| Jason Wood | Rothschild Capital Partners | New York | Not listed | Percentage of assets, Hourly |
| Jeff Arber | Triple Play Planning, LLC | Amherst | CFP, MBA | Percentage of assets, Hourly |
| Jennifer Ziesk | Kilter Group | Rhinebeck | Not listed | Percentage of assets, Fixed fees |
| Jeremy Veres | Flower City Capital | Pittsford | CFP, CPWA | Percentage of assets, Fixed fees |
| John Mahshie | MPM Advisors Group | Liverpool | Not listed | Percentage of assets, Fixed fees |
| John Ring | Moldenhauer & Associates | Orchard Park | Not listed | Percentage of assets, Hourly |
| Jordan Eich | Howe & Rusling | Rochester | CFP | Percentage of assets, Fixed fees |
| Joseph Barrios | Heritage Financial Counselors | Oyster Bay | Not listed | Percentage of assets, Fixed fees |
| Katherine Woo | Angel Light Capital | Forest Hills | CFA | Percentage of assets, Hourly |
| Kaylee Johnson | Kilter Group | Webster | Not listed | Percentage of assets, Fixed fees |
| Keegan Sullivan | Chemistry Wealth Management, LLC. | New York | Not listed | Ongoing planning fee |
| Kimerly Polak Guerrero | Polero ICE Advisers LLC | New York | CFP, MBA, RICP | Hourly, Fixed fees |
| Kristofer Venezia | Eckman Wealth Management | Long Island City | Not listed | Percentage of assets, Fixed fees |
| Lanny Rosenbaum | SIP Financial Services | Glenville | Not listed | Percentage of assets, Hourly |
| Luz Curiel | Kilter Group | Rhinebeck | Not listed | Percentage of assets, Fixed fees |
| Mario Veneroso | Veneroso Wealth Management | Woodbury | Not listed | Percentage of assets, Hourly |
| Mark Buscher | Milestones Private Investment Advisors | Fairport | Not listed | Percentage of assets, Fixed fees |
| Mark Mahshie | MPM Advisors Group | Liverpool | Not listed | Percentage of assets, Fixed fees |
| Mark Moretti | MedWealth Advisors | Carnegie | CFP | Fixed fees |
| Matt Lechner | Layline Advisors | Rochester | CFP | Percentage of assets, Fixed fees |
| Michael Raimondi | Clarus Group | New York | Not listed | Percentage of assets, Hourly |
| Michael Rundle | Orange Investment Advisors | Goshen | CFP | Percentage of assets, Hourly |
| Michael Schwartz | Magnus Financial Group | New York | CFP | Percentage of assets, Hourly |
| Narumi Yoshida | Yoshida Wealth Management, Inc. | White Plains | CFP, CPA/PFS, EA, CPA | Percentage of assets, Fixed fees |
| Paul Hoerrner | Magnus Financial Group | New York | CFP | Percentage of assets, Hourly |
| Raj Prashad | Eagle Tax Planning & Advisory Grp. LLC | Ozone Park | CFP, ChFC, EA | Percentage of assets, Hourly |
| Richard Chen | Veris Wealth Partners | New York | Not listed | Percentage of assets, Hourly |
| Richard Rebori | AtwoB. | Katonah | CFA | Percentage of assets, Hourly |
| Robert Chambers | 80 Rods Advisors LLC | Larchmont | CFP, CPA | Hourly, Fixed fees |
| Robert Ruggirello | Brave Eagle Wealth Management | New York | CFA | Percentage of assets, Hourly |
| Roger Chen | MYeCFO | New York | CFA | Percentage of assets, Hourly |
| Ryan Tomko | Howe & Rusling | Rochester | CFP | Percentage of assets, Fixed fees |
| Samuel Eilbaum | Chemistry Wealth Management, LLC. | New York | Not listed | Ongoing planning fee |
| Scott Gegerson | Magnus Financial Group | New York | CFP | Percentage of assets, Hourly |
| Sharon Hayut | Magnus Financial Group | New York | CFP | Percentage of assets, Hourly |
| Shummi Jindal | Rose Capital Advisors | Plandome | Not listed | Percentage of assets, Hourly |
| Stephen Soper | Orange Investment Advisors | Goshen | CFP | Percentage of assets, Hourly |
| Susan Sofronas | Manchester Capital Management | New York | Not listed | Percentage of assets, Fixed fees |
| Tipiwa Walker | Lucre Advisory LLC | Brooklyn | CFP, MBA | Percentage of assets, Fixed fees |
| Tor Peery | Anchor Capital Management | Ithaca | Not listed | Percentage of assets, Hourly |
| William Burns | Burns Matteson Capital Management | Corning | CFP, ChFC | Percentage of assets, Hourly |
| Zhi Li | Twelve Two Capital LLC | Brooklyn | CFP | Percentage of assets, Hourly |
| Adeeb Chowdhury | S.E.E.D. Planning Group | Binghamton | Not listed | Percentage of assets, Hourly |
| Aidan Schultz | Capstone Investment Financial Group | Webster | Not listed | Percentage of assets, Hourly |
| Alan Tocman | Onyx Bridge Wealth Group | Tarrytown | Not listed | Percentage of assets, Hourly |
| Alex Ierardi | S.E.E.D. Planning Group | Binghamton | Not listed | Percentage of assets, Hourly |
| Andrew Lemay | Note Advisors | Buffalo | Not listed | Percentage of assets, Hourly |
| Bradley Eaton | S.E.E.D. Planning Group | Binghamton | Not listed | Percentage of assets, Hourly |
| Christopher Coleman | Fiduciary First Advising | Rochester | Not listed | Percentage of assets |
| Christopher Conover | Hudson Companies | Pearl River | Not listed | Percentage of assets, Hourly |