| James Maxon | James D Maxon Financial Advisors | Bedford | Not listed | Percentage of assets |
| Joseph Evangelista | Wingate Wealth Advisors | Lexington | Not listed | Percentage of assets, Fixed fees |
| Lianna Deprey | Wingate Wealth Advisors | Lexington | Not listed | Percentage of assets, Fixed fees |
| Matthew Lasker | Wingate Wealth Advisors | Lexington | Not listed | Percentage of assets, Fixed fees |
| Patrick Fischoeder | Anchor Capital Advisors | Boston | Not listed | Percentage of assets, Hourly |
| Peter Frailey | Wingate Wealth Advisors | Lexington | Not listed | Percentage of assets, Fixed fees |
| Robert Deiana | Lighthouse Financial | Marblehead | Not listed | Percentage of assets, Hourly |
| Stephanie Moroney | Anchor Capital Advisors | Boston | Not listed | Percentage of assets, Hourly |
| Stephen Cavagnaro | Anchor Capital Advisors | Boston | Not listed | Percentage of assets, Hourly |
| William Herbert | Balanced Wealth Management | Needham | Not listed | Percentage of assets |
| William Hickey | Anchor Capital Advisors | Boston | Not listed | Percentage of assets, Hourly |
| William Rice | Anchor Capital Advisors | Boston | Not listed | Percentage of assets, Hourly |
| William Rice | Anchor Capital Advisors | Boston | Not listed | Percentage of assets, Hourly |