| Carie Carney | Lenk Ladner Investment Solutions | Osterville | Not listed | Percentage of assets |
| Carol Newman | Wingate Wealth Advisors | Lexington | Not listed | Percentage of assets, Fixed fees |
| Christopher O'Neill | Anchor Capital Advisors | Boston | Not listed | Percentage of assets, Hourly |
| Daniel Carr | Anchor Capital Advisors | Boston | Not listed | Percentage of assets, Hourly |
| Daniel Doucette | Anchor Capital Advisors | Boston | Not listed | Percentage of assets, Hourly |
| David Watson | Anchor Capital Advisors | Boston | Not listed | Percentage of assets, Hourly |
| George Whitmore | Anchor Capital Advisors | Boston | Not listed | Percentage of assets, Hourly |
| Jake Gigliotti | M3 Advisory Group | Dover | Not listed | Percentage of assets, Hourly |
| James Moise | Little House Capital | Braintree | Not listed | Percentage of assets, Hourly |
| John Jeffries | M3 Advisory Group | Dover | Not listed | Percentage of assets, Hourly |
| Joseph Evangelista | Wingate Wealth Advisors | Lexington | Not listed | Percentage of assets, Fixed fees |
| Lianna Deprey | Wingate Wealth Advisors | Lexington | Not listed | Percentage of assets, Fixed fees |
| Luke Pata | Little House Capital | Braintree | Not listed | Percentage of assets, Hourly |
| Lynn Kelly | Little House Capital | Braintree | Not listed | Percentage of assets, Hourly |
| Mark Scionti | M3 Advisory Group | Dover | Not listed | Percentage of assets, Hourly |
| Matthew Lasker | Wingate Wealth Advisors | Lexington | Not listed | Percentage of assets, Fixed fees |
| Patrick Fischoeder | Anchor Capital Advisors | Boston | Not listed | Percentage of assets, Hourly |
| Peter Frailey | Wingate Wealth Advisors | Lexington | Not listed | Percentage of assets, Fixed fees |
| Richard Feely | Little House Capital | Braintree | Not listed | Percentage of assets, Hourly |
| Robert Stimson | Little House Capital | Braintree | Not listed | Percentage of assets, Hourly |
| Stephanie Moroney | Anchor Capital Advisors | Boston | Not listed | Percentage of assets, Hourly |
| Stephen Cavagnaro | Anchor Capital Advisors | Boston | Not listed | Percentage of assets, Hourly |
| William Hickey | Anchor Capital Advisors | Boston | Not listed | Percentage of assets, Hourly |
| William Rice | Anchor Capital Advisors | Boston | Not listed | Percentage of assets, Hourly |
| William Rice | Anchor Capital Advisors | Boston | Not listed | Percentage of assets, Hourly |
| Andrew Hass | RF&L Wealth Management | Acton | Not listed | Percentage of assets, Hourly |
| Andrew Straus | Barry Investment Advisors | New Bedford | Not listed | Percentage of assets, Fixed fees |
| Anne Christopulos | West Branch Capital | Hyannis | Not listed | Percentage of assets, Fixed fees |
| Ayaz Mahmud | West Branch Capital | Amherst | Not listed | Percentage of assets, Fixed fees |
| Cody Wright | WH Cornerstone | Duxbury | Not listed | Percentage of assets, Hourly |
| Ian Mahmud | West Branch Capital | Amherst | Not listed | Percentage of assets, Fixed fees |
| Michael Davis | Cottage Street Advisors | Marion | Not listed | Percentage of assets, Hourly |
| Nolan Melo | WH Cornerstone | Duxbury | Not listed | Percentage of assets, Hourly |
| Patrick Barry | Barry Investment Advisors | New Bedford | Not listed | Percentage of assets, Fixed fees |
| Paula Harris | WH Cornerstone | Duxbury | Not listed | Percentage of assets, Hourly |
| Robert McLemore | Abbot Financial Management | Andover | Not listed | Percentage of assets |
| Rodney Hass | RF&L Wealth Management | Acton | Not listed | Percentage of assets, Hourly |
| Tyler Craig | Barry Investment Advisors | New Bedford | Not listed | Percentage of assets, Fixed fees |
| Whitney Holland | Barry Investment Advisors | New Bedford | Not listed | Percentage of assets, Fixed fees |
| Zachary Stuppy | Brave Boat Capital Advisors | Boston | Not listed | Percentage of assets |
| Alexa Fattore | Single Point Partners | Boston | CFP | Fixed fees |
| Arthur Ebersole | Ebersole Financial | Wellesley Hills | CFP, CFA | 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 |
| Brian Burke | Montis Financial | Waltham | 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 Tilden | Montis Financial | Waltham | CFP | Percentage of assets, Hourly |
| Claire Hawkes | Single Point Partners | Boston | CFP | Fixed fees |
| Daniel Ollquist | Exchange Place Advisors | Canton | CFP | Percentage of assets, Hourly |