| Karen Altfest | Altfest Personal Wealth Management | New York | 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 Sullivan | Rialto Wealth Management | Syracuse | CFP | Percentage of assets, Hourly |
| Larry Luxenberg | Lexington Avenue Capital Management | New City | CFP, CFA | 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 |
| M. Kimerly Polak | Polero ICE Advisers | New York | CFP | Hourly, Fixed fees |
| Madison Mount | Francis Financial | New York | CFP | Percentage of assets, Hourly |
| Matthew Carey | Blue Spark Capital Advisors | New York | CFP | Percentage of assets |
| Matthew Pelz | Bridgewater Advisors | New York | CFP | Percentage of assets |
| Maura Griffin | Blue Spark Capital Advisors | New York | CFP | Percentage of assets |
| Natalie Colley | Francis Financial | New York | CFP | Percentage of assets, Hourly |
| Nicholas Norvell | Courier Capital | Rochester | CFP | Percentage of assets, Fixed fees |
| Patricia Acipreste | Tortoise Investment Management | White Plains | CFP | Percentage of assets |
| Paul Hill | Professional Financial | Pittsford | CFP, ChFC | Percentage of assets, Hourly |
| Peter Hoffman | Astoria Portfolio Advisors | 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 |
| Richard Reagan | Reagan Companies Asset Management | Syracuse | CFP | Percentage of assets, Hourly |
| Richard Terry | Merit Financial Partners | Maspeth | CFP | Percentage of assets, Hourly |
| Ryan Wilkens | Bridgewater Advisors | New York | CFP | Percentage of assets |
| Sara Stollberger | Bridgewater Advisors | New York | CFP | Percentage of assets |
| Sean Moynahan | King Wealth Management Group | Saratoga Springs | CFP | Percentage of assets, Fixed fees |
| 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 |
| Steven Copeland | Shfp | Bronxville | 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 |
| Thaddeus Malley | J.w.burns & Company | Dewitt | CFP | Percentage of assets |
| Thomas Hanlon | Courier Capital | Buffalo | CFP | Percentage of assets, Fixed fees |
| Timothy Huynh | Firebrand Wealth Management | New York | CFP | Percentage of assets, Hourly |
| Ting Wang | Altfest Personal Wealth Management | New York | CFP | Percentage of assets, Hourly |
| Todd Stankiewicz | Sykon Capital | Harrison | CFP, ChFC | Percentage of assets, Hourly |
| William Canty | Canty Wealth Management | Ballston Spa | CFP | Percentage of assets, Hourly |
| William Deacon | Mccollum Christoferson Group | Amherst | CFP | Percentage of assets, Hourly |
| Arden Rodgers | Arbus Capital Management | New York | CFA | Percentage of assets, Hourly |
| Bruce Lavine | Astoria Portfolio Advisors | New York | CFA | Percentage of assets, Hourly |
| Craig Arons | Arons Wealth Management | Rye | PFS | Percentage of assets, Hourly |
| David Settanni | Settanni Financial | Armonk | CFA | Percentage of assets, Hourly |
| Edward Mally | Premier Wealth Advisors | New York | CFA | Percentage of assets, Hourly |
| Ian Woods | Northcape Wealth Management | Williamsville | CFA | Percentage of assets, Hourly |
| James Burns | J.w.burns & Company | Dewitt | CFA | Percentage of assets |
| Jennifer Roberts | Winthrop Partners - WNY | Orchard | ChFC | Percentage of assets, Hourly |
| Josiah Choy | Frisch Financial Group | Melville | CFA | Percentage of assets, Fixed fees |
| Lawrence Whistler | Courier Capital | Buffalo | CFA | Percentage of assets, Fixed fees |