| Meghan Flynn | Boston Research and Management | Manchester | CFP | Percentage of assets, Hourly |
| Michael Cammarata | MSA Financial | Braintree | CFP | Percentage of assets, Hourly |
| Michael Dorsey | Boston Family Office | Boston | CFP, CFA | Percentage of assets, Hourly |
| Michael Durant | Belmont Financial | Charlestown | CFP | Percentage of assets |
| Michael Finer | Finer Wealth Management | Salem | CFP | Percentage of assets, Hourly |
| Michael Flaherty | Canby Financial Advisors | Framingham | CFP | Percentage of assets, Hourly |
| Michael Sheldon | Washington Trust Advisors | Wellesley | CFP, CFA | Percentage of assets, Fixed fees |
| Michelle Harrison | Single Point Partners | Boston | CFP | Fixed fees |
| Michelle Lum | Single Point Partners | Boston | CFP | Fixed fees |
| Nicholas De Peyster | Genesis Wealth Advisors | Stoughton | CFP, CFA | Percentage of assets, Hourly |
| Nicholas Fichter | Fichter & CO. Investors | Duxbury | CFP | Percentage of assets, Hourly |
| Patricia Moore | Moore Financial Advisors | Arlington | CFP | Percentage of assets, Hourly |
| Paul Marino | MSA Financial | Braintree | CFP | Percentage of assets, Hourly |
| Peter Canniff | Advanced Portfolio Design | Westford | CFP | Percentage of assets, Hourly |
| Peter Disch | Great Point Wealth Advisors | Boston | CFP | Percentage of assets, Hourly |
| Raymond Bligh | Bounty Management | Boston | CFP | Percentage of assets |
| Richard Seeley | Pinney & Scofield | Cambridge | CFP | Percentage of assets, Hourly |
| Richard Stram | MSA Financial | Braintree | CFP | Percentage of assets, Hourly |
| Ruth Chicca | Planvision | New Bedford | CFP | Fixed fees |
| Ryan Zimmerman | MSA Financial | Braintree | CFP | Percentage of assets, Hourly |
| Samuel Cohen | Park State Asset Management | Beverly | CFP, CFA | Percentage of assets, Fixed fees |
| Sarah Stamp | Compass Planning Associates | Greenfield | CFP | Hourly, Fixed fees |
| Sean Connolly | Arborstone Financial | Andover | CFP | Percentage of assets, Fixed fees |
| Stephanie Griebel | Davis Wealth Advisors | Andover | CFP | Percentage of assets, Hourly |
| Stephen Doucette | Proctor Financial | Wellesley | CFP | Percentage of assets, Fixed fees |
| Steven Antunes | Growthfocus Wealth Management | Swansea | CFP | Percentage of assets, Fixed fees |
| Steven Deboth | Cadence Wealth Management | Westborough | CFP | Percentage of assets, Fixed fees |
| Theodore Wolfstich | Wolfstich Capital | Medfield | CFP | Percentage of assets, Hourly |
| Thomas Juster | Martha's Vineyard Investment Advisors | West Tisbury | CFP | Percentage of assets, Hourly |
| Todd Ingwersen | Savior Wealth | Wellesley | CFP | Percentage of assets, Performance-based fees |
| Tony Proctor | Proctor Financial | Wellesley | CFP | Percentage of assets, Fixed fees |
| Tyler Dostie | Perennial Advisors Group | Westford | CFP | Percentage of assets, Fixed fees |
| William Gaudino | Arborstone Financial | Andover | CFP | Percentage of assets, Fixed fees |
| Zachary Ciampa | Wincap Financial | Andover | CFP, ChFC | Percentage of assets |