| Andrew Blacker | Delphinus Financial Advisors | Mansfield | CFP | Fixed fees |
| Andrew Sullivan | CIO Wealth Management | Sudbury | CFP | Percentage of assets, Hourly |
| Arthur Ebersole | Ebersole Financial | Wellesley Hills | CFP, CFA | Percentage of assets, Hourly |
| Brandon Jordan | Impact Advisors Group | Duxbury | CFP, ChFC | Percentage of assets, Hourly |
| Brandon Parker | Great Point Wealth Advisors | Boston | CFP | Percentage of assets, Hourly |
| Brandon Roy | MSA Financial | Braintree | CFP | Percentage of assets, Hourly |
| Brian Burke | Montis Financial | Waltham | CFP | Percentage of assets, Hourly |
| Casey Clarke | Cadence Wealth Management | Westborough | CFP, ChFC | Percentage of assets, Fixed fees |
| Cathleen McKEE | Equita Financial Network | Cambridge | CFP | Percentage of assets, Hourly |
| Christiane Delessert | Montis Financial | Waltham | CFP | Percentage of assets, Hourly |
| Christopher Assad | Montis Financial | Waltham | CFP | Percentage of assets, Hourly |
| Christopher Gullotti | Canby Financial Advisors | Framingham | CFP | Percentage of assets, Hourly |
| Christopher Tilden | Montis Financial | Waltham | CFP | Percentage of assets, Hourly |
| Claire Hawkes | Single Point Partners | Boston | CFP | Fixed fees |
| Craig Dumas | Baldwin Wealth Partners | Marion | CFP, ChFC | Percentage of assets, Fixed fees |
| Daniel Ollquist | Exchange Place Advisors | Canton | CFP | Percentage of assets, Hourly |
| David Jaeger | Canby Financial Advisors | Framingham | CFP | Percentage of assets, Hourly |
| Denis Higgins | Montis Financial | Waltham | CFP, CFA | Percentage of assets, Hourly |
| Dennis O'Leary | Greenway Financial Advisors | Boston | CFP | Percentage of assets, Hourly |
| George Gagliardi | Astoria Portfolio Advisors | Lexington | 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 |
| James Rose | Dollar & Sense | Pittsfield | CFP | Hourly, 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 |
| Joshua Street | Signal Ridge Capital Partners | Framingham | CFP | Percentage of assets, Hourly |
| 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 |
| Kathryn Rowe | Baldwin Wealth Partners | Marion | CFP | Percentage of assets, Fixed fees |
| Keith Corbett | Bluebird Wealth Management | Amesbury | CFP | Percentage of assets, Hourly |
| Kelli Grew | Beacon Financial Planning | Hyannis | CFP | Percentage of assets, Fixed fees |
| Kevin Williams | Full Life Financial Planning | Pembroke | CFP | Percentage of assets, Hourly |
| Kyler Johnson | Practice Financial Group | Bolton | CFP | Percentage of assets, Fixed fees |
| Latimer Eddy | L. B. Eddy | Westfield | CFP | Percentage of assets, Hourly |
| Laura Daniels | Balanced Rock Investment Advisors | Roslindale | CFP | Percentage of assets, Hourly |
| Laura Mok | Park State Asset Management | Beverly | CFP | Percentage of assets, Fixed fees |
| Laurence Cohen | Laurence Financial Planning | Danvers | CFP | Percentage of assets, Hourly |
| Leah Warren | Single Point Partners | Boston | CFP | Fixed fees |
| Lee McGowan | Monument Group Wealth Advisors | Concord | CFP | Percentage of assets, Hourly |
| Leonard Hirst | Hirst Financial Independence Planning | Fall River | CFP | Percentage of assets, Hourly |
| Linda Nelson | Freya Financial Services | Lexington | CFP | Percentage of assets, Hourly |
| Marilyn Gentilotti | Washington Trust Advisors | Wellesley | CFP | Percentage of assets, Fixed fees |
| Martin Baker | Canby Financial Advisors | Framingham | CFP | Percentage of assets, Hourly |