| KATHLEEN LYNDA BURKE | Certified Financial Planner | FORT WASHINGTON, PA | Doylestown, PA | 9 | 20 | 1 | no |
| STEFANIE DZIEDZIC CROWE | Certified Financial Planner | FORT WASHINGTON, PA | Chattanooga, TN | 6 | 33 | 2 | no |
| KIMBERLEE ANN SPENCER | Certified Financial Planner | Alcoa, TN | FORT WASHINGTON, PA | 6 | 32 | 4 | no |
| BRIDGET VENUS GRIMES | Certified Financial Planner | FORT WASHINGTON, PA | Fountain Hills , AZ | 4 | 16 | 3 | no |
| CATHLEEN MAUREEN McKEE | Certified Financial Planner | FORT WASHINGTON, PA | Cambridge, MA | 2 | 20 | n/a | no |
| LAURA ANN TURO CORBIANI | Certified Financial Planner | Reston, VA | FORT WASHINGTON, PA | 2 | 12 | 3 | no |
| AMY MARGARET HAMASAKI | Certified Financial Planner | Fraser, CO | FORT WASHINGTON, PA | 2 | 27 | 4 | no |
| ANN JUDITH SHUBERT | Certified Financial Planner | Albuquerque, NM | FORT WASHINGTON, PA | 2 | 11 | 2 | no |
| SHEHARA LYNN WOOTEN | Certified Financial Planner | FORT WASHINGTON, PA | Fairborn, OH | 2 | 24 | 2 | no |
| Margaret Anne Bonner | n/a | New York, NY | FORT WASHINGTON, PA | 2 | 10 | n/a | no |
| BERNADETTE THERESE WAN YU HUANG | Certified Financial Planner|Chartered Financial Analyst | FORT WASHINGTON, PA | New Haven, CT | 1 | 21 | 2 | no |
| JENNIFER CHANG DAZOLS | Certified Financial Planner | Oakland, CA | FORT WASHINGTON, PA | 1 | 20 | 1 | no |
| Szu-Han Wang | n/a | Saratoga, CA | FORT WASHINGTON, PA | 1 | 11 | n/a | no |
| Stephen Jay Witte | Certified Financial Planner | FORT WASHINGTON, PA | Byron Center, MI | 1 | 11 | 3 | no |
| Jaclynne Paige Walsh | Certified Financial Planner | Marshfield, MA | FORT WASHINGTON, PA | 0 | 14 | n/a | no |
| Diana Margaret Freeburg | Certified Financial Planner | San Francisco, CA | FORT WASHINGTON, PA | 0 | 13 | 2 | no |
| TRICIA A PREHLE | Certified Financial Planner | Columbus, NJ | FORT WASHINGTON, PA | 0 | 24 | 1 | no |