| Priya Malani | Stash Wealth | New York | Not listed | Percentage of assets, One-time planning fee |
| Ronald Deutsch | Magnus Financial Group | New York | CFA | Percentage of assets, Hourly |
| Svetlin Krastev | Black Sea GOLD advisors | Kingston | Not listed | Percentage of assets |
| William Brewster | RGA Investment Advisors | Great Neck | CFA | Percentage of assets |
| Aaron Fagan | Fagan Associates | Troy | Not listed | Percentage of assets, Hourly |
| Adam Gagas | Rockbridge Investment Management | Syracuse | Not listed | Percentage of assets, Hourly |
| Benjamin Chappell | Horizon Financial | West Henrietta | Not listed | Percentage of assets, Fixed fees |
| Christian Miller | Fealty | Niagara Falls | Not listed | Percentage of assets, Hourly |
| Christopher Berg | Adirondack Capital Advisors | Syracuse | Not listed | Percentage of assets, Hourly |
| Claire Ariglio | Rockbridge Investment Management | Syracuse | Not listed | Percentage of assets, Hourly |
| Clinton Kane | Kane Financial | Waterville | Not listed | Percentage of assets, Hourly |
| Danielle Hartman | Kane Financial | Pittsford | Not listed | Percentage of assets, Hourly |
| David Schiller | Arcanum Capital Management | Syosset | Not listed | Percentage of assets, Fixed fees |
| David Yvars | The David J. Yvars Group | Valhalla | Not listed | Percentage of assets |
| Dennis Fagan | Fagan Associates | Troy | Not listed | Percentage of assets, Hourly |
| Donald Kwarta | Horizon Financial | West Henrietta | Not listed | Percentage of assets, Fixed fees |
| Douglas Keenholts | Fagan Associates | Troy | Not listed | Percentage of assets, Hourly |
| James Campagna | Adirondack Capital Advisors | Syracuse | Not listed | Percentage of assets, Hourly |
| Jonathan Blazick | Horizon Financial | West Henrietta | Not listed | Percentage of assets, Fixed fees |
| Jonathan Lupo | Fealty | Niagara Falls | Not listed | Percentage of assets, Hourly |
| Joseph Lee | The David J. Yvars Group | Valhalla | Not listed | Percentage of assets |
| Mary Jo Collabolletta | The David J. Yvars Group | Valhalla | Not listed | Percentage of assets |
| Michael Congdon | Horizon Financial | West Henrietta | Not listed | Percentage of assets, Fixed fees |
| Milan Karki | Titanhub | Jackson Heights | Not listed | Percentage of assets, Hourly |
| Naoka Nakagawa | Prism Planning & Solutions Group | White Plains | Not listed | Percentage of assets, Fixed fees |
| Patricia McDonnell | MSM Financial Strategies | Manhasset | Not listed | Percentage of assets, Hourly |
| Rex Mahoney | Adirondack Capital Advisors | Syracuse | Not listed | Percentage of assets, Hourly |
| Robert Ryan | Rockbridge Investment Management | Syracuse | Not listed | Percentage of assets, Hourly |
| Thomas Dubois | Dubois Capital Management | Saratoga Springs | Not listed | Percentage of assets, Fixed fees |
| William Wadsworth | North Woods Wealth Management | Buffalo | Not listed | Percentage of assets, Fixed fees |
| Andrew Balkam | Canny Capital | Brookyln | Not listed | Percentage of assets, Hourly |
| Benjamin Thomas | 4Sight Advisors | Nyack | Not listed | Ongoing planning fee |
| Chase Wickenheiser | Magnus Financial Group | New York | Not listed | Percentage of assets, Hourly |
| Daniel Mitchell | Fiorile Financial Advisory Group | Saranac Lake | Not listed | Hourly, Fixed fees |
| David Greenberg | Watchstone Wealth Management | New York | Not listed | Percentage of assets, Hourly |
| Eric Sweet | Burns Matteson Capital Management | Corning | Not listed | Percentage of assets, Hourly |
| Gamal Walker | 4Sight Advisors | Brooklyn | Not listed | Ongoing planning fee |
| Joe Solan | 4Sight Advisors | Nyack | Not listed | Ongoing planning fee |
| Jonathan Seif | The ProFolio Group | Flushing | Not listed | Percentage of assets |
| Kelley Zimmerman | Burns Matteson Capital Management | Corning | Not listed | Percentage of assets, Hourly |
| Kienan Garn | Heritage Hill Adviser | Cochecton | Not listed | One-time planning fee, Percentage of assets |
| Mathis LeBlanc | Heydorn|Stone Capital Management | Larchmont | Not listed | Percentage of assets, Fixed fees |
| Matthew Makowski | Ibis Capital Management | Buffalo | Not listed | Percentage of assets, Hourly |
| Nathan Burns | Burns Matteson Capital Management | Corning | Not listed | Percentage of assets, Hourly |
| Richard Jack | Meadowbrook Wealth Management | Garden City | Not listed | Percentage of assets |
| Thomas Efthimiou | Meadowbrook Wealth Management | Garden City | Not listed | Percentage of assets |
| Timothy Seymour | Magnus Financial Group | New York | Not listed | Percentage of assets, Hourly |
| Todd Gordon | Inside Edge Capital | Saratoga Springs | Not listed | Percentage of assets, Fixed fees |
| William Bowden | Magnus Financial Group | New York | Not listed | Percentage of assets, Hourly |
| William Redder | Burns Matteson Capital Management | Corning | Not listed | Percentage of assets, Hourly |