| Paul Doran | Essential Planning | Portsmouth | Not listed | Percentage of assets, Hourly |
| Paul Heckler | Yosemite Capital Management | Wolfeboro | Not listed | Percentage of assets, Hourly |
| Rachel Dadian | The Foundry Financial Group | Laconia | Not listed | Percentage of assets, Hourly |
| Razvan Mirica | Mirica Wealth | Hanover | Not listed | Percentage of assets, Hourly |
| Souheil Asmar | Triumph Wealth Management | Concord | Not listed | Hourly, Fixed fees |
| Theodore Svirbly | T.S. Financial Planning | Derry | Not listed | Percentage of assets, Hourly |
| Zachary Gibbons | Davis Wealth Advisors | Salem | Not listed | Percentage of assets, Hourly |