| Lee Clay | Regatta Capital Group | New Vernon | Not listed | Percentage of assets, Hourly |
| Lino DeAngelis | Alliance Wealth Management Group | Flemington | CFP | Percentage of assets, Hourly |
| Mark Friedenthal | Friedenthal Financial | Marlton | Not listed | Percentage of assets, One-time planning fee |
| Sara Solano | LodeStar | Long Valley | Not listed | Percentage of assets, Hourly |
| Sean Cooney | Cooney Financial Advisors, Inc | Marlton | CFP | Percentage of assets, Hourly |
| Sean Severson | Withum Wealth Management | Red Bank | CFP, CFA | Percentage of assets |
| Soumyadeep Sinha | Friedenthal Financial | Marlton | Not listed | Percentage of assets, One-time planning fee |
| Steve Kampschmidt | Freedom Found Financial LLC | Boonton | CFP, MBA | Hourly, Fixed fees |
| Tanya Walliser | Condor Capital Management | Martinsville | CFP | Percentage of assets, Hourly |
| William Keller | Keller Wealth Management | Morristown | Not listed | Percentage of assets, Hourly |
| Andrew Christakos | Christakos Financial | Cranford | Not listed | Percentage of assets, Hourly |
| Anna Christakos | Christakos Financial | Cranford | Not listed | Percentage of assets, Hourly |
| Brandon Furlan | Capital Gains Advisory | Township Of Washington | Not listed | Flat fee or retainer |
| David Schram | Elements 5 Investment Management | Bridgewater | Not listed | Percentage of assets, Hourly |
| Denise Sarkor | Sarkor Financial Advisors | Bloomfield | Not listed | Hourly, One-time planning fee |
| Gwen Gepfert | OakTree Financial Planning and Consulting | Basking Ridge | Not listed | Hourly |
| Jaclyn Campis | Tomoro | Colts Neck | CFA | Percentage of assets, Hourly |
| Jennifer Kirby | Talisman Wealth Advisors | Mountainside | Not listed | Ongoing planning fee |
| Jenny Elstein | Talisman Wealth Advisors | Mountainside | Not listed | Ongoing planning fee |
| Justin Scotto | Tomoro | Colts Neck | ChFC | Percentage of assets, Hourly |
| Kaushal Majmudar | Ridgewood Investments | Springfield | Not listed | Percentage of assets, Hourly |
| Maria Garyfallos | Tepp Wealth Management | Westfield | Not listed | Percentage of assets, Hourly |
| Matthew Granizo | Talisman Wealth Advisors | Mountainside | Not listed | Ongoing planning fee |
| Peter Christakos | Christakos Financial | Westfield | Not listed | Percentage of assets, Hourly |
| Ryan Tuttle | Signet Financial Management of Southwest Florida | Parsippany | Not listed | Percentage of assets, Hourly |
| Sara Hutman | Able Wealth Management | Toms River | Not listed | Percentage of assets, Flat fee or retainer |
| Sarah Kovalakides | Tepp Wealth Management | Westfield | Not listed | Percentage of assets, Hourly |
| Simcha Goldberg | Able Wealth Management | Toms River | Not listed | Percentage of assets, Flat fee or retainer |
| Stephen Tuttle | Signet Financial Management of Southwest Florida | Parsippany | Not listed | Percentage of assets, Hourly |
| Terrance McGuire | Ridgewood Investments | Springfield | Not listed | Percentage of assets, Hourly |
| Timothy Boulanger | Strategic Family Wealth Counselors | Fairfield | ChFC | Percentage of assets, Hourly |
| Timothy Macguire | Eagle Bay Family Office | Maplewood | Not listed | Percentage of assets, Hourly |
| Abhijeet Mhatre | HappyRich Capital | Monroe Township | Not listed | Percentage of assets, Hourly |
| Deep Patel | GenRise Wealth Advisors | Mt. Laurel | Not listed | Percentage of assets, Hourly |
| Devon Shapiro | Shapiro Financial Security Group | Hazlet | Not listed | Percentage of assets, Hourly |
| Louis Tranquilli | Tranquilli Financial Advisor | Clinton | Not listed | Percentage of assets, Hourly |
| Richard Berse | Northstar Financial Advisors | North Caldwell | Not listed | One-time planning fee |
| Thomas Leidner | QP Wealth Management | Haven | Not listed | Percentage of assets, Hourly |
| Timothy Dowdeswell | KDT Advisors | Princeton | CFA | Percentage of assets, Hourly |
| Andrew Guez | Tomoro | Colts Neck | Not listed | Percentage of assets, Hourly |
| Ben Duronio | Tomoro | Colts Neck | Not listed | Percentage of assets, Hourly |
| Bryan Kaufman | Paradigm Wealth Management | Bridgewater | Not listed | Percentage of assets, Hourly |
| David Mozeika | Tomoro | Red Bank | Not listed | Percentage of assets, Hourly |
| Jeremy Suarez | Tomoro | Red Bank | Not listed | Percentage of assets, Hourly |
| Mark Perez | Paradigm Wealth Management | Bridgewater | Not listed | Percentage of assets, Hourly |
| Michael Dwyer | Strategic Family Wealth Counselors | Fairfield | Not listed | Percentage of assets, Hourly |
| Michael Karlin | Tomoro | Colts Neck | Not listed | Percentage of assets, Hourly |
| Randolph Fisher | Artemis Wealth Advisors | Flemington | Not listed | Percentage of assets, Hourly |
| Robert Shaara | Feeney Financial | Riverton | Not listed | One-time planning fee |
| Robert Solimano | Angel Oak Financial Services | Montvale | Not listed | Hourly |