| Tuyet Nguyen | NorthStar Asset Management | Boston | CFA | Percentage of assets |
| Vahan Janjigian | Greenwich Wealth Management | Wayland | CFA | Percentage of assets, Hourly |
| Vincent Savio | Beck Bode | Dedham | Not listed | Percentage of assets, Fixed fees |
| Warner Wayne | Wealth Effects | Boston | Not listed | Percentage of assets |
| William Liberti | Wealth Effects | Boston | Not listed | Percentage of assets |
| Adam Desjardins | Birch Hill Investment Advisors | Boston | CFA | Percentage of assets |
| Alan Arcadipane | Riverview Capital Advisers | Boston | Not listed | Percentage of assets, Hourly |
| Andrew Swanson | Howland Capital | Boston | Not listed | Percentage of assets, Hourly |
| Beatrice Tiberii | Family Fiduciary Services | Beverly | Not listed | Percentage of assets |
| Benjamin Seaman | Riverview Capital Advisers | Boston | Not listed | Percentage of assets, Hourly |
| Brett Feldman | TwinFocus | Boston | Not listed | Percentage of assets, Hourly |
| Cameron O'Neill | Family Fiduciary Services | Beverly | Not listed | Percentage of assets |
| Carlton Bradshaw | TwinFocus | Boston | Not listed | Percentage of assets, Hourly |
| Catherine Fraga | TwinFocus | Boston | Not listed | Percentage of assets, Hourly |
| David Grey | Family Fiduciary Services | Beverly | Not listed | Percentage of assets |
| Eric Bright | Pennyfarthing Investment Management | Belchertown | CFA | Percentage of assets, Hourly |
| Gary Mikula | Birch Hill Investment Advisors | Boston | CFA | Percentage of assets |
| George Cook | Birch Hill Investment Advisors | Boston | CFA | Percentage of assets |
| James Ho | West Branch Capital | Amherst | CFA | Percentage of assets, Fixed fees |
| Jonathan Pate | TwinFocus | Boston | Not listed | Percentage of assets, Hourly |
| Joseph Barry | Barry Investment Advisors | New Bedford | CFA | Percentage of assets, Fixed fees |
| Kevin Bonacci | Riverview Capital Advisers | Boston | Not listed | Percentage of assets, Hourly |
| Lawrence Miller | Family Fiduciary Services | Newton | Not listed | Percentage of assets |
| Lisa MacEwen | Howland Capital | Boston | Not listed | Percentage of assets, Hourly |
| Matthew Malicki | Birch Hill Investment Advisors | Boston | CFA | Percentage of assets |
| Matthew Marsallo | TwinFocus | Boston | Not listed | Percentage of assets, Hourly |
| Matthew Soucy | Family Fiduciary Services | Beverly | Not listed | Percentage of assets |
| Paul Thompson | TwinFocus | Boston | Not listed | Percentage of assets, Hourly |
| Paula Pienkowska | Riverview Capital Advisers | Boston | Not listed | Percentage of assets, Hourly |
| Peter Dixon | Howland Capital | Boston | Not listed | Percentage of assets, Hourly |
| Robert Oneil | Birch Hill Investment Advisors | Boston | CFA | Percentage of assets |
| Stephen Wilchins | Family Fiduciary Services | Beverly | Not listed | Percentage of assets |
| William Waldrip | TwinFocus | Boston | Not listed | Percentage of assets, Hourly |
| Andrew Mazzola | M3 Advisory Group | Boston | Not listed | Percentage of assets, Hourly |
| Brendan Clune | Timber Creek Capital Management | Boston | Not listed | Percentage of assets |
| Christopher O'Neill | Anchor Capital Advisors | Boston | Not listed | Percentage of assets, Hourly |
| Daniel Carr | Anchor Capital Advisors | Boston | Not listed | Percentage of assets, Hourly |
| Daniel Doucette | Anchor Capital Advisors | Boston | Not listed | Percentage of assets, Hourly |
| David Watson | Anchor Capital Advisors | Boston | Not listed | Percentage of assets, Hourly |
| George Ferrel | PUREfi Wealth | Boston | Not listed | Percentage of assets, Hourly |
| George Whitmore | Anchor Capital Advisors | Boston | Not listed | Percentage of assets, Hourly |
| Jake Gigliotti | M3 Advisory Group | Dover | Not listed | Percentage of assets, Hourly |
| Jeremiah Gallington | NorthStar Asset Management | Boston | Not listed | Percentage of assets |
| John Jeffries | M3 Advisory Group | Dover | Not listed | Percentage of assets, Hourly |
| Julie Goodridge | NorthStar Asset Management | Boston | Not listed | Percentage of assets |
| Mark Scionti | M3 Advisory Group | Dover | Not listed | Percentage of assets, Hourly |
| Nicole Bogert | PUREfi Wealth | Boston | Not listed | Percentage of assets, Hourly |
| Patrick Fischoeder | Anchor Capital Advisors | Boston | Not listed | Percentage of assets, Hourly |
| Paul Simons | PUREfi Wealth | Boston | Not listed | Percentage of assets, Hourly |
| Sandy Galuppo | PUREfi Wealth | Boston | Not listed | Percentage of assets, Hourly |