| Allan Pelkonen | Pelkonen and Associates | Melville | CFP, ChFC | Percentage of assets, Fixed fees |
| Alyssa Bogardus | Level Financial Advisors | East Amherst | CFP | Percentage of assets, Hourly |
| Andrew Samalin | Samalin Wealth | Chappaqua | CFP | Percentage of assets, Hourly |
| Anthony Ford | Ford Financial Solutions | New York | CFP | Hourly, Fixed fees |
| Barbara Bouchey | Barbara J. Bouchey Asset Management | Saratoga Springs | CFP | Percentage of assets, Hourly |
| Bruce Carrow | Capital Insights Group of WNY, LLC. | Buffalo | CFP, ChFC | Percentage of assets, Hourly |
| Caroline Young | Cultivating Wealth | Brooklyn | CFP | Percentage of assets, Hourly |
| Catherine Arnold | Flower City Capital | Pittsford | CFP | Percentage of assets, Fixed fees |
| Charles Benway | Main Street Financial | Purchase | CFP | Percentage of assets, Hourly |
| Charles Brewster | Brewster Financial Planning | Brooklyn | CFP | Percentage of assets, Hourly |
| Clifford Cornell | Bone Fide Wealth | Southold | CFP | Percentage of assets, Hourly |
| Courtney Garcia | Payne Capital Management | New York | CFP | Percentage of assets, Hourly |
| Daniel West | West Financial Planning | Cherry Valley | CFP | Percentage of assets, Fixed fees |
| David Lieblich | Savlan Wealth Partners | New City | CFP | Percentage of assets, Hourly |
| David Mendels | DBM Planning | Mt. Kisco | CFP | Percentage of assets, Fixed fees |
| David Weigel | Weigelfam | New York | CFP | Percentage of assets, Fixed fees |
| Douglas Boneparth | Bone Fide Wealth | New York | CFP | Percentage of assets, Hourly |
| Eve Schniebolk | Sound & Secure Advisors | Rockville Centre | CFP | Percentage of assets, Hourly |
| Gabriella DelMonaco | Instrumental Wealth | Tarrytown | CFP | Percentage of assets, Fixed fees |
| George Poole | HFH Planning | New York | CFP | Percentage of assets, Hourly |
| Helen Carroll | Mussett Wealth Management | Rensselaer | CFP | Percentage of assets, Hourly |
| Ilir Gjoni | Capital Preservation Partners | Bronxville | CFP | Percentage of assets, Hourly |
| Imtiyaz Nathoo | Eagle's Crest Advisors | Huntington | CFP | Percentage of assets, Hourly |
| Jacob Moshier | Flower City Capital | Pittsford | CFP | Percentage of assets, Fixed fees |
| Jay McNeill | Main Street Financial | Purchase | CFP | Percentage of assets, Hourly |
| Jeffrey Roberto | Aventine Financial Group | Port Jefferson Station | CFP | Percentage of assets, Hourly |
| John Kelly | Taconic Advisors | Saugerties | CFP | Fixed fees |
| John Moss | JTM Wealth Management | Windham | CFP | Percentage of assets, Fixed fees |
| Joseph Forish | Fortrove Partners | New York | CFP, CFA | Percentage of assets, Fixed fees |
| Katrina Welker | Rooted Planning Group | Corning | CFP | Fixed fees |
| Kelly Lynch | Arcadia Wealth Management | Smithtown | CFP | Percentage of assets, Hourly |
| Kevin Hegarty | Hegarty Advisors | Garden City | CFP, CFA | Percentage of assets, Hourly |
| Laurance Kersh | Samalin Wealth | Chappaqua | CFP | Percentage of assets, Hourly |
| Lauren Sylvan | Cultivating Wealth | Forest Hills | CFP | Percentage of assets, Hourly |
| Leo Cunningham | Main Street Financial | Purchase | CFP | Percentage of assets, Hourly |
| Lucas Moshier | Level Financial Advisors | East Amherst | CFP | Percentage of assets, Hourly |
| Madeline Noveck | Capital Preservation Partners | Bronxville | CFP | Percentage of assets, Hourly |
| Malka Lieblich | Savlan Wealth Partners | New City | CFP | Percentage of assets, Hourly |
| Matthew Blank | Blank Equity Management | Port Washington | CFP | Percentage of assets, Hourly |
| Matthew Stoutenburg | Cornell Pochily Investment Advisors | Ithaca | CFP | Percentage of assets, Hourly |
| Michael Angelucci | Level Financial Advisors | Buffalo | CFP | Percentage of assets, Hourly |
| Michael Birenbach | Orchestral Financial Group | Amherst | CFP | Percentage of assets, Hourly |
| Michael Rizzolo | Flower City Capital | Pittsford | CFP, CFA | Percentage of assets, Fixed fees |
| Molly O'Neill | Cornell Pochily Investment Advisors | Ithaca | CFP | Percentage of assets, Hourly |
| Nelson Mead | Cornell Pochily Investment Advisors | Ithaca | CFP, CFA | Percentage of assets, Hourly |
| Olivia Mussett | Mussett Wealth Management | Rensselaer | CFP | Percentage of assets, Hourly |
| Paul Coleman | Free Time Financial | Orchard Park | CFP | Hourly, Fixed fees |
| Peter May | HFH Planning | New York | CFP | Percentage of assets, Hourly |
| Rebeca Cotton | Taconic Advisors | Saugerties | CFP, ChFC | Fixed fees |
| Rebecca Brown | Visionary Horizons | Brooklyn | CFP | Percentage of assets, Hourly |