| Mallen Bruggeman | Auctus Advisors | Charlotte | Not listed | Percentage of assets, Fixed fees |
| Orville Igharas | Piedmont Trust | Greenboro | Not listed | Percentage of assets, Fixed fees |
| Patrick Evans | Grant Street Asset Management | Charlotte | Not listed | Percentage of assets, Fixed fees |
| Reed Wheless | Tar River Wealth Planning | Louisburg | Not listed | Percentage of assets, Fixed fees |
| Robert Graham | Riggs Asset Management | Bolivia | Not listed | Percentage of assets, Hourly |
| Ross Smyth | Glassy Mountain Advisors | Brevard | CFA | Percentage of assets |
| Roy Hyde | Strategic Advisory Partners | Greensboro | Not listed | Percentage of assets, Hourly |
| Ryan Knight | Family Wealth Partners | Matthews | Not listed | Percentage of assets, Hourly |
| Scott Wardrop | SCW Wealth Management | Carolina Beach | Not listed | Percentage of assets |
| Tony Sigmon | Collegiate Capital Management | Raleigh | Not listed | Percentage of assets |
| Wade Tapp | Family Wealth Partners | Matthews | Not listed | Percentage of assets, Hourly |
| William Davidson | Park Wealth Management | Greensboro | Not listed | Hourly |
| Andrew Fisher | Novare Capital Management | Charlotte | Not listed | Percentage of assets |
| Christopher Patton | Novare Capital Management | Charlotte | Not listed | Percentage of assets |
| David Beach | Mill Capital Management | Concord | Not listed | Percentage of assets |
| Eric Lockerman | Novare Capital Management | Charlotte | Not listed | Percentage of assets |
| Jessica Rickert | Novare Capital Management | Charlotte | Not listed | Percentage of assets |
| Noah Hannon | ABS Legacy Partners | Hickory | Not listed | Percentage of assets, Hourly |