| Tracy McGuire | Brandywine Oak Private Wealth | Kennett Square | CFP | Percentage of assets |
| Tyler Harris | ARX Private Wealth | Lancaster | CFP | Percentage of assets, Hourly |
| Adam Mehrer | Wills Financial Group | Newton Square | CFP | Percentage of assets, Hourly |
| Allison Kramer | Seaside Wealth Advisors | Mechanicsburg | ChFC | Percentage of assets, Hourly |
| Andrea Gorniok | Fairman Financial | Chesterbrook | CFP | Percentage of assets, Hourly |
| Andrew Bucksner | Wick Capital Partners | Wayne | CFP | Percentage of assets, Fixed fees |
| Brooke Bees | Wick Capital Partners | Wayne | CFP | Percentage of assets, Fixed fees |
| Cassandra Kirby | Braun-Bostich & Associates | Canonsburg | Not listed | Percentage of assets, Fixed fees |
| Christopher Zafiriou | Flax Pond Capital | Merion Station | CFA | Percentage of assets, Hourly |
| David Clark | Wick Capital Partners | Wayne | CFP | Percentage of assets, Fixed fees |
| David Markle | Markle Wealth Management | Danielsville | CFP, PFS | Percentage of assets |
| Douglas Bostich | Braun-Bostich & Associates | Canonsburg | Not listed | Percentage of assets, Fixed fees |
| Douglas Morisoli | Fairman Financial | Berwyn | CFP | Percentage of assets, Hourly |
| Gary Hess | Baldwin Management | West Conshohocken | CFA | Percentage of assets |
| James Harrington | Bluesphere Advisors | East Norriton | CFA | Flat fee or retainer, Ongoing planning fee |
| James Olsen | Malvern Capital Management | Malvern | CFP, CFA | Percentage of assets, Hourly |
| John Blair | DT Investment Partners | Chadds Ford | CFP | Percentage of assets, Fixed fees |
| Jonathan Inzero | Innova Wealth Partners | Newtown | CFP | Percentage of assets, Fixed fees |
| Joseph Dimaio | Wick Capital Partners | Wayne | CFP | Percentage of assets, Fixed fees |
| Joshua Jenkins | Seaside Wealth Advisors | Mechanicsburg | ChFC | Percentage of assets, Hourly |
| Joshuah Dains | Milinovich & Company | Clarksville | CFP | Ongoing planning fee |
| Marianne Inforzato | Fairman Financial | Berwyn | CFP | Percentage of assets, Hourly |
| Mary Dal Nogare | Fairman Financial | Chesterbrook | CFP | Percentage of assets, Hourly |
| Matthew Liebman | Amplius Wealth | Blue Bell | CFA | Percentage of assets, Hourly |
| Matthew Snyder | Fairman Financial | Chesterbrook | CFP | Percentage of assets, Hourly |
| Michael D'Antonio | DT Investment Partners | Chadds Ford | CFP | Percentage of assets, Fixed fees |
| Mitchell Mosgrove | Trebuchet Consulting | Pittsburgh | CFP | Percentage of assets, Hourly |
| Patrick Gorgonzola | Fairman Financial | Chesterbrook | CFP | Percentage of assets, Hourly |
| Richard Lawrence | Lawrence Wealth Management | West Conshohocken | CFA | Percentage of assets |
| Ryan Galiotto | Etch Financial | Pittsburgh | CFP | Percentage of assets, Hourly |
| Shawn Kindt | Fairman Financial | Chesterbrook | CFP, PFS | Percentage of assets, Hourly |
| Stephen Paul | Wick Capital Partners | Wayne | CFP | Percentage of assets, Fixed fees |
| Stuart Strasner | Defiant Capital Group | Warrendale | CFA | Percentage of assets, Fixed fees |
| Zachary Zimmer | Trebuchet Consulting | Pittsburgh | CFP | Percentage of assets, Hourly |
| Alex LaRosa | Blue Bell Private Wealth Management | Blue Bell | CFP | Percentage of assets, Hourly |
| Allison Kade | WealthFD | Conshohocken | CFP | Percentage of assets, Hourly |
| Amanda Phillips | Hudock Capital | Williamsport | Not listed | Percentage of assets, Hourly |
| Amber Pennycoff | Hudock Capital | Williamsport | Not listed | Percentage of assets, Hourly |
| Christina Cline | Hudock Capital | Williamsport | Not listed | Percentage of assets, Hourly |
| Daniel Hochbaum | Sage Financial Group | West Conshohocken | CFA | Percentage of assets, Fixed fees |
| Daniel Levinson | Blue Bell Private Wealth Management | Blue Bell | CFP | Percentage of assets, Hourly |
| David Lorditch | Blue Bell Private Wealth Management | Blue Bell | CFP | Percentage of assets, Hourly |
| Henry Fox | Blue Bell Private Wealth Management | Blue Bell | CFP, ChFC | Percentage of assets, Hourly |
| Jesse D'Elia | Attleboro Wealth Management | Yardley | CFP | Percentage of assets, Fixed fees |
| Joseph Digangi | Amicus Financial Advisors | Easton | CFP | Percentage of assets, Hourly |
| Joseph Gallagher | Sage Financial Group | West Conshohocken | CFA | Percentage of assets, Fixed fees |
| Joseph Hogan | WealthFD | Conshohocken | CFP | Percentage of assets, Hourly |
| Joshua Pearson | Blue Bell Private Wealth Management | Blue Bell | CFP | Percentage of assets, Hourly |
| Joshua Yoder | Hudock Capital | Williamsport | Not listed | Percentage of assets, Hourly |
| Lidia Amodei | Attleboro Wealth Management | Yardley | CFP, CFA | Percentage of assets, Fixed fees |