| Matthew McBride | One DAY in July | Burlington | CFA | Percentage of assets, Fixed fees |
| Adam Eiklor | Copper Leaf Financial | Williston | Not listed | Percentage of assets, Hourly |
| Antoine Williams | Antoine Williams & Associates Wealth Management | Shelburne | Not listed | Percentage of assets, Hourly |
| Bryan Belisle | B.W. Belisle Planning & Strategy Company | South Burlington | Not listed | Percentage of assets, Hourly |
| Burta Kelly | One DAY in July | Burlington | Not listed | Percentage of assets, Fixed fees |
| Caroline Russell | One DAY in July | Burlington | Not listed | Percentage of assets, Fixed fees |
| Carrie McDonnell | One DAY in July | Middlebury | Not listed | Percentage of assets, Fixed fees |
| Christopher McKeown | One DAY in July | Burlington | Not listed | Percentage of assets, Fixed fees |
| Daniel Cunningham | One DAY in July | Burlington | Not listed | Percentage of assets, Fixed fees |
| Hans Smith | Silverlake Wealth Management | Burlington | Not listed | Percentage of assets, Hourly |
| Jennifer Martinez | One DAY in July | Burlington | Not listed | Percentage of assets, Fixed fees |
| John Slane | One DAY in July | Burlington | Not listed | Percentage of assets, Fixed fees |
| Kevin Murray | One DAY in July | Burlington | Not listed | Percentage of assets, Fixed fees |
| Mark Doehla | Great Diamond Partners | Stowe | Not listed | Percentage of assets, Hourly |
| Matthew Sopher | Intrack Investment Management | South Burlington | Not listed | Percentage of assets, Hourly |
| Meredith Phippen | Williams Financial | North Bennington | Not listed | Percentage of assets, Hourly |
| Myron Sopher | Intrack Investment Management | South Burlington | Not listed | Percentage of assets, Hourly |
| Nancy Westbrook | One DAY in July | Burlington | Not listed | Percentage of assets, Fixed fees |
| Neven Kraguljevic | Guiding Wealth Management | Burlington | Not listed | Percentage of assets, Hourly |
| Richard Briand | Silverlake Wealth Management | Williston | Not listed | Percentage of assets, Hourly |
| Seth Gillim | One DAY in July | Morrisville | Not listed | Percentage of assets, Fixed fees |
| Theodore Riehle | Silverlake Wealth Management | Williston | Not listed | Percentage of assets, Hourly |
| Tina Lagrow | Antoine Williams & Associates Wealth Management | Shelburne | Not listed | Percentage of assets, Hourly |
| William Koster | One DAY in July | Vergennes | Not listed | Percentage of assets, Fixed fees |