| Cathleen McKEE | Equita Financial Network | Cambridge | CFP | Percentage of assets, Hourly |
| Dennis O'Leary | Greenway Financial Advisors | Boston | CFP | Percentage of assets, Hourly |
| Georgia Bruggeman | Meridian Financial Advisors | Sherborn | CFP | Percentage of assets, Hourly |
| Gina Szigety | Sound View Financial Advisors | Walpole | CFP | Percentage of assets, Hourly |
| Gregory Rogers | Cannon Beach Financial Advisors | Brookline | CFP | Percentage of assets, Hourly |
| James Morris | FMA Wealth Management | Duxbury | CFP | Percentage of assets, Hourly |
| James Perry | Cohen Investment Advisors | Amesbury | CFP | Percentage of assets, Fixed fees |
| Jeffrey Kutz | Arborstone Financial | Andover | CFP, CFA | Percentage of assets, Fixed fees |
| Jennifer Murphy | Advanced Portfolio Design | Westford | CFP | Percentage of assets, Hourly |
| Jessica Scola | Sound View Financial Advisors | Walpole | CFP | Percentage of assets, Hourly |
| John Power | Power Plans | Walpole | CFP | Percentage of assets, Fixed fees |
| Jonathan Loer | Renaissance Wealth Advisors | Newton | CFP | Percentage of assets, Fixed fees |
| Justin Gaudino | Arborstone Financial | Andover | CFP | Percentage of assets, Fixed fees |
| Kathleen Cote | Red Clover Wealth Management | Salem | CFP | Percentage of assets, Hourly |
| Kathryn Lund-Wilde | Milestone Financial Planning | Westford | CFP | Percentage of assets, Fixed fees |
| Kelli Grew | Beacon Financial Planning | Hyannis | CFP | Percentage of assets, Fixed fees |
| Kenneth Posco | Investment Management Trust | Fitchburg | CFP | Percentage of assets |
| Kimberley Feeney Zollo | Essex Capital Management | Lynn | CFP | Percentage of assets, Hourly |
| Kimberly Quinn | KSQ Financial Services | Halifax | CFP | Percentage of assets, Hourly |
| Kyler Johnson | Practice Financial Group | Bolton | CFP | Percentage of assets, Fixed fees |
| Laura Daniels | Balanced Rock Investment Advisors | Roslindale | CFP | Percentage of assets, Hourly |
| Laura Sweezey | Laguna Investment Services | Pembroke | CFP | Percentage of assets |
| Leanne Martin | Integrity Financial Advisors | Woburn | CFP | Percentage of assets |
| Leonard Hirst | Hirst Financial Independence Planning | Fall River | CFP | Percentage of assets, Hourly |
| Linda Nelson | Freya Financial Services | Lexington | CFP | Percentage of assets, Hourly |
| Lucas Pavlatos | Wincap Financial | Danvers | CFP | Percentage of assets |
| Margaret McNabb | Portfoliosboston | Dennis | CFP | Percentage of assets, Hourly |
| Mary Montanari | Montanari Financial Advisors | Norwell | CFP | Percentage of assets, Hourly |
| Michael Cammarata | MSA Financial | Braintree | CFP | Percentage of assets, Hourly |
| Michael Finer | Finer Wealth Management | Salem | CFP | Percentage of assets, Hourly |
| 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 |
| Richard Stram | MSA Financial | Braintree | CFP | Percentage of assets, Hourly |
| Ryan Zimmerman | MSA Financial | Braintree | CFP | Percentage of assets, Hourly |
| 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 |
| Todd Ingwersen | Savior Wealth | Wellesley | CFP | Percentage of assets, Performance-based fees |
| Tony Proctor | Proctor Financial | Wellesley | 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 |
| Alex Ranere | Livelife Capital Partners | Southborough | CFA | Percentage of assets, Fixed fees |
| Christopher Fisher | Livelife Capital Partners | Southborough | CFA | Percentage of assets, Fixed fees |
| Daniel Flannery | Balanced Rock Investment Advisors | Roslindale | CFA | Percentage of assets, Hourly |
| Donald Gustafson | DJG Financial Services | East Weymouth | PFS | Percentage of assets, Hourly |