| Robert Holzbach | Red Kennedy Financial | Littleton | Not listed | Flat fee or retainer, Hourly |
| Robert Napolitano | Napier Financial | Braintree | Not listed | Percentage of assets, Hourly |
| Thierry Hasse | Elevage Partners | Springfield | Not listed | Percentage of assets, Hourly |
| Todd Vandam | Pallas Capital Advisors | Braintree | Not listed | Percentage of assets, Hourly |
| Adam Bortolussi | Bortolussi Wealth Management | Hopkinton | Not listed | Percentage of assets, Hourly |
| Akhil Shah | Holmes Investment Management | Brockton | Not listed | Percentage of assets, Fixed fees |
| Amir Alamir | Holmes Investment Management | Brockton | Not listed | Percentage of assets, Fixed fees |
| Bruce Hulme | Bortolussi Wealth Management | Southborough | Not listed | Percentage of assets, Hourly |
| Casey Phinney | Generous Wealth Management | Marshfield | Not listed | Percentage of assets, Hourly |
| Christopher Fitts | Bortolussi Wealth Management | Southborough | Not listed | Percentage of assets, Hourly |
| Ellen Ginsberg | Harbor Asset Planning | Belmont | Not listed | Percentage of assets, Hourly |
| Grady Kozak | BlueDoor Private Wealth | Beverly | Not listed | Percentage of assets, Hourly |
| John Sardoni | Generous Wealth Management | Marshfield | Not listed | Percentage of assets, Hourly |
| Jonathan Ambrose | The Montgomery Financial Group | Orleans | Not listed | Hourly |
| Katherine Kiezulas | Sechrest & Bloom | Acton | Not listed | Fixed fees |
| Robert Murphy | BlueDoor Private Wealth | Beverly | Not listed | Percentage of assets, Hourly |
| Scott Leabman | Harbor Asset Planning | Belmont | Not listed | Percentage of assets, Hourly |
| Thomas Shepherd | BlueDoor Private Wealth | Beverly | Not listed | Percentage of assets, Hourly |
| Timothy Withers | Twin Gryphon Advisors | Marshfield | ChFC | Percentage of assets, Hourly |
| Tracy Galloway | Holmes Investment Management | Wrentham | Not listed | Percentage of assets, Fixed fees |
| William Kelly | Generous Wealth Management | Hull | Not listed | Percentage of assets, Hourly |
| Alan Arcadipane | Riverview Capital Advisers | Boston | Not listed | Percentage of assets, Hourly |
| Benjamin Seaman | Riverview Capital Advisers | Boston | Not listed | Percentage of assets, Hourly |
| Caitlin Appleton | South Shore Capital Advisors | Boston | Not listed | Percentage of assets, Fixed fees |
| John Verducci | Verducci Asset Management | Agawam | Not listed | Percentage of assets |
| Kevin Bonacci | Riverview Capital Advisers | Boston | Not listed | Percentage of assets, Hourly |
| Michael Marchetti | Lakeview Financial Planning | Shirley | Not listed | Percentage of assets, Hourly |
| Paula Pienkowska | Riverview Capital Advisers | Boston | Not listed | Percentage of assets, Hourly |
| Taylor Thomas | South Shore Capital Advisors | Boston | Not listed | Percentage of assets, Fixed fees |
| Andrew Hawes | Vista Way Advisors | Charlestown | Not listed | Percentage of assets, Hourly |
| Shawn Young Eagle | Vista Way Advisors | Charlestown | Not listed | Percentage of assets, Hourly |