| Eugene Skorodinsky | Minerva Wealth Advisory | New York | CFP | Percentage of assets, Hourly |
| Eustache Clerveaux | Fidare Wealth Solutions | New York | CFP | Percentage of assets, Hourly |
| George Marron | High Probability Advisors | Pittsford | CFP | Percentage of assets |
| James Cox | Peak Wealth Management | Saratoga Springs | CFP, ChFC | Percentage of assets, Hourly |
| Jeffrey Feldman | Rochester Financial Services | Pittsford | CFP | Percentage of assets, Hourly |
| John Jackson | Stewards Advisory Services | Yonkers | CFP | Percentage of assets, Hourly |
| Matthew Newman | High Probability Advisors | Pittsford | CFP | Percentage of assets |
| Maureen Whelan | Whelan Financial Planning | Cortlandt Manor | CFP | One-time planning fee, Ongoing planning fee |
| Michael Bernstein | Lionshead Wealth Management | New York | CFP | Percentage of assets, Fixed fees |
| Michael Hymes | Beatrice Advisors | New York | CFP | Percentage of assets, Fixed fees |
| Richard Seeger | R. Seeger Wealth Management | Lindenhurst | CFP | Percentage of assets |
| Sarah Stymus | Whitney & Company | Rochester | CFP | Percentage of assets, Fixed fees |
| Scott Kahan | Financial Asset Management | Chappaqua | CFP | Percentage of assets, Hourly |
| Scott Lasky | Lionshead Wealth Management | New York | CFP | Percentage of assets, Fixed fees |
| Shawn Glogowski | Note Advisors | Buffalo | CFP | Percentage of assets, Hourly |
| Thomas Conway | Note Advisors | Buffalo | CFP | Percentage of assets, Hourly |
| Viktoria Kamin | Financial Asset Management | Chappaqua | CFP | Percentage of assets, Hourly |
| Zachary Erskine | Seneca Financial Advisors | Rochester | CFP | Percentage of assets, Hourly |
| Andrew Shoemaker | Hurley Capital | New York | CFP | Percentage of assets, Fixed fees |
| Angela Oneill | The Strebel Planning Group | Ithaca | CFP | Percentage of assets, Hourly |
| Brianna Sullivan | Fruitful | New York | CFP | Percentage of assets, Ongoing planning fee |
| Charles Goldblum | Hurley Capital | New York | CFP, CFA | Percentage of assets, Fixed fees |
| George Waters | Infiniti Wealth Management | Brewster | CFP | Percentage of assets, Hourly |
| Grant Hall | Fruitful | New York | CFP | Percentage of assets, Ongoing planning fee |
| John O'Brien | O'Brien Capital Management | Nyack | CFP | Hourly, One-time planning fee |
| Lisa Kelly | Federmann Financial Advisors | Rocky Point | CFP, PFS | Percentage of assets, Hourly |
| Michael Durante | Infiniti Wealth Management | Brewster | CFP | Percentage of assets, Hourly |
| Michael Tom | AtwoB. | Katonah | CFP | Percentage of assets, Hourly |
| Paul Strebel | The Strebel Planning Group | Ithaca | CFP | Percentage of assets, Hourly |
| Priscilla Baker Jones | Occam Capital® Management | Pittsford | CFP | Percentage of assets |
| Raquel Tennant | Fruitful | New York | CFP | Percentage of assets, Ongoing planning fee |
| Robert Just | Main Street Wealth Management | Baldwinsville | CFP | Percentage of assets, Flat fee or retainer |
| Taunya Abaya | Abaya Wealth Management | Buffalo | CFP | Percentage of assets, Hourly |
| Taylor Sohns | LifeGoal Investments | Saratoga Springs | CFP | Percentage of assets, Hourly |
| Waris Rahemtulla | Fruitful | New York | CFP, ChFC | Percentage of assets, Ongoing planning fee |
| Adam Underwood | Rockbridge Investment Management | Syracuse | CFP | Percentage of assets, Hourly |
| Anthony Farella | Rockbridge Investment Management | Syracuse | CFP | Percentage of assets, Hourly |
| Brianna Melahn | Prism Planning & Solutions Group | White Plains | CFP | Percentage of assets, Fixed fees |
| David Carroll | Rockbridge Investment Management | Syracuse | CFP | Percentage of assets, Hourly |
| David Krawczyk | Rockbridge Investment Management | Syracuse | CFP | Percentage of assets, Hourly |
| David Yvars | The David J. Yvars Group | Valhalla | CFP | Percentage of assets |
| Douglas Burns | BPC Advisors | East Syracuse | CFP, CFA | Percentage of assets, Hourly |
| Geoffrey Wells | BPC Advisors | East Syracuse | CFP | Percentage of assets, Hourly |
| John McGuire | MSM Financial Strategies | Bronxville | CFP | Percentage of assets, Hourly |
| Julia Peloso-Barnes | Prism Planning & Solutions Group | White Plains | CFP | Percentage of assets, Fixed fees |
| Kristen Euretig | Brooklyn Plans | Beacon | CFP | Ongoing planning fee |
| Nicholas Stancato | Rockbridge Investment Management | Syracuse | CFP | Percentage of assets, Hourly |
| Patrick Rohe | Rockbridge Investment Management | Syracuse | CFP | Percentage of assets, Hourly |
| Robert Miller, Jr | Miller Gesko Wealth Management | Buffalo | CFP | Percentage of assets, Hourly |
| Samuel Conway | Conway Financial Planning | Ithaca | CFP | Percentage of assets, Hourly |