| Cynthia Flannigan | MainStreet Financial Planning, Inc. | New York | CFP | Ongoing planning fee, One-time planning fee |
| Dann Ryan | Sincerus Advisory | New York | CFP | Percentage of assets, Fixed fees |
| David Flores Wilson | Sincerus Advisory | New York | CEPA, CFA, CFP | Percentage of assets, Fixed fees |
| Jeffrey Wolniewicz | Under Par Planning | Buffalo | CFP, ChFC, CLU, MBA | Ongoing planning fee, Percentage of assets |
| Jonathan Thomas | JQL Wealth, LLC | Pittsford | CFP, CCFC | Percentage of assets, Ongoing planning fee |
| Katherine Young | Yearwood Young Advisors LLC | Brooklyn | CFA, CFP | Ongoing planning fee, Percentage of assets |
| Laura Hemphill | LEH Advisors LLC | New York | CFP | One-time planning fee, Flat fee or retainer |
| Luis Rosa | Build a Better Financial Future LLC | White Plains | CFP, EA | Percentage of assets, Flat fee or retainer |
| Matthew Sexton | Clear Harbor Asset Management | New York | CFP, CIMA, MSFP | Percentage of assets, Fixed fees |
| Nate Tomkiewicz | Tomkiewicz Wealth Management, LLC | Wynantskill | CFP | Percentage of assets |
| Paul Sydlansky | Lake Road Advisors | Corning | CFP, MBA | Percentage of assets |
| Connie Walsh-Toler | Adirondack Retirement Strategies LLC | Moreau | CFP, CRC | Percentage of assets, Fixed fees |
| Corey Peterson | Great Hill Advisory | Port Washington | CFP, EA | Percentage of assets, Fixed fees |
| Dorie Fain | &Wealth | New York | CFP | Percentage of assets, Hourly |
| Josefine Cays | Bridgewater Advisors Inc. | New York | CFA, CFP, EA | Percentage of assets |
| Maha Gannavaram | Unique Financial Advisors | New York | CFP, EA, MSFP | Ongoing planning fee |
| Rachel Sloan | Sloan Advisory Group, Inc. | Glens Falls | CFP, CRPC | Percentage of assets, Hourly |
| Rajiv Dixit | Serenity Capital Advisors | Pittsford | CFP | Percentage of assets |
| Robert Friedman | Central Park Financial Planning LLC | Rye Brook | BS, CDFA, CFP, MBA | Ongoing planning fee |
| Salvatore Paternico | W&S Management Services | Rochester | CFP, ChFC | Percentage of assets, Hourly |
| Scott Weiss | Weiss Financial Group | Mahopac | CFP, CRPC, AAMS, APMA | Percentage of assets, Hourly |
| Stacy Francis | Francis Financial, Inc. | New York | CDFA, CFP | Percentage of assets, Hourly |
| Tamara Witham | GreenLife Advisors, LLC | Harrison | CFP, CFA, MBA | Percentage of assets, Hourly |
| Ashley Bleckner | Ellevest | New York | CFP | Percentage of assets, Flat fee or retainer |
| David Tomback | Earndex, LLC | New York | CFP, MBA | One-time planning fee |
| Elizabeth Peck | Frazier Financial Consultants | Chapel Hill | CFP, MBA | Hourly |
| George Harris | Bentham Wealth Advisors | Williamsville | CFP | Percentage of assets, Ongoing planning fee |
| Grace Stolberg | O'Keefe Stevens Advisory | Rochester | CFP | Percentage of assets, One-time planning fee |
| Julie Ford | Ford Financial Solutions, LLC | New York | CFP, CPA | Ongoing planning fee, One-time planning fee |
| Justin Stevens | O'Keefe Stevens Advisory | Rochester | CFP | Percentage of assets, One-time planning fee |
| Kaitlin Horsch | Ellevest | New York | CFP | Percentage of assets, Flat fee or retainer |
| Louise Bryant | Financial Spyglass® | Rye | CFP, MBA, RLP | Fixed fees |
| Matt Ricks | Haystack Financial Planning LLC | Syosset | CFP, MBA | Percentage of assets, Hourly |
| Meredith Briggs | Taconic Advisors, Inc. | Saugerties | CFP | Fixed fees |
| Michael Ryan | Marathon Mission | Latham | CFP | Percentage of assets, Fixed fees |
| Peter O'Keefe | O'Keefe Stevens Advisory | Rochester | CFP | Percentage of assets, One-time planning fee |
| Sofia Figueroa | Ellevest | New York | CFP | Percentage of assets, Flat fee or retainer |
| Steven Witter | Bentham Wealth Advisors | Williamsville | CFP | Percentage of assets, Ongoing planning fee |
| Taylor Nissi On a mission to help Business Owners and High Achieving Professionals accelerate their wealth to build confidence, peace of mind, and clarity in their financial life. | Farther | White Plains | CFP | Percentage of assets, Flat fee or retainer |
| Vered Frank | StackWealth | New York | CFP, MBA | Percentage of assets, Ongoing planning fee |
| Veronica Taylor | Ellevest | New York | CFP | Percentage of assets, Flat fee or retainer |
| Adam Kalender | Milestone Asset Management Group | Pearl River | CFP | Flat fee or retainer |
| Andrew Fox | Fox Financial Services | White Plains | CFP | Percentage of assets |
| Anthony Ogorek | Ogorek Wealth Management | Williamsville | CFP | Percentage of assets, Fixed fees |
| Douglas Augenthaler | Palumbo Wealth Management | Great Neck | CFP, CFA | Percentage of assets, Fixed fees |
| Jeffrey Viksjo | Ogorek Wealth Management | Williamsville | CFP, CFA | Percentage of assets, Fixed fees |
| Jesse Rodriquez At Rodriquez Wealth Management, our dedicated team offers a highly personalized approach that helps you simplify the challenges associated with preserving, growing, and transitioning your wealth. | Rodriquez Wealth Management | Newport Beach | CFP | Percentage of assets |
| Jonathan Elks | Boerum Hill Financial Advisors | Brooklyn | CFP | Percentage of assets, One-time planning fee |
| Joseph Carbone | Focus Planning Group | Bayport | CFP | Percentage of assets, Hourly |
| Joseph Rodriguez | Matriarch Wealth Management | New York | CFP | Percentage of assets, Hourly |