| George Poole | HFH Planning | New York | CFP | Percentage of assets, Hourly |
| Gerson Ossers | Shufro, Rose & | New York | CFP | Percentage of assets, Fixed fees |
| Gregory Stewart | Two West Capital Advisors | Elmira | CFP, ChFC | Percentage of assets, Fixed fees |
| Heather Fox | NYE Street Partners | Saratoga Springs | CFP | Percentage of assets, Fixed fees |
| Helen Carroll | Mussett Wealth Management | Rensselaer | CFP | Percentage of assets, Hourly |
| Ilir Gjoni | Capital Preservation Partners | Bronxville | CFP | Percentage of assets, Hourly |
| Imtiyaz Nathoo | Eagle's Crest Advisors | Huntington | CFP | Percentage of assets, Hourly |
| Jacob Asplundh | Passive Capital Management | Syracuse | CFP | Percentage of assets |
| Jacob Moshier | Flower City Capital | Pittsford | CFP | Percentage of assets, Fixed fees |
| Jacqueline Worstell | Brooklyn FI | Brooklyn | CFP | Percentage of assets, Hourly |
| Jacques Freeman | Bridgewater Advisors | New York | CFP | Percentage of assets |
| James Millington | Landmark Wealth Management | Melville | CFP | Percentage of assets, Hourly |
| James Vorchheimer | Integrated Financial Consulting | Airmont | CFP | Percentage of assets, Hourly |
| Jared Reinstein | Planvision | Ballston Lake | CFP | Fixed fees |
| Jason Kass | Legacy Edge Advisors | Syosset | CFP, CFA | Percentage of assets, Hourly |
| Jason Sacks | Frisch Financial Group | Melville | CFP | Percentage of assets, Fixed fees |
| Jay McNeill | Main Street Financial | Purchase | CFP | Percentage of assets, Hourly |
| Jeffrey Roberto | Aventine Financial Group | Port Jefferson Station | CFP | Percentage of assets, Hourly |
| John Kelly | Taconic Advisors | Saugerties | CFP | Fixed fees |
| John Moss | JTM Wealth Management | Windham | CFP | Percentage of assets, Fixed fees |
| John Owens | Brooklyn FI | Brooklyn | CFP | Percentage of assets, Hourly |
| John Wieder | Wieder Financial | Yonkers | CFP | Percentage of assets, Fixed fees |
| Joseph Canty | Canty Wealth Management | Ballston Spa | CFP | Percentage of assets, Hourly |
| Joseph Favorito | Landmark Wealth Management | Melville | CFP | Percentage of assets, Hourly |
| Joseph Forish | Fortrove Partners | New York | CFP, CFA | Percentage of assets, Fixed fees |
| Joyce Streithorst | Frisch Financial Group | Melville | CFP | Percentage of assets, Fixed fees |
| Judy Sescil | WNY Asset Management | Williamsville | CFP | Percentage of assets, Hourly |
| Kam-Lin Hill | Professional Financial | Pittsford | CFP, ChFC | Percentage of assets, Hourly |
| Karen Altfest | Altfest Personal Wealth Management | New York | CFP | Percentage of assets, Hourly |
| Katrina Welker | Rooted Planning Group | Corning | CFP | Fixed fees |
| Kelly Lynch | Arcadia Wealth Management | Smithtown | CFP | Percentage of assets, Hourly |
| Kenneth Parlin | Parlin Advisors | Hague | CFP | Percentage of assets |
| Kenneth Terpening | King Wealth Management Group | Saratoga Springs | CFP | Percentage of assets, Fixed fees |
| Kevin Hegarty | Hegarty Advisors | Garden City | CFP, CFA | Percentage of assets, Hourly |
| Kevin Sullivan | Rialto Wealth Management | Syracuse | CFP | Percentage of assets, Hourly |
| Kimberly Birn | Birn Financial | New York | CFP | Hourly, Fixed fees |
| Larry Luxenberg | Lexington Avenue Capital Management | New City | CFP, CFA | Percentage of assets, Hourly |
| Laurance Kersh | Samalin Wealth | Chappaqua | CFP | Percentage of assets, Hourly |
| Lauren Sylvan | Cultivating Wealth | Forest Hills | CFP | Percentage of assets, Hourly |
| Leo Cunningham | Main Street Financial | Purchase | CFP | Percentage of assets, Hourly |
| Leo Marzen | Bridgewater Advisors | New York | CFP, CFA | Percentage of assets |
| Lewis Altfest | Altfest Personal Wealth Management | New York | CFP, PFS, CFA | Percentage of assets, Hourly |
| Li Gettleman | Frisch Financial Group | Melville | CFP | Percentage of assets, Fixed fees |
| Lindsay DeLellis | Landmark Wealth Management | Getzville | CFP | Percentage of assets |
| Lucas Moshier | Level Financial Advisors | East Amherst | CFP | Percentage of assets, Hourly |
| M. Kimerly Polak | Polero ICE Advisers | New York | CFP | Hourly, Fixed fees |
| Madeline Noveck | Capital Preservation Partners | Bronxville | CFP | Percentage of assets, Hourly |
| Madison Mount | Francis Financial | New York | CFP | Percentage of assets, Hourly |
| Malka Lieblich | Savlan Wealth Partners | New City | CFP | Percentage of assets, Hourly |
| Matthew Blank | Blank Equity Management | Port Washington | CFP | Percentage of assets, Hourly |