| Cara Whipkey | Wingate Wealth Advisors | Lexington | Not listed | Percentage of assets, Fixed fees |
| Carol Newman | Wingate Wealth Advisors | Lexington | Not listed | Percentage of assets, Fixed fees |
| George Ferrel | PUREfi Wealth | Boston | Not listed | Percentage of assets, Hourly |
| Joseph Evangelista | Wingate Wealth Advisors | Lexington | Not listed | Percentage of assets, Fixed fees |
| Lianna Deprey | Wingate Wealth Advisors | Lexington | Not listed | Percentage of assets, Fixed fees |
| Matthew Lasker | Wingate Wealth Advisors | Lexington | Not listed | Percentage of assets, Fixed fees |
| Nicole Bogert | PUREfi Wealth | Boston | Not listed | Percentage of assets, Hourly |
| Paul Simons | PUREfi Wealth | Boston | Not listed | Percentage of assets, Hourly |
| Peter Frailey | Wingate Wealth Advisors | Lexington | Not listed | Percentage of assets, Fixed fees |
| Sandy Galuppo | PUREfi Wealth | Boston | Not listed | Percentage of assets, Hourly |
| Timothy Jones | PUREfi Wealth | Boston | Not listed | Percentage of assets, Hourly |
| Andrew Straus | Barry Investment Advisors | New Bedford | Not listed | Percentage of assets, Fixed fees |
| Patrick Barry | Barry Investment Advisors | New Bedford | Not listed | Percentage of assets, Fixed fees |
| Tyler Craig | Barry Investment Advisors | New Bedford | Not listed | Percentage of assets, Fixed fees |
| Whitney Holland | Barry Investment Advisors | New Bedford | Not listed | Percentage of assets, Fixed fees |