| Philip Matalucci | Amplius Wealth | Blue Bell | CFP | Percentage of assets, Hourly |
| Sanjay Pawar | Bluesphere Advisors | East Norriton | CFP, CFA | Flat fee or retainer, Ongoing planning fee |
| Blake Curle | Gibson Capital | Wexford | CFP, CFA | Percentage of assets |
| Bryan Moylan | Traverse Private Wealth | Radnor | CFP | Percentage of assets, Hourly |
| Carl Emerick | Emerick Financial Planning | Pittsburgh | CFP | Hourly |
| Chad Hileman | Gibson Capital | Wexford | CFP, CFA | Percentage of assets |
| Christopher Sidoni | Gibson Capital | Wexford | CFP, CFA | Percentage of assets |
| Dennis Brawley | Boldin | Johnstown | CFP | Flat fee or retainer, Ongoing planning fee |
| Eric Demico | Gibson Capital | Wexford | CFP, CFA | Percentage of assets |
| Haley Schwartz | ARX Private Wealth | Lancaster | CFP | Percentage of assets, Hourly |
| Jonathan Grebosky | Gibson Capital | Wexford | CFP, CFA | Percentage of assets |
| Kristofer Harrison | Northeastern Financial Consultants | South Abington Township | CFP | Percentage of assets, Hourly |
| Maggie Fisher | ARX Private Wealth | Lancaster | CFP | Percentage of assets, Hourly |
| Tyler Harris | ARX Private Wealth | Lancaster | CFP | Percentage of assets, Hourly |
| Adam Mehrer | Wills Financial Group | Newton Square | CFP | Percentage of assets, Hourly |
| Alison Cantley | Boden Wealth | Lemoyne | CFP | Percentage of assets, Hourly |
| Allison Kramer | Seaside Wealth Advisors | Mechanicsburg | ChFC | Percentage of assets, Hourly |
| Andrea Gorniok | Fairman Financial | Chesterbrook | CFP | Percentage of assets, Hourly |
| Andrew Otto | Boden Wealth | Lemoyne | CFP | Percentage of assets, Hourly |
| Christopher Zafiriou | Flax Pond Capital | Merion Station | CFA | Percentage of assets, Hourly |
| David Markle | Markle Wealth Management | Danielsville | CFP, PFS | Percentage of assets |
| Devin Rainone | MOR Wealth Management | Philadelphia | CFP, CFA | Percentage of assets, Hourly |
| Douglas Morisoli | Fairman Financial | Berwyn | CFP | Percentage of assets, Hourly |
| Gregory Johnson | MOR Wealth Management | Philadelphia | CFP, CFA | Percentage of assets, Hourly |
| James Harrington | Bluesphere Advisors | East Norriton | CFA | Flat fee or retainer, Ongoing planning fee |
| James Olsen | Malvern Capital Management | Malvern | CFP, CFA | Percentage of assets, Hourly |
| Joshua Jenkins | Seaside Wealth Advisors | Mechanicsburg | ChFC | Percentage of assets, Hourly |
| Joshuah Dains | Milinovich & Company | Clarksville | CFP | Ongoing planning fee |
| Marianne Inforzato | Fairman Financial | Berwyn | CFP | Percentage of assets, Hourly |
| Mary Dal Nogare | Fairman Financial | Chesterbrook | CFP | Percentage of assets, Hourly |
| Matthew Liebman | Amplius Wealth | Blue Bell | CFA | Percentage of assets, Hourly |
| Matthew Malick | Atwater Malick | Lancaster | CFP, CFA | Percentage of assets, Hourly |
| Matthew Snyder | Fairman Financial | Chesterbrook | CFP | Percentage of assets, Hourly |
| Mitchell Mosgrove | Trebuchet Consulting | Pittsburgh | CFP | Percentage of assets, Hourly |
| Nathan Imboden | Boden Wealth | Lemoyne | CFP | Percentage of assets, Hourly |
| Patrick Gorgonzola | Fairman Financial | Chesterbrook | CFP | Percentage of assets, Hourly |
| Ryan Galiotto | Etch Financial | Pittsburgh | CFP | Percentage of assets, Hourly |
| Shawn Kindt | Fairman Financial | Chesterbrook | CFP, PFS | Percentage of assets, Hourly |
| Thomas Hendrix Comprehensive planning for DIY investors who want a partner, not a money manager, on the path to financial independence. | Hendrix Financial Planning | Carlisle | Not listed | One-time planning fee, Hourly |
| Vincent Barbera | Newbridge Wealth Management | Bryn Mawr | CFP | Percentage of assets, Hourly |
| Zachary Zimmer | Trebuchet Consulting | Pittsburgh | CFP | Percentage of assets, Hourly |
| Alex LaRosa | Blue Bell Private Wealth Management | Blue Bell | CFP | Percentage of assets, Hourly |
| Allison Kade | WealthFD | Conshohocken | CFP | Percentage of assets, Hourly |
| Amanda Phillips | Hudock Capital | Williamsport | Not listed | Percentage of assets, Hourly |
| Amber Pennycoff | Hudock Capital | Williamsport | Not listed | Percentage of assets, Hourly |
| Christina Cline | Hudock Capital | Williamsport | Not listed | Percentage of assets, Hourly |
| Daniel Levinson | Blue Bell Private Wealth Management | Blue Bell | CFP | Percentage of assets, Hourly |
| David Lorditch | Blue Bell Private Wealth Management | Blue Bell | CFP | Percentage of assets, Hourly |
| Erik Evans | GoalQuest Advisors | Berwyn | CFP | Percentage of assets, Hourly |
| Henry Fox | Blue Bell Private Wealth Management | Blue Bell | CFP, ChFC | Percentage of assets, Hourly |