| John Eisele | Malvern Capital Management | Malvern | Not listed | Percentage of assets, Hourly |
| John Orobono | Innova Wealth Partners | Newtown | Not listed | Percentage of assets, Fixed fees |
| John Slater | CUBIC Advisors | Wayne | Not listed | Percentage of assets |
| Joshua Fennimore | Benchmark Financial | Schwenksville | Not listed | Percentage of assets, Hourly |
| Karen Vavra | VCM Wealth | Collegeville | Not listed | Percentage of assets, Hourly |
| Kelley Taylor | Fairman Financial | Chesterbrook | Not listed | Percentage of assets, Hourly |
| Kyle Bruner | Innova Wealth Partners | Newtown | Not listed | Percentage of assets, Fixed fees |
| Kyle French | Fairman Financial | Chesterbrook | Not listed | Percentage of assets, Hourly |
| Louis Iovannone | Malvern Capital Management | Malvern | Not listed | Percentage of assets, Hourly |
| Luke Smith | DT Investment Partners | Chadds Ford | Not listed | Percentage of assets, Fixed fees |
| Meghan Baum | Atwater Malick | Lancaster | Not listed | Percentage of assets, Hourly |
| Michael Czajka | Malvern Capital Management | Malvern | Not listed | Percentage of assets, Hourly |
| Michael Kwiatkowski | WHTG Wealth Management | Landenberg | CFA | Percentage of assets |
| Michael Milinovich | Milinovich & Company | Waynesburg | Not listed | Ongoing planning fee |
| Nathan Fullmer | Fairman Financial | Chesterbrook | Not listed | Percentage of assets, Hourly |
| Nicole Wasiakowski | Brightside Wealth Planning | Center Valley | Not listed | Percentage of assets, Fixed fees |
| Noah Lehman | Boden Wealth | Lemoyne | Not listed | Percentage of assets, Hourly |
| Peter Detwiler | DT Investment Partners | Chadds Ford | Not listed | Percentage of assets, Fixed fees |
| Ralph Wasiakowski | Brightside Wealth Planning | Center Valley | Not listed | Percentage of assets, Fixed fees |
| Richard Dombrowski | Rigden Capital Strategies | Erie | Not listed | Percentage of assets, Hourly |
| Richard Luchini | Luchini Financial | Altoona | Not listed | Percentage of assets, Fixed fees |
| Robert Grimm | Boden Wealth | Lemoyne | Not listed | Percentage of assets, Hourly |
| Roy Fairman | Fairman Financial | Chesterbrook | Not listed | Percentage of assets, Hourly |
| Ryan Omensetter | DT Investment Partners | Chadds Ford | Not listed | Percentage of assets, Fixed fees |
| Ryan Troup | Econ Wealth Management | Harrisburg | Not listed | Percentage of assets |
| Samantha Lavrich | Fairman Financial | Chesterbrook | Not listed | Percentage of assets, Hourly |
| Samuel Mullen | Fairman Financial | Chesterbrook | Not listed | Percentage of assets, Hourly |
| Stephen Bierker | Asset One | Bridgeville | CFA | Percentage of assets |
| Stephen Schmidt | Innova Wealth Partners | Newtown | Not listed | Percentage of assets, Fixed fees |
| Tressia Marino | Boden Wealth | Lemoyne | Not listed | Percentage of assets, Hourly |
| William Bromley | Innova Wealth Partners | Newtown | Not listed | Percentage of assets, Fixed fees |
| Zachary Hamm-Phipps | Aurdan Capital Management | Wayne | CFA | Percentage of assets, Fixed fees |
| Brent Chavez | Aequitas Equitas Wealth Management | Riegelsville | Not listed | Percentage of assets, Hourly |
| Carl Kielbasa | Phoenix Rising Wealth Management | State College | Not listed | Percentage of assets, Hourly |
| Cole Hofmann | Roffman Miller Wealth Management | Philadelphia | Not listed | Percentage of assets |
| Earl Miller | Roffman Miller Wealth Management | Philadelphia | Not listed | Percentage of assets |
| Emily Wheeler | Attleboro Wealth Management | Yardley | Not listed | Percentage of assets, Fixed fees |
| J Miller | Blue Bell Private Wealth Management | Blue Bell | Not listed | Percentage of assets, Hourly |
| Jessica Chominski | Aquinas Wealth Advisors | West Chester | Not listed | Percentage of assets |
| Jon Sobotkin | Blue Bell Private Wealth Management | Blue Bell | Not listed | Percentage of assets, Hourly |
| Jonathan Miller | Blue Bell Private Wealth Management | Blue Bell | Not listed | Percentage of assets, Hourly |
| Justin Capetola | Blue Bell Private Wealth Management | Blue Bell | Not listed | Percentage of assets, Hourly |
| Lori Hartman | Roffman Miller Wealth Management | Philadelphia | Not listed | Percentage of assets |
| Robert Miller | Roffman Miller Wealth Management | Philadelphia | Not listed | Percentage of assets |
| Ryan Crooks | Roffman Miller Wealth Management | Philadelphia | Not listed | Percentage of assets |
| Sean Miller | Blue Bell Private Wealth Management | Blue Bell | Not listed | Percentage of assets, Hourly |
| Stephen Gaustad | Galvin, Gaustad & Stein | Sewickley | Not listed | Percentage of assets, Hourly |
| Susan Arnold | Roffman Miller Wealth Management | Philadelphia | Not listed | Percentage of assets |
| William Messner | Bill Messner Contrarian Investment Advisory | New Castle | Not listed | Hourly, Ongoing planning fee |
| Andrew Albano | Mariner Financial Group | Newtown | Not listed | Percentage of assets, Fixed fees |