| Braden Semlitsch | Capital Insights Group of WNY, LLC. | Buffalo | Not listed | Percentage of assets, Hourly |
| Brian Hegarty | Hegarty Advisors | Garden City | Not listed | Percentage of assets, Hourly |
| Byron Stahl | Headland Capital | Clifton Park | Not listed | Percentage of assets, Hourly |
| Chase Cavanaugh | Beacon Wealth Consultants | Phoenix | Not listed | Percentage of assets, Hourly |
| Cody Buterbaugh | Mangolds Investment Advisors | Corning | Not listed | Percentage of assets, Hourly |
| Daniel Webster | Orchestral Financial Group | Amherst | Not listed | Percentage of assets, Hourly |
| David Green | Ever Green Wealth Management | Victor | Not listed | Percentage of assets |
| David Palamar | Patriot Investment Management Group | New York | Not listed | Percentage of assets, Hourly |
| Derek Main | First Main Capital | Rochester | Not listed | Percentage of assets |
| Douglas Johnston | Blank Equity Management | Port Washington | Not listed | Percentage of assets, Hourly |
| Eduardo Schwartz | Lifecapital Partners | New York | Not listed | Percentage of assets, Hourly |
| Edwin Adams | Brewster Financial Planning | Brooklyn | Not listed | Percentage of assets, Hourly |
| Ethan Gordon | EG Capital Management | Long Island City | Not listed | Percentage of assets, Fixed fees |
| Ezra Cornell | Cornell Pochily Investment Advisors | Ithaca | Not listed | Percentage of assets, Hourly |
| Francesca Lagrotteria | Payne Capital Management | New York | Not listed | Percentage of assets, Hourly |
| Franco Allena | VIM Wealth Management | New York | Not listed | Percentage of assets, Hourly |
| Graham Niles | Niles Asset Management | Brushton | Not listed | Percentage of assets |
| Gregory Mallia | Fortitude Advisory Group | New York | Not listed | Percentage of assets, Hourly |
| Gregory Steele | Silverlake Wealth Management | Huntington | Not listed | Percentage of assets, Hourly |
| Igor Kokorine | ICN Holding | Brooklyn | Not listed | Percentage of assets, Performance-based fees |
| Iris Buczkowski | Birch Wealth Management | Rome | Not listed | Percentage of assets, Hourly |
| Jack Hills | Iconoclastic Capital Management | Rochester | Not listed | Percentage of assets, Hourly |
| Jacob Katz | Katz Family Financial Advisors | New York | Not listed | Percentage of assets |
| Jakob Hawver | Macfarlane Investors | New York | Not listed | Percentage of assets, Fixed fees |
| James Connolly | Derryrush Wealth | West Sayville | Not listed | Percentage of assets, Fixed fees |
| Jared Cutler | Five Factor Capital Advisors | Rye Brook | Not listed | Percentage of assets |
| Jason Dos Santos | Milagre Wealth Management | White Plains | Not listed | Percentage of assets |
| Jay Furst | Forteris Wealth Management | Armonk | Not listed | Percentage of assets, Hourly |
| Jeffrey May | Florian Financial Group | Williamsville | Not listed | Percentage of assets, Hourly |
| Joel Sproul | Kronos Wealth Management | Delmar | Not listed | Percentage of assets, Hourly |
| John Fussell | Samalin Wealth | Chappaqua | Not listed | Percentage of assets, Hourly |
| John Hommel | Hommel Wealth Management | Garden City | Not listed | Percentage of assets, Hourly |
| John Sloan | Joseph P. Lucia & Associates | Yorktown Heights | Not listed | Percentage of assets, Fixed fees |
| Jonathan Fischer | Fischer Advisors | Garden City | Not listed | Percentage of assets, Fixed fees |
| Joseph Barreiro | Wealth Creation Management Group | Monroe | Not listed | Percentage of assets, Fixed fees |
| Joseph Chappius | Under PAR Planning | Buffalo | Not listed | Percentage of assets, Hourly |
| Joseph Pecoraro | Forza Wealth Advisory Services | Penfield | Not listed | Percentage of assets, Hourly |
| Joseph Reddington | Pelkonen and Associates | Melville | Not listed | Percentage of assets, Fixed fees |
| Joseph Ribis | Sibir Investment Advisors | Latham | Not listed | Percentage of assets, Fixed fees |
| Joseph Weber | Savlan Wealth Partners | New City | Not listed | Percentage of assets, Hourly |
| Joshua Young | Oak & Reed Capital Management | Brooklyn | Not listed | Percentage of assets, Hourly |
| Juan Lebrija | Lifecapital Partners | New York | Not listed | Percentage of assets, Hourly |
| Keith Saunders | Winthrop Partners - EPA | Orchard | Not listed | Percentage of assets, Hourly |
| Keith Weiss | Weiss Financial Group | Mahopac | Not listed | Percentage of assets, Hourly |
| Leonardo Cardoso | Brazen Capital | New York | Not listed | Percentage of assets, Subscription |
| Leslie Lewis | Multigenerational.black | New York | Not listed | Percentage of assets, Hourly |
| Logan Crandall | Pragmatic Advisors | Homer | Not listed | Percentage of assets |
| Lucas Smith | LTS Wealth Management | Syracuse | Not listed | Percentage of assets, Hourly |
| Margaret Bonner | Equita Financial Network | New York | Not listed | Percentage of assets, Hourly |
| Marilyn Vander Plaat | Wealth Creation Management Group | Monroe | Not listed | Percentage of assets, Fixed fees |