| Arne Morris | Townsend Asset Management | Raleigh | Not listed | Percentage of assets, Hourly |
| Bradley Turlington | White Oak Wealth Partners | Raleigh | Not listed | Percentage of assets |
| Cory Capps | Collegiate Capital Management | Raleigh | Not listed | Percentage of assets |
| Danielle Bailey | Balentine Wealth Advisors | Raleigh | Not listed | Percentage of assets, Fixed fees |
| Derek Walker | Collegiate Capital Management | Raleigh | Not listed | Percentage of assets |
| Lucas Roberson | Balentine Wealth Advisors | Raleigh | Not listed | Percentage of assets, Fixed fees |
| Matthew Choplin | Innovest Strategies | Raleigh | Not listed | Percentage of assets |
| Michael Absher | Absher Wealth Management | Raleigh | Not listed | Percentage of assets, Hourly |
| Tony Sigmon | Collegiate Capital Management | Raleigh | Not listed | Percentage of assets |
| Zakariya Wahdan | Absher Wealth Management | Raleigh | Not listed | Percentage of assets, Hourly |
| Lenoris Yarborough, Jr | Yarborough Asset Management Strategies | Raleigh | Not listed | Percentage of assets, Ongoing planning fee |
| Gregory Dunne | Raleigh Investment Advisors | Raleigh | Not listed | Percentage of assets |
| Curtis Averre | Hollingsworth Avent Averre & Purvis, PA | Raleigh | Not listed | Percentage of assets, Hourly |
| Deborah McManama | FIRST Financial Group | Raleigh | Not listed | Percentage of assets, Hourly |
| Kurt Underhill | FIRST Financial Group | Raleigh | Not listed | Percentage of assets, Hourly |
| Marcus Terdik | Piedmont Private Wealth | Raleigh | Not listed | Percentage of assets |
| Thomas Tolley | Tolley Financial Group | Raleigh | Not listed | Percentage of assets, Fixed fees |
| Tommy Lewis | FIRST Financial Group | Raleigh | Not listed | Percentage of assets, Hourly |
| Allison Berger | Financial Symmetry | Raleigh | CFP | Percentage of assets, Hourly |
| Brian Carroll | Oak Harbor Wealth Partners | Raleigh | CFP | Percentage of assets, Fixed fees |
| Britton Williams | Calamita Wealth Management | Raleigh | CFP | Percentage of assets, Fixed fees |
| Cameron Hendricks | Financial Symmetry | Raleigh | CFP | Percentage of assets, Hourly |
| Christian Polanco | Financial Symmetry | Raleigh | CFP | Percentage of assets, Hourly |
| Darian Billingsley | Financial Symmetry | Raleigh | CFP | Percentage of assets, Hourly |
| David Trettel | Beacon Financial Strategies | Raleigh | CFP | Percentage of assets, Hourly |
| Ella Rogers | Financial Symmetry | Raleigh | CFP | Percentage of assets, Hourly |
| Garrick King | Financial Symmetry | Raleigh | CFP | Percentage of assets, Hourly |
| Grace Kvantas | Financial Symmetry | Raleigh | CFP | Percentage of assets, Hourly |
| Grayson Blazek | Financial Symmetry | Raleigh | CFP | Percentage of assets, Hourly |
| Haley Modlin | Financial Symmetry | Raleigh | CFP | Percentage of assets, Hourly |
| Jonathan Andrews | Cardinal Capital Management | Raleigh | CFP | Percentage of assets |
| Joseph Aulisi | Foundry Financial | Raleigh | CFP | Percentage of assets, Fixed fees |
| Kathleen Warren | Cardinal Capital Management | Raleigh | CFP | Percentage of assets |
| Kinston Whitener | Cordgrass Capital Advisors | Raleigh | CFP | Percentage of assets, Hourly |
| Mark Paccione | EQV Advisory | Raleigh | CFP, CFA | Percentage of assets, Fixed fees |
| Mark Vitek | NC Money Management | Raleigh | CFP | Percentage of assets, Hourly |
| Michael Eklund | Financial Symmetry | Raleigh | CFP | Percentage of assets, Hourly |
| Michael Palmer | ARK Royal Wealth Management | Raleigh | CFP | Percentage of assets, Hourly |
| Michael Ragsdale | EQV Advisory | Raleigh | CFP | Percentage of assets, Fixed fees |
| Micheal Smith | Financial Symmetry | Raleigh | CFP | Percentage of assets, Hourly |
| Nathan Hymiller | Beacon Financial Strategies | Raleigh | CFP | Percentage of assets, Hourly |
| Nicholas Ross | ARK Royal Wealth Management | Raleigh | CFP | Percentage of assets, Hourly |
| Sarah Slattery | Piecapital | Raleigh | CFP | Percentage of assets, Fixed fees |
| Scott Bacon | Charter Wealth Management | Raleigh | CFP | Percentage of assets, Hourly |
| William Hesmer | Oak Harbor Wealth Partners | Raleigh | CFP | Percentage of assets, Fixed fees |
| William Holt | Financial Symmetry | Raleigh | CFP | Percentage of assets, Hourly |
| William Ramsay | Financial Symmetry | Raleigh | CFP | Percentage of assets, Hourly |
| William Sloan | Sound Financial Management | Raleigh | CFP | Percentage of assets |
| William Sloan | Sound Financial Management | Raleigh | CFP | Percentage of assets |
| Charles Averre | Hollingsworth Avent Averre & Purvis, PA | Raleigh | PFS | Percentage of assets, Hourly |