| Andrew Derrenbacker | J.w.burns & Company | Dewitt | CFP, CFA | Percentage of assets |
| Andrew Laskaris | Altfest Personal Wealth Management | New York | CFP, CFA | Percentage of assets, Hourly |
| Andrew Samalin | Samalin Wealth | Chappaqua | CFP | Percentage of assets, Hourly |
| Andrew Schuler | Prentice Wealth Management | Rochester | CFP | Percentage of assets, Hourly |
| Anthony Ford | Ford Financial Solutions | New York | CFP | Hourly, Fixed fees |
| Anthony Santoloci | Shufro, Rose & | New York | CFP | Percentage of assets, Fixed fees |
| Antonia Clearwaters | Clarity Investments + Planning | Mount Kisco | CFP | Percentage of assets, Hourly |
| Avani Ramnani | Francis Financial | New York | CFP | Percentage of assets, Hourly |
| Barbara Bouchey | Barbara J. Bouchey Asset Management | Saratoga Springs | CFP | Percentage of assets, Hourly |
| Barbara Leclerc | Bridgewater Advisors | New York | CFP, CFA | Percentage of assets |
| Barbara Silverman | Shufro, Rose & | New York | CFP, CFA | Percentage of assets, Fixed fees |
| Benjamin Bernard | Bridgewater Advisors | New York | CFP | Percentage of assets |
| Brandon Levine | Continuum Advisory | New York | CFP | Percentage of assets, Hourly |
| Brian Laible | Landmark Wealth Management | Getzville | CFP, PFS | Percentage of assets |
| Bruce Carrow | Capital Insights Group of WNY, LLC. | Buffalo | CFP, ChFC | Percentage of assets, Hourly |
| Carl Kempf | Carissima Capital | Troy | CFP | Percentage of assets, Hourly |
| Caroline Young | Cultivating Wealth | Brooklyn | CFP | Percentage of assets, Hourly |
| Catherine Arnold | Flower City Capital | Pittsford | CFP | Percentage of assets, Fixed fees |
| Charles Benway | Main Street Financial | Purchase | CFP | Percentage of assets, Hourly |
| Charles Brewster | Brewster Financial Planning | Brooklyn | CFP | Percentage of assets, Hourly |
| Christine Backel | United Financial Planning Group | Whitestone | CFP | Percentage of assets, Hourly |
| Christine Parisi | R.W. Roge & Company | Bohemia | CFP | Percentage of assets |
| Christopher Riggi | Reagan Companies Asset Management | Syracuse | CFP | Percentage of assets, Hourly |
| Clifford Cornell | Bone Fide Wealth | Southold | CFP | Percentage of assets, Hourly |
| Courtney Garcia | Payne Capital Management | New York | CFP | Percentage of assets, Hourly |
| Daniel Bertleff | Landmark Wealth Management | Getzville | CFP | Percentage of assets |
| Daniel Esford | Reagan Companies Asset Management | Syracuse | CFP | Percentage of assets, Hourly |
| Daniel Goldstein | Daniel Goldstein, CFP | Centerport | CFP | Percentage of assets, Hourly |
| Daniel Magier | Next Capital Management | New York | CFP | Percentage of assets, Hourly |
| Daniel West | West Financial Planning | Cherry Valley | CFP | Percentage of assets, Fixed fees |
| David Haahr | Reagan Companies Asset Management | Syracuse | CFP | Percentage of assets, Hourly |
| David Kressner | Altfest Personal Wealth Management | New York | CFP, CFA | Percentage of assets, Hourly |
| David Lieblich | Savlan Wealth Partners | New City | CFP | Percentage of assets, Hourly |
| David Mendels | DBM Planning | Mt. Kisco | CFP | Percentage of assets, Fixed fees |
| David Shaw | Bridgewater Advisors | New York | CFP | Percentage of assets |
| David Weigel | Weigelfam | New York | CFP | Percentage of assets, Fixed fees |
| Dennis Beadle | Archetype Advisors | Glens Falls | CFP | Percentage of assets, Fixed fees |
| Dennis Beasley | DLB Wealth Advisors | East Northport | CFP | Percentage of assets, Hourly |
| Donald Benson | PVG Asset Management | Oneonta | CFP | Percentage of assets |
| Douglas Boneparth | Bone Fide Wealth | New York | CFP | Percentage of assets, Hourly |
| Edward Canty | Canty Wealth Management | Ballston Spa | CFP | Percentage of assets, Hourly |
| Eric Nelson | Altfest Personal Wealth Management | New York | CFP | Percentage of assets, Hourly |
| Erik O'Neill | Northcape Wealth Management | Williamsville | CFP | Percentage of assets, Hourly |
| Ethan Gilbert | Rialto Wealth Management | Syracuse | CFP | Percentage of assets, Hourly |
| Eve Schniebolk | Sound & Secure Advisors | Rockville Centre | CFP | Percentage of assets, Hourly |
| Feifei Xing | Altfest Personal Wealth Management | New York | CFP | Percentage of assets, Hourly |
| Filip Wolfe | Altfest Personal Wealth Management | New York | CFP | Percentage of assets, Hourly |
| Florence Dupont | Financial Decisions | New York | CFP | Percentage of assets, Hourly |
| Gabe Bryan | Bridgewater Advisors | New York | CFP | Percentage of assets |
| Gabriella DelMonaco | Instrumental Wealth | Tarrytown | CFP | Percentage of assets, Fixed fees |