| Curt Stauffer | MCM Wealth | Lancaster | Not listed | Percentage of assets, Hourly |
| Debra Hippensteel | River Wealth Advisors | Allentown | Not listed | Percentage of assets, Hourly |
| Dina Roan | McClarren Financial Advisors | State College | Not listed | Ongoing planning fee |
| Drew Keller | Keller Financial Group | Camp Hill | Not listed | Percentage of assets, Hourly |
| Dwayne Keller | Keller Financial Group | Camp Hill | Not listed | Percentage of assets, Hourly |
| Jamie Roth | Solyco Wealth | Hanover | Not listed | Percentage of assets, Hourly |
| Jay Jajich | River Wealth Advisors | Camp Hill | Not listed | Percentage of assets, Hourly |
| Jeffrey Guindon | Carriage Hill Investment Associates | Lancaster | Not listed | Percentage of assets, Hourly |
| Jennifer Anderson | McClarren Financial Advisors | State College | Not listed | Ongoing planning fee |
| Jesse Robinson | River Wealth Advisors | Camp Hill | Not listed | Percentage of assets, Hourly |
| Joseph Pflueger | Pflueger Wealth | Churchville | Not listed | Percentage of assets, Hourly |
| Judith Savchak | River Wealth Advisors | Allentown | Not listed | Percentage of assets, Hourly |
| Kristin Ramsay | truNorth™ Financial Services | Chambersburg | Not listed | Percentage of assets, Hourly |
| Kyle Zentner | McClarren Financial Advisors | State College | Not listed | Ongoing planning fee |
| Mark Loomis | River Wealth Advisors | Camp Hill | Not listed | Percentage of assets, Hourly |
| Noah Eshenaur | truNorth™ Financial Services | Chambersburg | Not listed | Percentage of assets, Hourly |
| Patrick Clark | Neshaminy Creek Advisors | Bensalem | Not listed | Percentage of assets, Hourly |
| Rachel Lewis | Values Added | Mechanicsburg | Not listed | Percentage of assets, Hourly |
| Rachel Stam | River Wealth Advisors | Camp Hill | Not listed | Percentage of assets, Hourly |
| Ralph Manna | River Wealth Advisors | Camp Hill | Not listed | Percentage of assets, Hourly |
| Steven Maher | Cool Creek Financial | Lancaster | Not listed | Percentage of assets, Hourly |
| Steven Thompson | Avantra Family Wealth | Mechanicsburg | Not listed | Percentage of assets, Hourly |
| Wade Hoffman | Avantra Family Wealth | Mechanicsburg | Not listed | Percentage of assets, Hourly |
| William Fenimore | River Wealth Advisors | Camp Hill | Not listed | Percentage of assets, Hourly |
| Arielle Buitenhuys | Avail Investment Partners | Lemont | Not listed | Percentage of assets, Hourly |
| Benjamin Liscum | Tower Wealth Partners | Lewisburg | Not listed | Percentage of assets, Hourly |
| Brett Greenfield | Avail Investment Partners | Lemont | Not listed | Percentage of assets, Hourly |
| Calvin Rose | Clear Capital Management | Doylestown | Not listed | Percentage of assets, Hourly |
| Christopher Campanella | Keystone Investment Advisors | Wexford | Not listed | Percentage of assets, Hourly |
| Eric Carlson | Sewickley Financial | Sewickley | Not listed | Percentage of assets, Hourly |
| Eric Rosenfeld | Clear Capital Management | Doylestown | Not listed | Percentage of assets, Hourly |
| Gavin King | Northstar Financial Companies | Conshohocken | Not listed | Percentage of assets, Hourly |
| Geoffrey Caber | Avail Investment Partners | Lemont | Not listed | Percentage of assets, Hourly |
| Glenn Williams | Northstar Financial Companies | Conshohocken | Not listed | Percentage of assets, Hourly |
| Gregory Burd | Keystone Investment Advisors | Wexford | Not listed | Percentage of assets, Hourly |
| Haley Koss | Tower Wealth Partners | Lewisburg | Not listed | Percentage of assets, Hourly |
| Jared Kohl | Tower Wealth Partners | Lewisburg | Not listed | Percentage of assets, Hourly |
| Jeffrey Wesnofske | Clear Capital Management | Doylestown | Not listed | Percentage of assets, Hourly |
| Joshua Grimes-Avery | Northstar Financial Companies | Conshohocken | Not listed | Percentage of assets, Hourly |
| Julia Randall | Northstar Financial Companies | Conshohocken | Not listed | Percentage of assets, Hourly |
| Linda Bowen | Bowen Asset Management | West Chester | Not listed | Percentage of assets, Hourly |
| Matthew Krupp | Retirement Collaborative | Harrisburg | Not listed | Percentage of assets, Hourly |
| Meredith Henderson | Avail Investment Partners | Lemont | Not listed | Percentage of assets, Hourly |
| Roderick Hays | Avail Investment Partners | Lemont | Not listed | Percentage of assets, Hourly |
| Rosemarie Porter | Direct Financial Care | Scottdale | Not listed | Percentage of assets, Hourly |
| Stephen Hetrick | Retirement Collaborative | Harrisburg | Not listed | Percentage of assets, Hourly |
| Steven Girard | Northstar Financial Companies | Conshohocken | Not listed | Percentage of assets, Hourly |
| Thomas Tuskey | Northstar Financial Companies | Conshohocken | Not listed | Percentage of assets, Hourly |
| Zack Bowen | Bowen Asset Management | West Chester | Not listed | Percentage of assets, Hourly |
| Aaron Dessen | Payne Capital Management | Blue Bell | CFP | Percentage of assets, Hourly |