| R. Allen Purkiss | Purkiss Capital Advisors, LLC | Ridgefield | CFP | Percentage of assets, Hourly |
| Roman LeFebure | Main Street Research | Lakeville | Not listed | Percentage of assets |
| Stephanie Andersen | Main Street Research | Lakeville | Not listed | Percentage of assets |
| Alyse Uzarski | Kreitler Financial | New Haven | Not listed | Percentage of assets |
| Charles Shipman | Blue Keel Financial Planning | Westport | Not listed | Percentage of assets, Hourly |
| Patrick Clark | Charter Research & Investment Group | Southport | Not listed | Percentage of assets, Fixed fees |
| Paula Luciani | Charter Research & Investment Group | Southport | Not listed | Percentage of assets, Fixed fees |
| William Dunn | Charter Research & Investment Group | Southport | Not listed | Percentage of assets, Fixed fees |
| Brian Vendig | MJP Wealth Advisors | Farmington | Not listed | Percentage of assets, Hourly |
| Carl Scholtz | Scholtz & Company | Stamford | CFA | One-time planning fee |
| Carolyn Matthes | Compass Wealth Management | Guilford | Not listed | Percentage of assets, Fixed fees |
| Dennis O'Connor | Brae Head | Essex | Not listed | Percentage of assets |
| Emily Clare Cafasso | Compass Wealth Management | Guilford | Not listed | Percentage of assets, Fixed fees |
| Esme Miano | Compass Wealth Management | Guilford | Not listed | Percentage of assets, Fixed fees |
| James Gilchrest | JKG Capital | Westport | Not listed | Percentage of assets |
| Michael Stamos | MJP Wealth Advisors | Farmington | Not listed | Percentage of assets, Hourly |
| Michele Vendig | MJP Wealth Advisors | Westport | Not listed | Percentage of assets, Hourly |
| Peter Nrekic | MJP Wealth Advisors | Farmington | Not listed | Percentage of assets, Hourly |
| Richard Parower | Compo Advisors | New Canaan | CFA | Percentage of assets |
| Richard Taylor | Plan First Wealth | Greenwich | Not listed | Percentage of assets |
| Robert Eilers | MJP Wealth Advisors | Farmington | Not listed | Percentage of assets, Hourly |
| Theodore Kaplan | MJP Wealth Advisors | Farmington | Not listed | Percentage of assets, Hourly |
| Timothy Fitzgerald | MJP Wealth Advisors | Farmington | Not listed | Percentage of assets, Hourly |
| William Matthes | Compass Wealth Management | Guilford | Not listed | Percentage of assets, Fixed fees |
| David Burrows | Hudson Advisors | Greenwich | Not listed | Percentage of assets, Hourly |
| Robert Swigert | Goodstead | Washington | Not listed | Percentage of assets |
| Anthony Lynch | Mullaney, Keating & Wright | Middletown | Not listed | Percentage of assets, Hourly |
| Brian Herbst | The Herbst Group | Westfort | Not listed | Percentage of assets |
| Deborah King | Asset Management Associates | South Windsor | Not listed | Percentage of assets, Hourly |
| John Maguire | LCR Wealth Management | Westport | Not listed | Percentage of assets |
| Michael Wehrli | LCR Wealth Management | Westport | Not listed | Percentage of assets |
| Peter Scholtz | Scholtz & Company | Stamford | Not listed | One-time planning fee |
| Philip Oppenheimer | Oppenheimer + Close | Lakeville | Not listed | Flat fee or retainer |
| Thomas Garvey | LCR Wealth Management | Westport | Not listed | Percentage of assets |
| Brian Shea | Shea Financial Advisors | Norwalk | CFP | Percentage of assets, Hourly |
| Daniel Lester | Sagebroadview Wealth Management | Farmington | CFP | Percentage of assets, Hourly |
| Evan Kenagy | Colchester Investment Counsel | Ridgefield | CFP | Percentage of assets |
| Hrefna Martin | Merit Financial Partners | Westport | CFP | Percentage of assets, Hourly |
| Jacob Lambert | Tortoise Investment Management | Stamford | CFP | Percentage of assets |
| Jennifer Hunt | HTG Investment Advisors | New Canaan | CFP | Percentage of assets, Fixed fees |
| John Principe | Sagebroadview Wealth Management | Farmington | CFP | Percentage of assets, Hourly |
| Kent Johnson | RB Capital Management | Weston | CFP | Percentage of assets, Hourly |
| Kerry Connell | HTG Investment Advisors | New Canaan | CFP | Percentage of assets, Fixed fees |
| Lawrence Annello | Sagebroadview Wealth Management | Farmington | CFP, PFS | Percentage of assets, Hourly |
| Lili Vasileff | Wealth Protection Management | Woodbridge | CFP | Percentage of assets, Hourly |
| Melissa Adams | Achieve Retirement & Wealth Management | Ridgefield | CFP | Percentage of assets, Hourly |
| Philip Nassau | Nutmeg Capital Advisors | Hartford | CFP | Percentage of assets, Hourly |
| Richard Purkiss | Purkiss Capital Advisors | Ridgefield | CFP | Percentage of assets, Hourly |
| Robert Leiphart | RB Capital Management | Shelton | CFP | Percentage of assets, Hourly |
| Robin Sherwood | HTG Investment Advisors | New Canaan | CFP | Percentage of assets, Fixed fees |