| Theodore Brooks | Nordwand Capital | Radnor | CFA | Percentage of assets, Fixed fees |
| Thomas Holt | Legacy Advisors | Plymouth Meeting | CFA | Percentage of assets, Hourly |
| William March | Spring City Partners | Philadelphia | Not listed | Percentage of assets, Fixed fees |
| Andrew Green | Fairman Financial | Chesterbrook | Not listed | Percentage of assets, Hourly |
| Charles Smith | DT Investment Partners | Chadds Ford | Not listed | Percentage of assets, Fixed fees |
| Christopher Topolewski | Wick Capital Partners | Wayne | Not listed | Percentage of assets, Fixed fees |
| Cortright Wetherill | Wick Capital Partners | Wayne | Not listed | Percentage of assets, Fixed fees |
| David Pankiw | CUBIC Advisors | Wayne | Not listed | Percentage of assets |
| Edward Kriczky | Kriczky Wealth Management | Downingtown | Not listed | Percentage of assets, Hourly |
| Jacob Artz | Econ Wealth Management | Harrisburg | Not listed | Percentage of assets |
| Jason Kleinschmidt | Fairman Financial | Chesterbrook | Not listed | Percentage of assets, Hourly |
| Jeffrey Widdup | Milinovich & Company | Waynesburg | Not listed | Ongoing planning fee |
| John Blair | DT Investment Partners | Chadds Ford | Not listed | Percentage of assets, Fixed fees |
| John Eisele | Malvern Capital Management | Malvern | Not listed | Percentage of assets, Hourly |
| John Krolikowski | Trebuchet Consulting | Pittsburgh | Not listed | Percentage of assets, Hourly |
| John Slater | CUBIC Advisors | Wayne | Not listed | Percentage of assets |
| Karen Vavra | VCM Wealth | Collegeville | Not listed | Percentage of assets, Hourly |
| Kelley Taylor | Fairman Financial | Chesterbrook | Not listed | Percentage of assets, Hourly |
| Kyle French | Fairman Financial | Chesterbrook | Not listed | Percentage of assets, Hourly |
| Lisa Green | Sunpointe Investments | Bryn Mawr | Not listed | Percentage of assets, Fixed fees |
| Louis Iovannone | Malvern Capital Management | Malvern | Not listed | Percentage of assets, Hourly |
| Luke Smith | DT Investment Partners | Chadds Ford | Not listed | Percentage of assets, Fixed fees |
| Mark Feldser | Wick Capital Partners | Wayne | Not listed | Percentage of assets, Fixed fees |
| Matthew Barr | Wick Capital Partners | Wayne | Not listed | Percentage of assets, Fixed fees |
| Matthew McCarter | Onyx Bridge Wealth Group | Exton | Not listed | Percentage of assets, Hourly |
| Matthew Ramer | MOR Wealth Management | Philadelphia | Not listed | Percentage of assets, Hourly |
| Michael Czajka | Malvern Capital Management | Malvern | Not listed | Percentage of assets, Hourly |
| Michael Milinovich | Milinovich & Company | Waynesburg | Not listed | Ongoing planning fee |
| Nathan Fullmer | Fairman Financial | Chesterbrook | Not listed | Percentage of assets, Hourly |
| Noah Lehman | Boden Wealth | Lemoyne | Not listed | Percentage of assets, Hourly |
| Peter Detwiler | DT Investment Partners | Chadds Ford | Not listed | Percentage of assets, Fixed fees |
| Richard Dombrowski | Rigden Capital Strategies | Erie | Not listed | Percentage of assets, Hourly |
| Robert Grimm | Boden Wealth | Lemoyne | Not listed | Percentage of assets, Hourly |
| Roy Fairman | Fairman Financial | Chesterbrook | Not listed | Percentage of assets, Hourly |
| Ryan Babeuf | Edge Wealth Management | Havertown | CFA | Percentage of assets |
| Ryan Omensetter | DT Investment Partners | Chadds Ford | Not listed | Percentage of assets, Fixed fees |
| Ryan Troup | Econ Wealth Management | Harrisburg | Not listed | Percentage of assets |
| Samantha Lavrich | Fairman Financial | Chesterbrook | Not listed | Percentage of assets, Hourly |
| Samuel Mullen | Fairman Financial | Chesterbrook | Not listed | Percentage of assets, Hourly |
| Steven Miller | Trebuchet Consulting | Pittsburgh | Not listed | Percentage of assets, Hourly |
| Tressia Marino | Boden Wealth | Lemoyne | Not listed | Percentage of assets, Hourly |
| Christopher Boyle | Nordwand Capital | Radnor | Not listed | Percentage of assets, Fixed fees |
| Connor Martin | Nordwand Capital | Radnor | Not listed | Percentage of assets, Fixed fees |
| Eric Pirhalla | True Horizon Wealth Advisors | Malvern | Not listed | Percentage of assets, Hourly |
| Gerald Kane | Nordwand Capital | Radnor | Not listed | Percentage of assets, Fixed fees |
| James Martin | Nordwand Capital | Radnor | Not listed | Percentage of assets, Fixed fees |
| Joshua Barnes | Legacy Advisors | Plymouth Meeting | Not listed | Percentage of assets, Hourly |
| Kelly Hansen | Legacy Advisors | Plymouth Meeting | Not listed | Percentage of assets, Hourly |
| Mark Prowell | Prowell Financial Management | Exton | Not listed | Percentage of assets, Fixed fees |
| Matthew Topley | Lansing Street Advisors | Ambler | Not listed | Percentage of assets, Fixed fees |