| Jared Uribe-Sullivan | Legacy Advisors | Plymouth Meeting | CFP | Percentage of assets, Hourly |
| Joseph Digangi | Amicus Financial Advisors | Easton | CFP | Percentage of assets, Hourly |
| Joseph Fabrizio | Legacy Advisors | Plymouth Meeting | CFP | Percentage of assets, Hourly |
| Joseph Hogan | WealthFD | Conshohocken | CFP | Percentage of assets, Hourly |
| Joshua Pearson | Blue Bell Private Wealth Management | Blue Bell | CFP | Percentage of assets, Hourly |
| Joshua Yoder | Hudock Capital | Williamsport | Not listed | Percentage of assets, Hourly |
| Michael Weber | Blue Bell Private Wealth Management | Blue Bell | CFP | Percentage of assets, Hourly |
| Rose DeFrank | WealthFD | Conshohocken | CFP | Percentage of assets, Hourly |
| Ryan DiFabrizio | WealthFD | Conshohocken | CFP | Percentage of assets, Hourly |
| Steven Sivak | Innovate Wealth | Scottdale | CFP | Percentage of assets, Hourly |
| Victoria Abaev | WealthFD | Conshohocken | CFP | Percentage of assets, Hourly |
| Aaron Marks | Amplius Wealth | Blue Bell | Not listed | Percentage of assets, Hourly |
| Alexis Cunningham | McClarren Financial Advisors | St. Mary'S | CFP | Ongoing planning fee |
| Allen Carr | Vantus Wealth | Lancaster | Not listed | Percentage of assets, Hourly |
| Andrew Cooper | Cooper Eagle | King Of Prussia | CFP | Percentage of assets, Hourly |
| Andrew O'Gorman | River Wealth Advisors | Camp Hill | CFP | Percentage of assets, Hourly |
| Andrew Sedora | Vantus Wealth | Lancaster | Not listed | Percentage of assets, Hourly |
| Barry Pflueger | Pflueger Wealth | Churchville | CFP | Percentage of assets, Hourly |
| Benjamin Dum | River Wealth Advisors | Camp Hill | CFP | Percentage of assets, Hourly |
| Bradford Houchins | River Wealth Advisors | Allentown | CFP | Percentage of assets, Hourly |
| Brandon Redmond | McClarren Financial Advisors | State College | CFP | Ongoing planning fee |
| Christopher Botamer | Botamer Financial | State College | CFP | Percentage of assets, Hourly |
| Clinton Simmons | Vantus Wealth | Lancaster | Not listed | Percentage of assets, Hourly |
| Daniel Jennings | Gross & Hartman Investments | Leola | CFA | Hourly |
| Donna Zanetti | Pennsylvania Capital Management | Huntingdon Valley | Not listed | Percentage of assets, Hourly |
| Eric Wiegand | River Wealth Advisors | Allentown | CFP | Percentage of assets, Hourly |
| Evan Evans | Onyx Bridge Wealth Group | Exton | ChFC | Percentage of assets, Hourly |
| Gabriel Sedora | Vantus Wealth | Lancaster | Not listed | Percentage of assets, Hourly |
| Gregory Reeder | McClarren Financial Advisors | State College | CFP | Ongoing planning fee |
| Heather Rivas | River Wealth Advisors | Camp Hill | CFP | Percentage of assets, Hourly |
| Jacob Siani | Amplius Wealth | Blue Bell | Not listed | Percentage of assets, Hourly |
| Jason Abruzere | Weyhill Investment Counsel | Bethlehem | Not listed | Hourly, One-time planning fee |
| Jason Vavra | VCM Wealth | Collegeville | PFS | Percentage of assets, Hourly |
| Jeffrey Emrich | Vantus Wealth | Lancaster | Not listed | Percentage of assets, Hourly |
| Jennifer Collins | River Wealth Advisors | Camp Hill | CFP | Percentage of assets, Hourly |
| Jillian Gisoni | Kapusta Financial Group | Pittsburgh | CFP | Percentage of assets, Hourly |
| Joshua Purdy | McClarren Financial Advisors | State College | CFP | Ongoing planning fee |
| Kevin Dodgson | Shetland Financial | Center Valley | CFA | Flat fee or retainer |
| Michael Bishop | Bishop & Company Investment Management | Erie | CFP | Percentage of assets, Hourly |
| Michael Cox | Seaside Wealth Advisors | Mechanicsburg | Not listed | Percentage of assets, Hourly |
| Michael Crew | Flax Pond Capital | Merion Station | Not listed | Percentage of assets, Hourly |
| Michelle Czarnecki | Amplius Wealth | Blue Bell | Not listed | Percentage of assets, Hourly |
| Monica Lanzilotta | Amplius Wealth | Blue Bell | Not listed | Percentage of assets, Hourly |
| Paul Broomell | Vantus Wealth | Lancaster | Not listed | Percentage of assets, Hourly |
| R. Christopher Wiegand | Newbridge Wealth Management | Bryn Mawr | CFA | Percentage of assets, Hourly |
| Rebecca Drexler-Bleivik | Cooper Eagle | King Of Prussia | CFP | Percentage of assets, Hourly |
| Ruby Weidler | McClarren Financial Advisors | State College | CFP | Ongoing planning fee |
| Ryan Gelrod | Fairman Financial | Chesterbrook | CFA | Percentage of assets, Hourly |
| Ryan Suess | Kapusta Financial Group | Pittsburgh | CFP | Percentage of assets, Hourly |
| Samuel Liebman | Amplius Wealth | Blue Bell | Not listed | Percentage of assets, Hourly |