| Jacob Margo | Main Street Research | Lakeville | Not listed | Percentage of assets |
| Jacob Swartz | Main Street Research | Lakeville | Not listed | Percentage of assets |
| James Demmert | Main Street Research | Lakeville | Not listed | Percentage of assets |
| Janelle Durbin | Main Street Research | Lakeville | Not listed | Percentage of assets |
| Jeffrey Shaw | Round Rock Advisors | Wilton | Not listed | Percentage of assets, Fixed fees |
| Julie Jason | Jackson, Grant | Stamford | Not listed | Percentage of assets, Hourly |
| Michael Roy | Main Street Research | Lakeville | Not listed | Percentage of assets |
| Michael Sondag | Main Street Research | Lakeville | Not listed | Percentage of assets |
| Michael Tenreiro | Jackson, Grant | Stamford | Not listed | Percentage of assets, Hourly |
| Robert Carroll | Jackson, Grant | Stamford | Not listed | Percentage of assets, Hourly |
| Roman LeFebure | Main Street Research | Lakeville | Not listed | Percentage of assets |
| Ryan Flynn | Jackson, Grant | Stamford | Not listed | Percentage of assets, Hourly |
| Scott Dynan | Round Rock Advisors | Wilton | Not listed | Percentage of assets, Fixed fees |
| Stephanie Andersen | Main Street Research | Lakeville | Not listed | Percentage of assets |
| Alexander Tucker | Greenwich Advisors | Greenwich | Not listed | Percentage of assets |
| Andrew Urbanski | N10° Wealth | Greenwich | Not listed | Percentage of assets, Hourly |
| Carrie Fitzpatrick | USA Financial and Tax Services | Farmington | Not listed | Percentage of assets |
| Charles Shipman | Blue Keel Financial Planning | Westport | Not listed | Percentage of assets, Hourly |
| Clay Skurdal | RiskBridge Advisors | Norwalk | Not listed | Percentage of assets, Hourly |
| Craig Pfeiffer | RiskBridge Advisors | Norwalk | Not listed | Percentage of assets, Hourly |
| Daniel Portnoy | Greenwich Advisors | Greenwich | Not listed | Percentage of assets |
| Elizabeth Lynch | N10° Wealth | Greenwich | Not listed | Percentage of assets, Hourly |
| Jeffrey Evans | Greenwich Advisors | Greenwich | Not listed | Percentage of assets |
| Joshua Kaufman | RiskBridge Advisors | Norwalk | Not listed | Percentage of assets, Hourly |
| Karo Lokmanyan | N10° Wealth | Greenwich | Not listed | Percentage of assets, Hourly |
| Lauren Urbanski | N10° Wealth | Greenwich | Not listed | Percentage of assets, Hourly |
| Michael Alimo | USA Financial and Tax Services | Farmington | Not listed | Percentage of assets |
| Michael Alimo | USA Financial and Tax Services | Farmington | Not listed | Percentage of assets |
| Michael Fredericks | RiskBridge Advisors | Norwalk | Not listed | Percentage of assets, Hourly |
| Patrick Clark | Charter Research & Investment Group | Southport | Not listed | Percentage of assets, Fixed fees |
| Paula Luciani | Charter Research & Investment Group | Southport | Not listed | Percentage of assets, Fixed fees |
| Ryan Bolanos | RiskBridge Advisors | Norwalk | Not listed | Percentage of assets, Hourly |
| William Dunn | Charter Research & Investment Group | Southport | Not listed | Percentage of assets, Fixed fees |
| Brian Vendig | MJP Wealth Advisors | Farmington | Not listed | Percentage of assets, Hourly |
| David Gibbs | Successful Wealth Strategies | Farmington | Not listed | Hourly, Ongoing planning fee |
| Jonathan Wiley | Wiley | Greenwich | Not listed | Percentage of assets |
| Mansoor Ahmad | Global Hill Wealth Advisors | Monroe | Not listed | Percentage of assets, Hourly |
| Michael Stamos | MJP Wealth Advisors | Farmington | Not listed | Percentage of assets, Hourly |
| Michele Vendig | MJP Wealth Advisors | Westport | Not listed | Percentage of assets, Hourly |
| Peter Nrekic | MJP Wealth Advisors | Farmington | Not listed | Percentage of assets, Hourly |
| Robert Eilers | MJP Wealth Advisors | Farmington | Not listed | Percentage of assets, Hourly |
| Theodore Kaplan | MJP Wealth Advisors | Farmington | Not listed | Percentage of assets, Hourly |
| Timothy Fitzgerald | MJP Wealth Advisors | Farmington | Not listed | Percentage of assets, Hourly |