| Jake Bulian | Traub Capital Management | Needham | CFA | Percentage of assets, Hourly |
| Jeffrey Sinder | AVK Partners | Concord | CFA | Percentage of assets, Hourly |
| Leslie Kernan | Boston Research and Management | Manchester | CFA | Percentage of assets, Hourly |
| Patrick McGinn | Retirement Resources Investment | Andover | CFA | Percentage of assets, Hourly |
| Paul Duval | Genesis Wealth Advisors | Stoughton | ChFC | Percentage of assets, Hourly |
| Peder Johnson | Boston Family Office | Boston | CFA | Percentage of assets, Hourly |
| Raymond Childs | DJG Financial Services | East Weymouth | CFA | Percentage of assets, Hourly |
| Robert Kania | Moore Financial Advisors | Belmont | CFA | Percentage of assets, Hourly |
| Robert Pineau | Tyler Street Capital | Plymouth | CFA | Percentage of assets, Hourly |
| Ruzanna Queenan | Queenvest | Beverly | CFA | Percentage of assets, Hourly |
| Stephen Batzell | Montis Financial | Waltham | CFA | Percentage of assets, Hourly |
| Stephen Neumeier | Neumeier Capital Management | Concord | CFA | Percentage of assets, Hourly |
| Yotam Mendlinger | By the Square Investments | Boston | CFA | Percentage of assets, Hourly |
| Adam Dworkin | Diversified Financial Management | Norwell | Not listed | Percentage of assets, Hourly |
| Aletta Tibbetts | Stardust Wealth Strategies | Arlington | Not listed | Percentage of assets, Hourly |
| Allison Leary | MSA Financial | Braintree | Not listed | Percentage of assets, Hourly |
| Alonzo Tredwell | Vital Investment Management | Marblehead | Not listed | Percentage of assets, Hourly |
| Andrea Crowell | Kearney-Burch Financial Services | Bolton | Not listed | Percentage of assets, Hourly |
| Andrew Sokol | Bluebird Wealth Management | Medfield | Not listed | Percentage of assets, Hourly |
| Anna Finklestein | Obran Capital Advisors | Boston | Not listed | Percentage of assets, Hourly |
| Arthur Debenedictis | Genesis Wealth Advisors | Wakefield | Not listed | Percentage of assets, Hourly |
| Ashley Murray | Balanced Rock Investment Advisors | Roslindale | Not listed | Percentage of assets, Hourly |
| Brian Curtin | Curtin Financial Services | Burlington | Not listed | Hourly, Fixed fees |
| Brian Orourke | O'rourke & Company | Boston | Not listed | Percentage of assets, Hourly |
| Byron Woodman | Monument Group Wealth Advisors | Concord | Not listed | Percentage of assets, Hourly |
| Casandra Johnson | Montis Financial | Bolton | Not listed | Percentage of assets, Hourly |
| Charles Babin | Boston Research and Management | Manchester | Not listed | Percentage of assets, Hourly |
| Charles Levin | Levin Financial Planning | Wayland | Not listed | Hourly |
| Charles Patterson | Bartholomew & Company Wealth Management | Worcester | Not listed | Percentage of assets, Hourly |
| Christopher Borden | Canby Financial Advisors | Framingham | Not listed | Percentage of assets, Hourly |
| Courtney Summa | Centerpoint Advisors | Needham | Not listed | Percentage of assets, Hourly |
| Daniel Duval | Genesis Wealth Advisors | Stoughton | Not listed | Percentage of assets, Hourly |
| Daniel Traub | Montis Financial | Waltham | Not listed | Percentage of assets, Hourly |
| David Kopack | Boston Investment Trust Management | Bridgewater | Not listed | Percentage of assets, Hourly |
| David Trott | Aragorn | Milton | Not listed | Percentage of assets, Hourly |
| Denise Del Monaco | MSA Financial | Braintree | Not listed | Percentage of assets, Hourly |
| Dennis Follmer | Montis Financial | Waltham | Not listed | Percentage of assets, Hourly |
| Douglas McClennen | Douglas A. Mcclennen IA | East Harwich | Not listed | Hourly |
| Edward Sherr | Carl P. Sherr & | Worcester | Not listed | Percentage of assets, Hourly |
| Eliza Rowe | Boston Family Office | Boston | Not listed | Percentage of assets, Hourly |
| Eric Bingham | Pamet Advisors | Truro | Not listed | Percentage of assets, Hourly |
| Eric Martin | Oxford Martin | Wakefield | Not listed | Percentage of assets, Hourly |
| Fermo Bianchi | Fabco Investment Advisors | Newton Upper Falls | Not listed | Percentage of assets, Hourly |
| Gary Coon | Finer Wealth Management | Salem | Not listed | Percentage of assets, Hourly |
| Gary Sherr | Carl P. Sherr & | Worcester | Not listed | Percentage of assets, Hourly |
| George Beal | Boston Family Office | Boston | Not listed | Percentage of assets, Hourly |
| George Putnam | Boston Family Office | Boston | Not listed | Percentage of assets, Hourly |
| Gita Rao | East Horizon Investments | Cambridge | Not listed | Percentage of assets, Hourly |
| Gregory Doherty | Gregory M Doherty, CPA | Dedham | Not listed | Percentage of assets, Hourly |
| Gregory Racki | Monument Group Wealth Advisors | Concord | Not listed | Percentage of assets, Hourly |