| Joshua Fennimore | Benchmark Financial | Schwenksville | Not listed | Percentage of assets, Hourly |
| Karen Vavra | VCM Wealth | Collegeville | Not listed | Percentage of assets, Hourly |
| Kelley Taylor | Fairman Financial | Chesterbrook | Not listed | Percentage of assets, Hourly |
| Kyle French | Fairman Financial | Chesterbrook | Not listed | Percentage of assets, Hourly |
| Louis Iovannone | Malvern Capital Management | Malvern | Not listed | Percentage of assets, Hourly |
| Matthew McCarter | Onyx Bridge Wealth Group | Exton | Not listed | Percentage of assets, Hourly |
| Matthew Ramer | MOR Wealth Management | Philadelphia | Not listed | Percentage of assets, Hourly |
| Meghan Baum | Atwater Malick | Lancaster | Not listed | Percentage of assets, Hourly |
| Michael Bishop | Bishop & Company Investment Management | Erie | CFA | Percentage of assets, Hourly |
| Michael Czajka | Malvern Capital Management | Malvern | Not listed | Percentage of assets, Hourly |
| Michael Milinovich | Milinovich & Company | Waynesburg | Not listed | Ongoing planning fee |
| Nathan Fullmer | Fairman Financial | Chesterbrook | Not listed | Percentage of assets, Hourly |
| Noah Lehman | Boden Wealth | Lemoyne | Not listed | Percentage of assets, Hourly |
| Richard Dombrowski | Rigden Capital Strategies | Erie | Not listed | Percentage of assets, Hourly |
| Robert Graham | Riggs Asset Management | Dallas | Not listed | Percentage of assets, Hourly |
| Robert Graham | Riggs Asset Management | Dallas | Not listed | Percentage of assets, Hourly |
| Robert Grimm | Boden Wealth | Lemoyne | Not listed | Percentage of assets, Hourly |
| Roy Fairman | Fairman Financial | Chesterbrook | Not listed | Percentage of assets, Hourly |
| Samantha Lavrich | Fairman Financial | Chesterbrook | Not listed | Percentage of assets, Hourly |
| Samuel Mullen | Fairman Financial | Chesterbrook | Not listed | Percentage of assets, Hourly |
| Steven Miller | Trebuchet Consulting | Pittsburgh | Not listed | Percentage of assets, Hourly |
| Susan Shoemaker | Riggs Asset Management | Dallas | Not listed | Percentage of assets, Hourly |
| Tressia Marino | Boden Wealth | Lemoyne | Not listed | Percentage of assets, Hourly |
| Brent Chavez | Aequitas Equitas Wealth Management | Riegelsville | Not listed | Percentage of assets, Hourly |
| Carl Kielbasa | Phoenix Rising Wealth Management | State College | Not listed | Percentage of assets, Hourly |
| Derek Varner | Avail Investment Partners | Lemont | CFA | Percentage of assets, Hourly |
| Eric Pirhalla | True Horizon Wealth Advisors | Malvern | Not listed | Percentage of assets, Hourly |
| Frank Muscara | Goshen Capital | West Chester | Not listed | Percentage of assets, Hourly |
| J Miller | Blue Bell Private Wealth Management | Blue Bell | Not listed | Percentage of assets, Hourly |
| Jacob Dentler | Dentler Capital | New Cumberland | Not listed | Percentage of assets, Hourly |
| John Gormley | Goshen Capital | West Chester | Not listed | Percentage of assets, Hourly |
| Jon Sobotkin | Blue Bell Private Wealth Management | Blue Bell | Not listed | Percentage of assets, Hourly |
| Jonathan Miller | Blue Bell Private Wealth Management | Blue Bell | Not listed | Percentage of assets, Hourly |
| Joshua Barnes | Legacy Advisors | Plymouth Meeting | Not listed | Percentage of assets, Hourly |
| Justin Capetola | Blue Bell Private Wealth Management | Blue Bell | Not listed | Percentage of assets, Hourly |
| Kelly Hansen | Legacy Advisors | Plymouth Meeting | Not listed | Percentage of assets, Hourly |
| Lucas Zaba | GoalQuest Advisors | Berwyn | Not listed | Percentage of assets, Hourly |
| Martin Federici | MF Advisers | Dallas | Not listed | Percentage of assets, Hourly |
| Martin Wildy | Avail Investment Partners | Lemont | CFA | Percentage of assets, Hourly |
| Matthew Fenedick | MF Advisers | Dallas | Not listed | Percentage of assets, Hourly |
| Robert Wurster | Legacy Advisors | Plymouth Meeting | Not listed | Percentage of assets, Hourly |
| Ryan Becker | Legacy Advisors | Plymouth Meeting | Not listed | Percentage of assets, Hourly |
| Sean Miller | Blue Bell Private Wealth Management | Blue Bell | Not listed | Percentage of assets, Hourly |
| Stephen Gaustad | Galvin, Gaustad & Stein | Sewickley | Not listed | Percentage of assets, Hourly |
| William Kreicker | Chadds Ford Wealth Partners | Chadds Ford | CFA | Flat fee or retainer, Hourly |
| William Messner | Bill Messner Contrarian Investment Advisory | New Castle | Not listed | Hourly, Ongoing planning fee |
| Ben Engel | Modesto Capital | Elkins Park | Not listed | Percentage of assets, Hourly |
| Bruce Hunt | Rose Valley Asset Management | Media | Not listed | Percentage of assets, Hourly |
| Catherine Kapusta | Kapusta Financial Group | Pittsburgh | Not listed | Percentage of assets, Hourly |
| Christopher Jackson | truNorth™ Financial Services | Chambersburg | Not listed | Percentage of assets, Hourly |