| Matthew Carey | Blue Spark Capital Advisors | New York | CFP | Percentage of assets |
| Matthew Krusko | Golden Bay Advisors | Chappaqua | CFP | Percentage of assets, Fixed fees |
| Matthew Pelz | Bridgewater Advisors | New York | CFP | Percentage of assets |
| Matthew Stoutenburg | Cornell Pochily Investment Advisors | Ithaca | CFP | Percentage of assets, Hourly |
| Maura Griffin | Blue Spark Capital Advisors | New York | CFP | Percentage of assets |
| Michael Angelucci | Level Financial Advisors | Buffalo | CFP | Percentage of assets, Hourly |
| Michael Birenbach | Orchestral Financial Group | Amherst | CFP | Percentage of assets, Hourly |
| Michael Rizzolo | Flower City Capital | Pittsford | CFP, CFA | Percentage of assets, Fixed fees |
| Molly O'Neill | Cornell Pochily Investment Advisors | Ithaca | CFP | Percentage of assets, Hourly |
| Natalie Colley | Francis Financial | New York | CFP | Percentage of assets, Hourly |
| Nelson Mead | Cornell Pochily Investment Advisors | Ithaca | CFP, CFA | Percentage of assets, Hourly |
| Nicholas Norvell | Courier Capital | Rochester | CFP | Percentage of assets, Fixed fees |
| Nicola Patullo | Legacy Edge Advisors | Syosset | CFP | Percentage of assets, Hourly |
| Olivia Mussett | Mussett Wealth Management | Rensselaer | CFP | Percentage of assets, Hourly |
| Patricia Acipreste | Tortoise Investment Management | White Plains | CFP | Percentage of assets |
| Paul Coleman | Free Time Financial | Orchard Park | CFP | Hourly, Fixed fees |
| Paul Gemmiti | Portfolio Allocators | Saratoga Springs | CFP | Not listed |
| Paul Hill | Professional Financial | Pittsford | CFP, ChFC | Percentage of assets, Hourly |
| Peter Hoffman | Astoria Portfolio Advisors | New York | CFP | Percentage of assets, Hourly |
| Peter May | HFH Planning | New York | CFP | Percentage of assets, Hourly |
| Peter Van Der Voorn | Professional Financial | Pittsford | CFP | Percentage of assets, Hourly |
| Philip Brucato | R.W. Roge & Company | Bohemia | CFP | Percentage of assets |
| Philip Purpura | Mayflower Advisors | Melville | CFP | Percentage of assets, Fixed fees |
| Rebeca Cotton | Taconic Advisors | Saugerties | CFP, ChFC | Fixed fees |
| Rebecca Brown | Visionary Horizons | Brooklyn | CFP | Percentage of assets, Hourly |
| Rebekah Eason | Rooted Planning Group | Corning | CFP | Fixed fees |
| Richard Daskin | RSD Advisors | Brooklyn | CFP, CFA | Percentage of assets, Fixed fees |
| Richard Reagan | Reagan Companies Asset Management | Syracuse | CFP | Percentage of assets, Hourly |
| Richard Terry | Merit Financial Partners | Maspeth | CFP | Percentage of assets, Hourly |
| Robert Florian | Florian Financial Group | Williamsville | CFP | Percentage of assets, Hourly |
| Robert Leitner | Financial Advisory Network | Scarsdale | CFP | Percentage of assets, Hourly |
| Robert Marronaro | Legacy Edge Advisors | Syosset | CFP | Percentage of assets, Hourly |
| Robert Roback Jr. | Luther Forest Wealth Advisors | Malta | CFP | Percentage of assets, Hourly |
| Robert Rom | Legacy Edge Advisors | Syosset | CFP | Percentage of assets, Hourly |
| Robert Saposh | Saposh & Malter | White Plains | CFP | Percentage of assets, Hourly |
| Robert Werner | Winthrop Partners - EPA | Orchard | CFP, CFA | Percentage of assets, Hourly |
| Ronald Schneider | Samalin Wealth | Chappaqua | CFP | Percentage of assets, Hourly |
| Rosanne Braxton | Level Financial Advisors | East Amherst | CFP | Percentage of assets, Hourly |
| Ryan Wilkens | Bridgewater Advisors | New York | CFP | Percentage of assets |
| Sahil Vakil | Myra Wealth | New York | CFP, CFA | Percentage of assets, Hourly |
| Sara Stollberger | Bridgewater Advisors | New York | CFP | Percentage of assets |
| Sciandra Julianne | Capital Financial Advisors of New York | Clifton Park | CFP | Percentage of assets, Hourly |
| Scott McCarthy | Cambridge Advisors | Williamsville | CFP | Percentage of assets, Fixed fees |
| Sean Moynahan | King Wealth Management Group | Saratoga Springs | CFP | Percentage of assets, Fixed fees |
| Shane Alsworth | Alsworth Capital Management | Corning | CFP | Percentage of assets, Hourly |
| Shane O'Neill | Cornell Pochily Investment Advisors | Ithaca | CFP | Percentage of assets, Hourly |
| Shawn Gallagher | Frisch Financial Group | Melville | CFP | Percentage of assets, Fixed fees |
| Shweta Lawande | Francis Financial | New York | CFP | Percentage of assets, Hourly |
| Simon Brady | Anglia Advisors | Valley Stream | CFP | Percentage of assets, Hourly |
| Stephen Monthie | Monthie Wealth Advisors | Latham | CFP | Percentage of assets, Hourly |