| Sherif Othman | Poise Investment Advisors | Germantown | Not listed | Percentage of assets, Hourly |
| Vanessa Pruett-Urie | Prostatis Group | Hanover | Not listed | Percentage of assets, Hourly |
| Adam Bosma | Ventus Wealth Management LLC | Annapolis | CFP, MBA | Percentage of assets, Hourly |
| Ben Waller | WBH Advisory | Baltimore | CFA, CFP | Percentage of assets, Hourly |
| Bradford Yeakle | MY Wealth Management | Germantown | ChFC | Percentage of assets, Hourly |
| Charles Kimmel | Councilor | Gaithersburg | Not listed | Percentage of assets, Hourly |
| Elizabeth Plot | Primas Financial Planning | Columbia | AFC, CFP, ChFC, EA | Hourly, Fixed fees |
| Gabriel Trasatti | Trasatti Wealth Planning | Baltimore | PFS | Percentage of assets, Hourly |
| Gary Aiken | Caveness Wealth Advisory | Rockville | Not listed | Percentage of assets, Hourly |
| Greg Pyne | Red Oak Financial Group | Towson | Not listed | Percentage of assets, Hourly |
| James Ellerson | The Ellerson Group | Annapolis | Not listed | Percentage of assets, Hourly |
| Leonard Rodman | Rothschild Capital Partners | Potomac | Not listed | Percentage of assets, Hourly |
| Lorie Scheibel | Scheibel Planning Solutions | Crownsville | Not listed | Ongoing planning fee |
| Marianne Mattran | Foundry Wealth Advisors | Baltimore | CFP | Percentage of assets, Hourly |
| Mary Thomas-Spruill | Serene Financial Solutions | Gaithersburg | ChFC | Hourly, Fixed fees |
| Matthew Costa | Foundation Wealth & Tax Advisors, LLC | Annapolis | CFP, CPA | Percentage of assets, Hourly |
| Melissa Miller | Sovereign Financial Services | Phoenix | Not listed | Percentage of assets |
| Robert Lindstrom | Provision Financial Planning | Towson | CFP, EA | Percentage of assets, Hourly |
| Shawn Miller | Sovereign Financial Services | Phoenix | Not listed | Percentage of assets |
| Andrew Schenker | Heritage Investors Management | Bethesda | CFA | Percentage of assets, Hourly |
| Brian Curtin | Heritage Investors Management | Bethesda | CFA | Percentage of assets, Hourly |
| Christopher Benson | LK Benson & Company | Timonium | PFS | Hourly, Fixed fees |
| Craig Lukin | Heritage Investors Management | Bethesda | CFA | Percentage of assets, Hourly |
| Derek Stone | Heritage Investors Management | Bethesda | CFA | Percentage of assets, Hourly |
| Gretchen Straczewski | Tred Avon Family Wealth | Easton | Not listed | Percentage of assets, Hourly |
| Heather McGolerick | Meritis Wealth Management | Potomac | Not listed | Percentage of assets, Hourly |
| Jordan Daugherty | FSA Wealth Partners | Rockville | CFA | Percentage of assets, Hourly |
| Kenneth Long | Heritage Investors Management | Bethesda | CFA, CIC | Percentage of assets, Hourly |
| Laura Markoff | Meritis Wealth Management | Potomac | Not listed | Percentage of assets, Hourly |
| Michael Cornfeld | Heritage Investors Management | Bethesda | CFA, CIC | Percentage of assets, Hourly |
| Patricia Eddy | Oxford Planning Group | Woodstock | Not listed | Percentage of assets, Hourly |
| Ronald Rough | FSA Wealth Partners | Rockville | CFA | Percentage of assets, Hourly |
| Scott Wilson | Heritage Investors Management | Bethesda | CFA | Percentage of assets, Hourly |
| Tarun Mehta | Onyx Bridge Wealth Group | Rockville | Not listed | Percentage of assets, Hourly |
| Taylor Fucci | Heritage Investors Management | Bethesda | CFA | Percentage of assets, Hourly |
| Thiago Glieger | RMG Advisors | Rockville | Not listed | Percentage of assets, Hourly |
| William Kauffman | Paramount Investments | Lutherville | CFA | Percentage of assets |
| Alexander Campbell | A.G. Campbell Advisory | Baltimore | Not listed | Percentage of assets, Hourly |
| Alexander Campbell | A.G. Campbell Advisory | Baltimore | Not listed | Percentage of assets, Hourly |
| Christopher Yeagle | Honeygo Financial | Forest Hill | Not listed | Percentage of assets, Hourly |
| John Persico | PERSICO Asset Management | Severna Park | Not listed | Percentage of assets, Hourly |
| Kendell Phillip | Lockstep Financial | Odenton | Not listed | Percentage of assets, Hourly |
| Mark Scott | A.G. Campbell Advisory | Baltimore | Not listed | Percentage of assets, Hourly |
| Michael Bryant | First Perspective Capital | National Harbor | Not listed | Percentage of assets, Hourly |
| Morgan Freund | Family Office Research | Bethesda | Not listed | Percentage of assets, Hourly |
| Scott Freund | Family Office Research | Bethesda | Not listed | Percentage of assets, Hourly |
| Christopher Jones | FSA Wealth Partners | Rockville | Not listed | Percentage of assets, Hourly |
| Daniel Ryan | Alikos Wealth Management | Bethesda | Not listed | Percentage of assets, Hourly |
| James Merrill | Binnacle Financial Group | Chevy Chase | Not listed | Percentage of assets, Hourly |
| Laura McAree | Heritage Investors Management | Bethesda | Not listed | Percentage of assets, Hourly |