| 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 |
| Christopher O'Neill | Anchor Capital Advisors | Boston | Not listed | Percentage of assets, Hourly |
| Daniel Carr | Anchor Capital Advisors | Boston | Not listed | Percentage of assets, Hourly |
| Daniel Doucette | Anchor Capital Advisors | Boston | Not listed | Percentage of assets, Hourly |
| David Watson | Anchor Capital Advisors | Boston | Not listed | Percentage of assets, Hourly |
| George Whitmore | Anchor Capital Advisors | 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 |
| Patrick Fischoeder | Anchor Capital Advisors | Boston | Not listed | Percentage of assets, Hourly |
| Peter Frailey | Wingate Wealth Advisors | Lexington | Not listed | Percentage of assets, Fixed fees |
| Stephanie Moroney | Anchor Capital Advisors | Boston | Not listed | Percentage of assets, Hourly |
| Stephen Cavagnaro | Anchor Capital Advisors | Boston | Not listed | Percentage of assets, Hourly |
| William Herbert | Balanced Wealth Management | Needham | Not listed | Percentage of assets |
| William Hickey | Anchor Capital Advisors | Boston | Not listed | Percentage of assets, Hourly |
| William Rice | Anchor Capital Advisors | Boston | Not listed | Percentage of assets, Hourly |
| William Rice | Anchor Capital Advisors | Boston | Not listed | Percentage of assets, Hourly |
| Andrew Hass | RF&L Wealth Management | Acton | 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 |
| Rodney Hass | RF&L Wealth Management | Acton | Not listed | Percentage of assets, Hourly |
| 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 |