| 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 |
| Sean Moynahan | King Wealth Management Group | Saratoga Springs | CFP | Percentage of assets, Fixed fees |
| Shane O'Neill | Cornell Pochily Investment Advisors | Ithaca | CFP | Percentage of assets, Hourly |
| Shawn Gallagher | Frisch Financial Group | Melville | CFP | Percentage of assets, Fixed fees |
| Simon Brady | Anglia Advisors | Valley Stream | CFP | Percentage of assets, Hourly |
| Stephen Monthie | Monthie Wealth Advisors | Latham | CFP | Percentage of assets, Hourly |
| Steven Copeland | Shfp | Bronxville | CFP | Percentage of assets, Hourly |
| Steven Elwell | Level Financial Advisors | East Amherst | CFP | Percentage of assets, Hourly |
| Steven Novack | Altfest Personal Wealth Management | New York | CFP | Percentage of assets, Hourly |
| Steven Varvaro | Four Corners Financial | Melville | CFP | Percentage of assets, Hourly |
| Tara Korkus | Altfest Personal Wealth Management | New York | CFP | Percentage of assets, Hourly |
| Thomas Beattie | Samalin Wealth | Chappaqua | CFP | Percentage of assets, Hourly |
| Thomas Hanlon | Courier Capital | Buffalo | CFP | Percentage of assets, Fixed fees |
| Thomas Hawks | Flower City Capital | Pittsford | CFP | Percentage of assets, Fixed fees |
| Timothy Huynh | Firebrand Wealth Management | New York | CFP | Percentage of assets, Hourly |
| Timothy Pehl | Luther Forest Wealth Advisors | Malta | CFP | Percentage of assets, Hourly |
| Ting Wang | Altfest Personal Wealth Management | New York | CFP | Percentage of assets, Hourly |
| Todd Greenberg | Blank Equity Management | Port Washington | CFP | Percentage of assets, Hourly |
| Todd Stankiewicz | Sykon Capital | Harrison | CFP, ChFC | Percentage of assets, Hourly |
| Wen Jie Lin-Ham | Brewster Financial Planning | Brooklyn | CFP | Percentage of assets, Hourly |
| William Deacon | Mccollum Christoferson Group | Amherst | 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 |
| Amy Seagroatt | Shade Tree Advisors | Saratoga Springs | CFA | Percentage of assets, Fixed fees |
| Andrei Belov | Shade Tree Advisors | Saratoga Springs | CFA | Percentage of assets, Fixed fees |
| Arden Rodgers | Arbus Capital Management | New York | CFA | Percentage of assets, Hourly |
| Bruce Lavine | Astoria Portfolio Advisors | New York | CFA | Percentage of assets, Hourly |
| Carol Powell | Magnolia Capital Management | Cold Spring | PFS | Percentage of assets, Hourly |
| Charles Ruff | Layline Advisors | Rochester | CFA | Percentage of assets, Fixed fees |
| Christina De Marval | Target Rock Wealth Management | New York | CFA | Percentage of assets, Hourly |
| Christopher Price | Investment Advisor Group | Hancock | ChFC | Percentage of assets, Hourly |
| Darren Godsell | MIO Partners | New York | CFA | Percentage of assets, Fixed fees |
| David Katz | Matrix Asset Advisors | White Plains | CFA | Percentage of assets, Fixed fees |
| David Settanni | Settanni Financial | Armonk | CFA | Percentage of assets, Hourly |
| Edward Mally | Premier Wealth Advisors | New York | CFA | Percentage of assets, Hourly |
| Ian Woods | Northcape Wealth Management | Williamsville | CFA | Percentage of assets, Hourly |
| James Sinopoli | Sinopoli & Sinopoli Financial Services | East Syracuse | PFS | Percentage of assets, Hourly |
| Jennifer Roberts | Winthrop Partners - WNY | Orchard | ChFC | Percentage of assets, Hourly |
| Joseph Ohara | O'hara Wealth Management | Port Jefferson Station | PFS | Percentage of assets, Fixed fees |
| Josiah Choy | Frisch Financial Group | Melville | CFA | Percentage of assets, Fixed fees |
| Kimberly Chao | Zebra Crossing Asset Management | New York | CFA | Percentage of assets, Fixed fees |
| Lawrence Whistler | Courier Capital | Buffalo | CFA | Percentage of assets, Fixed fees |
| Mark Wyand | Layline Advisors | Rochester | CFA | Percentage of assets, Fixed fees |
| Mary McDirmid | Astoria Portfolio Advisors | New York | ChFC | Percentage of assets, Hourly |
| Mason Tilden | Tilden Capital Management | Valhalla | CFA | Percentage of assets, Hourly |
| Matthew Johnson | Mccollum Christoferson Group | Amherst | CFA | Percentage of assets, Hourly |
| Michael Stulic | Astoria Portfolio Advisors | New York | CFA | Percentage of assets, Hourly |