| Kyle French | Fairman Financial | Chesterbrook | Not listed | Percentage of assets, Hourly |
| Lisa Green | Sunpointe Investments | Bryn Mawr | Not listed | Percentage of assets, Fixed fees |
| Louis Iovannone | Malvern Capital Management | Malvern | Not listed | Percentage of assets, Hourly |
| Luke Smith | DT Investment Partners | Chadds Ford | Not listed | Percentage of assets, Fixed fees |
| Mark Feldser | Wick Capital Partners | Wayne | Not listed | Percentage of assets, Fixed fees |
| Matthew Barr | Wick Capital Partners | Wayne | Not listed | Percentage of assets, Fixed fees |
| Matthew McCarter | Onyx Bridge Wealth Group | Exton | Not listed | Percentage of assets, Hourly |
| Matthew Ramer | MOR Wealth Management | Philadelphia | Not listed | Percentage of assets, Hourly |
| Meghan Baum | Atwater Malick | Lancaster | Not listed | Percentage of assets, Hourly |
| Michael Bishop | Bishop & Company Investment Management | Erie | CFA | Percentage of assets, Hourly |
| Michael Czajka | Malvern Capital Management | Malvern | Not listed | Percentage of assets, Hourly |
| Michael Evans | Grant Street Asset Management | Canonsburg | Not listed | Percentage of assets, Fixed fees |
| Michael Loch | Grant Street Asset Management | Canonsburg | Not listed | Percentage of assets, Fixed fees |
| Nathan Fullmer | Fairman Financial | Chesterbrook | Not listed | Percentage of assets, Hourly |
| Nicole Wasiakowski | Brightside Wealth Planning | Center Valley | Not listed | Percentage of assets, Fixed fees |
| Noah Lehman | Boden Wealth | Lemoyne | Not listed | Percentage of assets, Hourly |
| Peter Detwiler | DT Investment Partners | Chadds Ford | Not listed | Percentage of assets, Fixed fees |
| Ralph Wasiakowski | Brightside Wealth Planning | Center Valley | Not listed | Percentage of assets, Fixed fees |
| Richard Dombrowski | Rigden Capital Strategies | Erie | Not listed | Percentage of assets, Hourly |
| Richard Luchini | Luchini Financial | Altoona | Not listed | Percentage of assets, Fixed fees |
| Robert Graham | Riggs Asset Management | Dallas | Not listed | Percentage of assets, Hourly |
| Robert Graham | Riggs Asset Management | Dallas | Not listed | Percentage of assets, Hourly |
| Robert Grimm | Boden Wealth | Lemoyne | Not listed | Percentage of assets, Hourly |
| Roy Fairman | Fairman Financial | Chesterbrook | Not listed | Percentage of assets, Hourly |
| Ryan Omensetter | DT Investment Partners | Chadds Ford | Not listed | Percentage of assets, Fixed fees |
| Samantha Lavrich | Fairman Financial | Chesterbrook | Not listed | Percentage of assets, Hourly |
| Samuel Mullen | Fairman Financial | Chesterbrook | Not listed | Percentage of assets, Hourly |
| Stephen Schmidt | Innova Wealth Partners | Newtown | Not listed | Percentage of assets, Fixed fees |
| Steven Miller | Trebuchet Consulting | Pittsburgh | Not listed | Percentage of assets, Hourly |
| Susan Shoemaker | Riggs Asset Management | Dallas | Not listed | Percentage of assets, Hourly |
| Tressia Marino | Boden Wealth | Lemoyne | Not listed | Percentage of assets, Hourly |
| William Bromley | Innova Wealth Partners | Newtown | Not listed | Percentage of assets, Fixed fees |
| Zachary Hamm-Phipps | Aurdan Capital Management | Wayne | CFA | Percentage of assets, Fixed fees |
| Adam Szymanski | Guyasuta Investment Advisors | Pittsburgh | Not listed | Percentage of assets, Fixed fees |
| Andrew Sencindiver | Guyasuta Investment Advisors | Pittsburgh | Not listed | Percentage of assets, Fixed fees |
| Brandon Labbe | Elm Wealth | Philadelphia | Not listed | Percentage of assets |
| Brent Chavez | Aequitas Equitas Wealth Management | Riegelsville | Not listed | Percentage of assets, Hourly |
| Carl Kielbasa | Phoenix Rising Wealth Management | State College | Not listed | Percentage of assets, Hourly |
| Carl Rowits | CWR Capital Management | Lancaster | Not listed | Ongoing planning fee, One-time planning fee |
| Christopher Boyle | Nordwand Capital | Radnor | Not listed | Percentage of assets, Fixed fees |
| Connor Martin | Nordwand Capital | Radnor | Not listed | Percentage of assets, Fixed fees |
| Cory Falade | WealthMore | Philadelphia | Not listed | Ongoing planning fee |
| Derek Varner | Avail Investment Partners | Lemont | CFA | Percentage of assets, Hourly |
| Emily Weimer | Guyasuta Investment Advisors | Pittsburgh | Not listed | Percentage of assets, Fixed fees |
| Emily Wheeler | Attleboro Wealth Management | Yardley | Not listed | Percentage of assets, Fixed fees |
| Eric Pirhalla | True Horizon Wealth Advisors | Malvern | Not listed | Percentage of assets, Hourly |
| Francisco Agrest | Elm Wealth | Philadelphia | Not listed | Percentage of assets |
| Frank Muscara | Goshen Capital | West Chester | Not listed | Percentage of assets, Hourly |
| Gerald Kane | Nordwand Capital | Radnor | Not listed | Percentage of assets, Fixed fees |
| Henry Beukema | Guyasuta Investment Advisors | Pittsburgh | Not listed | Percentage of assets, Fixed fees |