| Bruce Hunt | Rose Valley Asset Management | Media | Not listed | Percentage of assets, Hourly |
| Catherine Kapusta | Kapusta Financial Group | Pittsburgh | Not listed | Percentage of assets, Hourly |
| Christopher Jackson | truNorth™ Financial Services | Chambersburg | Not listed | Percentage of assets, Hourly |
| Cindy Jones | Covington Investment Advisors | Ligonier | Not listed | Percentage of assets |
| Colten McCutcheon | Covington Investment Advisors | Ligonier | Not listed | Percentage of assets |
| Debra Hippensteel | River Wealth Advisors | Allentown | Not listed | Percentage of assets, Hourly |
| Dina Roan | McClarren Financial Advisors | State College | Not listed | Ongoing planning fee |
| Jacob Devlin | Covington Investment Advisors | Ligonier | Not listed | Percentage of assets |
| Jamie Roth | Solyco Wealth | Hanover | Not listed | Percentage of assets, Hourly |
| Jay Jajich | River Wealth Advisors | Camp Hill | Not listed | Percentage of assets, Hourly |
| Jeffrey Guindon | Carriage Hill Investment Associates | Lancaster | Not listed | Percentage of assets, Hourly |
| Jennifer Anderson | McClarren Financial Advisors | State College | Not listed | Ongoing planning fee |
| Jesse Robinson | River Wealth Advisors | Camp Hill | Not listed | Percentage of assets, Hourly |
| Joseph Pflueger | Pflueger Wealth | Churchville | Not listed | Percentage of assets, Hourly |
| Judith Savchak | River Wealth Advisors | Allentown | Not listed | Percentage of assets, Hourly |
| Kristin Ramsay | truNorth™ Financial Services | Chambersburg | Not listed | Percentage of assets, Hourly |
| Kyle Zentner | McClarren Financial Advisors | State College | Not listed | Ongoing planning fee |
| Marc Turner | Renaissance Advisory Group | Bryn Mawr | Not listed | Percentage of assets |
| Mark Loomis | River Wealth Advisors | Camp Hill | Not listed | Percentage of assets, Hourly |
| Nick Allen | Covington Investment Advisors | Ligonier | Not listed | Percentage of assets |
| Noah Eshenaur | truNorth™ Financial Services | Chambersburg | Not listed | Percentage of assets, Hourly |
| Patrick Wallace | Covington Investment Advisors | Ligonier | Not listed | Percentage of assets |
| Rachel Stam | River Wealth Advisors | Camp Hill | Not listed | Percentage of assets, Hourly |
| Rafael Yurk | Asset One | Bridgeville | Not listed | Percentage of assets |
| Ralph Manna | River Wealth Advisors | Camp Hill | Not listed | Percentage of assets, Hourly |
| Steven Maher | Cool Creek Financial | Lancaster | Not listed | Percentage of assets, Hourly |
| Timothy Powers | Powers Capital Management | Conshohocken | Not listed | Percentage of assets, Fixed fees |
| William Fenimore | River Wealth Advisors | Camp Hill | Not listed | Percentage of assets, Hourly |