| Stephen Gorman | Gorman Financial Management | Hingham | Not listed | Hourly, Fixed fees |
| Thomas Higgins | Balanced Rock Investment Advisors | Roslindale | Not listed | Percentage of assets, Hourly |
| Thomas Homan | Momentum Investment Management | Holyoke | Not listed | Percentage of assets, Hourly |
| Thomas Padovano | Exchange Place Advisors | Sudbury | Not listed | Percentage of assets, Hourly |
| Timothy Mortellite | Timothy Charles Financial | Lynnfield | Not listed | Percentage of assets, Hourly |
| Tucker Donahoe | Montis Financial | Waltham | Not listed | Percentage of assets, Hourly |
| William Kemple | Savlan Wealth Partners | East Longmeadow | Not listed | Percentage of assets, Hourly |
| William Nickles | Yellow DOG Financial | Bolton | Not listed | Percentage of assets, Hourly |
| William O'Donnell | Donal Fiduciaries | Sout Boston | Not listed | Percentage of assets, Hourly |