| Thomas Vaccaro | Briarcliff Manor Wealth Advisors | Saugerties | CFP | Percentage of assets, Hourly |
| William Hudson | Miller Gesko Wealth Management | Buffalo | CFP | Percentage of assets, Hourly |
| Zachary DeBottis | Rockbridge Investment Management | Syracuse | CFP | Percentage of assets, Hourly |
| Aaron Lieberman | Marathon Wealth Management, Inc. | Melville | CDFA, CFP | Percentage of assets, Hourly |
| Alana Stone | Heydorn|Stone Capital Management | Larchmont | CFP | Percentage of assets, Fixed fees |
| Amy Irvine | Irvine Wealth Planning Strategies, LLC | Jasper | CFP, EA, CDFA | Fixed fees |
| Andy Liang | Sylo Planning, LLC | Brooklyn | CFP | Percentage of assets, Hourly |
| Anja Luesink | Luesink Stenstrom Financial | New York | CFP, MBA | Percentage of assets, Hourly |
| Annette Clearwaters | Clarity Investments + Planning LLC | Mount Kisco | CFP | Percentage of assets, Hourly |
| Anthony DeVito | ADV Investment Management | White Plains | CFP, PhD | Percentage of assets, Hourly |
| Anthony Knight | Greenspring Advisors | New York | CFP, EA, CPA, CPA/PFS | Percentage of assets, Fixed fees |
| Brandon Tacconelli | Thinking Big Financial | Brooklyn | CFP | Ongoing planning fee |
| C. E. Scott Brewster | Brewster Financial Planning LLC | Brooklyn | CFP, MBA | Percentage of assets, Hourly |
| Chris Cinelli | Capital Insights Group of WNY, LLC. | Buffalo | CFP | Percentage of assets, Hourly |
| Chris Pollard | Great Path Planning | Goshen | CFP, EA, MBA | Hourly, Fixed fees |
| Christopher Davis | Burns Matteson Capital Management | Corning | CFP | Percentage of assets, Hourly |
| Cynthia Zalewsky | Saratoga Investment Solutions Inc. | Saratoga Springs | CFP | Hourly, Fixed fees |
| Deva Panambur | Sarsi, LLC | New York | BS, CFA, CFP, EA | Percentage of assets, Hourly |
| Dylan Potter | Howe & Rusling | Rochester | CFP | Percentage of assets, Fixed fees |
| Ian Post | Fifth Set Private Wealth Management LLC | Harrison | CFA, CFP | Percentage of assets, Hourly |
| Ilan Folman-Cohen | Joel Isaacson & Co., LLC | New York | CFP, BS, CPA/PFS, MBA | Percentage of assets, Hourly |
| Jake Blum | Magnus Financial Group | New York | CFP | Percentage of assets, Hourly |
| Jake Morris | Fun Financial | Rhinebeck | CFP | Not listed |
| James Marrocco | Thinking Big Financial | Brooklyn | CFP, CFA | Ongoing planning fee |
| James Williams | Williams Financial, LLC | Saratoga Springs | CFP, MBA, CPA | Percentage of assets, Hourly |
| Jeff Arber | Triple Play Planning, LLC | Amherst | CFP, MBA | Percentage of assets, Hourly |
| Jeremy Veres | Flower City Capital | Pittsford | CFP, CPWA | Percentage of assets, Fixed fees |
| Jordan Eich | Howe & Rusling | Rochester | CFP | Percentage of assets, Fixed fees |
| Kimerly Polak Guerrero | Polero ICE Advisers LLC | New York | CFP, MBA, RICP | Hourly, Fixed fees |
| Mark Moretti | MedWealth Advisors | Carnegie | CFP | Fixed fees |
| Matt Lechner | Layline Advisors | Rochester | CFP | Percentage of assets, Fixed fees |
| Michael Rundle | Orange Investment Advisors | Goshen | CFP | Percentage of assets, Hourly |
| Michael Schwartz | Magnus Financial Group | New York | CFP | Percentage of assets, Hourly |
| Narumi Yoshida | Yoshida Wealth Management, Inc. | White Plains | CFP, CPA/PFS, EA, CPA | Percentage of assets, Fixed fees |
| Paul Hoerrner | Magnus Financial Group | New York | CFP | Percentage of assets, Hourly |
| Raj Prashad | Eagle Tax Planning & Advisory Grp. LLC | Ozone Park | CFP, ChFC, EA | Percentage of assets, Hourly |
| Robert Chambers | 80 Rods Advisors LLC | Larchmont | CFP, CPA | Hourly, Fixed fees |
| Ryan Tomko | Howe & Rusling | Rochester | CFP | Percentage of assets, Fixed fees |
| Sarah Swan | Howe & Rusling, Inc. | Rochester | CFP, CRPC, CFA, CPWA | Not listed |
| Scott Gegerson | Magnus Financial Group | New York | CFP | Percentage of assets, Hourly |
| Sharon Hayut | Magnus Financial Group | New York | CFP | Percentage of assets, Hourly |
| Stephen Soper | Orange Investment Advisors | Goshen | CFP | Percentage of assets, Hourly |
| Tipiwa Walker | Lucre Advisory LLC | Brooklyn | CFP, MBA | Percentage of assets, Fixed fees |
| William Burns | Burns Matteson Capital Management | Corning | CFP, ChFC | Percentage of assets, Hourly |
| Zhi Li | Twelve Two Capital LLC | Brooklyn | CFP | Percentage of assets, Hourly |
| Adrian Colarusso | Target Rock Wealth Management | New York | CFP, CFA | Percentage of assets, Hourly |
| Aimee Adler | Shufro, Rose & | New York | CFP | Percentage of assets, Fixed fees |
| Alexandra Shepis | Francis Financial | New York | CFP | Percentage of assets, Hourly |
| Allan Pelkonen | Pelkonen and Associates | Melville | CFP, ChFC | Percentage of assets, Fixed fees |
| Alyssa Bogardus | Level Financial Advisors | East Amherst | CFP | Percentage of assets, Hourly |