| Jay Taparia | Sanskar Advisors | Nyack | CFA | Percentage of assets, Hourly |
| Jeffrey Chase | S.E.E.D. Planning Group | Binghamton | Not listed | Percentage of assets, Hourly |
| Jeremy Schlanger | Onyx Bridge Wealth Group | Tarrytown | Not listed | Percentage of assets, Hourly |
| Jeremy Wadsworth | North Woods Wealth Management | Buffalo | CFA | Percentage of assets, Fixed fees |
| Jessica Blake | S.E.E.D. Planning Group | Binghamton | Not listed | Percentage of assets, Hourly |
| Johnathan Komich | Komich Capital Advisors | Ronkonkoma | CFA | Percentage of assets, Fixed fees |
| Joseph Ventura | Eden Advisory Services | Albany | Not listed | Percentage of assets, Hourly |
| Jun Chen | Fidare Wealth Solutions | New York | Not listed | Percentage of assets, Hourly |
| Keith Maderer | Senior Financial and Tax | Orchard Park | Not listed | Percentage of assets, Fixed fees |
| Kerstin Driscoll-Witt | S.E.E.D. Planning Group | Binghamton | Not listed | Percentage of assets, Hourly |
| Kevin Guarino | Clover Leaf Financial | Fairport | Not listed | Percentage of assets, Fixed fees |
| Lindsey Simek | Capstone Investment Financial Group | Webster | Not listed | Percentage of assets, Hourly |
| Matthew McCarter | Onyx Bridge Wealth Group | Tarrytown | Not listed | Percentage of assets, Hourly |
| Michael Tanney | Pereon Wealth | New York | Not listed | Percentage of assets, Fixed fees |
| Michele Tellstone | Minich MacGregor Wealth Management | Saratoga Springs | Not listed | Percentage of assets, Fixed fees |
| Nancy Tolli | Onyx Bridge Wealth Group | Tarrytown | Not listed | Percentage of assets, Hourly |
| Nicholas Ippolito | S.E.E.D. Planning Group | Binghamton | Not listed | Percentage of assets, Hourly |
| Nicholas Sutro | Onyx Bridge Wealth Group | Tarrytown | Not listed | Percentage of assets, Hourly |
| Nicholas Ventura | Eden Advisory Services | Albany | Not listed | Percentage of assets, Hourly |
| Patrick Dooley | Adirondack Capital Advisors | Syracuse | PFS | Percentage of assets, Hourly |
| Patrick Younis | Minich MacGregor Wealth Management | Saratoga Springs | Not listed | Percentage of assets, Fixed fees |
| Quinlan Ingraham | S.E.E.D. Planning Group | Binghamton | Not listed | Percentage of assets, Hourly |
| Raymond Wilson | Onyx Bridge Wealth Group | Tarrytown | Not listed | Percentage of assets, Hourly |
| Richard Leimgruber | Onyx Bridge Wealth Group | Tarrytown | Not listed | Percentage of assets, Hourly |
| Ryan Turbyfill | Capstone Investment Financial Group | Webster | Not listed | Percentage of assets, Hourly |
| Seth Hodes | Able Wealth Management | New York | Not listed | Percentage of assets, Flat fee or retainer |
| Travis Maus | S.E.E.D. Planning Group | Binghamton | Not listed | Percentage of assets, Hourly |
| Tyler Sherven | S.E.E.D. Planning Group | Binghamton | Not listed | Percentage of assets, Hourly |
| Alexander Skabry | Harvest Capital Assets | Sanborn | Not listed | Percentage of assets |
| Chao Yang | Conrad Capital Management | Hauppauge | CFA | Percentage of assets, Hourly |
| Charles Levinson | Sage Investment Advisers | Wappingers Falls | Not listed | Percentage of assets, Hourly |
| David Caldwell | Harvest Capital Assets | Sanborn | Not listed | Percentage of assets |
| David SooHoo | Angel Wealth Advisors | Astoria | Not listed | Percentage of assets, Flat fee or retainer |
| Dmitriy Bolotnyy | Naylor & Company | Medusa | Not listed | Percentage of assets |
| Drew Collins | Magnus Financial Group | Bedford Corners | CFA | Percentage of assets, Hourly |
| Frederick Timm | Timm Financial Services | Poughkeepsie | Not listed | Percentage of assets, Fixed fees |
| Henry Wildhack | Armory Capital Management | Syracuse | Not listed | Percentage of assets |
| James Hedges | Harvest Capital Assets | Sanborn | Not listed | Percentage of assets |
| James Lubin | Infiniti Wealth Management | Brewster | Not listed | Percentage of assets, Hourly |
| Jason Gilbert | RGA Investment Advisors | Great Neck | PFS | Percentage of assets |
| Jerry Schuder | Sage Investment Advisers | Wappingers Falls | Not listed | Percentage of assets, Hourly |
| Joseph Fiorile | Fiorile Financial Advisory Group | Saranac Lake | PFS | Hourly, Fixed fees |
| Joseph Guarneri | Sage Investment Advisers | Wappingers Falls | Not listed | Percentage of assets, Hourly |
| Judson Ames | Dark Horse Wealth | Cazenovia | Not listed | Percentage of assets |
| Kevin Tarnovski | The Strebel Planning Group | Ithaca | Not listed | Percentage of assets, Hourly |
| Luke Timm | Timm Financial Services | Poughkeepsie | Not listed | Percentage of assets, Fixed fees |
| Marc Decuffa | Proxy Wealth | Chappaqua | Not listed | Percentage of assets, Hourly |
| Matthew Abbott | Armory Capital Management | Syracuse | Not listed | Percentage of assets |
| Mitsuo Lockrow | Cambridge Wealth Management | Cambridge | Not listed | Percentage of assets, Hourly |
| Patrick Donnelly | Donnelly Financial Services | Rock Tavern | Not listed | Percentage of assets, Hourly |