| James Ortale | Lifeguide Financial Advisors | Mechanicsburg | CFP | Percentage of assets, Hourly |
| James Whalen | Cypress Financial Planning | Garnet Valley | CFP | Percentage of assets, Fixed fees |
| James White | Great Oak Wealth Management | Pottstown | CFP | Percentage of assets, Hourly |
| Jason Henninger | MB, Levis & Associates | Center Valley | CFP | Percentage of assets, Fixed fees |
| Javan Martin | Martin, Javan VON | Ephrata | CFP | Hourly, Fixed fees |
| Jeff Lanscek | Milestone Financial Associates | Macungie | CFP, ChFC | Percentage of assets, Hourly |
| Jeffrey Alderfer | Bastion Fiduciary | Chadds Ford | CFP | Percentage of assets, Hourly |
| Jeffrey Hegedus | Milestone Financial Associates | Macungie | CFP | Percentage of assets, Hourly |
| Jeffrey Weiand | RTD Financial Advisors | Philadelphia | CFP | Percentage of assets, Fixed fees |
| Jennifer Dazols | Equita Financial Network | Fort Washington | CFP | Percentage of assets, Hourly |
| Jeremy Brenn | Sensenig Capital Advisors | Collegeville | CFP | Percentage of assets, Hourly |
| Jesse Wideman | Zenith Wealth Partners | Philadelphia | CFP | Percentage of assets, Hourly |
| John Fattibene | Harvest Financial Partners | Paoli | CFP | Percentage of assets, Hourly |
| John Grib | Northport Investment Management | Radnor | CFP, CFA | Percentage of assets, Hourly |
| John Levis | MB, Levis & Associates | Center Valley | CFP | Percentage of assets, Fixed fees |
| John Rea | Crossgate Wealth Advisors | Newtown | CFP | Percentage of assets, Hourly |
| Jonathan Ritter | Keyvantage Wealth Advisors | Bethlehem | CFP | Percentage of assets, Hourly |
| Jonathan Smith | Ellis Investment Partners | Berwyn | CFP | Percentage of assets, Hourly |
| Jonathan Thompson | Master's Wealth Management | Leola | CFP | Percentage of assets, Fixed fees |
| Jordan Abell | Johnson & White Wealth Management | York | CFP | Percentage of assets, Hourly |
| Joseph Wuenschell | Wuenschell Financial Services | Seven Fields | CFP | Percentage of assets, Hourly |
| Kathleen Burke | Equita Financial Network | Fort Washington | CFP | Percentage of assets, Hourly |
| Kathleen Skowronek | Integrated Planning & Wealth Management | Pittsburgh | CFP | Percentage of assets, Fixed fees |
| Kelly Reddy-Heffner | 80 West Asset Management | Pittsburgh | CFP | Percentage of assets, Hourly |
| Kevin Janiec | Financial Coach | West Chester | CFP | Percentage of assets, Hourly |
| Kimberlee Spencer | Equita Financial Network | Fort Washington | CFP | Percentage of assets, Hourly |
| Kimberly Schneider | Oars Capital | Dillsburg | CFP | Percentage of assets, Fixed fees |
| Levi Greenly | Lifeguide Financial Advisors | Mechanicsburg | CFP, CFA | Percentage of assets, Hourly |
| Lillia Smith | RTD Financial Advisors | Philadelphia | CFP | Percentage of assets, Fixed fees |
| Lisa Broome | Blbb Advisors | Montgomeryville | CFP | Percentage of assets, Fixed fees |
| Logan Kready | Stewardship Advisors | Mount Joy | CFP | Percentage of assets, Fixed fees |
| Louis Tzamalas | Virtual Tax Planners | Wyoming | CFP | Percentage of assets, Hourly |
| Lyle Hershey | Master's Wealth Management | Leola | CFP | Percentage of assets, Fixed fees |
| Man-Hyung Hahn | RTD Financial Advisors | Philadelphia | CFP | Percentage of assets, Fixed fees |
| Marc Labadie | RTD Financial Advisors | Philadelphia | CFP | Percentage of assets, Fixed fees |
| Mark Brinser | Stewardship Advisors | Mount Joy | CFP | Percentage of assets, Fixed fees |
| Mark May | Ballast Financial Advisors | West Chester | CFP | Percentage of assets, Hourly |
| Mark Strey | Neptune Wealth | Pittsburgh | CFP | Percentage of assets, Hourly |
| Marvin Barron | TGS Financial Advisors | Radnor | CFP | Percentage of assets, Fixed fees |
| Matthew Blocki | EWA | Pittsburgh | CFP | Percentage of assets, Fixed fees |
| Matthew Mehring | Blbb Advisors | Montgomeryville | CFP, CFA | Percentage of assets, Fixed fees |
| Maureen Donahue | Yardley Wealth Management | Yardley | CFP | Percentage of assets, Fixed fees |
| Maxine Shevlin | RTD Financial Advisors | Philadelphia | CFP | Percentage of assets, Fixed fees |
| Melissa Wissler | Master's Wealth Management | Leola | CFP | Percentage of assets, Fixed fees |
| Michael Geraghty | Blbb Advisors | Montgomeryville | CFP, CFA | Percentage of assets, Fixed fees |
| Michael Ginder | Lifeguide Financial Advisors | Mechanicsburg | CFP | Percentage of assets, Hourly |
| Michael Hartman | Hyperion Financial | Shillington | CFP | Percentage of assets, Fixed fees |
| Michael Henzes | Open Wealth Network | Pottstown | CFP | Percentage of assets, Hourly |
| Michael Levy | Clark Asset Management | Broomall | CFP | Fixed fees |
| Mitchell Metz | RTD Financial Advisors | Philadelphia | CFP | Percentage of assets, Fixed fees |