| John Morgan | Spectrum Advisers | Chapel Hill | Not listed | Percentage of assets, Hourly |
| Kenneth Nelson | Hamilton Point Investment Advisors | Chapel Hill | Not listed | Percentage of assets |
| Marci Hansen | Hamilton Point Investment Advisors | Chapel Hill | Not listed | Percentage of assets |
| Matthew Pohlman | Resurgent Advisors | Chapel Hill | Not listed | Percentage of assets, Hourly |
| Nicholas Gower | HIP Investor | Chapel Hill | Not listed | Percentage of assets, Hourly |
| Riley Sutter | Hilltop Wealth Advisors | Chapel Hill | Not listed | Percentage of assets, Fixed fees |
| Robin Mitler | Strathmore Capital Advisors | Chapel Hill | Not listed | Percentage of assets, Fixed fees |
| Sofia Pina | Hilltop Wealth Advisors | Chapel Hill | Not listed | Percentage of assets, Fixed fees |
| Wheeler Chapman | Kokua Capital Management | Chapel Hill | Not listed | Percentage of assets |