| Erik Saarinen | McNamara Financial of the Merrimack Valley | Marshfield | CFP | Percentage of assets, Hourly |
| Gregory Fenton | Cambridge Cape Cod Advisors | Sandwich | BS, CFP | Percentage of assets, Fixed fees |
| Hendrix Berry | Obran Capital Advisors | Boston | CFP | Percentage of assets, Hourly |
| Jeanne Sullivan | Financially In Tune, LLC | Stoneham | CFP | Not listed |
| Jennifer Morrell | Wakely Investment Management | Boston | BS, CFP | Percentage of assets |
| Joe Calvetti | Still River Financial Planning LLC | Ayer | CFP, CPA | Hourly, Fixed fees |
| John R. Goddard | Pinney & Scofield | Cambridge | CFP | Percentage of assets, Hourly |
| Julia Colantuono | One Financial Design | Hingham | CFP, APMA | Percentage of assets, Hourly |
| Justin McNamara | McNamara Financial of the Merrimack Valley | Marshfield | CFP | Percentage of assets, Hourly |
| Kaitlyn Carlson | Theory Planning Partners | Marblehead | CFP | Percentage of assets, Fixed fees |
| Kathleen Kenealy | Katapult Financial Planning LLC | Woburn | CFP, CPWA | Percentage of assets, Hourly |
| Kathy Alves | Barry Investment Advisors | New Bedford | CFP | Percentage of assets, Fixed fees |
| Ken Hoyt | Hoyt Wealth Management | Westford | CFP | Percentage of assets, Hourly |
| Kenan Nacar | Charles River Wealth Management | Burlington | CFP | Percentage of assets, Hourly |
| Kerry O'Brien | BeingFit Financial, LLC | Walpole | CFP, EA | Percentage of assets, Hourly |
| Lynne Nahigyan | Northstar Financial Companies | Mattapoisett | CFP | Percentage of assets, Hourly |
| Matt Hodges | Dreamfield Planning Group, LLC | Milton | CFP, CFA | Percentage of assets, Hourly |
| Michael McNamara | McNamara Financial of the Merrimack Valley | Marshfield | CFP | Percentage of assets, Hourly |
| Mike Gross | Rising Tides Financial, LLC | Needham | CFP, CPA | Fixed fees |
| Robert Dossett | Waypoint Financial Planning | Milford | CFP | Percentage of assets, Hourly |
| Ryan Hass | RF&L Wealth Management | Acton | CFP | Percentage of assets, Hourly |
| Ryan Wilson | Wilson Capital | Swampscott | CFP | Percentage of assets, Hourly |
| Stacie Skryz | Lechner Associates | North Attleboro | CFP | Percentage of assets, Hourly |
| Sunil Harpalani | Holistic View Financial, LLC | Boston | CFP, CPA | Percentage of assets, Hourly |
| Susan Danson | New Shore Financial LLC | Wrentham | CFP | Percentage of assets, Fixed fees |
| Timothy Malloy | Birch Hill Investment Advisors | Boston | CFP | Percentage of assets |
| William Harris | WH Cornerstone | Duxbury | CFP | Percentage of assets, Hourly |
| Adrian Baldeon | Genesis Wealth Advisors | Braintree | CFP | Percentage of assets, Hourly |
| Aidan McBride | Baldwin Wealth Partners | Marion | CFP | Percentage of assets, Fixed fees |
| Alexa Fattore | Single Point Partners | Boston | CFP | Fixed fees |
| Allison Crate | Mayflower Advisors | Boston | CFP | Percentage of assets, Fixed fees |
| Andrew Blacker | Delphinus Financial Advisors | Mansfield | CFP | Fixed fees |
| Andrew Sullivan | CIO Wealth Management | Sudbury | CFP | Percentage of assets, Hourly |
| Arthur Ebersole | Ebersole Financial | Wellesley Hills | CFP, CFA | Percentage of assets, Hourly |
| Benjamin Muchler | Boston Research and Management | Manchester | CFP | Percentage of assets, Hourly |
| Brandon Jordan | Impact Advisors Group | Duxbury | CFP, ChFC | Percentage of assets, Hourly |
| Brandon Parker | Great Point Wealth Advisors | Boston | CFP | Percentage of assets, Hourly |
| Brandon Roy | MSA Financial | Braintree | CFP | Percentage of assets, Hourly |
| Brian Burke | Montis Financial | Waltham | CFP | Percentage of assets, Hourly |
| Casey Clarke | Cadence Wealth Management | Westborough | CFP, ChFC | Percentage of assets, Fixed fees |
| Cathleen McKEE | Equita Financial Network | Cambridge | CFP | Percentage of assets, Hourly |
| Christiane Delessert | Montis Financial | Waltham | CFP | Percentage of assets, Hourly |
| Christopher Assad | Montis Financial | Waltham | CFP | Percentage of assets, Hourly |
| Christopher Gullotti | Canby Financial Advisors | Framingham | CFP | Percentage of assets, Hourly |
| Christopher Tilden | Montis Financial | Waltham | CFP | Percentage of assets, Hourly |
| Claire Hawkes | Single Point Partners | Boston | CFP | Fixed fees |
| Craig Dumas | Baldwin Wealth Partners | Marion | CFP, ChFC | Percentage of assets, Fixed fees |
| Daniel Ollquist | Exchange Place Advisors | Canton | CFP | Percentage of assets, Hourly |
| David Jaeger | Canby Financial Advisors | Framingham | CFP | Percentage of assets, Hourly |
| Denis Higgins | Montis Financial | Waltham | CFP, CFA | Percentage of assets, Hourly |