| Rebekah Eason | Rooted Planning Group | Corning | CFP | Fixed fees |
| Robert Florian | Florian Financial Group | Williamsville | CFP | Percentage of assets, Hourly |
| Robert Roback Jr. | Luther Forest Wealth Advisors | Malta | CFP | Percentage of assets, Hourly |
| Robert Werner | Winthrop Partners - EPA | Orchard | CFP, CFA | Percentage of assets, Hourly |
| Ronald Schneider | Samalin Wealth | Chappaqua | CFP | Percentage of assets, Hourly |
| Rosanne Braxton | Level Financial Advisors | East Amherst | CFP | Percentage of assets, Hourly |
| Sahil Vakil | Myra Wealth | New York | CFP, CFA | Percentage of assets, Hourly |
| Sciandra Julianne | Capital Financial Advisors of New York | Clifton Park | CFP | Percentage of assets, Hourly |
| Scott McCarthy | Cambridge Advisors | Williamsville | CFP | Percentage of assets, Fixed fees |
| Shane Alsworth | Alsworth Capital Management | Corning | CFP | Percentage of assets, Hourly |
| Shane O'Neill | Cornell Pochily Investment Advisors | Ithaca | CFP | Percentage of assets, Hourly |
| Stephen Monthie | Monthie Wealth Advisors | Latham | CFP | Percentage of assets, Hourly |
| Steven Elwell | Level Financial Advisors | East Amherst | CFP | Percentage of assets, Hourly |
| Terry Niles | Niles Asset Management | Plsttsburgh | CFP | Percentage of assets |
| Thomas Beattie | Samalin Wealth | Chappaqua | CFP | Percentage of assets, Hourly |
| Thomas Hawks | Flower City Capital | Pittsford | CFP | Percentage of assets, Fixed fees |
| Timothy Pehl | Luther Forest Wealth Advisors | Malta | CFP | Percentage of assets, Hourly |
| Todd Greenberg | Blank Equity Management | Port Washington | CFP | Percentage of assets, Hourly |
| Walter Wisniewski | Arcadia Wealth Management | Smithtown | CFP | Percentage of assets, Hourly |
| Wen Jie Lin-Ham | Brewster Financial Planning | Brooklyn | CFP | Percentage of assets, Hourly |
| Winfred Jacob | Level Financial Advisors | Wellsville | CFP, ChFC | Percentage of assets, Hourly |
| Adam Lazarus | Integrity Advisory Partners | New York | PFS | Percentage of assets, Hourly |
| Charles Ruff | Layline Advisors | Rochester | CFA | Percentage of assets, Fixed fees |
| Christopher Price | Investment Advisor Group | Hancock | ChFC | Percentage of assets, Hourly |
| Joao Correia | Madison Asset Advisors | New York | CFA | Percentage of assets, Hourly |
| Joseph Ohara | O'hara Wealth Management | Port Jefferson Station | PFS | Percentage of assets, Fixed fees |
| Kimberly Chao | Zebra Crossing Asset Management | New York | CFA | Percentage of assets, Fixed fees |
| Mark Wyand | Layline Advisors | Rochester | CFA | Percentage of assets, Fixed fees |
| Mason Tilden | Tilden Capital Management | Valhalla | CFA | Percentage of assets, Hourly |
| Micah Weinstein | Coast Bridge Capital | Brooklyn | CFA | Percentage of assets |
| Pamela Diamond | Creative Wealth Builders | West Hempstead | PFS | Percentage of assets, Hourly |
| Ravinath Aekambaram | RA Advisory | New York | CFA | Percentage of assets, Fixed fees |
| Richard Bregman | MJB Asset Management | New York | CFA | Percentage of assets, Hourly |
| Scott Mills | Fortitude Advisory Group | New York | CFA | Percentage of assets, Hourly |
| Scott Zuckerman | Manhattan Wealth Management Group | Melville | ChFC | Percentage of assets, Fixed fees |
| Thomas Faranda | Hudson View Advisors | Croton-On-Hudson | ChFC | Percentage of assets, Hourly |
| Vincent Crane | Flower City Capital | Pittsford | CFA | Percentage of assets, Fixed fees |
| Zafer Atlas | Sanity Capital Management | New York | CFA | Percentage of assets |
| Abel Oonnoonny | Eagle's Crest Advisors | Huntington | Not listed | Percentage of assets, Hourly |
| Abigail Laufer | WJ Financial Advisors | New York | Not listed | Percentage of assets, Hourly |
| Adrian Kierans | Cloverhill Capital Management | New York | Not listed | Percentage of assets, Fixed fees |
| Alex Pidhorodeckyj | Samalin Wealth | Peekskill | Not listed | Percentage of assets, Hourly |
| Alfonso Vigliotti | Us Wealth Management Advisors | New York | Not listed | Percentage of assets, Hourly |
| Amanda Vaught | Propel Financial Advisors | Brooklyn | Not listed | Percentage of assets, Hourly |
| Amit Bose | Wealthnest Capital | Staten Island | Not listed | Percentage of assets, Fixed fees |
| Andre Jean-Pierre | Aces Advisors | New York | Not listed | Percentage of assets, Fixed fees |
| Andrew O'Connor | Upside LAB Advisors | Huntington | Not listed | Percentage of assets, Hourly |
| Anthony D'Aloise | Riverside Capital Wealth | Lewiston | Not listed | Percentage of assets |
| Anthony Perrone | Pelkonen and Associates | Melville | Not listed | Percentage of assets, Fixed fees |
| Anthony Torchia | Lone Wolf Trading | Briarcliff Manor | Not listed | Percentage of assets, Fixed fees |