| Steven Copeland | Shfp | Bronxville | CFP | Percentage of assets, Hourly |
| Steven Elwell | Level Financial Advisors | East Amherst | CFP | Percentage of assets, Hourly |
| Steven Novack | Altfest Personal Wealth Management | New York | CFP | Percentage of assets, Hourly |
| Steven Roge | R.W. Roge & Company | Bohemia | CFP | Percentage of assets |
| Steven Varvaro | Four Corners Financial | Melville | CFP | Percentage of assets, Hourly |
| Tara Korkus | Altfest Personal Wealth Management | New York | CFP | Percentage of assets, Hourly |
| Terry Niles | Niles Asset Management | Plsttsburgh | CFP | Percentage of assets |
| Thaddeus Malley | J.w.burns & Company | Dewitt | CFP | Percentage of assets |
| Thomas Beattie | Samalin Wealth | Chappaqua | CFP | Percentage of assets, Hourly |
| Thomas Hanlon | Courier Capital | Buffalo | CFP | Percentage of assets, Fixed fees |
| Thomas Hawks | Flower City Capital | Pittsford | CFP | Percentage of assets, Fixed fees |
| Timothy Huynh | Firebrand Wealth Management | New York | CFP | Percentage of assets, Hourly |
| Timothy Pehl | Luther Forest Wealth Advisors | Malta | CFP | Percentage of assets, Hourly |
| Ting Wang | Altfest Personal Wealth Management | New York | CFP | Percentage of assets, Hourly |
| Todd Greenberg | Blank Equity Management | Port Washington | CFP | Percentage of assets, Hourly |
| Todd Stankiewicz | Sykon Capital | Harrison | CFP, ChFC | Percentage of assets, Hourly |
| Walter Wisniewski | Arcadia Wealth Management | Smithtown | CFP | Percentage of assets, Hourly |
| Wen Jie Lin-Ham | Brewster Financial Planning | Brooklyn | CFP | Percentage of assets, Hourly |
| Wesley Austin | Landmark Wealth Management | Getzville | CFP | Percentage of assets |
| William Canty | Canty Wealth Management | Ballston Spa | CFP | Percentage of assets, Hourly |
| William Deacon | Mccollum Christoferson Group | Amherst | CFP | Percentage of assets, Hourly |
| Winfred Jacob | Level Financial Advisors | Wellsville | CFP, ChFC | Percentage of assets, Hourly |