| Mehak Thukral | Lionshead Wealth Management | New York | Not listed | Percentage of assets, Fixed fees |
| Michael Tanney | Pereon Wealth | New York | Not listed | Percentage of assets, Fixed fees |
| Nikki Hamblin | High Probability Advisors | Pittsford | Not listed | Percentage of assets |
| Stephen Carl | High Probability Advisors | Pittsford | Not listed | Percentage of assets |
| Asher Rogovy | Magnifina | Bedford Hills | Not listed | Percentage of assets, Hourly |
| Justin Berrie | Capital Counsel | New York | Not listed | Percentage of assets |
| Lauren Blum | Capital Counsel | New York | Not listed | Percentage of assets |
| Matthew Friedman | Capital Counsel | New York | Not listed | Percentage of assets |
| Nicole Scarpati | Capital Counsel | New York | Not listed | Percentage of assets |
| Samuel Magid | Capital Counsel | New York | Not listed | Percentage of assets |
| Terence Greene | Capital Counsel | New York | Not listed | Percentage of assets |
| Kate Kenney | RDG Capital Management | Pittsford | Not listed | Percentage of assets, Hourly |
| Whitney Baniewicz | RDG Capital Management | Pittsford | Not listed | Percentage of assets, Hourly |
| Bryan Scheels | Orange Investment Advisors | Goshen | Not listed | Percentage of assets, Hourly |
| Curt Schultzberg | Orange Investment Advisors | Goshen | Not listed | Percentage of assets, Hourly |
| David Panebianco | Orange Investment Advisors | Goshen | Not listed | Percentage of assets, Hourly |
| James Serkes | Orange Investment Advisors | Goshen | Not listed | Percentage of assets, Hourly |
| Steven Maurer | Orange Investment Advisors | Goshen | Not listed | Percentage of assets, Hourly |
| Sviatlana Maslava | Orange Investment Advisors | Goshen | Not listed | Percentage of assets, Hourly |
| Timothy Wilson | Wilson Advisors | Mechanicville | Not listed | Flat fee or retainer |