| Amanda Hopkins Clouser | RCS Financial Planning | Annapolis | CFA | Percentage of assets, Hourly |
| Ashley Perlmutter | Sherman Wealth | Gaithersburg | Not listed | Percentage of assets, Hourly |
| Bradley Sherman | Sherman Wealth | Gaithersburg | Not listed | Percentage of assets, Hourly |
| Frances Spurry | Tred Avon Family Wealth | Easton | CFP | Percentage of assets, Hourly |
| James Brown | Meritis Wealth Management | Potomac | CFP | Percentage of assets, Hourly |
| Jamie Lapin | RMG Advisors | Rockville | CFP | Percentage of assets, Hourly |
| Jeyamariappan Ganapathy | Samatva Wealth Management | Clarksburg | CFA | Percentage of assets, Hourly |
| Kirsten Calambro | Oxford Planning Group | Woodstock | CFP | Percentage of assets, Hourly |
| Nancy Bryant | Bryant Financial Advisory | Baltimore | CFP | Percentage of assets, Ongoing planning fee |
| Shaun Eddy | Oxford Planning Group | Woodstock | CFP | Percentage of assets, Hourly |
| Thomas Bonvissuto | Intero Financial Planning | Parkton | CFP, ChFC, CFA | One-time planning fee, Ongoing planning fee |
| Andrea Brashears-Sampson | Wise Financial Counsel | Fort Washington | CFP | Hourly, Fixed fees |
| Daniel Messeca | Craftwork Capital | Pikesville | CFP | One-time planning fee |
| David Sheiman | The Ellerson Group | Annapolis | CFA | Percentage of assets, Hourly |
| Elizabeth Brennen | A.G. Campbell Advisory | Baltimore | CFP | Percentage of assets, Hourly |
| Endrit Lloshi | Wealthy & Wise Family Office | Columbia | Not listed | Percentage of assets, Hourly |
| Gregory Estes | Councilor | Bethesda | CFA | Percentage of assets, Hourly |
| Jeffrey Yeakle | MY Wealth Management | Germantown | CFP, ChFC | Percentage of assets, Hourly |
| Sean McElhaney | Family Office Research | Bethesda | CFP | Percentage of assets, Hourly |
| Steven Schleupner | Councilor | Smithsburg | ChFC | Percentage of assets, Hourly |
| Taiyoung Lee | Wealthy & Wise Family Office | Columbia | Not listed | Percentage of assets, Hourly |
| Aaron Weston | FSA Wealth Partners | Rockville | CFP | Percentage of assets, Hourly |
| Alan Myers | Aerie Capital Management | Baltimore | CFA | Percentage of assets, Hourly |
| Andrew Ashton | Prostatis Group | Hanover | Not listed | Percentage of assets, Hourly |
| Andrew Knachel | Oliver Wealth Management | Towson | Not listed | Ongoing planning fee |
| Anne Claire Nornhold | Garritt Financial Solutions | Baltimore | Not listed | Percentage of assets, Ongoing planning fee |
| Annika Mitchell | 1 North Wealth Services | Annapolis | Not listed | Hourly, Ongoing planning fee |
| Brian Canet | Prostatis Group | Hanover | Not listed | Percentage of assets, Hourly |
| Collin Toal | RCS Financial Planning | Annapolis | Not listed | Percentage of assets, Hourly |
| David Petersen | FSA Wealth Partners | Rockville | CFP | Percentage of assets, Hourly |
| Dimitri Sfakiyanudis | 1 North Wealth Services | Annapolis | Not listed | Hourly, Ongoing planning fee |
| Frank Byskov | Forty4 Financial | Bethesda | CFP, CFA | Percentage of assets, Hourly |
| George Boudreau | Oliver Wealth Management | Towson | Not listed | Ongoing planning fee |
| Hossameldin Abdelkarim | Poise Investment Advisors | Germantown | Not listed | Percentage of assets, Hourly |
| James Joseph | FSA Wealth Partners | Rockville | CFP | Percentage of assets, Hourly |
| Jeffrey Venables | Garritt Financial Solutions | Baltimore | Not listed | Percentage of assets, Ongoing planning fee |
| Jiaxuan Zhuang | MZ Capital | Bethesda | Not listed | Percentage of assets, Hourly |
| John Milchling | 1 North Wealth Services | Annapolis | Not listed | Hourly, Ongoing planning fee |
| Joseph Plume | Oliver Wealth Management | Towson | Not listed | Ongoing planning fee |
| Justin Garritt | Garritt Financial Solutions | Baltimore | Not listed | Percentage of assets, Ongoing planning fee |
| Katherine Groce | Prostatis Group | Hanover | Not listed | Percentage of assets, Hourly |
| Kathryn Putek | 1 North Wealth Services | Annapolis | Not listed | Hourly, Ongoing planning fee |
| Kevin Caldwell | Islands East Advisors | Chester | Not listed | Flat fee or retainer, Hourly |
| Kimberly Basenback | FSA Wealth Partners | Rockville | CFP | Percentage of assets, Hourly |
| Lawrence Kiely | Prostatis Group | Hanover | Not listed | Percentage of assets, Hourly |
| Lisa Schaefer | KFA Private Wealth Group | Chevy Chase | Not listed | Percentage of assets, Hourly |
| Lyle Benson | LK Benson & Company | Timonium | CFP, PFS | Hourly, Fixed fees |
| Mary Hughes | 1 North Wealth Services | Annapolis | Not listed | Hourly, Ongoing planning fee |
| Michael Canet | Prostatis Group | Hanover | Not listed | Percentage of assets, Hourly |
| Ryan Herbert | Prostatis Group | Hanover | Not listed | Percentage of assets, Hourly |