| Robert Hofmann | Roffman Miller Wealth Management | Phialdelphia | CFP | Percentage of assets |
| Robert Riegen | Roffman Miller Wealth Management | Philadelphia | CFP | Percentage of assets |
| Roger Roble | Roble Belko & Company | Sewickley | Not listed | Percentage of assets, Fixed fees |
| Stuart Caplan | Members' Wealth | Media | Not listed | Percentage of assets, Fixed fees |
| Timothy Thomas | Members' Wealth | Media | Not listed | Percentage of assets, Fixed fees |
| Aaron Marks | Amplius Wealth | Blue Bell | Not listed | Percentage of assets, Hourly |
| Alexis Cunningham | McClarren Financial Advisors | St. Mary'S | CFP | Ongoing planning fee |
| Allen Carr | Vantus Wealth | Lancaster | Not listed | Percentage of assets, Hourly |
| Andrew Cooper | Cooper Eagle | King Of Prussia | CFP | Percentage of assets, Hourly |
| Andrew O'Gorman | River Wealth Advisors | Camp Hill | CFP | Percentage of assets, Hourly |
| Andrew Sedora | Vantus Wealth | Lancaster | Not listed | Percentage of assets, Hourly |
| Barry Pflueger | Pflueger Wealth | Churchville | CFP | Percentage of assets, Hourly |
| Benjamin Dum | River Wealth Advisors | Camp Hill | CFP | Percentage of assets, Hourly |
| Bradford Houchins | River Wealth Advisors | Allentown | CFP | Percentage of assets, Hourly |
| Brandon Redmond | McClarren Financial Advisors | State College | CFP | Ongoing planning fee |
| Brian Yates | Asset One | Bridgeville | CFP | Percentage of assets |
| Christopher Botamer | Botamer Financial | State College | CFP | Percentage of assets, Hourly |
| Clinton Simmons | Vantus Wealth | Lancaster | Not listed | Percentage of assets, Hourly |
| Daniel Jennings | Gross & Hartman Investments | Leola | CFA | Hourly |
| David Peppard | Baldwin Management | West Conshohocken | Not listed | Percentage of assets |
| Donna Zanetti | Pennsylvania Capital Management | Huntingdon Valley | Not listed | Percentage of assets, Hourly |
| Eric Wiegand | River Wealth Advisors | Allentown | CFP | Percentage of assets, Hourly |
| Gabriel Sedora | Vantus Wealth | Lancaster | Not listed | Percentage of assets, Hourly |
| Gregory Reeder | McClarren Financial Advisors | State College | CFP | Ongoing planning fee |
| Heather Rivas | River Wealth Advisors | Camp Hill | CFP | Percentage of assets, Hourly |
| Jacob Siani | Amplius Wealth | Blue Bell | Not listed | Percentage of assets, Hourly |
| Jake Murphy Helping busy med professionals reduce taxes and pay off debt faster without burning out. | TrueClarity Wealth | Wayne | Not listed | One-time planning fee, Subscription |
| James Armstrong | Henry H. Armstrong Associates | Pittsburgh | Not listed | Percentage of assets |
| Jared Quereau | Baldwin Management | West Conshohocken | Not listed | Percentage of assets |
| Jason Abruzere | Weyhill Investment Counsel | Bethlehem | Not listed | Hourly, One-time planning fee |
| Jason Vavra | VCM Wealth | Collegeville | PFS | Percentage of assets, Hourly |
| Jeffrey Emrich | Vantus Wealth | Lancaster | Not listed | Percentage of assets, Hourly |
| Jennifer Collins | River Wealth Advisors | Camp Hill | CFP | Percentage of assets, Hourly |
| Jillian Gisoni | Kapusta Financial Group | Pittsburgh | CFP | Percentage of assets, Hourly |
| Jonathan Smith | DT Investment Partners | Chadds Ford | CFA | Percentage of assets, Fixed fees |
| Joseph Schmitt | Incline Financial Planning | Mars | Not listed | Percentage of assets, Ongoing planning fee |
| Joshua Purdy | McClarren Financial Advisors | State College | CFP | Ongoing planning fee |
| Julie Purcell | Wissahickon Wealth Management | Philadelphia | Not listed | Percentage of assets |
| Kevin Dodgson | Shetland Financial | Center Valley | CFA | Flat fee or retainer |
| Michael Cox | Seaside Wealth Advisors | Mechanicsburg | Not listed | Percentage of assets, Hourly |
| Michael Crew | Flax Pond Capital | Merion Station | Not listed | Percentage of assets, Hourly |
| Michelle Czarnecki | Amplius Wealth | Blue Bell | Not listed | Percentage of assets, Hourly |
| Monica Lanzilotta | Amplius Wealth | Blue Bell | Not listed | Percentage of assets, Hourly |
| Paul Broomell | Vantus Wealth | Lancaster | Not listed | Percentage of assets, Hourly |
| R. Christopher Wiegand | Newbridge Wealth Management | Bryn Mawr | CFA | Percentage of assets, Hourly |
| Rebecca Drexler-Bleivik | Cooper Eagle | King Of Prussia | CFP | Percentage of assets, Hourly |
| Ruby Weidler | McClarren Financial Advisors | State College | CFP | Ongoing planning fee |
| Ryan Gelrod | Fairman Financial | Chesterbrook | CFA | Percentage of assets, Hourly |
| Ryan Suess | Kapusta Financial Group | Pittsburgh | CFP | Percentage of assets, Hourly |
| Samuel Liebman | Amplius Wealth | Blue Bell | Not listed | Percentage of assets, Hourly |