| Dwayne Jackson | Rembert Pendleton Jackson | Vienna | Not listed | Percentage of assets, Fixed fees |
| Emily Burke | Birch Street Financial Advisors | Vienna | Not listed | Percentage of assets, Hourly |
| Garrett Phillips | 3summit Investment Management | Vienna | Not listed | Percentage of assets, Hourly |
| Garrett Welsh | Allegiance Financial Group | Vienna | Not listed | Percentage of assets, Hourly |
| Jon Marable | Reframe Wealth | Vienna | Not listed | Percentage of assets, Fixed fees |
| Joseph Berenato | 4J Wealth Management | Vienna | Not listed | Percentage of assets, Hourly |
| Justin Zakia | Solution Factory | Vienna | Not listed | Percentage of assets |
| Luke Griffin | D'orazio Wealth Advisors | Vienna | Not listed | Fixed fees |
| Payton Rembert | Rembert Pendleton Jackson | Vienna | Not listed | Percentage of assets, Fixed fees |
| Samantha Buchanan | Allegiance Financial Group | Vienna | Not listed | Percentage of assets, Hourly |
| Tyler Morris | Rembert Pendleton Jackson | Vienna | Not listed | Percentage of assets, Fixed fees |