| Hakan Ergulec | Tekmen Wells Investments | New York | CFA | Percentage of assets, Hourly |
| John Duebendorfer | Artemis Wealth Advisors | Port Washington | Not listed | Percentage of assets, Performance-based fees |
| 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 |
| Peter Rup | Artemis Wealth Advisors | Port Washington | Not listed | Percentage of assets, Performance-based fees |
| Samuel Magid | Capital Counsel | New York | Not listed | Percentage of assets |
| Steven Abernathy | The Abernathy Group II Family Office | New York | Not listed | Percentage of assets, Hourly |
| Terence Greene | Capital Counsel | New York | Not listed | Percentage of assets |
| David Raphael | Klingenstein Fields Advisors | New York | Not listed | Percentage of assets, Fixed fees |
| Evan Coppola | Miller Gesko Wealth Management | Buffalo | Not listed | Percentage of assets, Hourly |
| Henry Urban | Miller Gesko Wealth Management | Buffalo | Not listed | Percentage of assets, Hourly |
| James Fields | Klingenstein Fields Advisors | New York | Not listed | Percentage of assets, Fixed fees |
| Jeremy Hudson | Miller Gesko Wealth Management | Buffalo | Not listed | Percentage of assets, Hourly |
| Kate Kenney | RDG Capital Management | Pittsford | Not listed | Percentage of assets, Hourly |
| Kenneth Pollinger | Klingenstein Fields Advisors | New York | Not listed | Percentage of assets, Fixed fees |
| Sheldon Steuer | Equinum | New York | Not listed | Percentage of assets |
| Whitney Baniewicz | RDG Capital Management | Pittsford | Not listed | Percentage of assets, Hourly |
| Zacharia Waxler | Equinum | Brooklyn | Not listed | Percentage of assets |
| Eric Sweet | Burns Matteson Capital Management | Corning | Not listed | Percentage of assets, Hourly |
| Esteban Handal | Handal Dunaway | New York | Not listed | Percentage of assets |
| Kelley Zimmerman | Burns Matteson Capital Management | Corning | Not listed | Percentage of assets, Hourly |
| Nathan Burns | Burns Matteson Capital Management | Corning | Not listed | Percentage of assets, Hourly |
| Tracy Nixon | Tekmen Wells Investments | New York | Not listed | Percentage of assets, Hourly |
| William Redder | Burns Matteson Capital Management | Corning | Not listed | Percentage of assets, Hourly |