| Kelsey Plummer | Pursuit Wealth Strategies | Raleigh | Not listed | Percentage of assets, Hourly |
| Martha Hays | ACT Advisors | Asheville | Not listed | Ongoing planning fee |
| Nicholas Lloyd | Novare Capital Management | Charlotte | CFA | Percentage of assets |
| Patrick Latta | ACT Advisors | Asheville | Not listed | Ongoing planning fee |
| Patrick Mauney | Mauney-Pitt Financial Management | Shelby | Not listed | Percentage of assets |
| Richard Dexter | Spartan Planning | Greensboro | Not listed | Percentage of assets, Fixed fees |
| Robert Pitt | Mauney-Pitt Financial Management | Shelby | Not listed | Percentage of assets |
| Terry Sapp | Live Oak Private Wealth | Wilmington | CFA | Percentage of assets, Hourly |
| Arne Morris | Townsend Asset Management | Raleigh | Not listed | Percentage of assets, Hourly |
| Bradley Turlington | White Oak Wealth Partners | Raleigh | Not listed | Percentage of assets |
| BreAnn Weaver | Gragg Financial | Shelby | Not listed | Percentage of assets, Hourly |
| Christine Foster-Perry | Absher Wealth Management | Wilkesboro | Not listed | Percentage of assets, Hourly |
| Christopher Harris | Strategic Advisory Partners | Greensboro | Not listed | Percentage of assets, Hourly |
| Danielle Bailey | Balentine Wealth Advisors | Raleigh | Not listed | Percentage of assets, Fixed fees |
| John Hutchinson | Great Falls Wealth Management | Pinehurst | Not listed | Percentage of assets, Hourly |
| Lorin Wagler | Great Falls Wealth Management | Pinehurst | Not listed | Percentage of assets, Hourly |
| Lucas Roberson | Balentine Wealth Advisors | Raleigh | Not listed | Percentage of assets, Fixed fees |
| Matthew Woodlief | Private Wealth Management of NC | Henderson | Not listed | Percentage of assets, Hourly |
| Michael Absher | Absher Wealth Management | Raleigh | Not listed | Percentage of assets, Hourly |
| Michael Cornell | Infinite Wealth Advisors | Mooresville | Not listed | Percentage of assets, Hourly |
| Michael Fusco | Infinite Wealth Advisors | Mooresville | Not listed | Percentage of assets, Hourly |
| Orville Igharas | Piedmont Trust | Greenboro | Not listed | Percentage of assets, Fixed fees |
| Robert Boggs | Catawba River Capital | Belmont | Not listed | Percentage of assets, Hourly |
| Robert Wagler | Great Falls Wealth Management | Pinehurst | Not listed | Percentage of assets, Hourly |
| Roy Hyde | Strategic Advisory Partners | Greensboro | Not listed | Percentage of assets, Hourly |
| Scott Wardrop | SCW Wealth Management | Carolina Beach | Not listed | Percentage of assets |
| Susan Riser Whitlock | Infinite Wealth Advisors | Mooresville | Not listed | Percentage of assets, Hourly |
| Toney Falkner | Private Wealth Management of NC | Henderson | Not listed | Percentage of assets, Hourly |
| William Davidson | Park Wealth Management | Greensboro | Not listed | Hourly |
| Zakariya Wahdan | Absher Wealth Management | Raleigh | Not listed | Percentage of assets, Hourly |
| Adam Easley | Live Oak Private Wealth | Wilmington | Not listed | Percentage of assets, Hourly |
| Amanda Miars | Live Oak Private Wealth | Wilmington | Not listed | Percentage of assets, Hourly |
| Andrew Fisher | Novare Capital Management | Charlotte | Not listed | Percentage of assets |
| Christopher Patton | Novare Capital Management | Charlotte | Not listed | Percentage of assets |
| Connor Keller | Live Oak Private Wealth | Wilmington | Not listed | Percentage of assets, Hourly |
| Daniel Heth | Preserve Wealth Management | Weaverville | Not listed | Percentage of assets, Fixed fees |
| David Beach | Mill Capital Management | Concord | Not listed | Percentage of assets |
| Edward Jackson | The Investor Advisory Group | Charlotte | Not listed | Percentage of assets, Hourly |
| Eric Lockerman | Novare Capital Management | Charlotte | Not listed | Percentage of assets |
| Jacob Pivonka | Axiom Private Wealth | Charlotte | Not listed | Percentage of assets |
| Jessica Rickert | Novare Capital Management | Charlotte | Not listed | Percentage of assets |
| John Coleman | Live Oak Private Wealth | Wilmington | Not listed | Percentage of assets, Hourly |
| Michael Jackson | The Investor Advisory Group | Charlotte | Not listed | Percentage of assets, Hourly |
| Noah Hannon | ABS Legacy Partners | Hickory | Not listed | Percentage of assets, Hourly |
| Robert Jones | The Investor Advisory Group | Charlotte | Not listed | Percentage of assets, Hourly |
| William Collier | Live Oak Private Wealth | Rocky Mount | Not listed | Percentage of assets, Hourly |
| Gregory Dunne | Raleigh Investment Advisors | Raleigh | Not listed | Percentage of assets |
| Nahnsan Guseh | Capital Solutions Advisors | Durham | Not listed | Percentage of assets, Hourly |