| Richard Frazier | Frazier Financial Consultants | Chapel Hill | CFP | Percentage of assets, Hourly |
| Robert Baschnagel | Holcombe & Mcgrath | Asheville | CFP | Percentage of assets, Hourly |
| Robert Outen | Kuhn Advisors | Durham | CFP | Percentage of assets, Hourly |
| Ryan Foster | Crossroads Financial Services | Pleasant Garden | CFP | Percentage of assets, Hourly |
| Samuel Soots | Timonier | Winston Salem | CFP | Percentage of assets, Hourly |
| Sara Jean Veatch | Oakworth Asset Management | Charlotte | CFP | Percentage of assets, Hourly |
| Scott Bacon | Charter Wealth Management | Raleigh | CFP | Percentage of assets, Hourly |
| Shon Norris | Altamont Capital Management | Asheville | CFP | Percentage of assets, Hourly |
| Susan Kelly | Tassel Capital Management | Matthews | CFP | Percentage of assets, Hourly |
| Susan McGrath | Holcombe & Mcgrath | Asheville | CFP | Percentage of assets, Hourly |
| Taylor Cole | Woodward Financial Advisors | Chapel Hill | CFP | Percentage of assets, Hourly |
| Terrance Green | Blue Water Capital Management | Apex | CFP | Percentage of assets, Hourly |
| Victor Colella | Woodward Financial Advisors | Chapel Hill | CFP | Percentage of assets, Hourly |
| William Holt | Financial Symmetry | Raleigh | CFP | Percentage of assets, Hourly |
| William Howard | Durant Wealth Mgmt Advisory Services | Mooresville | CFP, ChFC | Percentage of assets, Hourly |
| William Newcomb | Newcomb Financial Advisors | Chapel Hill | CFP | Percentage of assets, Hourly |
| William Ramsay | Financial Symmetry | Raleigh | CFP | Percentage of assets, Hourly |
| William Sugg | Laurel Wealth Advisors | Charlotte | CFP | Percentage of assets, Hourly |
| Charles Averre | Hollingsworth Avent Averre & Purvis, PA | Raleigh | PFS | Percentage of assets, Hourly |
| Charles Leedy | Hunter Street Investment Advisors | Apex | CFA | Percentage of assets, Hourly |
| Chris Harrell | Cordgrass Capital Advisors | Raleigh | CFA | Percentage of assets, Hourly |
| Christie Bonacci | Bluesky Wealth Advisors | New Bern | PFS | Hourly, Fixed fees |
| David McGrath | Oakworth Asset Management | Charlotte | CFA | Percentage of assets, Hourly |
| Edin Cuskovic | Maximum Advisory | Huntersville | CFA | Percentage of assets, Hourly |
| James Edmundson | Salem Investment Counselors | Winston Salem | CFA | Percentage of assets, Hourly |
| James Reichard | Reichard Capital | Charlotte | PFS | Percentage of assets, Hourly |
| Janice French | Timonier | Winston Salem | CFA | Percentage of assets, Hourly |
| Joseph McCaffrey | Salem Investment Counselors | Winston Salem | CFA | Percentage of assets, Hourly |
| Lauretta Reeves | Bastion Fiduciary | Raleigh | CFA | Percentage of assets, Hourly |
| Mark Roberts | Ironsides Asset Advisors | Rocky Mount | CFA | Percentage of assets, Hourly |
| Mark Thompson | Laurel Wealth Advisors | Charlotte | CFA | Percentage of assets, Hourly |
| Matthew Simmons | Salem Investment Counselors | Winston Salem | CFA | Percentage of assets, Hourly |
| Shrey Patel | Ataraxis Capital | Durham | CFA | Percentage of assets, Hourly |
| Sukesh Pai | Trillium Square Advisors | Rolesville | CFA | Percentage of assets, Hourly |
| Tara Hughes | Bluesky Wealth Advisors | New Bern | PFS | Hourly, Fixed fees |
| Thomas Crawford | Ascendant Capital Research | Waxhaw | CFA | Percentage of assets, Hourly |
| Alex Mathews | Sanctuary Financial Planning | Charlotte | Not listed | Hourly, Fixed fees |
| Alexander Halavazis | Foundation Wealth & Tax Advisors | Charlotte | Not listed | Percentage of assets, Hourly |
| Anthony Winkels | Fortis Wealth Management | Blowing Rock | Not listed | Percentage of assets, Hourly |
| Ashley Stockdale | Crossgen Wealth | Greenville | Not listed | Percentage of assets, Hourly |
| Austin Childress | Three Magnolias Financial Advisors | Winston Salem | Not listed | Percentage of assets, Hourly |
| Ayasha Jones | Bluesky Wealth Advisors | New Bern | Not listed | Hourly, Fixed fees |
| Barron Akins | Oakworth Asset Management | Charlotte | Not listed | Percentage of assets, Hourly |
| Benjamin Roberts | Ironsides Asset Advisors | Rocky Mount | Not listed | Percentage of assets, Hourly |
| Bradley Kendall | Tassel Capital Management | Matthews | Not listed | Percentage of assets, Hourly |
| Brent Plunkett | Charter Wealth Management | Raleigh | Not listed | Percentage of assets, Hourly |
| Brian Debruin | Brightpath Wealth Advisors | Raleigh | Not listed | Percentage of assets, Hourly |
| Brian Johnson | Brightpath Wealth Advisors | Raleigh | Not listed | Percentage of assets, Hourly |
| Cambell Conard | Shepherd Wealth Partners | Waxhaw | Not listed | Percentage of assets, Hourly |
| Carlton Whitman | Tassel Capital Management | Matthews | Not listed | Percentage of assets, Hourly |