| Bruce Hulme | Bortolussi Wealth Management | Southborough | Not listed | Percentage of assets, Hourly |
| Christie Markham | Beck Bode | Dedham | Not listed | Percentage of assets, Fixed fees |
| Christopher Fitts | Bortolussi Wealth Management | Southborough | Not listed | Percentage of assets, Hourly |
| Derek Liberti | Wealth Effects | Boston | Not listed | Percentage of assets |
| Ellen Ginsberg | Harbor Asset Planning | Belmont | Not listed | Percentage of assets, Hourly |
| Erik Beck | Beck Bode | Dedham | Not listed | Percentage of assets, Fixed fees |
| Garrett Burgess | Cote Financial Management | Wenham | Not listed | Percentage of assets, Hourly |
| Grady Kozak | BlueDoor Private Wealth | Beverly | 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 |
| Joshua Plosker | Beck Bode | Dedham | Not listed | Percentage of assets, Fixed fees |
| Keith Whitt | Maritime Wealth Advisors | Hanover | Not listed | Percentage of assets, Hourly |
| Laurence Pike | Client Priority Financial Advisors | Plymouth | CFA | Hourly |
| Matthew Babson | Good Harbor Advisors | Gloucester | Not listed | Percentage of assets, Hourly |
| Meredith Murphy | Financial Well-Being Advisors | Wellesley | CFA | Hourly, One-time planning fee |
| Noreen Walsh | Aequitas Investment Advisors | Hingham | Not listed | Percentage of assets, Hourly |
| Peter Kalianiotis | Beck Bode | Dedham | Not listed | Percentage of assets, Fixed fees |
| Robert Murphy | BlueDoor Private Wealth | Beverly | Not listed | Percentage of assets, Hourly |
| Sara Daly | Beck Bode | Dedham | Not listed | Percentage of assets, Fixed fees |
| Scott Leabman | Harbor Asset Planning | Belmont | Not listed | Percentage of assets, Hourly |
| Tammy Stoerkel | Beck Bode | Dedham | Not listed | Percentage of assets, Fixed fees |
| Thomas Shepherd | BlueDoor Private Wealth | Beverly | Not listed | Percentage of assets, Hourly |
| Tigran Navasardian | Anchor Capital Advisors | Boston | CFA | Percentage of assets, Hourly |
| Tracy Galloway | Holmes Investment Management | Wrentham | Not listed | Percentage of assets, Fixed fees |
| 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 |
| Andrew Swanson | Howland Capital | Boston | Not listed | Percentage of assets, Hourly |
| Caitlin Appleton | South Shore Capital Advisors | Boston | Not listed | Percentage of assets, Fixed fees |
| Caroline Hedges | Fairfield Financial Advisors | Wellesley | Not listed | Percentage of assets |
| Jacob Wharton | Worcester Advisors | Worcester | Not listed | Percentage of assets |
| John Lavasseur | Five Corners Financial Services | Easton | Not listed | Percentage of assets, Fixed fees |
| John Verducci | Verducci Asset Management | Agawam | Not listed | Percentage of assets |
| Joseph Bourque | Worcester Advisors | Worcester | Not listed | Percentage of assets |
| Lisa MacEwen | Howland Capital | Boston | Not listed | Percentage of assets, Hourly |
| Michael Marchetti | Lakeview Financial Planning | Shirley | Not listed | Percentage of assets, Hourly |
| Peter Dixon | Howland Capital | Boston | Not listed | Percentage of assets, Hourly |
| Sangam Dahal | Worcester Advisors | Worcester | Not listed | Percentage of assets |
| Taylor Thomas | South Shore Capital Advisors | Boston | Not listed | Percentage of assets, Fixed fees |
| Annette Sun | SW Private Wealth | Needham | Not listed | Percentage of assets, Hourly |
| Barbara Linnard | Linnard Financial Management & Planning | Boxborough | Not listed | Percentage of assets, Ongoing planning fee |
| Cara Whipkey | Wingate Wealth Advisors | Lexington | Not listed | Percentage of assets, Fixed fees |
| Carie Carney | Lenk Ladner Investment Solutions | Osterville | Not listed | Percentage of assets |
| Carol Newman | Wingate Wealth Advisors | Lexington | Not listed | Percentage of assets, Fixed fees |
| 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 |
| Daniel Hawthorne | Lighthouse Financial | Marblehead | Not listed | Percentage of assets, Hourly |
| David Watson | Anchor Capital Advisors | Boston | Not listed | Percentage of assets, Hourly |
| George Whitmore | Anchor Capital Advisors | Boston | Not listed | Percentage of assets, Hourly |