| Mary Koenig | Harvard Square Financial Planning | Lexington | CFP | Hourly, Fixed fees |
| Mary Montanari | Montanari Financial Advisors | Norwell | CFP | Percentage of assets, Hourly |
| Matthew Costa | Woodside Wealth Management | Sudbury | CFP | Percentage of assets, Hourly |
| Matthew Schroeder | Great Point Wealth Advisors | Danvers | CFP | Percentage of assets, Hourly |
| Matthew Williams | Impact Advisors Group | Duxbury | CFP | Percentage of assets, Hourly |
| Meghan Dwyer | Single Point Partners | Boston | CFP | Fixed fees |
| Michael Cammarata | MSA Financial | Braintree | CFP | Percentage of assets, Hourly |
| Michael Dorsey | Boston Family Office | Boston | CFP, CFA | Percentage of assets, Hourly |
| Michael Finer | Finer Wealth Management | Salem | CFP | Percentage of assets, Hourly |
| Michael Flaherty | Canby Financial Advisors | Framingham | CFP | Percentage of assets, Hourly |
| Michael Sheldon | Washington Trust Advisors | Wellesley | CFP, CFA | Percentage of assets, Fixed fees |
| Michelle Harrison | Single Point Partners | Boston | CFP | Fixed fees |
| Michelle Lum | Single Point Partners | Boston | CFP | Fixed fees |
| Nicholas De Peyster | Genesis Wealth Advisors | Stoughton | CFP, CFA | 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 |
| Peter Disch | Great Point Wealth Advisors | Boston | CFP | Percentage of assets, Hourly |
| Richard Stram | MSA Financial | Braintree | CFP | Percentage of assets, Hourly |
| Ruth Chicca | Planvision | New Bedford | CFP | Fixed fees |
| Ryan Zimmerman | MSA Financial | Braintree | CFP | Percentage of assets, Hourly |
| Samuel Cohen | Park State Asset Management | Beverly | CFP, CFA | Percentage of assets, Fixed fees |
| Sarah Stamp | Compass Planning Associates | Greenfield | CFP | Hourly, Fixed fees |
| 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 |
| Theodore Wolfstich | Wolfstich Capital | Medfield | CFP | Percentage of assets, Hourly |
| Thomas Juster | Martha's Vineyard Investment Advisors | West Tisbury | CFP | Percentage of assets, Hourly |
| Tony Proctor | Proctor Financial | Wellesley | CFP | Percentage of assets, Fixed fees |
| Tyler Dostie | Perennial Advisors Group | Westford | CFP | Percentage of assets, Fixed fees |
| William Gaudino | Arborstone Financial | Andover | CFP | Percentage of assets, Fixed fees |
| Adam Apt | Peabody River Asset Management | Cambridge | CFA | Percentage of assets, Hourly |
| Alan Shorr | Investment Advisor Associates | Boston | ChFC | Percentage of assets, Fixed fees |
| Alex Ranere | Livelife Capital Partners | Southborough | CFA | Percentage of assets, Fixed fees |
| Andrew McIntire | Baldwin Wealth Partners | Marion | CFA | Percentage of assets, Fixed fees |
| Benjamin Richardson | Boston Family Office | Boston | CFA | Percentage of assets, Hourly |
| Bradford Cadigan | Diversified Financial Management | Norwell | CFA | Percentage of assets, Hourly |
| Brian Sokolowski | Bluebird Wealth Management | Medfield | CFA | Percentage of assets, Hourly |
| Carl Goodman | Goodman Asset Management | Framingham | PFS | Percentage of assets, Hourly |
| Catherine Ryan | Cedar Rock Investment Advisors | Leominster | CFA | Hourly, Fixed fees |
| Christopher Fisher | Livelife Capital Partners | Southborough | CFA | Percentage of assets, Fixed fees |
| Daniel Carman | Park State Asset Management | Beverly | 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 |
| Dylan Brix | Boston Family Office | Boston | CFA | Percentage of assets, Hourly |
| Geoffrey Dancey | Cutler Capital Management | Worcester | CFA | Percentage of assets, Fixed fees |
| Henry Place | Diversified Financial Management | Norwell | CFA | Percentage of assets, Hourly |
| James Zoldy | Washington Trust Advisors | Wellesley | CFA | Percentage of assets, Fixed fees |