| Tyler Arons | Arons Wealth Management | Montgomery | Not listed | Percentage of assets, Hourly |
| Vincenzo Ursino | Innovative Private Wealth Management | Somers | Not listed | Percentage of assets, Hourly |
| Vito Collacuro | Settanni Financial | Armonk | Not listed | Percentage of assets, Hourly |
| William Bonacci | CFM Advisors | Hauppauge | Not listed | Percentage of assets, Fixed fees |
| William Duckett | Koehler Asset Management | Babylon | Not listed | Percentage of assets, Hourly |
| William Gurney | Courier Capital | Buffalo | Not listed | Percentage of assets, Fixed fees |
| William Koehler | Koehler Asset Management | Babylon | Not listed | Percentage of assets, Hourly |
| William Prendergast | Altfest Personal Wealth Management | New York | Not listed | Percentage of assets, Hourly |
| Yanying Lin | Bridgewater Advisors | New York | Not listed | Percentage of assets |
| Yoolim Kaminsky | Shufro, Rose & | New York | Not listed | Percentage of assets, Fixed fees |