| Jethro Kollie | Fox Hill Wealth Management | Dedham | Not listed | Percentage of assets, One-time planning fee |
| Michael Brown | Fox Hill Wealth Management | Dedham | Not listed | Percentage of assets, One-time planning fee |
| Robert Holzbach | Red Kennedy Financial | Littleton | Not listed | Flat fee or retainer, Hourly |
| Wendy Weiss | Weiss Financial Advisors | Cambridge | Not listed | Percentage of assets, Flat fee or retainer |
| David Carnevale | ProsperiTea Planning | Greenfield | CFA | One-time planning fee |
| Meredith Murphy | Financial Well-Being Advisors | Wellesley | CFA | Hourly, One-time planning fee |
| Samuel Plotkin | ProsperiTea Planning | Greenfield | CFA | One-time planning fee |
| Jason Burack | Hawk Capital Management | Millbury | Not listed | Percentage of assets, One-time planning fee |