| Isaiah Byrd-Braxton | Passive Capital Management | Baltimore | Not listed | Percentage of assets |
| James Rossman | Buttonwood Financial Advisors | Baltimore | Not listed | Percentage of assets, Fixed fees |
| John Ciccarone | WBH Advisory | Baltimore | Not listed | Percentage of assets, Hourly |
| Linda McCleary | D.F. Dent and Company | Baltimore | Not listed | Percentage of assets |
| Michael Morrill | D.F. Dent and Company | Baltimore | Not listed | Percentage of assets |
| Natalie Sherman | &wealth Partners | Baltimore | Not listed | Percentage of assets, Hourly |
| Nathaniel Whitman | The NLW Capital Group | Baltimore | Not listed | Percentage of assets, Hourly |
| Nicholas Rumke | Wealth Planning Group | Baltimore | Not listed | Percentage of assets, Hourly |
| Patrick Bollinger | Wealth Planning Group | Baltimore | Not listed | Percentage of assets, Hourly |
| Walid Petiri | Financial Management Strategies | Baltimore | Not listed | Percentage of assets, Hourly |