| Luca Zambito | Armbruster Capital Management | Pittsford | CFA | Percentage of assets |
| Mark Armbruster | Armbruster Capital Management | Pittsford | CFA | Percentage of assets |
| Mark Wyand | Layline Advisors | Rochester | CFA | Percentage of assets, Fixed fees |
| Mason Tilden | Tilden Capital Management | Valhalla | CFA | Percentage of assets, Hourly |
| Matthew Johnson | Mccollum Christoferson Group | Amherst | CFA | Percentage of assets, Hourly |
| Micah Weinstein | Coast Bridge Capital | Brooklyn | CFA | Percentage of assets |
| Michael Della Medaglia | Tortoise Investment Management | White Plains | CFA | Percentage of assets |
| Michael Stulic | Astoria Portfolio Advisors | New York | CFA | Percentage of assets, Hourly |
| Nicholas Cerbone | Astoria Portfolio Advisors | New York | CFA | Percentage of assets, Hourly |
| Ravinath Aekambaram | RA Advisory | New York | CFA | Percentage of assets, Fixed fees |
| Richard Bregman | MJB Asset Management | New York | CFA | Percentage of assets, Hourly |
| Ronald Mayfield | HV Capital Management | Montgomery | CFA | Percentage of assets, Subscription |
| Ryan Coppola | Courier Capital | Buffalo | CFA | Percentage of assets, Fixed fees |
| Ryan Davis | Next Capital Management | New York | CFA | Percentage of assets, Hourly |
| Ryan McLaughlin | Shade Tree Advisors | Saratoga Springs | CFA | Percentage of assets, Fixed fees |
| Sang Wong | Mercury Financial Advisors | Albany | CFA | Fixed fees |
| Scott Mills | Fortitude Advisory Group | New York | CFA | Percentage of assets, Hourly |
| Scott Reinhardt | Passive Capital Management | Syracuse | CFA | Percentage of assets |
| Stephan Weinberger | Matrix Asset Advisors | White Plains | CFA | Percentage of assets, Fixed fees |
| Stephen Leit | Shufro, Rose & | New York | CFA | Percentage of assets, Fixed fees |
| Steven Roukis | Matrix Asset Advisors | White Plains | CFA | Percentage of assets, Fixed fees |
| Vicki Crisalli | Tortoise Investment Management | White Plains | CFA | Percentage of assets |
| Vincent Crane | Flower City Capital | Pittsford | CFA | Percentage of assets, Fixed fees |
| William Klein | Baldwin Wealth Partners | Greenvale | CFA | Percentage of assets, Fixed fees |
| Zafer Atlas | Sanity Capital Management | New York | CFA | Percentage of assets |