| Courtney Cubbin | Woodward Financial Advisors | Chapel Hill | CFP | Percentage of assets, Hourly |
| Damien Brayboy | Devryll Wealth Management | Charlotte | CFP | Percentage of assets, Hourly |
| Daniel Johnson | The Wealth Conservatory | Winston Salem | CFP | Percentage of assets, Hourly |
| Daniel Taylor | Resurgent Advisors | Greenville | CFP | Percentage of assets, Hourly |
| Darian Billingsley | Financial Symmetry | Raleigh | CFP | Percentage of assets, Hourly |
| David Trettel | Beacon Financial Strategies | Raleigh | CFP | Percentage of assets, Hourly |
| Densel Fleming | Marquise Wealth Management | Charlotte | CFP | Percentage of assets, Hourly |
| Derek Williams | Veratis Advisors | Cary | CFP | Percentage of assets, Hourly |
| Don Keel | Keel & Long Financial Management | Greenville | CFP | Percentage of assets, Hourly |
| Dustin Waide | Laurel Wealth Advisors | Charlotte | CFP | Percentage of assets, Hourly |
| Ella Rogers | Financial Symmetry | Raleigh | CFP | Percentage of assets, Hourly |
| Elmer Wessel | Wessel Investment Counsel | Asheville | CFP, CFA | Percentage of assets, Hourly |
| Ethan Earles | Sycamore Financial Planning | Durham | CFP | Hourly, Fixed fees |
| Garrick King | Financial Symmetry | Raleigh | CFP | Percentage of assets, Hourly |
| George Barrett | Woodward Financial Advisors | Chapel Hill | CFP | Percentage of assets, Hourly |
| Glen Martin | Horizons Wealth Management | Asheville | CFP | Percentage of assets, Hourly |
| Grace Kvantas | Financial Symmetry | Raleigh | CFP | Percentage of assets, Hourly |
| Graham Mull | Foundation Wealth & Tax Advisors | Charlotte | CFP | Percentage of assets, Hourly |
| Grayson Blazek | Financial Symmetry | Raleigh | CFP | Percentage of assets, Hourly |
| Haley Modlin | Financial Symmetry | Raleigh | CFP | Percentage of assets, Hourly |
| James Brown | Minerva Planning Group | Durham | CFP | Percentage of assets, Hourly |
| James Hill | Gatehill Financial Consulting | Charlotte | CFP | Percentage of assets, Hourly |
| James Miller | Woodward Financial Advisors | Chapel Hill | CFP | Percentage of assets, Hourly |
| Jason Carter | Veratis Advisors | Cary | CFP | Percentage of assets, Hourly |
| Jennifer Hill | Greenway Wealth Advisors | Charlotte | CFP | Percentage of assets, Hourly |
| Jessie Goodwin | Joel Adams and Associates | Asheville | CFP | Percentage of assets, Hourly |
| John Staton | Bluesky Wealth Advisors | New Bern | CFP | Hourly, Fixed fees |
| Joseph Calabrasi | Lionsight Capital | Mint Hill | CFP | Percentage of assets, Hourly |
| Joseph Malfeo | Hunter Street Investment Advisors | Apex | CFP, ChFC | Percentage of assets, Hourly |
| Joseph Marques | Bolin Creek Wealth Advisors | Chapel Hill | CFP | Hourly, Fixed fees |
| Joshua Holland | Sycamore Financial Planning | Durham | CFP | Hourly, Fixed fees |
| Kader Joseph | Marquise Wealth Management | Charlotte | CFP | Percentage of assets, Hourly |
| Kara Elbert | Elbert Financial Consulting | Charlotte | CFP | Hourly |
| Katherine Alepa | Ithaka Financial Planning | Holly Springs | CFP | Percentage of assets, Hourly |
| Kathy Stanley | Sentry Consulting | Charlotte | CFP | Percentage of assets, Hourly |
| Kinston Whitener | Cordgrass Capital Advisors | Raleigh | CFP | Percentage of assets, Hourly |
| Kirk Block | Block Wealth Management | Marvin | CFP, PFS | Percentage of assets, Hourly |
| Laura Neal | Woodward Financial Advisors | Chapel Hill | CFP | Percentage of assets, Hourly |
| Madeline Valente | Bluesky Wealth Advisors | New Bern | CFP | Hourly, Fixed fees |
| Mark Vitek | NC Money Management | Raleigh | CFP | Percentage of assets, Hourly |
| Megan Coyne | Keener Financial Planning | Durham | CFP | Hourly, Fixed fees |
| Michael Eklund | Financial Symmetry | Raleigh | CFP | Percentage of assets, Hourly |
| Michael Mustian | Soaring Investment Management | Mint Hill | CFP | Percentage of assets, Hourly |
| Michael Palmer | ARK Royal Wealth Management | Raleigh | CFP | Percentage of assets, Hourly |
| Micheal Smith | Financial Symmetry | Raleigh | CFP | Percentage of assets, Hourly |
| Molly Sutz | Bluesky Wealth Advisors | New Bern | CFP | Hourly, Fixed fees |
| Natalie Foy | Greenway Wealth Advisors | Charlotte | CFP, CFA | Percentage of assets, Hourly |
| Nathan Hymiller | Beacon Financial Strategies | Raleigh | CFP | Percentage of assets, Hourly |
| Nicholas Ross | ARK Royal Wealth Management | Raleigh | CFP | Percentage of assets, Hourly |
| Paul Richards | Hicks & Associates Wealth Management | Cary | CFP | Percentage of assets, Hourly |