| Mary McDirmid | Astoria Portfolio Advisors | New York | ChFC | Percentage of assets, Hourly |
| Matthew Johnson | Mccollum Christoferson Group | Amherst | CFA | Percentage of assets, Hourly |
| Michael Della Medaglia | Tortoise Investment Management | White Plains | CFA | Percentage of assets |
| Michael Stulic | Astoria Portfolio Advisors | New York | CFA | Percentage of assets, Hourly |
| Nicholas Cerbone | Astoria Portfolio Advisors | New York | CFA | Percentage of assets, Hourly |
| Ronald Mayfield | HV Capital Management | Montgomery | CFA | Percentage of assets, Subscription |
| Ryan Coppola | Courier Capital | Buffalo | CFA | Percentage of assets, Fixed fees |
| Ryan Davis | Next Capital Management | New York | CFA | Percentage of assets, Hourly |
| Stephen Leit | Shufro, Rose & | New York | CFA | Percentage of assets, Fixed fees |
| Vicki Crisalli | Tortoise Investment Management | White Plains | CFA | Percentage of assets |
| Aaron Belletsky | Landmark Wealth Management | Melville | Not listed | Percentage of assets, Hourly |
| Alfred Fortunato | Allegory Advisory | New York | Not listed | Percentage of assets, Hourly |
| Amy Ryan | Upstate Advisers | Pittsford | Not listed | Percentage of assets |
| Amy Sun | Financial Decisions | New York | Not listed | Percentage of assets, Hourly |
| Andrea Turley | Tortoise Investment Management | White Plains | Not listed | Percentage of assets |
| Andrew Barber | Tortoise Investment Management | White Plains | Not listed | Percentage of assets |
| Andrew Frank | Shelter Rock Management | Jericho | Not listed | Percentage of assets |
| Andrew Hart | Next Capital Management | New York | Not listed | Percentage of assets, Hourly |
| Ann Thibodeau | Bridgewater Advisors | New York | Not listed | Percentage of assets |
| Brendan Blaney | Tortoise Investment Management | New York | Not listed | Percentage of assets |
| Brett Horowitz | Astoria Portfolio Advisors | New York | Not listed | Percentage of assets, Hourly |
| Brian Cohen | Landmark Wealth Management | Melville | Not listed | Percentage of assets, Hourly |
| Brian Crane | Tortoise Investment Management | White Plains | Not listed | Percentage of assets |
| Charlene Nelson | Astoria Portfolio Advisors | New York | Not listed | Percentage of assets, Hourly |
| Christopher Ofsthun | Next Capital Management | New York | Not listed | Percentage of assets, Hourly |
| Claire Brennan | Tortoise Investment Management | White Plains | Not listed | Percentage of assets |
| Clare Stenstrom | Luesink Stenstrom Financial | New York | Not listed | Percentage of assets, Hourly |
| Claudia Cantin | Tortoise Investment Management | White Plains | Not listed | Percentage of assets |
| Connor Mushorn | Rockline Wealth Management | Islip Terrace | Not listed | Percentage of assets, Fixed fees |
| Cory Slovik | Innovative Private Wealth Management | Somers | Not listed | Percentage of assets, Hourly |
| Daniel Gale | King Wealth Management Group | Saratoga Springs | Not listed | Percentage of assets, Fixed fees |
| Daniel Hickey | Shelter Rock Management | Bronx | Not listed | Percentage of assets |
| Danielle Udland | Next Capital Management | New York | Not listed | Percentage of assets, Hourly |
| David Dickerson | Clearview Financial Planning | Southold | Not listed | Percentage of assets, Hourly |
| David Robbins | Courier Capital | Rochester | Not listed | Percentage of assets, Fixed fees |
| Debinder Deshmukh | Innovative Private Wealth Management | Somers | Not listed | Percentage of assets, Hourly |
| Debra Burnham | Premier Wealth Advisors | New York | Not listed | Percentage of assets, Hourly |
| Diane Kazak | WNY Asset Management | Williamsville | Not listed | Percentage of assets, Hourly |
| Douglas Castro | ADC Wealth Management | Massapequa | Not listed | Percentage of assets, Fixed fees |
| Edward Barno | Rialto Wealth Management | Syracuse | Not listed | Percentage of assets, Hourly |
| Edward Esposito | Merit Financial Partners | Staten Island | Not listed | Percentage of assets, Hourly |
| Edward Grassi | J.w.burns & Company | Dewitt | Not listed | Percentage of assets |
| Edward Rosenfeld | Foresight Advisors | New York City | Not listed | Percentage of assets, Hourly |
| Elizabeth Mustico | The Mustico Financial Group | Elmira | Not listed | Percentage of assets, Hourly |
| Eric Maidenberg | Blue Square Asset Management | New York | Not listed | Percentage of assets, Fixed fees |
| Ethan Ciota | Reagan Companies Asset Management | Syracuse | Not listed | Percentage of assets, Hourly |
| Francesco D'Andrea | Blue Square Asset Management | New York | Not listed | Percentage of assets, Fixed fees |
| Frank Berrios | Drum Hill Capital | New Rochelle | Not listed | Percentage of assets, Hourly |
| Frazer Rice | Next Capital Management | New York | Not listed | Percentage of assets, Hourly |
| Gabriel Gallante | Rockline Wealth Management | Islip Terrace | Not listed | Percentage of assets, Fixed fees |