| Anthony Castaldi | Covenant Wealth Advisors | Richmond | Not listed | Percentage of assets |
| Brenda Morris | Humane Investing | Glen Allen | CFP | Percentage of assets |
| Cameron Malekuti | Covenant Wealth Advisors | Richmond | Not listed | Percentage of assets |
| Katherine Fonville | Covenant Wealth Advisors | Richmond | Not listed | Percentage of assets |
| Marjun Tare | Selective Wealth Management | Forest | CFP | Percentage of assets |
| Matthew Turner | Selective Wealth Management | Forest | CFP | Percentage of assets |
| Micah Reish | Crestone Financial Advisors | Broadway | Not listed | Percentage of assets, Flat fee or retainer |
| Robert Wigfield | Selective Wealth Management | Forest | CFP | Percentage of assets |
| Trent Tarnstrom | Selective Wealth Management | Forest | CFP | Percentage of assets |
| Louis Leyes | Stages Planning Group | Virginia Beach | Not listed | Ongoing planning fee, Percentage of assets |
| Meredith Jones | Allvet Financial | Manakin Sabot | Not listed | Ongoing planning fee, Percentage of assets |
| Brae Beggs | OLIO Financial Planning | Mclean | Not listed | Ongoing planning fee |
| Christopher Devlin | Selective Wealth Management | Forest | CFA | Percentage of assets |
| Kelly Ryan | OLIO Financial Planning | Blacksburg | Not listed | Ongoing planning fee |
| Rachel Potters | OLIO Financial Planning | Blacksburg | Not listed | Ongoing planning fee |
| John Mumper | Patina Wealth | Richmond | Not listed | Percentage of assets |
| Robert Moore | Everman Wealth & Prosperity | Fairfax Station | Not listed | Ongoing planning fee |
| Samuel Harris | Patina Wealth | Crozet | Not listed | Percentage of assets |
| Brian Liedstrand | Selective Wealth Management | Forest | Not listed | Percentage of assets |
| Joshua Standeven | Selective Wealth Management | Forest | Not listed | Percentage of assets |
| Shannon Kirkpatrick | Selective Wealth Management | Forest | Not listed | Percentage of assets |