| Wayne Kurtz | Green Trail Investments | Wexford | CFP | Hourly, Fixed fees |
| Wilbur Shertzer | Stewardship Advisors | Mount Joy | CFP, ChFC | Percentage of assets, Fixed fees |
| William Heidig | Fiscalwise | Media | CFP | Percentage of assets, Hourly |
| William Hutchison | Hutchison Whitehead Wealth Management | Canonsburg | CFP | Percentage of assets, Fixed fees |
| William Knight | Legend Financial Advisors | Pittsburgh | CFP | Percentage of assets, Hourly |
| William Lahr | Archetype Advisors | Doylestown | CFP | Percentage of assets, Fixed fees |
| William Love | RTD Financial Advisors | Philadelphia | CFP | Percentage of assets, Fixed fees |
| William Stanert | Moondance Investment Advisors | New Hope | CFP | Percentage of assets, Hourly |
| Yousef Almbaid | TGS Financial Advisors | Radnor | CFP | Percentage of assets, Fixed fees |
| Zachary Merring | RTD Financial Advisors | Philadelphia | CFP | Percentage of assets, Fixed fees |
| Zachary Renna | Blbb Advisors | Montgomeryville | CFP | Percentage of assets, Fixed fees |
| Brian Kohute | Meridian Wealth Partners | East Norriton | CFA | Percentage of assets, Fixed fees |
| Charles Petredis | Petredis Investment Advisors | Warrendale | CFA | Percentage of assets, Hourly |
| Christian Petredis | Petredis Investment Advisors | Warrendale | CFA | Percentage of assets, Hourly |
| Christopher Fineburg | Next Capital Management | Mars | CFA | Percentage of assets, Hourly |
| Christopher McMahon | MFA Wealth Advisors | Pittsburgh | ChFC | Percentage of assets, Fixed fees |
| Christopher O'Keefe | Logan Capital Management | Newtown Square | CFA | Percentage of assets, Fixed fees |
| Christopher Ouimet | Logan Capital Management | Newtown Square | CFA | Percentage of assets, Fixed fees |
| Clifford Haugen | Blbb Advisors | Montgomeryville | CFA | Percentage of assets, Fixed fees |
| Darrin Duda | Oakmont Capital Management | Pittsburgh | CFA | Percentage of assets, Fixed fees |
| David Hargrove | Smithbridge Asset Management | Chadds Ford | CFA | Percentage of assets, Hourly |
| David Sun | Ellis Investment Partners | Berwyn | CFA | Percentage of assets, Hourly |
| Eric Fencil | Petredis Investment Advisors | Warrendale | CFA | Percentage of assets, Hourly |
| Hillary Sunderland | Beacon Wealth Consultants | Lemont | CFA | Percentage of assets, Hourly |
| James Meyer | Tower Bridge Advisors | West Conshohocken | CFA | Percentage of assets, Fixed fees |
| James Wright | Harvest Financial Partners | Paoli | CFA | Percentage of assets, Hourly |
| Jennifer Garrett | Ellis Investment Partners | Berwyn | CFA | Percentage of assets, Hourly |
| Jerry Katz | Oakmont Capital Management | Oakmont | CFA | Percentage of assets, Fixed fees |
| John Weisbrod | Quantum Financial Advisors | Pittsburgh | ChFC | Percentage of assets, Hourly |
| Jonathan Kolle | Smithbridge Asset Management | Chadds Ford | CFA | Percentage of assets, Hourly |
| Justin Miller | Milestone Financial Associates | Macungie | CFA | Percentage of assets, Hourly |
| Justin Poccia | Milestone Financial Associates | Macungie | ChFC | Percentage of assets, Hourly |
| Kerry Erickson | Erickson Financial Group | Allentown | ChFC | Percentage of assets, Hourly |
| Kyle Rioboli | Oakmont Capital Management | Oakmont | CFA | Percentage of assets, Fixed fees |
| Lawrence Koteski | Oakmont Capital Management | Oakmont | CFA | Percentage of assets, Fixed fees |
| Lee Grout | Newsquare Capital | Newtown Square | CFA | Percentage of assets, Fixed fees |
| Merton Breisch | Logan Capital Management | Newtown Square | CFA | Percentage of assets, Fixed fees |
| Michael Newman | Ellis Investment Partners | Berwyn | ChFC | Percentage of assets, Hourly |
| Michael Pidhirskyj | Capridge Advisors | Devon | CFA | Percentage of assets, Hourly |
| Michael Traynor | Financial Coach | West Chester | CFA | Percentage of assets, Hourly |
| Patrick Fisher | Oakmont Capital Management | Pittsburgh | CFA | Percentage of assets, Fixed fees |
| Richard Buchwald | Logan Capital Management | Newtown Square | CFA | Percentage of assets, Fixed fees |
| Robb Parlanti | Blbb Advisors | Montgomeryville | CFA | Percentage of assets, Fixed fees |
| Ryan Kirk | Newsquare Capital | Newtown Square | CFA | Percentage of assets, Fixed fees |
| Shawn Gallagher | Tower Bridge Advisors | West Conshohocken | CFA | Percentage of assets, Fixed fees |
| Timothy Deangelo | Smithbridge Asset Management | Chadds Ford | CFA | Percentage of assets, Hourly |
| Timothy Duckett | Bright Forge Capital | Hatfield | CFA | Percentage of assets, Fixed fees |
| William Fitzpatrick | Logan Capital Management | Newtown Square | CFA | Percentage of assets, Fixed fees |
| William Gaffey | Aufman Associates | Sewickley | CFA | Percentage of assets, Fixed fees |
| Woodward Odiorne | Ellis Investment Partners | Berwyn | ChFC | Percentage of assets, Hourly |