| Mark Thompson | Laurel Wealth Advisors | Charlotte | CFA | Percentage of assets, Hourly |
| Patrick Raminski | Verum Partners | Charlotte | CFA | Percentage of assets, Fixed fees |
| Thomas Hoops | New Republic Partners | Charlotte | CFA | Percentage of assets, Fixed fees |
| Addison Dascombe | New Republic Partners | Charlotte | Not listed | Percentage of assets, Fixed fees |
| Alex Mathews | Sanctuary Financial Planning | Charlotte | Not listed | Hourly, Fixed fees |
| Alexander Halavazis | Foundation Wealth & Tax Advisors | Charlotte | Not listed | Percentage of assets, Hourly |
| Angela Connolly | Verum Partners | Charlotte | Not listed | Percentage of assets, Fixed fees |
| Barron Akins | Oakworth Asset Management | Charlotte | Not listed | Percentage of assets, Hourly |
| Brian Ager | Verum Partners | Charlotte | Not listed | Percentage of assets, Fixed fees |
| Caroline Gallagher | Greenway Wealth Advisors | Charlotte | Not listed | Percentage of assets, Hourly |
| Christopher Cecil | Biltmore Family Office | Charlotte | Not listed | Percentage of assets, Fixed fees |
| Christopher O'Leary | Unconventional Investor | Charlotte | Not listed | Percentage of assets |
| Christopher Perkins | Biltmore Family Office | Charlotte | Not listed | Percentage of assets, Fixed fees |
| Clay Young | Tannin Capital | Charlotte | Not listed | Percentage of assets |
| Cooper Brown | Oakworth Asset Management | Charlotte | Not listed | Percentage of assets, Hourly |
| Daniel Joseph | Fortis Wealth Management | Charlotte | Not listed | Percentage of assets, Hourly |
| David Staab | Foundation Wealth & Tax Advisors | Charlotte | Not listed | Percentage of assets, Hourly |
| Derek Hernquist | Aptus Capital Advisors | Charlotte | Not listed | Percentage of assets, Fixed fees |
| Emma Mooney | Verum Partners | Charlotte | Not listed | Percentage of assets, Fixed fees |
| Emma Powers | Laurel Wealth Advisors | Charlotte | Not listed | Percentage of assets, Hourly |
| Frank Schornagle | Biltmore Family Office | Charlotte | Not listed | Percentage of assets, Fixed fees |
| Garrison McAfee | Laurel Wealth Advisors | Charlotte | Not listed | Percentage of assets, Hourly |
| Holli Nowokunski | Elbert Financial Consulting | Charlotte | Not listed | Hourly |
| Holly Skipper | Verum Partners | Charlotte | Not listed | Percentage of assets, Fixed fees |
| Israel Gorelick | Biltmore Family Office | Charlotte | Not listed | Percentage of assets, Fixed fees |
| James Gregory | Biltmore Family Office | Charlotte | Not listed | Percentage of assets, Fixed fees |
| James Irwin | Northstar Capital Advisors | Charlotte | Not listed | Percentage of assets, Hourly |
| Jennifer Jones | Laurel Wealth Advisors | Charlotte | Not listed | Percentage of assets, Hourly |
| John Kernodle | Strathmore Capital Advisors | Charlotte | Not listed | Percentage of assets, Fixed fees |
| John Waddill | Laurel Wealth Advisors | Charlotte | Not listed | Percentage of assets, Hourly |
| Joshua Reichard | Reichard Capital | Charlotte | Not listed | Percentage of assets, Hourly |
| Julia Martinelli | Strathmore Capital Advisors | Charlotte | Not listed | Percentage of assets, Fixed fees |
| Justin Saffel | Creativevest | Charlotte | Not listed | Percentage of assets, Fixed fees |
| Kellie Hall | Biltmore Family Office | Charlotte | Not listed | Percentage of assets, Fixed fees |
| Kelly Gaitens | Biltmore Family Office | Charlotte | Not listed | Percentage of assets, Fixed fees |
| Kelsey Hageman Jerman | Biltmore Family Office | Charlotte | Not listed | Percentage of assets, Fixed fees |
| Matthew Favreau | New Republic Partners | Charlotte | Not listed | Percentage of assets, Fixed fees |
| Michael Farrell | Biltmore Family Office | Charlotte | Not listed | Percentage of assets, Fixed fees |
| Molly Bohrer | Verum Partners | Charlotte | Not listed | Percentage of assets, Fixed fees |
| Nicole Gokey | Biltmore Family Office | Charlotte | Not listed | Percentage of assets, Fixed fees |
| Oliver Cross | Verum Partners | Charlotte | Not listed | Percentage of assets, Fixed fees |
| Peter Harris | Biltmore Family Office | Charlotte | Not listed | Percentage of assets, Fixed fees |
| Rachel Marthinsen | Reichard Capital | Charlotte | Not listed | Percentage of assets, Hourly |
| Robert Kernodle | Strathmore Capital Advisors | Charlotte | Not listed | Percentage of assets, Fixed fees |
| Robert Shaw | 7PW Wealth | Charlotte | Not listed | Percentage of assets |
| Sakshi Chauhan | Portus Wealth Advisors | Charlotte | Not listed | Percentage of assets, Hourly |
| Sarah Charles | Sanctuary Financial Planning | Charlotte | Not listed | Hourly, Fixed fees |
| Shennelleh Kaine | Kaine Capital Ventures | Charlotte | Not listed | Percentage of assets, Fixed fees |
| Timothy Dukes | Dukes Financial Group | Charlotte | Not listed | Percentage of assets, Fixed fees |
| William Kernodle | Strathmore Capital Advisors | Charlotte | Not listed | Percentage of assets, Fixed fees |