| Jackson Kleinert | Greenwich Wealth Management | Greenwich | Not listed | Percentage of assets, Hourly |
| 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 |
| Robert Longsworth | Greenwich Wealth Management | Greenwich | Not listed | Percentage of assets, Hourly |
| 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 |
| William Nichols | PUREfi Wealth | Greenwich | Not listed | Percentage of assets, Hourly |
| Anthony Lynch | Mullaney, Keating & Wright | Middletown | Not listed | Percentage of assets, Hourly |
| Brian Lasher | Euclid Harding | Stamford | Not listed | Percentage of assets, Fixed fees |
| Deborah King | Asset Management Associates | South Windsor | Not listed | Percentage of assets, Hourly |
| Elliot Turner | RGA Investment Advisors | Stamford | Not listed | Percentage of assets |
| Kyra Palmer | Oak Financial Group | Stamford | Not listed | Percentage of assets, Fixed fees |
| Neil Hackman | Oak Financial Group | Stamford | Not listed | Percentage of assets, Fixed fees |
| Peter Scholtz | Scholtz & Company | Stamford | Not listed | One-time planning fee |
| Philip Oppenheimer | Oppenheimer + Close | Lakeville | Not listed | Flat fee or retainer |
| Richard Shaw | QVM Group | South Glastonbury | Not listed | Hourly, Flat fee or retainer |
| Alejandro Gomez | Rossmore Private Capital | Glastonbury | CFP, CFA | Percentage of assets, Fixed fees |
| 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 |
| Brian Fierston | Fierston Financial Group | West Hartford | CFP | Percentage of assets, Hourly |
| Brian Shea | Shea Financial Advisors | Norwalk | CFP | Percentage of assets, Hourly |
| Brian Sheehan | Rossmore Private Capital | Glastonbury | CFP | Percentage of assets, 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 |
| Daniel Lester | Sagebroadview Wealth Management | Farmington | 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 |
| Hrefna Martin | Merit Financial Partners | Westport | CFP | Percentage of assets, Hourly |
| James Thibault | Barron Financial Group | Torrington | CFP | Percentage of assets, Hourly |
| Jennifer Hunt | HTG Investment Advisors | New Canaan | CFP | Percentage of assets, Fixed fees |
| John Principe | Sagebroadview Wealth Management | Farmington | CFP | Percentage of assets, Hourly |
| John Seagrave | Barron Financial Group | Torrington | CFP | Percentage of assets, Hourly |
| Justin Howard | Howard Wealth Management | Madison | CFP | Percentage of assets, Hourly |
| Kathleen Smith | Washington Trust Advisors | New Haven | CFP | Percentage of assets, Fixed fees |
| Kent Johnson | RB Capital Management | Weston | CFP | Percentage of assets, Hourly |
| Kerry Connell | HTG Investment Advisors | New Canaan | CFP | Percentage of assets, Fixed fees |
| Kip Paulson | Paulson Private Wealth | Norwalk | CFP, CFA | Percentage of assets, Fixed fees |
| Lawrence Annello | Sagebroadview Wealth Management | Farmington | CFP, PFS | Percentage of assets, Hourly |
| Liam Wallace | New England Capital Financial Advisors | Cheshire | CFP | Percentage of assets, Hourly |
| Lukasz Thieme | Waypoint Financial | Weston | CFP, CFA | Percentage of assets, Hourly |
| Marissa Fierston | Fierston Financial Group | West Hartford | CFP | 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 |
| Max Asnes | Fierston Financial Group | West Hartford | CFP | Percentage of assets, Hourly |
| Melissa Adams | Achieve Retirement & Wealth Management | Ridgefield | CFP | Percentage of assets, Hourly |
| Michael Johnson | Alchemi Wealth | Essex | CFP | Percentage of assets, Hourly |