| Scott Kahan | Financial Asset Management | Chappaqua | CFP | Percentage of assets, Hourly |
| Viktoria Kamin | Financial Asset Management | Chappaqua | CFP | Percentage of assets, Hourly |
| Zachary Erskine | Seneca Financial Advisors | Rochester | CFP | Percentage of assets, Hourly |
| Andrew Shoemaker | Hurley Capital | New York | CFP | Percentage of assets, Fixed fees |
| Ashwini Patil | GoalVest Advisory | New York | Not listed | Percentage of assets, Hourly |
| Braden DeForge | GoalVest Advisory | New York | Not listed | Percentage of assets, Hourly |
| Charles Goldblum | Hurley Capital | New York | CFP, CFA | Percentage of assets, Fixed fees |
| Gregory Vogel | O'Keefe Stevens Advisory | Rochester | Not listed | Percentage of assets, One-time planning fee |
| Harry Martin | GoalVest Advisory | New York | Not listed | Percentage of assets, Hourly |
| Kellan Peer | O'Keefe Stevens Advisory | Rochester | Not listed | Percentage of assets, One-time planning fee |
| Kyle Dandurand | Chemistry Wealth Management, LLC. | New York | CFA | Ongoing planning fee |
| Lisa Kelly | Federmann Financial Advisors | Rocky Point | CFP, PFS | Percentage of assets, Hourly |
| Phillip Frattali | Sanderson Wealth Management | Buffalo | CFA | Percentage of assets |
| Taylor Sohns | LifeGoal Investments | Saratoga Springs | CFP | Percentage of assets, Hourly |
| James Keenan | Keenan Private Wealth Management | New York | Not listed | Percentage of assets, Hourly |
| Matthew Darcy | Seneca Financial Advisors | Rochester | CFA | Percentage of assets, Hourly |
| Peter Dizdar | Palumbo Wealth Management | Great Neck | Not listed | Percentage of assets, Fixed fees |
| Robert Miller, Jr | Miller Gesko Wealth Management | Buffalo | CFP | Percentage of assets, Hourly |
| Robert Pickels | Whitney & Company | Rochester | CFA | Percentage of assets, Fixed fees |
| Scott Lefebre | Seneca Financial Advisors | Rochester | PFS | Percentage of assets, Hourly |
| Stephen Engel | Palumbo Wealth Management | Great Neck | Not listed | Percentage of assets, Fixed fees |
| William Hudson | Miller Gesko Wealth Management | Buffalo | CFP | Percentage of assets, Hourly |
| William Moore | Whitney & Company | Rochester | CFA | Percentage of assets, Fixed fees |
| Adenikke Soremekun | Chemistry Wealth Management, LLC. | New York | Not listed | Ongoing planning fee |
| Angelo D'Amato Goodenough | Sanderson Wealth Management | Buffalo | Not listed | Percentage of assets |
| 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 Knight | Greenspring Advisors | New York | CFP, EA, CPA, CPA/PFS | Percentage of assets, Fixed fees |
| Carl Bader | Sanderson Wealth Management | Buffalo | Not listed | Percentage of assets |
| Cheung Chan | Chemistry Wealth Management, LLC. | New York | Not listed | Ongoing planning fee |
| Chris Pollard | Great Path Planning | Goshen | CFP, EA, MBA | Hourly, Fixed fees |
| Douglass Lyon | Lyon Capital Management | Pittsford | CFA | Percentage of assets |
| Dylan Potter | Howe & Rusling | Rochester | CFP | Percentage of assets, Fixed fees |
| John Mahshie | MPM Advisors Group | Liverpool | Not listed | Percentage of assets, Fixed fees |
| John Sanderson | Sanderson Wealth Management | Buffalo | Not listed | Percentage of assets |
| Jordan Eich | Howe & Rusling | Rochester | CFP | Percentage of assets, Fixed fees |
| Joseph Barrios | Heritage Financial Counselors | Oyster Bay | Not listed | Percentage of assets, Fixed fees |
| Keegan Sullivan | Chemistry Wealth Management, LLC. | New York | Not listed | Ongoing planning fee |
| Kimerly Polak Guerrero | Polero ICE Advisers LLC | New York | CFP, MBA, RICP | Hourly, Fixed fees |
| Mark Mahshie | MPM Advisors Group | Liverpool | Not listed | Percentage of assets, Fixed fees |
| Michael Rundle | Orange Investment Advisors | Goshen | CFP | Percentage of assets, Hourly |
| Robert Ruggirello | Brave Eagle Wealth Management | New York | CFA | Percentage of assets, Hourly |
| Ryan Tomko | Howe & Rusling | Rochester | CFP | Percentage of assets, Fixed fees |
| Samuel Eilbaum | Chemistry Wealth Management, LLC. | New York | Not listed | Ongoing planning fee |
| Shummi Jindal | Rose Capital Advisors | Plandome | Not listed | Percentage of assets, Hourly |
| Stephen Soper | Orange Investment Advisors | Goshen | CFP | Percentage of assets, Hourly |
| Tor Peery | Anchor Capital Management | Ithaca | Not listed | Percentage of assets, Hourly |
| Trevor Sarif-Killea | Geometric Advisors | New York | Not listed | Percentage of assets |
| Christopher Lai | Ascent Wealth Partners | New Hartford | CFA | Percentage of assets |
| Christopher Radigan | Whitney & Company | Rochester | Not listed | Percentage of assets, Fixed fees |