| Brian Hawthorne-Codato | Glassy Mountain Advisors | Bethesda | CFA | Percentage of assets |
| Brian Luts | LGG Financial | Bethesda | Not listed | Percentage of assets |
| David Greenleigh | LGG Financial | Bethesda | Not listed | Percentage of assets |
| Gretchen Straczewski | Tred Avon Family Wealth | Easton | Not listed | Percentage of assets, Hourly |
| Heather McGolerick | Meritis Wealth Management | Potomac | Not listed | Percentage of assets, Hourly |
| Jordan Daugherty | FSA Wealth Partners | Rockville | CFA | Percentage of assets, Hourly |
| Laura Markoff | Meritis Wealth Management | Potomac | Not listed | Percentage of assets, Hourly |
| Michael McIntyre | Glassy Mountain Advisors | Bethesda | CFA | Percentage of assets |
| Patricia Eddy | Oxford Planning Group | Woodstock | Not listed | Percentage of assets, Hourly |
| Ronald Rough | FSA Wealth Partners | Rockville | CFA | Percentage of assets, Hourly |
| William Kauffman | Paramount Investments | Lutherville | CFA | Percentage of assets |
| James Lee | Lee-Kelleher-Klein Wealth Management | Ellicott City | Not listed | Percentage of assets |
| John Persico | PERSICO Asset Management | Severna Park | Not listed | Percentage of assets, Hourly |
| Michael Bryant | First Perspective Capital | National Harbor | Not listed | Percentage of assets, Hourly |
| William Kelleher | Lee-Kelleher-Klein Wealth Management | Ellicott City | Not listed | Percentage of assets |
| Christopher Jones | FSA Wealth Partners | Rockville | Not listed | Percentage of assets, Hourly |
| Mary Ann Drucker | FSA Wealth Partners | Rockville | Not listed | Percentage of assets, Hourly |