| Mark Prowell | Prowell Financial Management | Exton | Not listed | Percentage of assets, Fixed fees |
| Martin Wildy | Avail Investment Partners | Lemont | CFA | Percentage of assets, Hourly |
| 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 |
| Ben Engel | Modesto Capital | Elkins Park | Not listed | Percentage of assets, Hourly |
| Christopher Jackson | truNorth™ Financial Services | Chambersburg | Not listed | Percentage of assets, Hourly |
| Curt Stauffer | MCM Wealth | Lancaster | Not listed | Percentage of assets, Hourly |
| Kristin Ramsay | truNorth™ Financial Services | Chambersburg | Not listed | Percentage of assets, Hourly |
| Noah Eshenaur | truNorth™ Financial Services | Chambersburg | Not listed | Percentage of assets, Hourly |
| Rachel Lewis | Values Added | Mechanicsburg | Not listed | Percentage of assets, Hourly |
| Arielle Buitenhuys | Avail Investment Partners | Lemont | Not listed | Percentage of assets, Hourly |
| Benjamin Liscum | Tower Wealth Partners | Lewisburg | Not listed | Percentage of assets, Hourly |
| Brendan Moleski | Conservest Capital Advisors | Wynnewood | Not listed | Percentage of assets |
| Brett Greenfield | Avail Investment Partners | Lemont | Not listed | Percentage of assets, Hourly |
| Bruce Kardon | Conservest Capital Advisors | Wynnewood | Not listed | Percentage of assets |
| Christina Copeland | Conservest Capital Advisors | Wynnewood | Not listed | Percentage of assets |
| David Lorine | Conservest Capital Advisors | Wynnewood | Not listed | Percentage of assets |
| Geoffrey Caber | Avail Investment Partners | Lemont | Not listed | Percentage of assets, Hourly |
| Haley Koss | Tower Wealth Partners | Lewisburg | Not listed | Percentage of assets, Hourly |
| Jared Kohl | Tower Wealth Partners | Lewisburg | Not listed | Percentage of assets, Hourly |
| Kristin Sindoni | Conservest Capital Advisors | Wynnewood | Not listed | Percentage of assets |
| Lacy Redwine | Conservest Capital Advisors | Wynnewood | Not listed | Percentage of assets |
| Meredith Henderson | Avail Investment Partners | Lemont | Not listed | Percentage of assets, Hourly |
| Roderick Hays | Avail Investment Partners | Lemont | Not listed | Percentage of assets, Hourly |
| William Hall | Conservest Capital Advisors | Wynnewood | Not listed | Percentage of assets |