| Luke Delorme | Tableaux Wealth | Great Barrington | CFP, ChFC | Percentage of assets, Hourly |
| Matthew Chester | Tableaux Wealth | Great Barrington | CFP | Percentage of assets, Hourly |
| Oleg Litvinenko | Meeting House Capital | Concord | CFA | Percentage of assets |
| Robert Florek | Florek Financial | Duxbury | CFP | Percentage of assets, Hourly |
| Scott Burg | TFC Financial | Boston | CFA | Percentage of assets, Hourly |
| Cameron Rahbar | Howland Capital | Boston | CFP | Percentage of assets, Hourly |
| Casey Fitchett | Pine Haven Investment Counsel | Fairhaven | CFP | Percentage of assets |
| Charlise Whiteside | Stonehaven Private Wealth Management | Manchester By The Sea | CFP | Percentage of assets, Hourly |
| Corrigan Rayfield | TwinFocus | Boston | CFP | Percentage of assets, Hourly |
| Ethan Brown | Cox Capital Management | Andover | Not listed | Flat fee or retainer, One-time planning fee |
| Harrison Oakes | Cox Capital Management | Andover | Not listed | Flat fee or retainer, One-time planning fee |
| Ian Browning | Peddock Capital Advisors | Braintree | CFA | Percentage of assets, Hourly |
| Jillian Brooks | Cox Capital Management | Andover | Not listed | Flat fee or retainer, One-time planning fee |
| John Biebel | Ridley Cove Financial Advisors | Newton | CFP | Percentage of assets, Fixed fees |
| John Boyd | Boyd Financial Strategies | Worcester | CFP | Percentage of assets, Hourly |
| Justin Klunder | Gray Private Wealth | Canton | CFA | Percentage of assets, Hourly |
| Michael Gibbons | TwinFocus | Boston | CFP | Percentage of assets, Hourly |
| Nicole Heavern | Riverview Capital Advisers | Boston | CFP | Percentage of assets, Hourly |
| Ona Vredenburg | TwinFocus | Boston | CFP | Percentage of assets, Hourly |
| Tracy Gibbs | Howland Capital | Boston | CFP | Percentage of assets, Hourly |
| Wendy Karkoska | TwinFocus | Boston | CFP | Percentage of assets, Hourly |
| William Cox | Cox Capital Management | Andover | Not listed | Flat fee or retainer, One-time planning fee |
| Alison Goodrich | Anchor Capital Advisors | Boston | CFP | Percentage of assets, Hourly |
| Charles Corkery | PUREfi Wealth | Boston | CFP | Percentage of assets, Hourly |
| Erin Kerr | Choate Wealth | Boston | CFA | Percentage of assets, Hourly |
| Frederick Pryor | TFC Financial | Boston | Not listed | Percentage of assets, Hourly |
| Harrison Odaniell | Choate Wealth | Boston | CFA | Percentage of assets, Hourly |
| Jacob Kidder | Choate Wealth | Boston | CFA | Percentage of assets, Hourly |
| Jessica Grande | TFC Financial | Boston | Not listed | Percentage of assets, Hourly |
| Jonathan McGraw Bentley | Choate Wealth | Boston | CFA | Percentage of assets, Hourly |
| Kathleen Cefalu | Downtown Wealth Studios | Ipswich | Not listed | Percentage of assets, Fixed fees |
| Kelsey Sullivan | Choate Wealth | Boston | CFA | Percentage of assets, Hourly |
| Marcel Quiroga | TQM Wealth Partners | Marblehead | Not listed | Percentage of assets, Hourly |
| Michael Serchen | Anchor Capital Advisors | Boston | CFP | Percentage of assets, Hourly |
| Tamer Alamuddin | Choate Wealth | Boston | CFA | Percentage of assets, Hourly |
| Adam Dani | Napier Financial | Braintree | Not listed | Percentage of assets, Hourly |
| Amy Mastromonaco | Flying Point Financial | North Andover | Not listed | Percentage of assets, Hourly |
| Andreas Migliaccio | TwinFocus | Boston | CFA | Percentage of assets, Hourly |
| Anna Byrne | Kendall Wealth | Randolph | Not listed | Percentage of assets, Hourly |
| Bethany Parker | Barry Investment Advisors | New Bedford | CFP | Percentage of assets, Fixed fees |
| Brett Mirliani | Birch Hill Investment Advisors | Boston | CFP, CFA | Percentage of assets |
| Catherine Kennedy | Birch Hill Investment Advisors | Boston | CFP | Percentage of assets |
| Charles Clapp | Howland Capital | Boston | CFA | Percentage of assets, Hourly |
| Christopher Mikus | Birch Hill Investment Advisors | Boston | CFP, CFA | Percentage of assets |
| Elizabeth Garvey | Barry Investment Advisors | New Bedford | CFP | Percentage of assets, Fixed fees |
| Francis Jackson | Howland Capital | Boston | CFA | Percentage of assets, Hourly |
| Garrett Walsh | TwinFocus | Boston | CFA | Percentage of assets, Hourly |
| Gregory Clifford | The Clifford Group | Wayland | Not listed | Percentage of assets |
| James Ek | PCM Encore | Woburn | Not listed | Percentage of assets, Fixed fees |
| Jeffrey Heisler | TwinFocus | Boston | CFA | Percentage of assets, Hourly |