| Andrew Samalin | Samalin Wealth | Chappaqua | CFP | Percentage of assets, Hourly |
| Andrew Schuler | Prentice Wealth Management | Rochester | CFP | Percentage of assets, Hourly |
| Anthony Ford | Ford Financial Solutions | New York | CFP | Hourly, Fixed fees |
| Anthony Santoloci | Shufro, Rose & | New York | CFP | Percentage of assets, Fixed fees |
| Antonia Clearwaters | Clarity Investments + Planning | Mount Kisco | CFP | Percentage of assets, Hourly |
| Barbara Bouchey | Barbara J. Bouchey Asset Management | Saratoga Springs | CFP | Percentage of assets, Hourly |
| Barbara Silverman | Shufro, Rose & | New York | CFP, CFA | Percentage of assets, Fixed fees |
| Brandon Levine | Continuum Advisory | New York | CFP | Percentage of assets, Hourly |
| Bruce Carrow | Capital Insights Group of WNY, LLC. | Buffalo | CFP, ChFC | Percentage of assets, Hourly |
| Carl Kempf | Carissima Capital | Troy | CFP | 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 Brewster | Brewster Financial Planning | Brooklyn | CFP | Percentage of assets, Hourly |
| Christine Backel | United Financial Planning Group | Whitestone | CFP | Percentage of assets, Hourly |
| Christopher Riggi | Reagan Companies Asset Management | Syracuse | 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 Esford | Reagan Companies Asset Management | Syracuse | CFP | Percentage of assets, Hourly |
| Daniel Magier | Next Capital Management | New York | CFP | Percentage of assets, Hourly |
| Daniel West | West Financial Planning | Cherry Valley | CFP | Percentage of assets, Fixed fees |
| David Haahr | Reagan Companies Asset Management | Syracuse | CFP | Percentage of assets, Hourly |
| David Kressner | Altfest Personal Wealth Management | New York | CFP, CFA | Percentage of assets, Hourly |
| 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 |
| Dennis Beadle | Archetype Advisors | Glens Falls | CFP | Percentage of assets, Fixed fees |
| Dennis Beasley | DLB Wealth Advisors | East Northport | CFP | Percentage of assets, Hourly |
| Douglas Boneparth | Bone Fide Wealth | New York | CFP | Percentage of assets, Hourly |
| Eric Nelson | Altfest Personal Wealth Management | New York | CFP | Percentage of assets, Hourly |
| Erik O'Neill | Northcape Wealth Management | Williamsville | CFP | Percentage of assets, Hourly |
| Ethan Gilbert | Rialto Wealth Management | Syracuse | CFP | Percentage of assets, Hourly |
| Feifei Xing | Altfest Personal Wealth Management | New York | CFP | Percentage of assets, Hourly |
| Filip Wolfe | Altfest Personal Wealth Management | New York | CFP | Percentage of assets, Hourly |
| Florence Dupont | Financial Decisions | New York | 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 |
| Gerson Ossers | Shufro, Rose & | New York | CFP | Percentage of assets, Fixed fees |
| Gregory Stewart | Two West Capital Advisors | Elmira | CFP, ChFC | Percentage of assets, Fixed fees |
| Heather Fox | NYE Street Partners | Saratoga Springs | CFP | Percentage of assets, Fixed fees |
| Imtiyaz Nathoo | Eagle's Crest Advisors | Huntington | CFP | Percentage of assets, Hourly |
| Jacob Moshier | Flower City Capital | Pittsford | CFP | Percentage of assets, Fixed fees |
| Jacqueline Worstell | Brooklyn FI | Brooklyn | CFP | Percentage of assets, Hourly |
| James Millington | Landmark Wealth Management | Melville | CFP | Percentage of assets, Hourly |
| James Vorchheimer | Integrated Financial Consulting | Airmont | CFP | Percentage of assets, Hourly |
| Jared Reinstein | Planvision | Ballston Lake | CFP | Fixed fees |
| Jason Kass | Legacy Edge Advisors | Syosset | CFP, CFA | Percentage of assets, Hourly |
| Jason Sacks | Frisch Financial Group | Melville | CFP | Percentage of assets, Fixed fees |
| 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 |