| Danielle Francini | AdviceOne | Glastonbury | CFP | Percentage of assets, Fixed fees |
| Dennis Tucker | Greenwich Advisors | Greenwich | CFA | Percentage of assets |
| Dwayne Tyril | Kreitler Financial | New Haven | CFA | Percentage of assets |
| Eric Meermann | Palisades Hudson Financial Group | Stamford | CFP | Percentage of assets, Fixed fees |
| Makenna Flagg | Makenna & Company | Darien | CFP | Percentage of assets, Fixed fees |
| Matthew Fernandez | Morrissey Wealth Management | North Haven | Not listed | One-time planning fee, Ongoing planning fee |
| Michael Grennan | Charter Research & Investment Group | Southport | CFA | Percentage of assets, Fixed fees |
| Michael Grossman | AdviceOne | Glastonbury | CFP | Percentage of assets, Fixed fees |
| Michael Mezheritskiy | Milestone Asset Management Group | Avon | Not listed | Flat fee or retainer |
| Olivia Grossman | AdviceOne | Glastonbury | CFP | Percentage of assets, Fixed fees |
| Timothy Miller | AdviceOne | Glastonbury | CFP | Percentage of assets, Fixed fees |
| William Kennedy | RiskBridge Advisors | Norwalk | CFA | Percentage of assets, Hourly |
| William Pfeiffer | RidgePoint Wealth Advisors | Tolland | CFP | Percentage of assets, Fixed fees |
| Allison Costas | Round Rock Advisors | Wilton | Not listed | Percentage of assets, Fixed fees |
| Austin Doebler | RZH Advisors | Stamford | CFA | Percentage of assets, Hourly |
| Besart Beluli | Round Rock Advisors | Wilton | Not listed | Percentage of assets, Fixed fees |
| Charles Green | Springboard Asset Management, LLC | Cheshire | CFP | Percentage of assets, Fixed fees |
| Christopher Pierce | HFM Wealth Management | West Hartford | CFA | Percentage of assets, Hourly |
| Craig Jensen | Round Rock Advisors | Wilton | Not listed | Percentage of assets, Fixed fees |
| David McCary | McCary Anheuser Wealth Management, LLC | West Hartford | CFP, MBA | Percentage of assets, Fixed fees |
| Elaine Biersack | Round Rock Advisors | Wilton | Not listed | Percentage of assets, Fixed fees |
| Eric Powers | TOP Private Wealth | Glastonbury | CFP, EA | Percentage of assets, Hourly |
| Francis Carpentier | Mullaney, Keating & Wright | Middletown | CFP | Percentage of assets, Hourly |
| Jason Bear | Compass Wealth Management | Guilford | CFA | Percentage of assets, Fixed fees |
| Jeffrey Shaw | Round Rock Advisors | Wilton | Not listed | Percentage of assets, Fixed fees |
| Jessica Gilbert | Mullaney, Keating & Wright | Middletown | CFP | Percentage of assets, Hourly |
| John Zaro | Bourgeon Capital Management | Darien | CFA | Percentage of assets, Fixed fees |
| Kelly Ennis | Infinity Financial Strategies, LLC | North Granby | CFP, EA, ChFC | Percentage of assets, Hourly |
| Loretta Nolan | Loretta Nolan Associates LLC | Old Greenwich | AEP, CFP | Percentage of assets, Hourly |
| Mark Briggs | Briggs Wealth Management, Inc. | Glastonbury | CFP, CPA/PFS, MBA | Percentage of assets, Hourly |
| Matthew Baum | Alpha Zero | Meriden | CFP | Percentage of assets, Fixed fees |
| Michael Brennan | Brennan Capital Management | Westport | CFP | Percentage of assets, Hourly |
| Nicholas Roy | Somnio Financial Group | Glastonbury | CFP | Percentage of assets, Ongoing planning fee |
| R. Allen Purkiss | Purkiss Capital Advisors, LLC | Ridgefield | CFP | Percentage of assets, Hourly |
| Robert Roy | Somnio Financial Group | Glastonbury | CFP, ChFC | Percentage of assets, Ongoing planning fee |
| Scott Dynan | Round Rock Advisors | Wilton | Not listed | Percentage of assets, Fixed fees |
| Timothy Baker | WEALTHSHAPE, LLC | West Hartford | CFP, MBA | Percentage of assets, Hourly |
| Timothy Baker | Metric Financial | Simbury | CFA | Percentage of assets, One-time planning fee |
| Alexander Tucker | Greenwich Advisors | Greenwich | Not listed | Percentage of assets |
| Alyse Uzarski | Kreitler Financial | New Haven | Not listed | Percentage of assets |
| Andrew Urbanski | N10° Wealth | Greenwich | Not listed | Percentage of assets, Hourly |
| Charles Shipman | Blue Keel Financial Planning | Westport | Not listed | Percentage of assets, Hourly |
| Clay Skurdal | RiskBridge Advisors | Norwalk | Not listed | Percentage of assets, Hourly |
| Craig Pfeiffer | RiskBridge Advisors | Norwalk | Not listed | Percentage of assets, Hourly |
| Daniel Portnoy | Greenwich Advisors | Greenwich | Not listed | Percentage of assets |
| Elizabeth Lynch | N10° Wealth | Greenwich | Not listed | Percentage of assets, Hourly |
| James Rice | JQRCapital | West Hartford | CFA | Percentage of assets, Hourly |
| Jeffrey Evans | Greenwich Advisors | Greenwich | Not listed | Percentage of assets |
| Joshua Kaufman | RiskBridge Advisors | Norwalk | Not listed | Percentage of assets, Hourly |
| Karo Lokmanyan | N10° Wealth | Greenwich | Not listed | Percentage of assets, Hourly |