| Lauren Urbanski | N10° Wealth | Greenwich | Not listed | Percentage of assets, Hourly |
| Mark Michna | Sightline Wealth Advisors | Groton | CFA | Percentage of assets |
| Michael Fredericks | RiskBridge Advisors | Norwalk | Not listed | Percentage of assets, Hourly |
| Patrick Clark | Charter Research & Investment Group | Southport | Not listed | Percentage of assets, Fixed fees |
| Paul Lynch | Greenwich Wealth Management | Greenwich | CFA | Percentage of assets, Hourly |
| Paula Luciani | Charter Research & Investment Group | Southport | Not listed | Percentage of assets, Fixed fees |
| Ryan Bolanos | RiskBridge Advisors | Norwalk | Not listed | Percentage of assets, Hourly |
| Thomas Hoffman | Netherby Advisors | Shelton | CFA | Percentage of assets, Fixed fees |
| William Dunn | Charter Research & Investment Group | Southport | Not listed | Percentage of assets, Fixed fees |
| Brian Vendig | MJP Wealth Advisors | Farmington | Not listed | Percentage of assets, Hourly |
| Carl Scholtz | Scholtz & Company | Stamford | CFA | One-time planning fee |
| Carolyn Matthes | Compass Wealth Management | Guilford | Not listed | Percentage of assets, Fixed fees |
| David Gibbs | Successful Wealth Strategies | Farmington | Not listed | Hourly, Ongoing planning fee |
| Emily Clare Cafasso | Compass Wealth Management | Guilford | Not listed | Percentage of assets, Fixed fees |
| Eric Anderson | HFM Wealth Management | Hartford | Not listed | Percentage of assets, Hourly |
| Esme Miano | Compass Wealth Management | Guilford | Not listed | Percentage of assets, Fixed fees |
| Ivy Alexander | RZH Advisors | Stamford | Not listed | Percentage of assets, Hourly |
| James Gilchrest | JKG Capital | Westport | Not listed | Percentage of assets |
| Jean-Paul Atallah | RZH Advisors | Stamford | Not listed | Percentage of assets, Hourly |
| Jen Nowitzke | HFM Wealth Management | West Hartford | Not listed | Percentage of assets, Hourly |
| Jeremy Garskof | HFM Wealth Management | West Hartford | Not listed | Percentage of assets, Hourly |
| John Mallozzi | Bourgeon Capital Management | Darien | Not listed | Percentage of assets, Fixed fees |
| Kavita Rathi | OneNorthStar | Stamford | Not listed | Percentage of assets |
| Kevin Quiros | HFM Wealth Management | West Hartford | Not listed | Percentage of assets, Hourly |
| Mansoor Ahmad | Global Hill Wealth Advisors | Monroe | Not listed | Percentage of assets, Hourly |
| Michael Stamos | MJP Wealth Advisors | Farmington | Not listed | Percentage of assets, Hourly |
| Michele Vendig | MJP Wealth Advisors | Westport | Not listed | Percentage of assets, Hourly |
| Peter Nrekic | MJP Wealth Advisors | Farmington | Not listed | Percentage of assets, Hourly |
| Rafael Quiros | HFM Wealth Management | Hartford | Not listed | Percentage of assets, Hourly |
| Richard Hall | Bourgeon Capital Management | Darien | Not listed | Percentage of assets, Fixed fees |
| Richard Taylor | Plan First Wealth | Greenwich | Not listed | Percentage of assets |
| Robert Eilers | MJP Wealth Advisors | Farmington | Not listed | Percentage of assets, Hourly |
| Stephen Tanner | Granite Hill Capital Management | Ridgefield | CFA | Percentage of assets, Hourly |
| Theodore Kaplan | MJP Wealth Advisors | Farmington | Not listed | Percentage of assets, Hourly |
| Timothy Fitzgerald | MJP Wealth Advisors | Farmington | Not listed | Percentage of assets, Hourly |
| Vikram Kaul | OneNorthStar | Stamford | Not listed | Percentage of assets |
| William Matthes | Compass Wealth Management | Guilford | Not listed | Percentage of assets, Fixed fees |
| Anita Roberts | AdviceOne | Glastonbury | Not listed | Percentage of assets, Fixed fees |
| Ariel Hilario | AdviceOne | Glastonbury | Not listed | Percentage of assets, Fixed fees |
| Benjamin Sams | Haviland & Sams | Farmington | Not listed | Hourly, Fixed fees |
| Charles Doran | Prometheus Investment Advisors | Greenwich | Not listed | Percentage of assets, Hourly |
| Christian Giadolor | Chicory Wealth | Westport | Not listed | Percentage of assets, Fixed fees |
| Christopher Parker | Greenwich Wealth Management | Greenwich | Not listed | Percentage of assets, Hourly |
| Daniel Sullivan | Greenwich Wealth Management | Greenwich | Not listed | Percentage of assets, Hourly |
| Denton Jones | Greenwich Wealth Management | Greenwich | Not listed | Percentage of assets, Hourly |
| Divina Marcktell | Haviland & Sams | Farmington | Not listed | Hourly, Fixed fees |
| Francis Gilbride | Greenwich Wealth Management | Greenwich | Not listed | Percentage of assets, Hourly |
| Frederick Busk | Netherby Advisors | Shelton | Not listed | Percentage of assets, Fixed fees |
| Harriet Parker | Greenwich Wealth Management | Greenwich | Not listed | Percentage of assets, Hourly |
| Harry Figgie | Greenwich Wealth Management | Greenwich | Not listed | Percentage of assets, Hourly |