| Mark Michna | Sightline Wealth Advisors | Groton | CFA | Percentage of assets |
| Michael Alimo | USA Financial and Tax Services | Farmington | Not listed | Percentage of assets |
| Michael Alimo | USA Financial and Tax Services | Farmington | Not listed | Percentage of assets |
| Thomas Hoffman | Netherby Advisors | Shelton | CFA | Percentage of assets, Fixed fees |
| David Gibbs | Successful Wealth Strategies | Farmington | Not listed | Hourly, Ongoing planning fee |
| Jonathan Wiley | Wiley | Greenwich | Not listed | Percentage of assets |
| Kavita Rathi | OneNorthStar | Stamford | Not listed | Percentage of assets |
| Mansoor Ahmad | Global Hill Wealth Advisors | Monroe | Not listed | Percentage of assets, Hourly |
| Thomas Alexa | Alexa Wealth Management | Deep River | Not listed | Percentage of assets, Hourly |
| Vikram Kaul | OneNorthStar | Stamford | Not listed | Percentage of assets |
| Anita Roberts | AdviceOne | Glastonbury | Not listed | Percentage of assets, Fixed fees |
| Ariel Hilario | AdviceOne | Glastonbury | Not listed | Percentage of assets, Fixed fees |
| Bradford Boisvert | Rawlings Wealth Management | Glastonbury | Not listed | Percentage of assets |
| Charles Doran | Prometheus Investment Advisors | Greenwich | Not listed | Percentage of assets, Hourly |
| Christian Giadolor | Chicory Wealth | Westport | Not listed | Percentage of assets, Fixed fees |
| Frederick Busk | Netherby Advisors | Shelton | Not listed | Percentage of assets, Fixed fees |
| Kathleen Gibilisco | AdviceOne | Glastonbury | Not listed | Percentage of assets, Fixed fees |
| Mark Steffen | Sightline Wealth Advisors | Groton | Not listed | Percentage of assets |
| Robert Berlinski | AdviceOne | Glastonbury | Not listed | Percentage of assets, Fixed fees |
| Stefan Pellish | Sightline Wealth Advisors | Groton | Not listed | Percentage of assets |
| Tyler Gazdik | AdviceOne | Glastonbury | Not listed | Percentage of assets, Fixed fees |
| William Duvall | Sightline Wealth Advisors | Groton | Not listed | Percentage of assets |
| Brian Lasher | Euclid Harding | Stamford | Not listed | Percentage of assets, Fixed fees |
| Elliot Turner | RGA Investment Advisors | Stamford | Not listed | Percentage of assets |
| Robert Worrell | Worrell Advisory Services | Branford | Not listed | Percentage of assets, Hourly |
| Ann Marie Ocone | New England Capital Financial Advisors | Cheshire | CFP | Percentage of assets, Hourly |
| Anthony Morgillo | Grey Ledge Advisors | Guilford | CFP | Percentage of assets, Hourly |
| Brian Benson | Hoskin Capital | Broad Brook | CFP, PFS | Hourly, Fixed fees |
| Christopher Beale | New England Capital Financial Advisors | Cheshire | CFP | Percentage of assets, Hourly |
| Christopher Lee | New England Capital Financial Advisors | Cheshire | CFP | Percentage of assets, Hourly |
| David Torres-Onisto | Top Private Wealth | Glastonbury | CFP | Percentage of assets, Hourly |
| Derek Lyon | Jeffrey N. Mehler, CFP | Essex | CFP | Percentage of assets, Hourly |
| Emily Wood | Jeffrey N. Mehler, CFP | Essex | CFP | Percentage of assets, Hourly |
| James Thibault | Barron Financial Group | Torrington | CFP | Percentage of assets, Hourly |
| John Seagrave | Barron Financial Group | Torrington | CFP | Percentage of assets, Hourly |
| Joseph Depatie | Diastole Wealth Management | Guilford | CFP, CFA | Percentage of assets |
| Justin Howard | Howard Wealth Management | Madison | CFP | Percentage of assets, Hourly |
| Kip Paulson | Paulson Private Wealth | Norwalk | CFP, CFA | Percentage of assets, Fixed fees |
| Liam Wallace | New England Capital Financial Advisors | Cheshire | CFP | Percentage of assets, Hourly |
| Lukasz Thieme | Waypoint Financial | Weston | CFP, CFA | Percentage of assets, Hourly |
| Matthew Carreras | New England Capital Financial Advisors | Cheshire | CFP | Percentage of assets, Hourly |
| Matthew Gachi | Catum Advisory Group, LLC. | Wilton | CFP | Percentage of assets, Hourly |
| Michael Johnson | Alchemi Wealth | Essex | CFP | Percentage of assets, Hourly |
| Michael Rauth | North Haven Financial | Suffield | CFP | Percentage of assets, Fixed fees |
| Michael Schulitz | Grey Ledge Advisors | Guilford | CFP | Percentage of assets, Hourly |
| Nathaniel Burne | Burne Financial Concepts | Watertown | CFP | Percentage of assets, Hourly |
| Rebecca Green | Springboard Asset Management | Cheshire | CFP | Percentage of assets, Fixed fees |
| Sunil Sharma | Proyash Capital Management | Darien | CFP, CFA | Percentage of assets |
| David Chieco | Chieco Capital Management | Glastonbury | CFA | Percentage of assets, Hourly |
| Douglas Brenneman | Brenneman Investment Adviser | Centerbrook | CFA | Percentage of assets, Hourly |