| Amanda Hopkins Clouser | RCS Financial Planning | Annapolis | CFA | Percentage of assets, Hourly |
| Andrew Cecil | Cecil Wealth | Westminster | CFP | Percentage of assets |
| Ashley Perlmutter | Sherman Wealth | Gaithersburg | Not listed | Percentage of assets, Hourly |
| Bradley Sherman | Sherman Wealth | Gaithersburg | Not listed | Percentage of assets, Hourly |
| Colin Exelby | Celestial Wealth Management | Towson | CFP | Percentage of assets, Subscription |
| Jamie Lapin | RMG Advisors | Rockville | CFP | Percentage of assets, Hourly |
| Jeyamariappan Ganapathy | Samatva Wealth Management | Clarksburg | CFA | Percentage of assets, Hourly |
| Kirsten Calambro | Oxford Planning Group | Woodstock | CFP | Percentage of assets, Hourly |
| Philip Snyder | Snyder Asset Management | Hunt Valley | CFA | Percentage of assets |
| Shaun Eddy | Oxford Planning Group | Woodstock | CFP | Percentage of assets, Hourly |
| Thomas Bonvissuto | Intero Financial Planning | Parkton | CFP, ChFC, CFA | One-time planning fee, Ongoing planning fee |
| Aaron Wall | Fidelis Capital | Bethesda | CFA | Percentage of assets, Fixed fees |
| David Sheiman | The Ellerson Group | Annapolis | CFA | Percentage of assets, Hourly |
| Endrit Lloshi | Wealthy & Wise Family Office | Columbia | Not listed | Percentage of assets, Hourly |
| Gregory Estes | Councilor | Bethesda | CFA | Percentage of assets, Hourly |
| Jeffrey Yeakle | MY Wealth Management | Germantown | CFP, ChFC | Percentage of assets, Hourly |
| Steven Schleupner | Councilor | Smithsburg | ChFC | Percentage of assets, Hourly |
| Taiyoung Lee | Wealthy & Wise Family Office | Columbia | Not listed | Percentage of assets, Hourly |
| Andrew Ashton | Prostatis Group | Hanover | Not listed | Percentage of assets, Hourly |
| Andrew Knachel | Oliver Wealth Management | Towson | Not listed | Ongoing planning fee |
| Brian Canet | Prostatis Group | Hanover | Not listed | Percentage of assets, Hourly |
| Brian Woods | Woods Financial Services | Towson | Not listed | Ongoing planning fee |
| Christopher Oland | Harmony Wealth Advisors | Edgewater | Not listed | Percentage of assets, Fixed fees |
| Collin Toal | RCS Financial Planning | Annapolis | Not listed | Percentage of assets, Hourly |
| George Boudreau | Oliver Wealth Management | Towson | Not listed | Ongoing planning fee |
| Hossameldin Abdelkarim | Poise Investment Advisors | Germantown | Not listed | Percentage of assets, Hourly |
| Jiaxuan Zhuang | MZ Capital | Bethesda | Not listed | Percentage of assets, Hourly |
| Joseph Plume | Oliver Wealth Management | Towson | Not listed | Ongoing planning fee |
| Katherine Groce | Prostatis Group | Hanover | Not listed | Percentage of assets, Hourly |
| Lawrence Kiely | Prostatis Group | Hanover | Not listed | Percentage of assets, Hourly |
| Lisa Schaefer | KFA Private Wealth Group | Chevy Chase | Not listed | Percentage of assets, Hourly |
| Lyle Benson | LK Benson & Company | Timonium | CFP, PFS | Hourly, Fixed fees |
| Matthew McNally | Glassman Wealth | North Bethesda | Not listed | Percentage of assets, Fixed fees |
| Michael Canet | Prostatis Group | Hanover | Not listed | Percentage of assets, Hourly |
| Ryan Herbert | Prostatis Group | Hanover | Not listed | Percentage of assets, Hourly |
| Sherif Othman | Poise Investment Advisors | Germantown | Not listed | Percentage of assets, Hourly |
| Vanessa Pruett-Urie | Prostatis Group | Hanover | Not listed | Percentage of assets, Hourly |
| Benjamin Hilyard | Fidelis Capital | Bethesda | Not listed | Percentage of assets, Fixed fees |
| Bradford Yeakle | MY Wealth Management | Germantown | ChFC | Percentage of assets, Hourly |
| Charles Kimmel | Councilor | Gaithersburg | Not listed | Percentage of assets, Hourly |
| Christopher Tate | Fidelis Capital | Bethesda | Not listed | Percentage of assets, Fixed fees |
| Gary Mitchell | Sage Financial Group | Baltimore | Not listed | Percentage of assets, Fixed fees |
| Greg Pyne | Red Oak Financial Group | Towson | Not listed | Percentage of assets, Hourly |
| Isiah Williams | Audible Wealth Management | Silver Spring | Not listed | Percentage of assets, Fixed fees |
| James Ellerson | The Ellerson Group | Annapolis | Not listed | Percentage of assets, Hourly |
| Jonathan McKinney | Audible Wealth Management | Silver Spring | Not listed | Percentage of assets, Fixed fees |
| Lorie Scheibel | Scheibel Planning Solutions | Crownsville | Not listed | Ongoing planning fee |
| Mary Thomas-Spruill | Serene Financial Solutions | Gaithersburg | ChFC | Hourly, Fixed fees |
| Monica Carlos | Audible Wealth Management | Silver Spring | Not listed | Percentage of assets, Fixed fees |
| Peter Pavlov | Lynx Investment Advisory | Columbia | Not listed | Percentage of assets, Fixed fees |