| PATRICK ADAM SWEENY | n/a | WEST HARTFORD, CT | 12 | 39 | 1 | no |
| JASON KIRK GENTILE | Certified Financial Planner | Southold, NY | WEST HARTFORD, CT | 12 | 22 | 2 | no |
| JAMES R FEMIA | n/a | WEST HARTFORD, CT | Marblehead, MA | 10 | 34 | 3 | no |
| PETER ARTHUR LEPPONES | Certified Financial Planner | WEST HARTFORD, CT | 10 | 29 | 1 | no |
| HARVEY SIEGEL | n/a | WEST HARTFORD, CT | Lenox, MA | 9 | 38 | 3 | no |
| EDWARD STUART RICHTER | Personal Financial Specialist | WEST HARTFORD, CT | Lenox, MA | 9 | 27 | 3 | no |
| KATHLEEN SIDLEY PARKS | Certified Financial Planner | WEST HARTFORD, CT | Knoxville, TN | 9 | 30 | 3 | no |
| DIANA LYNN BACON | Certified Financial Planner | SAN FRANCISCO, CA | WEST HARTFORD, CT | DALLAS, TX | 6 | 27 | 6 | no |
| THOMAS CHARLES COCK | n/a | WEST HARTFORD, CT | Bellevue, WA | 5 | 20 | 3 | no |
| Derek Charles Jobe | Certified Financial Planner | Bellevue, WA | WEST HARTFORD, CT | 5 | 11 | 1 | no |
| Taylor Corbin Cock | n/a | Bellevue, WA | WEST HARTFORD, CT | 5 | 10 | 1 | no |
| MITCHELL JON EWART | n/a | Bellevue, WA | WEST HARTFORD, CT | 5 | 18 | 2 | no |
| Shawn David Hoyt | Certified Financial Planner | Bellevue, WA | WEST HARTFORD, CT | 5 | 13 | 1 | no |
| PHILLIP ARNOLD CALANDRA | n/a | Atlanta, GA | WEST HARTFORD, CT | 5 | 18 | 6 | no |
| Shawn Patrick O'Sullivan | Certified Financial Planner | WEST HARTFORD, CT | 5 | 13 | n/a | no |
| Matthew Edward Gallagher | Certified Financial Planner | WEST HARTFORD, CT | 5 | 13 | n/a | no |
| ROXANA MARIA BUTNAR | Certified Financial Planner | WEST HARTFORD, CT | Bellevue, WA | 4 | 13 | n/a | no |
| AARON CHRISTOPHER LELAND | n/a | WEST HARTFORD, CT | Bellevue, WA | 4 | 20 | 2 | no |
| TAYLOR EVAN DRAKE | Chartered Financial Analyst | WEST HARTFORD, CT | Lake Oswego, OR | 4 | 28 | 8 | no |
| STACIE RENAE NEMETZ | Certified Financial Planner | WEST HARTFORD, CT | Tacoma, WA | 4 | 23 | 2 | no |
| LAURA CARLSON | Personal Financial Specialist | WEST HARTFORD, CT | Olympia, WA | 4 | 14 | 1 | no |
| Logan James Wetzel | n/a | Bellevue, WA | WEST HARTFORD, CT | 4 | 11 | n/a | no |
| JUSTIN JAMES MORROW | Certified Financial Planner | WEST HARTFORD, CT | Bellevue, WA | 4 | 16 | 2 | no |
| WILLIAM ZERNS SUPLEE | Certified Financial Planner|Chartered Financial Consultant|Chartered Financial Analyst | Berwyn, PA | WEST HARTFORD, CT | 3 | 22 | 1 | no |
| Jamison Ian McAndie | Certified Financial Planner | Lake Oswego, OR | WEST HARTFORD, CT | 3 | 11 | 1 | no |