| Lauren Urbanski | N10° Wealth | Greenwich | Not listed | Percentage of assets, Hourly |
| 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 |
| Carolyn Matthes | Compass Wealth Management | Guilford | Not listed | Percentage of assets, Fixed fees |
| Emily Clare Cafasso | Compass Wealth Management | Guilford | Not listed | Percentage of assets, Fixed fees |
| Esme Miano | Compass Wealth Management | Guilford | Not listed | Percentage of assets, Fixed fees |
| William Matthes | Compass Wealth Management | Guilford | Not listed | Percentage of assets, Fixed fees |
| Benjamin Sams | Haviland & Sams | Farmington | Not listed | Hourly, Fixed fees |
| Divina Marcktell | Haviland & Sams | Farmington | Not listed | Hourly, Fixed fees |