| Besart Beluli | Round Rock Advisors | Wilton | Not listed | Percentage of assets, Fixed fees |
| Craig Jensen | Round Rock Advisors | Wilton | Not listed | Percentage of assets, Fixed fees |
| Elaine Biersack | Round Rock Advisors | Wilton | Not listed | Percentage of assets, Fixed fees |
| 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 Tenreiro | Jackson, Grant | Stamford | Not listed | Percentage of assets, Hourly |
| Morris Armstrong | Crionna Wealth | Cheshire | ChFC | Percentage of assets, Hourly |
| Robert Carroll | Jackson, Grant | Stamford | Not listed | Percentage of assets, Hourly |
| Ryan Flynn | Jackson, Grant | Stamford | Not listed | Percentage of assets, Hourly |
| Scott Dynan | Round Rock Advisors | Wilton | Not listed | Percentage of assets, Fixed fees |
| Alyse Uzarski | Kreitler Financial | New Haven | 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 |
| Christopher Angle | Heritage Capital | Redding | Not listed | Percentage of assets |
| Clay Skurdal | RiskBridge Advisors | Norwalk | Not listed | Percentage of assets, Hourly |
| Craig Pfeiffer | RiskBridge Advisors | Norwalk | Not listed | Percentage of assets, Hourly |
| Elizabeth Lynch | N10° Wealth | Greenwich | Not listed | Percentage of assets, Hourly |
| 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 |
| Mark Michna | Sightline Wealth Advisors | Groton | CFA | Percentage of assets |
| 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 |
| Paul Schatz | Heritage Capital | Woodbridge | Not listed | Percentage of assets |
| 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 |
| 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 |
| Anita Roberts | AdviceOne | Glastonbury | Not listed | Percentage of assets, Fixed fees |
| Ariel Hilario | AdviceOne | Glastonbury | Not listed | Percentage of assets, Fixed fees |
| Bradford Boisvert | Rawlings Wealth Management | Glastonbury | Not listed | Percentage of assets |
| Charles Doran | Prometheus Investment Advisors | Greenwich | Not listed | Percentage of assets, Hourly |
| David Burrows | Hudson Advisors | Greenwich | Not listed | Percentage of assets, Hourly |
| Kathleen Gibilisco | AdviceOne | Glastonbury | Not listed | Percentage of assets, Fixed fees |
| Mark Steffen | Sightline Wealth Advisors | Groton | Not listed | Percentage of assets |
| Robert Berlinski | AdviceOne | Glastonbury | Not listed | Percentage of assets, Fixed fees |
| Stefan Pellish | Sightline Wealth Advisors | Groton | Not listed | Percentage of assets |
| Tyler Gazdik | AdviceOne | Glastonbury | Not listed | Percentage of assets, Fixed fees |
| William Duvall | Sightline Wealth Advisors | Groton | Not listed | Percentage of assets |