| Judith Higgins | Blue Chip Financial Advisors | East Providence | Not listed | Percentage of assets, Hourly |
| Larry Henderson | Washington Trust Advisors | Westerly | Not listed | Percentage of assets, Fixed fees |
| Linda Jamison | Parsons Capital Management | Providence | Not listed | Percentage of assets, Hourly |
| Michael Moeller | Slocum, Gordon & | Newport | Not listed | Percentage of assets, Hourly |
| Peter Hunt | Parsons Capital Management | Providence | Not listed | Percentage of assets, Hourly |
| Shari Seidman | Astoria Strategic Wealth | Providence | Not listed | Percentage of assets, Hourly |
| Stacey Sternberg | Parsons Capital Management | Providence | Not listed | Percentage of assets, Hourly |
| Stephen Clair | Hall Capital Management Company | Barrington | Not listed | Percentage of assets, Hourly |
| Steven Beauvais | Sowa Financial Group | Lincoln | Not listed | Percentage of assets, Fixed fees |
| Tamara Notarianni | Cornerstone Financial Management | North Kingstown | Not listed | Percentage of assets, Fixed fees |