| Dennis O'Leary | Greenway Financial Advisors | Boston | CFP | Percentage of assets, Hourly |
| Edwin Hamlin | Clarendon Private | Boston | CFP | Percentage of assets |
| George Gagliardi | Astoria Portfolio Advisors | Lexington | CFP | Percentage of assets, Hourly |
| Georgia Bruggeman | Meridian Financial Advisors | Sherborn | CFP | Percentage of assets, Hourly |
| Gina Szigety | Sound View Financial Advisors | Walpole | CFP | Percentage of assets, Hourly |
| Gregory Rogers | Cannon Beach Financial Advisors | Brookline | CFP | Percentage of assets, Hourly |
| Hailee OKeefe-MacDonald | Clarendon Private | Boston | CFP | Percentage of assets |
| James Morris | FMA Wealth Management | Duxbury | CFP | Percentage of assets, Hourly |
| James Perry | Cohen Investment Advisors | Amesbury | CFP | Percentage of assets, Fixed fees |
| James Rose | Dollar & Sense | Pittsfield | CFP | Hourly, Fixed fees |
| Jeffrey Kutz | Arborstone Financial | Andover | CFP, CFA | Percentage of assets, Fixed fees |
| Jennifer Murphy | Advanced Portfolio Design | Westford | CFP | Percentage of assets, Hourly |
| Jennifer Simes | Carl P. Sherr & | Worcester | CFP | Percentage of assets, Hourly |
| Jessica Scola | Sound View Financial Advisors | Walpole | CFP | Percentage of assets, Hourly |
| John Power | Power Plans | Walpole | CFP | Percentage of assets, Fixed fees |
| John Williams | Burr & Company | Osterville | CFP | Percentage of assets |
| Jonathan Loer | Renaissance Wealth Advisors | Newton | CFP | Percentage of assets, Fixed fees |
| Joshua Street | Signal Ridge Capital Partners | Framingham | CFP | Percentage of assets, Hourly |
| Justin Gaudino | Arborstone Financial | Andover | CFP | Percentage of assets, Fixed fees |
| Kathleen Cote | Red Clover Wealth Management | Salem | CFP | Percentage of assets, Hourly |
| Kathryn Lund-Wilde | Milestone Financial Planning | Westford | CFP | Percentage of assets, Fixed fees |
| Kathryn Rowe | Baldwin Wealth Partners | Marion | CFP | Percentage of assets, Fixed fees |
| Keith Corbett | Bluebird Wealth Management | Amesbury | CFP | Percentage of assets, Hourly |
| Kelli Grew | Beacon Financial Planning | Hyannis | CFP | Percentage of assets, Fixed fees |
| Kenneth Posco | Investment Management Trust | Fitchburg | CFP | Percentage of assets |
| Kevin Williams | Full Life Financial Planning | Pembroke | CFP | Percentage of assets, Hourly |
| Kimberley Feeney Zollo | Essex Capital Management | Lynn | CFP | Percentage of assets, Hourly |
| Kimberly Quinn | KSQ Financial Services | Halifax | CFP | Percentage of assets, Hourly |
| Kyler Johnson | Practice Financial Group | Bolton | CFP | Percentage of assets, Fixed fees |
| Latimer Eddy | L. B. Eddy | Westfield | CFP | Percentage of assets, Hourly |
| Laura Daniels | Balanced Rock Investment Advisors | Roslindale | CFP | Percentage of assets, Hourly |
| Laura Mok | Park State Asset Management | Beverly | CFP | Percentage of assets, Fixed fees |
| Laura Sweezey | Laguna Investment Services | Pembroke | CFP | Percentage of assets |
| Laurence Cohen | Laurence Financial Planning | Danvers | CFP | Percentage of assets, Hourly |
| Leah Warren | Single Point Partners | Boston | CFP | Fixed fees |
| Leanne Martin | Integrity Financial Advisors | Woburn | CFP | Percentage of assets |
| Lee McGowan | Monument Group Wealth Advisors | Concord | CFP | Percentage of assets, Hourly |
| Leonard Hirst | Hirst Financial Independence Planning | Fall River | CFP | Percentage of assets, Hourly |
| Linda Nelson | Freya Financial Services | Lexington | CFP | Percentage of assets, Hourly |
| Lucas Pavlatos | Wincap Financial | Danvers | CFP | Percentage of assets |
| Margaret McNabb | Portfoliosboston | Dennis | CFP | Percentage of assets, Hourly |
| Marilyn Gentilotti | Washington Trust Advisors | Wellesley | CFP | Percentage of assets, Fixed fees |
| Martin Baker | Canby Financial Advisors | Framingham | CFP | Percentage of assets, Hourly |
| Mary Evans | Pinney & Scofield | Cambridge | CFP | Percentage of assets, Hourly |
| Mary Koenig | Harvard Square Financial Planning | Lexington | CFP | Hourly, Fixed fees |
| Mary Montanari | Montanari Financial Advisors | Norwell | CFP | Percentage of assets, Hourly |
| Matthew Costa | Woodside Wealth Management | Sudbury | CFP | Percentage of assets, Hourly |
| Matthew Schroeder | Great Point Wealth Advisors | Danvers | CFP | Percentage of assets, Hourly |
| Matthew Williams | Impact Advisors Group | Duxbury | CFP | Percentage of assets, Hourly |
| Meghan Dwyer | Single Point Partners | Boston | CFP | Fixed fees |