| Chris Harrell | Cordgrass Capital Advisors | Raleigh | CFA | Percentage of assets, Hourly |
| Glenn Andrews | Cardinal Capital Management | Raleigh | CFA | Percentage of assets |
| Katherine Skurski | EQV Advisory | Raleigh | CFA | Percentage of assets, Fixed fees |
| Lauretta Reeves | Bastion Fiduciary | Raleigh | CFA | Percentage of assets, Hourly |
| Alexander Mihajlov | Olde Raleigh Financial Group | Raleigh | Not listed | Percentage of assets |
| Brent Plunkett | Charter Wealth Management | Raleigh | Not listed | Percentage of assets, Hourly |
| Brian Debruin | Brightpath Wealth Advisors | Raleigh | Not listed | Percentage of assets, Hourly |
| Brian Johnson | Brightpath Wealth Advisors | Raleigh | Not listed | Percentage of assets, Hourly |
| Cheryl Sova | Charter Wealth Management | Raleigh | Not listed | Percentage of assets, Hourly |
| Colton Tickle | Financial Symmetry | Raleigh | Not listed | Percentage of assets, Hourly |
| David Clark | Oak Harbor Wealth Partners | Raleigh | Not listed | Percentage of assets, Fixed fees |
| David Gikoshvili | Miner Wealth Management | Raleigh | Not listed | Percentage of assets, Hourly |
| Emily Burgess | AIM Advisors | Raleigh | Not listed | Percentage of assets, Hourly |
| Fred Lowry | Brightpath Wealth Advisors | Raleigh | Not listed | Percentage of assets, Hourly |
| Jade Brookreson | Financial Symmetry | Raleigh | Not listed | Percentage of assets, Hourly |
| James Castleman | Advisorstrust Partners | Raleigh | Not listed | Percentage of assets, Hourly |
| James Spirko | Sovereign Financial Group | Raleigh | Not listed | Percentage of assets |
| Jeremy Hamann | Evergreen Wealth Advisors | Raleigh | Not listed | Percentage of assets |
| Joel Anderson | Evergreen Wealth Advisors | Raleigh | Not listed | Percentage of assets |
| Jonathan Autry | EQV Advisory | Raleigh | Not listed | Percentage of assets, Fixed fees |
| Jonathan Schultz | Leading Edge Financial Planning | Raleigh | Not listed | Percentage of assets |
| Jonathan Wierman | EQV Advisory | Raleigh | Not listed | Percentage of assets, Fixed fees |
| Joseph Mulholand | Olde Raleigh Financial Group | Raleigh | Not listed | Percentage of assets |
| Justin Yager | Brightpath Wealth Advisors | Raleigh | Not listed | Percentage of assets, Hourly |
| Patrick Dunn | Olde Raleigh Financial Group | Raleigh | Not listed | Percentage of assets |
| Paul Elam | Cordgrass Capital Advisors | Raleigh | Not listed | Percentage of assets, Hourly |
| Ryan Thomsen | First Oak Wealth Management | Raleigh | Not listed | Percentage of assets, Hourly |
| Samantha Muncy | Evergreen Wealth Advisors | Raleigh | Not listed | Percentage of assets |
| Samuel Miesmer | Trillium Square Advisors | Raleigh | Not listed | Percentage of assets, Hourly |
| Stephanie Murray | Beacon Financial Strategies | Raleigh | Not listed | Percentage of assets, Hourly |
| Tina Purvis | Hollingsworth Avent Averre & Purvis, PA | Raleigh | Not listed | Percentage of assets, Hourly |
| Trevor Chambers | Olde Raleigh Financial Group | Raleigh | Not listed | Percentage of assets |
| Tyler Lamar | Olde Raleigh Financial Group | Raleigh | Not listed | Percentage of assets |