| Megan Keenan | Lansing Street Advisors | Yardley | Not listed | Percentage of assets, Fixed fees |
| Patrick Greenhalgh | Lansing Street Advisors | Ambler | Not listed | Percentage of assets, Fixed fees |
| Patrick McGinnis | Nordwand Capital | Radnor | Not listed | Percentage of assets, Fixed fees |
| Robert Wurster | Legacy Advisors | Plymouth Meeting | Not listed | Percentage of assets, Hourly |
| Ryan Becker | Legacy Advisors | Plymouth Meeting | Not listed | Percentage of assets, Hourly |
| Sarah Lynch | Prowell Financial Management | Exton | Not listed | Percentage of assets, Fixed fees |
| Stephen Topley | Lansing Street Advisors | Ambler | Not listed | Percentage of assets, Fixed fees |