| Thomas Snayd | Purkiss Capital Advisors | Ridgefield | CFP | Percentage of assets, Hourly |
| William Rodriguez | Briggs Wealth Management | Glastonbury | CFP | Percentage of assets, Hourly |
| Alexander Zaharoff | HTG Investment Advisors | New Canaan | CFA | Percentage of assets, Fixed fees |
| David Luo | Purkiss Capital Advisors | Ridgefield | CFA | Percentage of assets, Hourly |
| Derek Guglielmi | Advanced Capital Advisors | Fairfield | CFA | Percentage of assets, Hourly |
| Neil Kenagy | Colchester Investment Counsel | Ridgefield | CFA | Percentage of assets |
| Seth Tutlis | Seneca Wealth Advisors | Westport | CFA | Percentage of assets, Fixed fees |
| Travis Hood | HTG Investment Advisors | New Canaan | PFS | Percentage of assets, Fixed fees |
| Amy Sheinberg | HTG Investment Advisors | New Canaan | Not listed | Percentage of assets, Fixed fees |
| Andrew Ceisler | Blue Square Asset Management | Westport | Not listed | Percentage of assets, Fixed fees |
| Benjamin Carlson | Briggs Wealth Management | Glastonbury | Not listed | Percentage of assets, Hourly |
| Brayden Brooks | August Wealth Advisors | Westport | Not listed | Percentage of assets, Fixed fees |
| Christopher Rossetti | Tortoise Investment Management | Stamford | Not listed | Percentage of assets |
| Conor Keenan | August Wealth Advisors | Westport | Not listed | Percentage of assets, Fixed fees |
| David Nightingale | Drum Hill Capital | Westport | Not listed | Percentage of assets, Hourly |
| Douglas Packard | Dennis Glynn, CPA | Rocky Hill | Not listed | Percentage of assets, Hourly |
| Elisabeth Podhaskie | HTG Investment Advisors | New Canaan | Not listed | Percentage of assets, Fixed fees |
| Gary Peloquin | Westcott Investment Advisors | Danielson | Not listed | Percentage of assets, Hourly |
| Gregory Brushett | Purkiss Capital Advisors | Ridgefield | Not listed | Percentage of assets, Hourly |
| Howard Greenberg | August Wealth Advisors | Westport | Not listed | Percentage of assets, Fixed fees |
| Jeannie Rubsam | HTG Investment Advisors | New Canaan | Not listed | Percentage of assets, Fixed fees |
| Jeffrey Annello | Sagebroadview Wealth Management | Farmington | Not listed | Percentage of assets, Hourly |
| John O'Connor | Freedom Investment Management | South Windsor | Not listed | Percentage of assets |
| Joseph Cardello | August Wealth Advisors | Westport | Not listed | Percentage of assets, Fixed fees |
| Joseph Donaldson | HTG Investment Advisors | New Canaan | Not listed | Percentage of assets, Fixed fees |
| Joseph Manno | Merit Financial Partners | Westport | Not listed | Percentage of assets, Hourly |
| Kevin Kennedy | Kennedy Wealth & Tax Management | Southbury | Not listed | Percentage of assets, Hourly |
| Matthew Stendardi | CFM Advisors | Stamford | Not listed | Percentage of assets, Fixed fees |
| Peter Grave | August Wealth Advisors | Westport | Not listed | Percentage of assets, Fixed fees |
| Robbie Newman | August Wealth Advisors | Westport | Not listed | Percentage of assets, Fixed fees |
| Robert Dunbar | Dunbar Associates | Monroe | Not listed | Percentage of assets |
| Ronald Welz | Drum Hill Capital | Westport | Not listed | Percentage of assets, Hourly |
| Ryan Orr | Briggs Wealth Management | Glastonbury | Not listed | Percentage of assets, Hourly |
| Shannon Vizza | HTG Investment Advisors | New Canaan | Not listed | Percentage of assets, Fixed fees |
| Sonya Ziolkowski | HTG Investment Advisors | New Canaan | Not listed | Percentage of assets, Fixed fees |
| Tyler Olson | Olson Consulting | Manchester | Not listed | Fixed fees |
| Zachary Olson | Drum Hill Capital | Westport | Not listed | Percentage of assets, Hourly |