| Samuel McPherson | McPherson Financial Advisors | New York | CFP | One-time planning fee, Percentage of assets |
| Alondra Garcia | Ellevest | New York | CFA | Percentage of assets, Flat fee or retainer |
| Ankur Patel | Ellevest | New York | CFA | Percentage of assets, Flat fee or retainer |
| Anne Chernish | Anchor Capital Management | Ithaca | CFP | Percentage of assets, Hourly |
| Bryan Koslow | Clarus Group | New York | CFP | Percentage of assets, Hourly |
| Chen Li | GoalVest Advisory | New York | CFA | Percentage of assets, Hourly |
| Dyer McCabe | Kilter Group | Rhinebeck | CFP, ChFC | Percentage of assets, Fixed fees |
| Elena Ladygina | Veris Wealth Partners | New York | CFP | Percentage of assets, Hourly |
| ignition tax ignition tax | ignition tax | new york | CPA | Flat fee or retainer |
| Kristen Goodman | Ellevest | New York | CFA | Percentage of assets, Flat fee or retainer |
| Larry Sprung Bringing JOY to Your Money Journey™ | Mitlin Financial, Inc | Hauppauge | CFP | Percentage of assets, Flat fee or retainer |
| Mark Chemtob | Chemistry Wealth Management, LLC. | New York | CFP | Ongoing planning fee |
| Nina Spezzaferro | Chemistry Wealth Management, LLC. | New York | CFP | Ongoing planning fee |
| Patrick Cicchetti I help 7-figure service-based business owners simplify their finances, minimize taxes, and buy back time—so they can focus on life beyond the business. | Ryse Capital Management | Rochester | Not listed | Flat fee or retainer, Hourly |
| Peter Egolf | Kilter Group | Rhinebeck | CFP | Percentage of assets, Fixed fees |
| Rakesh Budhram | Prolific Solutions | Ozone Park | CFP | Percentage of assets, Fixed fees |
| Robert Weinstein | Round Rock Advisors | Harrison | CFP, PFS | Percentage of assets, Fixed fees |
| Sevasti Balafas | GoalVest Advisory | New York | CFA | Percentage of assets, Hourly |
| Timothy Kingsbury | Veris Wealth Partners | New York | CFP | Percentage of assets, Hourly |
| Adam Frank | Frank Finances | New York | CFP | Ongoing planning fee, One-time planning fee |
| Adam Magee | Whitney & Company | Rochester | CFP | Percentage of assets, Fixed fees |
| Andrew Pallas | Minich MacGregor Wealth Management | Saratoga Springs | CFP | Percentage of assets, Fixed fees |
| Angela Hall | Note Advisors | Hamburg | CFP | Percentage of assets, Hourly |
| Anthea Perkinson | Monterey Associates | Pelham | CFP | One-time planning fee, Flat fee or retainer |
| Barry Picker | Meisels, Kunstler, Picker & Auerbach | Cedarhurst | CFP | Percentage of assets, Hourly |
| Bernard Murphy | Arista Advisory Group | Albany | CFP | Percentage of assets, Hourly |
| Brenton Smith | Minich MacGregor Wealth Management | Albany | CFP | Percentage of assets, Fixed fees |
| Brian Ward | W&S Management Services | Rochester | Not listed | Percentage of assets, Hourly |
| Chelsea Makowski | Senior Financial and Tax | Orchard Park | CFP | Percentage of assets, Fixed fees |
| Christina Larkin | Seneca Financial Advisors | Rochester | CFP | Percentage of assets, Hourly |
| Cory Laird | Minich MacGregor Wealth Management | Saratoga Springs | CFP | Percentage of assets, Fixed fees |
| Dalya Inhaber | Minerva Wealth Advisory | New York | CFP | Percentage of assets, Hourly |
| Edward Hadad | Financial Asset Management | Chappaqua | CFP | Percentage of assets, Hourly |
| Elizabeth Raabe | Seneca Financial Advisors | Rochester | CFP | Percentage of assets, Hourly |
| Emily Maretsky | Educated Financial Planning | Astoria | Not listed | Ongoing planning fee, One-time planning fee |
| Erika Safran | Safran Wealth Advisors | New York | CFP | Percentage of assets, Hourly |
| Eugene Skorodinsky | Minerva Wealth Advisory | New York | CFP | Percentage of assets, Hourly |
| Eustache Clerveaux | Fidare Wealth Solutions | New York | CFP | Percentage of assets, Hourly |
| James Cox | Peak Wealth Management | Saratoga Springs | CFP, ChFC | Percentage of assets, Hourly |
| Jeffrey Feldman | Rochester Financial Services | Pittsford | CFP | Percentage of assets, Hourly |
| Maureen Whelan | Whelan Financial Planning | Cortlandt Manor | CFP | One-time planning fee, Ongoing planning fee |
| Michael Bernstein | Lionshead Wealth Management | New York | CFP | Percentage of assets, Fixed fees |
| Michael Hymes | Beatrice Advisors | New York | CFP | Percentage of assets, Fixed fees |
| Rupesh Goyal | Alphanso | Rochester | Not listed | Flat fee or retainer, Ongoing planning fee |
| Sarah Stymus | Whitney & Company | Rochester | CFP | Percentage of assets, Fixed fees |
| Scott Kahan | Financial Asset Management | Chappaqua | CFP | Percentage of assets, Hourly |
| Scott Lasky | Lionshead Wealth Management | New York | CFP | Percentage of assets, Fixed fees |
| Shawn Glogowski | Note Advisors | Buffalo | CFP | Percentage of assets, Hourly |
| Thomas Conway | Note Advisors | Buffalo | CFP | Percentage of assets, Hourly |
| Viktoria Kamin | Financial Asset Management | Chappaqua | CFP | Percentage of assets, Hourly |