| Thomas Bonvissuto | Intero Financial Planning | Parkton | CFP, ChFC, CFA | One-time planning fee, Ongoing planning fee |
| David Sheiman | The Ellerson Group | Annapolis | CFA | Percentage of assets, Hourly |
| Elizabeth Brennen | A.G. Campbell Advisory | Baltimore | CFP | Percentage of assets, Hourly |
| Endrit Lloshi | Wealthy & Wise Family Office | Columbia | Not listed | Percentage of assets, Hourly |
| Gregory Estes | Councilor | Bethesda | CFA | Percentage of assets, Hourly |
| Sean McElhaney | Family Office Research | Bethesda | CFP | Percentage of assets, Hourly |
| Steven Schleupner | Councilor | Smithsburg | ChFC | Percentage of assets, Hourly |
| Taiyoung Lee | Wealthy & Wise Family Office | Columbia | Not listed | Percentage of assets, Hourly |
| Andrew Ashton | Prostatis Group | Hanover | Not listed | Percentage of assets, Hourly |
| Andrew Knachel | Oliver Wealth Management | Towson | Not listed | Ongoing planning fee |
| Brian Canet | Prostatis Group | Hanover | Not listed | Percentage of assets, Hourly |
| Christopher Oland | Harmony Wealth Advisors | Edgewater | Not listed | Percentage of assets, Fixed fees |
| Collin Toal | RCS Financial Planning | Annapolis | Not listed | Percentage of assets, Hourly |
| George Boudreau | Oliver Wealth Management | Towson | Not listed | Ongoing planning fee |
| Hossameldin Abdelkarim | Poise Investment Advisors | Germantown | Not listed | Percentage of assets, Hourly |
| Jiaxuan Zhuang | MZ Capital | Bethesda | Not listed | Percentage of assets, Hourly |
| Joseph Plume | Oliver Wealth Management | Towson | Not listed | Ongoing planning fee |
| Katherine Groce | Prostatis Group | Hanover | Not listed | Percentage of assets, Hourly |
| Lawrence Kiely | Prostatis Group | Hanover | Not listed | Percentage of assets, Hourly |
| Lisa Schaefer | KFA Private Wealth Group | Chevy Chase | Not listed | Percentage of assets, Hourly |
| Matthew McNally | Glassman Wealth | North Bethesda | Not listed | Percentage of assets, Fixed fees |
| Michael Canet | Prostatis Group | Hanover | Not listed | Percentage of assets, Hourly |
| Ryan Herbert | Prostatis Group | Hanover | Not listed | Percentage of assets, Hourly |
| Sherif Othman | Poise Investment Advisors | Germantown | Not listed | Percentage of assets, Hourly |
| Vanessa Pruett-Urie | Prostatis Group | Hanover | Not listed | Percentage of assets, Hourly |
| Charles Kimmel | Councilor | Gaithersburg | Not listed | Percentage of assets, Hourly |
| Gary Mitchell | Sage Financial Group | Baltimore | Not listed | Percentage of assets, Fixed fees |
| Greg Pyne | Red Oak Financial Group | Towson | Not listed | Percentage of assets, Hourly |
| Isiah Williams | Audible Wealth Management | Silver Spring | Not listed | Percentage of assets, Fixed fees |
| James Ellerson | The Ellerson Group | Annapolis | Not listed | Percentage of assets, Hourly |
| Jonathan McKinney | Audible Wealth Management | Silver Spring | Not listed | Percentage of assets, Fixed fees |
| Monica Carlos | Audible Wealth Management | Silver Spring | Not listed | Percentage of assets, Fixed fees |
| Peter Pavlov | Lynx Investment Advisory | Columbia | Not listed | Percentage of assets, Fixed fees |
| Raul Shah | DocShah Financial | Ellicott City | Not listed | Percentage of assets, One-time planning fee |
| Brian Luts | LGG Financial | Bethesda | Not listed | Percentage of assets |
| David Greenleigh | LGG Financial | Bethesda | Not listed | Percentage of assets |
| Gretchen Straczewski | Tred Avon Family Wealth | Easton | Not listed | Percentage of assets, Hourly |
| Heather McGolerick | Meritis Wealth Management | Potomac | Not listed | Percentage of assets, Hourly |
| Laura Markoff | Meritis Wealth Management | Potomac | Not listed | Percentage of assets, Hourly |
| Patricia Eddy | Oxford Planning Group | Woodstock | Not listed | Percentage of assets, Hourly |
| Tarun Mehta | Onyx Bridge Wealth Group | Rockville | Not listed | Percentage of assets, Hourly |
| Thiago Glieger | RMG Advisors | Rockville | Not listed | Percentage of assets, Hourly |
| Alexander Campbell | A.G. Campbell Advisory | Baltimore | Not listed | Percentage of assets, Hourly |
| Alexander Campbell | A.G. Campbell Advisory | Baltimore | Not listed | Percentage of assets, Hourly |
| John Persico | PERSICO Asset Management | Severna Park | Not listed | Percentage of assets, Hourly |
| Mark Scott | A.G. Campbell Advisory | Baltimore | Not listed | Percentage of assets, Hourly |
| Morgan Freund | Family Office Research | Bethesda | Not listed | Percentage of assets, Hourly |
| Scott Freund | Family Office Research | Bethesda | Not listed | Percentage of assets, Hourly |