| Austin Doebler | RZH Advisors | Stamford | CFA | Percentage of assets, Hourly |
| Christopher Pierce | HFM Wealth Management | West Hartford | CFA | Percentage of assets, Hourly |
| Eric Powers | TOP Private Wealth | Glastonbury | CFP, EA | Percentage of assets, Hourly |
| Francis Carpentier | Mullaney, Keating & Wright | Middletown | CFP | Percentage of assets, Hourly |
| Gabriel Nardi | Tadpole Investments | Stamford | CFA | Percentage of assets, Hourly |
| Jeffrey Smith | Parker Wealth Management | Windsor | CFP | Percentage of assets, Hourly |
| Jessica Gilbert | Mullaney, Keating & Wright | Middletown | CFP | Percentage of assets, Hourly |
| Julie Jason | Jackson, Grant | Stamford | Not listed | Percentage of assets, Hourly |
| Kelly Ennis | Infinity Financial Strategies, LLC | North Granby | CFP, EA, ChFC | Percentage of assets, Hourly |
| Loretta Nolan | Loretta Nolan Associates LLC | Old Greenwich | AEP, CFP | Percentage of assets, Hourly |
| Mark Briggs | Briggs Wealth Management, Inc. | Glastonbury | CFP, CPA/PFS, MBA | Percentage of assets, Hourly |
| Michael Brennan | Brennan Capital Management | Westport | CFP | Percentage of assets, Hourly |
| Michael Tenreiro | Jackson, Grant | Stamford | Not listed | Percentage of assets, Hourly |
| Morris Armstrong | Crionna Wealth | Cheshire | ChFC | Percentage of assets, Hourly |
| Panfilo Guglielmi | Advanced Capital Advisors, LLC | Glastonbury | CFP, CPA/PFS | Percentage of assets, Hourly |
| R. Allen Purkiss | Purkiss Capital Advisors, LLC | Ridgefield | CFP | Percentage of assets, Hourly |
| Robert Carroll | Jackson, Grant | Stamford | Not listed | Percentage of assets, Hourly |
| Ryan Flynn | Jackson, Grant | Stamford | Not listed | Percentage of assets, Hourly |
| Timothy Baker | WEALTHSHAPE, LLC | West Hartford | CFP, MBA | Percentage of assets, Hourly |
| Alexander Tucker | Greenwich Advisors | Greenwich | Not listed | Percentage of assets |
| Alyse Uzarski | Kreitler Financial | New Haven | Not listed | Percentage of assets |
| Andrew Urbanski | N10° Wealth | Greenwich | Not listed | Percentage of assets, Hourly |
| Charles Shipman | Blue Keel Financial Planning | Westport | Not listed | Percentage of assets, Hourly |
| Christopher Angle | Heritage Capital | Redding | Not listed | Percentage of assets |
| Clay Skurdal | RiskBridge Advisors | Norwalk | Not listed | Percentage of assets, Hourly |
| Craig Pfeiffer | RiskBridge Advisors | Norwalk | Not listed | Percentage of assets, Hourly |
| Daniel Portnoy | Greenwich Advisors | Greenwich | Not listed | Percentage of assets |
| Elizabeth Lynch | N10° Wealth | Greenwich | Not listed | Percentage of assets, Hourly |
| James Rice | JQRCapital | West Hartford | CFA | Percentage of assets, Hourly |
| Jeffrey Evans | Greenwich Advisors | Greenwich | Not listed | Percentage of assets |
| Joshua Kaufman | RiskBridge Advisors | Norwalk | Not listed | Percentage of assets, Hourly |
| Karo Lokmanyan | N10° Wealth | Greenwich | Not listed | Percentage of assets, Hourly |
| Lauren Urbanski | N10° Wealth | Greenwich | Not listed | Percentage of assets, Hourly |
| Mark Michna | Sightline Wealth Advisors | Groton | CFA | Percentage of assets |
| Michael Fredericks | RiskBridge Advisors | Norwalk | Not listed | Percentage of assets, Hourly |
| Paul Lynch | Greenwich Wealth Management | Greenwich | CFA | Percentage of assets, Hourly |
| Paul Schatz | Heritage Capital | Woodbridge | Not listed | Percentage of assets |
| Ryan Bolanos | RiskBridge Advisors | Norwalk | Not listed | Percentage of assets, Hourly |
| Brian Vendig | MJP Wealth Advisors | Farmington | Not listed | Percentage of assets, Hourly |
| David Gibbs | Successful Wealth Strategies | Farmington | Not listed | Hourly, Ongoing planning fee |
| Eric Anderson | HFM Wealth Management | Hartford | Not listed | Percentage of assets, Hourly |
| Ivy Alexander | RZH Advisors | Stamford | Not listed | Percentage of assets, Hourly |
| Jean-Paul Atallah | RZH Advisors | Stamford | Not listed | Percentage of assets, Hourly |
| Jen Nowitzke | HFM Wealth Management | West Hartford | Not listed | Percentage of assets, Hourly |
| Jeremy Garskof | HFM Wealth Management | West Hartford | Not listed | Percentage of assets, Hourly |
| Kavita Rathi | OneNorthStar | Stamford | Not listed | Percentage of assets |
| Kevin Quiros | HFM Wealth Management | West Hartford | Not listed | Percentage of assets, Hourly |
| Mansoor Ahmad | Global Hill Wealth Advisors | Monroe | Not listed | Percentage of assets, Hourly |
| Michael Stamos | MJP Wealth Advisors | Farmington | Not listed | Percentage of assets, Hourly |
| Michele Vendig | MJP Wealth Advisors | Westport | Not listed | Percentage of assets, Hourly |