| Noah Rankin | Green Leaf Advisors | New Bethlehem | Not listed | Percentage of assets, One-time planning fee |
| Stuart Caplan | Members' Wealth | Media | Not listed | Percentage of assets, Fixed fees |
| Timothy Thomas | Members' Wealth | Media | Not listed | Percentage of assets, Fixed fees |
| Allen Carr | Vantus Wealth | Lancaster | Not listed | Percentage of assets, Hourly |
| Andrew Sedora | Vantus Wealth | Lancaster | Not listed | Percentage of assets, Hourly |
| Clinton Simmons | Vantus Wealth | Lancaster | Not listed | Percentage of assets, Hourly |
| Donna Zanetti | Pennsylvania Capital Management | Huntingdon Valley | Not listed | Percentage of assets, Hourly |
| Evan Evans | Onyx Bridge Wealth Group | Exton | ChFC | Percentage of assets, Hourly |
| Gabriel Sedora | Vantus Wealth | Lancaster | 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 |
| Jason Abruzere | Weyhill Investment Counsel | Bethlehem | Not listed | Hourly, One-time planning fee |
| Jeffrey Emrich | Vantus Wealth | Lancaster | Not listed | Percentage of assets, Hourly |
| Michael Crew | Flax Pond Capital | Merion Station | 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 |
| Seth Bittner | Stillwater Private Wealth | Allentown | Not listed | Percentage of assets, Flat fee or retainer |
| Stephen Palmer | Pennsylvania Capital Management | Blue Bell | Not listed | Percentage of assets, Hourly |
| Thomas McGahan | Eamon Capital Management | Wexford | CFA | Percentage of assets, Hourly |
| Allen Wagner | Wagner Wealth Management | Conyngham | Not listed | Percentage of assets |
| Justin Warfel | Wagner Wealth Management | Conyngham | Not listed | Percentage of assets |
| Mary Jule Roginski | Northeastern Financial Consultants | South Abington Township | Not listed | Percentage of assets, Hourly |
| Nisiar Smith | Courtside Wealth Partners | Blue Bell | Not listed | Percentage of assets, Fixed fees |
| Ashley Chupka | Grant Street Asset Management | Canonsburg | Not listed | Percentage of assets, Fixed fees |
| David Huber | Grant Street Asset Management | Canonsburg | Not listed | Percentage of assets, Fixed fees |
| Jacob Artz | Econ Wealth Management | Harrisburg | Not listed | Percentage of assets |
| John Ferraro | Grant Street Asset Management | Canonsburg | Not listed | Percentage of assets, Fixed fees |
| Kristen Jackson | Grant Street Asset Management | Canonsburg | Not listed | Percentage of assets, Fixed fees |
| Matthew McCarter | Onyx Bridge Wealth Group | Exton | Not listed | Percentage of assets, Hourly |
| Michael Evans | Grant Street Asset Management | Canonsburg | Not listed | Percentage of assets, Fixed fees |
| Michael Loch | Grant Street Asset Management | Canonsburg | Not listed | Percentage of assets, Fixed fees |
| 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 |
| Ralph Wasiakowski | Brightside Wealth Planning | Center Valley | Not listed | Percentage of assets, Fixed fees |
| Robert Grimm | Boden Wealth | Lemoyne | Not listed | Percentage of assets, Hourly |
| Ryan Troup | Econ Wealth Management | Harrisburg | Not listed | Percentage of assets |
| Tressia Marino | Boden Wealth | Lemoyne | Not listed | Percentage of assets, Hourly |
| Eric Pirhalla | True Horizon Wealth Advisors | Malvern | Not listed | Percentage of assets, Hourly |
| Jacob Dentler | Dentler Capital | New Cumberland | Not listed | Percentage of assets, Hourly |
| Patrick Clark | Neshaminy Creek Advisors | Bensalem | Not listed | Percentage of assets, Hourly |