount Joy | CFP | Percentage of assets, Hourly |
| Brien Lasse | Lifeguide Financial Advisors | Mechanicsburg | CFP | Percentage of assets, Hourly |
| Bryce Brennan | PSI Capital Management | Lancaster | CFP | Percentage of assets, Hourly |
| Christopher Crooks | Tower Bridge Advisors | West Conshohocken | CFP, CFA | Percentage of assets, Fixed fees |
| Christopher Johnson | Johnson & White Wealth Management | York | CFP | Percentage of assets, Hourly |
| Christopher Vassallo | RTD Financial Advisors | Philadelphia | CFP | Percentage of assets, Fixed fees |
| Colin Zizzi | Zizzi Investments | Mechanicsburg | CFP | Percentage of assets, Hourly |
| Collin Randall | Randall & Associates Wealth Management | Butler | CFP, CFA | Percentage of assets, Hourly |
| Craig Preisendefer | Latitude Advisors | Pittsburgh | CFP | Percentage of assets, Hourly |
| Cynthia De Sainte Maresville | Smithbridge Asset Management | Chadds Ford | CFP | Percentage of assets, Hourly |
| Daniel Cieniewicz | Hyperion Financial | Shillington | CFP | Percentage of assets, Fixed fees |
| Daniel Elser | Ballast Financial Advisors | West Chester | CFP | Percentage of assets, Hourly |
| Daniel McCusker | Meridian Wealth Partners | East Norriton | CFP | Percentage of assets, Fixed fees |
| Daniel McHugh | Ballast Financial Advisors | West Chester | CFP | Percentage of assets, Hourly |
| Daniel Shaifer | Blbb Advisors | Montgomeryville | CFP | Percentage of assets, Fixed fees |
| Darla Main | Main Advisory | Canonsburg | CFP | Percentage of assets, Fixed fees |
| David Coult | Milestone Financial Associates | Macungie | CFP, ChFC | Percentage of assets, Hourly |
| David Meschel | Meschel Wealth Management | Yardley | CFP | Percentage of assets, Hourly |
| Derek Lemke | Ellis Investment Partners | Berwyn | CFP | Percentage of assets, Hourly |
| Derek Mosley | Lifeguide Financial Advisors | Mechanicsburg | CFP | Percentage of assets, Hourly |
| Donald Bird | Bird Financial Group | Philadelphia | CFP | Percentage of assets, Hourly |
| Eduard Zolotarev | Brooklyn FI | Philadelphia | CFP | Percentage of assets, Hourly |
| Edward Aufman | Aufman Associates | Sewickley | CFP | Percentage of assets, Fixed fees |
| Edward Aufman | Aufman Associates | Sewickley | CFP | Percentage of assets, Fixed fees |
| Eric Bleiler | Northeast Advisers | Paoli | CFP | Percentage of assets, Hourly |
| Eugene Root | Templeton Financial Planning | Coraopolis | CFP | Hourly, Fixed fees |
| Evan Shiley | Sevenbridge Financial Group | Harrisburg | CFP | Percentage of assets, Fixed fees |
| Evan Steinfeld | Liftpoint Family Wealth Advisors | Venetia | CFP | Percentage of assets, Fixed fees |
| Fahmin Fardous | Zenith Wealth Partners | Philadelphia | CFP | Percentage of assets, Hourly |
| Francis McCullough | MC2 Financial Advisers | Newtown Square | CFP | Percentage of assets, Fixed fees |
| Frank Fiumecaldo | Aventine Financial Group | Doylestown | CFP | Percentage of assets, Hourly |
| Garret Desjardins | RTD Financial Advisors | Philadelphia | CFP | Percentage of assets, Fixed fees |
| Gavin Maurer | RTD Financial Advisors | Philadelphia | CFP | Percentage of assets, Fixed fees |
| George Appel | George J. Appel | Harveys Lake | CFP | Hourly, Fixed fees |
| Gregory Dob | Kitching Partners | Conshohocken | CFP | Percentage of assets, Fixed fees |
| Holly Clarke | Milestone Financial Associates | Macungie | CFP | Percentage of assets, Hourly |
| Holly Whitmire | Lifeguide Financial Advisors | Mechanicsburg | CFP | Percentage of assets, Hourly |
| Jaclyn Cornelius | Keyvantage Wealth Advisors | Bethlehem | CFP | Percentage of assets, Hourly |
| Jaclynne Walsh | Equita Financial Network | Fort Washington | CFP | Percentage of assets, Hourly |
| James Bloomer | Bloomer Financial Planning | Doylestown | CFP | Percentage of assets, Hourly |
| James Garvin | Seedsafe Financial | South Park | CFP | Percentage of assets, Hourly |