| Nan Pendleton | OLD Port Advisors | Portland | Not listed | Percentage of assets, Hourly |
| Richard Harlow | OLD Port Advisors | Portland | Not listed | Percentage of assets, Hourly |
| Richard Strabley | Portland Global Advisors | Portland | Not listed | Percentage of assets, Fixed fees |
| Samuel Chaplin | Penobscot Financial Advisors | Portland | Not listed | Percentage of assets, Hourly |
| Stephen Poulos | Great Diamond Partners | Portland | Not listed | Percentage of assets, Hourly |
| Thomas Wells | Portland Global Advisors | Portland | Not listed | Percentage of assets, Fixed fees |
| Tracy Rogers | OLD Port Advisors | Portland | Not listed | Percentage of assets, Hourly |
| Wyatt Andreoli | Great Diamond Partners | Portland | Not listed | Percentage of assets, Hourly |
| Yelshaday Gebreselassie | Penobscot Financial Advisors | Portland | Not listed | Percentage of assets, Hourly |