| Kirk Hobart | Beacon Wealth Consultants | Hickory | Not listed | Percentage of assets, Hourly |
| Kristopher Abernethy | Salem Investment Counselors | Winston Salem | Not listed | Percentage of assets, Hourly |
| Kyle Feduccia | Kuhn Advisors | Durham | Not listed | Percentage of assets, Hourly |
| Liam Gilroy | Fortis Wealth Management | Blowing Rock | Not listed | Percentage of assets, Hourly |
| Liam Johnson | Veratis Advisors | Cary | Not listed | Percentage of assets, Hourly |
| Mark Kuhn | Kuhn Advisors | Durham | Not listed | Percentage of assets, Hourly |
| Mary Masters | Masters Tax and Financial Planning | Statesville | Not listed | Percentage of assets, Hourly |
| Matthew Maiers | Hunter Street Investment Advisors | Apex | Not listed | Percentage of assets, Hourly |
| Matthew Pohlman | Resurgent Advisors | Chapel Hill | Not listed | Percentage of assets, Hourly |
| Meredith Koenig | Lumina Wealth Management | Wilmington | Not listed | Percentage of assets, Hourly |
| Michael Molitoris | Flagship Wealth Management Group | Cary | Not listed | Percentage of assets, Hourly |
| Michael O'Rourke | Hunter Street Investment Advisors | Apex | Not listed | Percentage of assets, Hourly |
| Nicholas Baker | Timonier | Winston Salem | Not listed | Percentage of assets, Hourly |
| Nicholas Gower | HIP Investor | Chapel Hill | Not listed | Percentage of assets, Hourly |
| Nicholas Yeakle | Timonier | Winston Salem | Not listed | Percentage of assets, Hourly |
| Paige Grace | Ronald R Geiger | Wilmington | Not listed | Percentage of assets, Hourly |
| Paul Elam | Cordgrass Capital Advisors | Raleigh | Not listed | Percentage of assets, Hourly |
| Rachel Marthinsen | Reichard Capital | Charlotte | Not listed | Percentage of assets, Hourly |
| Reagan Brittain | Ascendant Capital Research | Waxhaw | Not listed | Percentage of assets, Hourly |
| Robert Beach | Salem Investment Counselors | Winston-Salem | Not listed | Percentage of assets, Hourly |
| Ryan Campbell | Kuhn Advisors | Durham | Not listed | Percentage of assets, Hourly |
| Ryan Thomsen | First Oak Wealth Management | Raleigh | Not listed | Percentage of assets, Hourly |
| Sakshi Chauhan | Portus Wealth Advisors | Charlotte | Not listed | Percentage of assets, Hourly |
| Samson Benen | Sjbenen Advisory | Durham | Not listed | Percentage of assets, Hourly |
| Samuel Miesmer | Trillium Square Advisors | Raleigh | Not listed | Percentage of assets, Hourly |
| Sarah Charles | Sanctuary Financial Planning | Charlotte | Not listed | Hourly, Fixed fees |
| Stephanie Murray | Beacon Financial Strategies | Raleigh | Not listed | Percentage of assets, Hourly |
| Stephen Simpson | Veratis Advisors | Cary | Not listed | Percentage of assets, Hourly |
| Susan Cook | Horizons Wealth Management | Asheville | Not listed | Percentage of assets, Hourly |
| Thomas Long | Keel & Long Financial Management | Greenville | Not listed | Percentage of assets, Hourly |
| Tina Purvis | Hollingsworth Avent Averre & Purvis, PA | Raleigh | Not listed | Percentage of assets, Hourly |
| Webster Burrier | MKT and Associates | Leland | Not listed | Percentage of assets, Hourly |
| William Litchfield | Crossgen Wealth | Greenville | Not listed | Percentage of assets, Hourly |
| William Watson | Salem Investment Counselors | Winston-Salem | Not listed | Percentage of assets, Hourly |
| Yash Deshpande | Aureus Capital | Charlotte | Not listed | Percentage of assets, Hourly |