| John Pantekidis | TwinFocus | Boston | CFA | Percentage of assets, Hourly |
| Joshua Kazlauskas | TwinFocus | Boston | CFA | Percentage of assets, Hourly |
| Kathy Alves | Barry Investment Advisors | New Bedford | CFP | Percentage of assets, Fixed fees |
| Kevin Kennedy | Flying Point Financial | North Andover | Not listed | Percentage of assets, Hourly |
| Laurence Grosbaum | TwinFocus | Boston | CFA | Percentage of assets, Hourly |
| Maureen Quigley | Howland Capital | Boston | CFA | Percentage of assets, Hourly |
| Nicholas Crocker | Howland Capital | Boston | CFA | Percentage of assets, Hourly |
| Paige Roth | Pine Haven Investment Counsel | Fairhaven | CFA | Percentage of assets |
| Paul Karger | TwinFocus | Boston | CFA | Percentage of assets, Hourly |
| Peter Boyd | Boyd Financial Strategies | Auburn | ChFC | Percentage of assets, Hourly |
| Peter Simmons | Peddock Capital Advisors | Braintree | Not listed | Percentage of assets, Hourly |
| Robert Napolitano | Napier Financial | Braintree | Not listed | Percentage of assets, Hourly |
| Ryan Carragher | The Clifford Group | Wayland | Not listed | Percentage of assets |
| Samuel Ober | Howland Capital | Boston | CFA | Percentage of assets, Hourly |
| Timothy Malloy | Birch Hill Investment Advisors | Boston | CFP | Percentage of assets |
| Wesley Karger | TwinFocus | Boston | CFA | Percentage of assets, Hourly |
| Weston Howland | Howland Capital | Boston | CFA | Percentage of assets, Hourly |
| Alexander Waesche | Anchor Capital Advisors | Boston | CFA | Percentage of assets, Hourly |
| Alison Svizzero | Choate Wealth | Boston | Not listed | Percentage of assets, Hourly |
| Andrew Martone | Beck Bode | Dedham | Not listed | Percentage of assets, Fixed fees |
| Andrew St Martin | Anchor Capital Advisors | Boston | CFA | Percentage of assets, Hourly |
| Angel Costanza | Beck Bode | Dedham | Not listed | Percentage of assets, Fixed fees |
| Anthony Mitrano | Beck Bode | Dedham | Not listed | Percentage of assets, Fixed fees |
| Brian Burkhart | Wealth Effects | Boston | Not listed | Percentage of assets |
| Brian Wickett | Beck Bode | Dedham | Not listed | Percentage of assets, Fixed fees |
| Christie Markham | Beck Bode | Dedham | Not listed | Percentage of assets, Fixed fees |
| Derek Liberti | Wealth Effects | Boston | Not listed | Percentage of assets |
| Diana Malcom | Choate Wealth | Boston | Not listed | Percentage of assets, Hourly |
| Erik Beck | Beck Bode | Dedham | Not listed | Percentage of assets, Fixed fees |
| Gary Martinelli | Tableaux Wealth | Great Barrington | Not listed | Percentage of assets, Hourly |
| Graham Johnstone | Choate Wealth | Boston | Not listed | Percentage of assets, Hourly |
| Hideyoshi Watanabe | Choate Wealth | Boston | Not listed | Percentage of assets, Hourly |
| James Bode | Beck Bode | Dedham | Not listed | Percentage of assets, Fixed fees |
| Jeffrey McHale | Wealth Effects | Pembroke | Not listed | Percentage of assets |
| Jim Gibbons | High Pines Wealth Management | Duxbury | Not listed | Percentage of assets |
| John Brennecke | Timber Creek Capital Management | Boston | CFA | Percentage of assets |
| Joseph Polidoro | Tableaux Wealth | Great Barrington | Not listed | Percentage of assets, Hourly |
| Joshua Plosker | Beck Bode | Dedham | Not listed | Percentage of assets, Fixed fees |
| Louis Marchant | Choate Wealth | Boston | Not listed | Percentage of assets, Hourly |
| Mark Perry | Choate Wealth | Boston | Not listed | Percentage of assets, Hourly |
| Patrick Collins | Choate Wealth | Boston | Not listed | Percentage of assets, Hourly |
| Paul Furcinito | Florek Financial | Duxbury | Not listed | Percentage of assets, Hourly |
| Peter Kalianiotis | Beck Bode | Dedham | Not listed | Percentage of assets, Fixed fees |
| Raymond Morris | High Pines Wealth Management | Duxbury | Not listed | Percentage of assets |
| Sara Daly | Beck Bode | Dedham | Not listed | Percentage of assets, Fixed fees |
| Stefan Karlsson | Aureus Asset Management | Boston | CFA | Percentage of assets, Fixed fees |
| Tammy Stoerkel | Beck Bode | Dedham | Not listed | Percentage of assets, Fixed fees |
| Tenzing Tashishar | NorthStar Asset Management | Boston | CFA | Percentage of assets |
| Thaddeus Davis | Aureus Asset Management | Boston | CFA | Percentage of assets, Fixed fees |
| Tigran Navasardian | Anchor Capital Advisors | Boston | CFA | Percentage of assets, Hourly |