| John Owens | Brooklyn FI | Brooklyn | CFP | Percentage of assets, Hourly |
| John Wieder | Wieder Financial | Yonkers | CFP | Percentage of assets, Fixed fees |
| Joseph Favorito | Landmark Wealth Management | Melville | CFP | Percentage of assets, Hourly |
| Joseph Forish | Fortrove Partners | New York | CFP, CFA | Percentage of assets, Fixed fees |
| Joyce Streithorst | Frisch Financial Group | Melville | CFP | Percentage of assets, Fixed fees |
| Judy Sescil | WNY Asset Management | Williamsville | CFP | Percentage of assets, Hourly |
| Kam-Lin Hill | Professional Financial | Pittsford | CFP, ChFC | Percentage of assets, Hourly |
| Karen Altfest | Altfest Personal Wealth Management | New York | CFP | Percentage of assets, Hourly |
| Katrina Welker | Rooted Planning Group | Corning | CFP | Fixed fees |
| Kenneth Terpening | King Wealth Management Group | Saratoga Springs | CFP | Percentage of assets, Fixed fees |
| Kevin Hegarty | Hegarty Advisors | Garden City | CFP, CFA | Percentage of assets, Hourly |
| Kevin Sullivan | Rialto Wealth Management | Syracuse | CFP | Percentage of assets, Hourly |
| Kimberly Birn | Birn Financial | New York | CFP | Hourly, Fixed fees |
| Larry Luxenberg | Lexington Avenue Capital Management | New 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 |
| Lewis Altfest | Altfest Personal Wealth Management | New York | CFP, PFS, CFA | Percentage of assets, Hourly |
| Li Gettleman | Frisch Financial Group | Melville | CFP | Percentage of assets, Fixed fees |
| Lucas Moshier | Level Financial Advisors | East Amherst | CFP | Percentage of assets, Hourly |
| M. Kimerly Polak | Polero ICE Advisers | New York | CFP | Hourly, Fixed fees |
| 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 Krusko | Golden Bay Advisors | Chappaqua | CFP | Percentage of assets, Fixed fees |
| 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 |
| Nicholas Norvell | Courier Capital | Rochester | CFP | Percentage of assets, Fixed fees |
| Nicola Patullo | Legacy Edge Advisors | Syosset | CFP | Percentage of assets, Hourly |
| Paul Coleman | Free Time Financial | Orchard Park | CFP | Hourly, Fixed fees |
| Paul Hill | Professional Financial | Pittsford | CFP, ChFC | Percentage of assets, Hourly |
| Peter Hoffman | Astoria Portfolio Advisors | New York | CFP | Percentage of assets, Hourly |
| Peter May | HFH Planning | New York | CFP | Percentage of assets, Hourly |
| Peter Van Der Voorn | Professional Financial | Pittsford | CFP | Percentage of assets, Hourly |
| Philip Purpura | Mayflower Advisors | Melville | CFP | Percentage of assets, Fixed fees |
| Rebeca Cotton | Taconic Advisors | Saugerties | CFP, ChFC | Fixed fees |
| Rebecca Brown | Visionary Horizons | Brooklyn | CFP | Percentage of assets, Hourly |
| Rebekah Eason | Rooted Planning Group | Corning | CFP | Fixed fees |
| Richard Daskin | RSD Advisors | Brooklyn | CFP, CFA | Percentage of assets, Fixed fees |
| Richard Reagan | Reagan Companies Asset Management | Syracuse | CFP | Percentage of assets, Hourly |
| Richard Terry | Merit Financial Partners | Maspeth | CFP | Percentage of assets, Hourly |
| Robert Florian | Florian Financial Group | Williamsville | CFP | Percentage of assets, Hourly |
| Robert Leitner | Financial Advisory Network | Scarsdale | CFP | Percentage of assets, Hourly |
| Robert Marronaro | Legacy Edge Advisors | Syosset | CFP | Percentage of assets, Hourly |
| Robert Roback Jr. | Luther Forest Wealth Advisors | Malta | CFP | Percentage of assets, Hourly |
| Robert Rom | Legacy Edge Advisors | Syosset | 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 |