| Vincent Sinopoli | Sinopoli & Sinopoli Financial Services | East Syracuse | Not listed | Percentage of assets, Hourly |
| Vincenzo Ursino | Innovative Private Wealth Management | Somers | Not listed | Percentage of assets, Hourly |
| Vito Collacuro | Settanni Financial | Armonk | Not listed | Percentage of assets, Hourly |
| William Bonacci | CFM Advisors | Hauppauge | Not listed | Percentage of assets, Fixed fees |
| William Brosnan | MIO Partners | New York | Not listed | Percentage of assets, Fixed fees |
| William Gurney | Courier Capital | Buffalo | Not listed | Percentage of assets, Fixed fees |
| William Prendergast | Altfest Personal Wealth Management | New York | Not listed | Percentage of assets, Hourly |
| William Scanlon | Latitude Advisors | Endwell | Not listed | Percentage of assets, Hourly |
| Yoolim Kaminsky | Shufro, Rose & | New York | Not listed | Percentage of assets, Fixed fees |
| Zachary Scala | Shade Tree Advisors | Saratoga Springs | Not listed | Percentage of assets, Fixed fees |
| Ziad Wehbe | Balfour Capital Management | Rochester | Not listed | Percentage of assets, Hourly |