| Christopher Radigan | Whitney & Company | Rochester | Not listed | Percentage of assets, Fixed fees |
| Colten Kitcho | Note Advisors | Buffalo | Not listed | Percentage of assets, Hourly |
| Craig Buckhout | Rockbridge Investment Management | Syracuse | CFA | Percentage of assets, Hourly |
| Daniel Harnish | Miller Investment Management | New York | CFA | Percentage of assets, Fixed fees |
| Daniel Kain | S.E.E.D. Planning Group | Binghamton | Not listed | Percentage of assets, Hourly |
| David Ringler | Onyx Bridge Wealth Group | Tarrytown | Not listed | Percentage of assets, Hourly |
| Elchanan Abramowitz | Able Wealth Management | New York | Not listed | Percentage of assets, Flat fee or retainer |
| Facundo Rawson | Acanto | Pound Ridge | Not listed | Percentage of assets, Hourly |
| Gladys Chow | Eagle Bay Family Office | New York | Not listed | Percentage of assets, Hourly |
| Gregory Desroches | Beatrice Advisors | New York | Not listed | Percentage of assets, Fixed fees |
| Hannah Burchell | S.E.E.D. Planning Group | Binghamton | Not listed | Percentage of assets, Hourly |
| Hayden LaBelle | Minich MacGregor Wealth Management | Saratoga Springs | Not listed | Percentage of assets, Fixed fees |
| Jacob Martin | S.E.E.D. Planning Group | Binghamton | Not listed | Percentage of assets, Hourly |
| James Zagelmeyer | Lionshead Wealth Management | New York | Not listed | Percentage of assets, Fixed fees |
| Jamie Shelton | S.E.E.D. Planning Group | Binghamton | Not listed | Percentage of assets, Hourly |
| Jason Macgregor | Minich MacGregor Wealth Management | Saratoga Springs | Not listed | Percentage of assets, Fixed fees |
| Jay Taparia | Sanskar Advisors | Nyack | CFA | Percentage of assets, Hourly |
| Jean-Andre Corpuz | Eagle Bay Family Office | New York | Not listed | Percentage of assets, Hourly |
| Jeffrey Braverman | Whitney & Company | Rochester | Not listed | Percentage of assets, Fixed fees |
| Jeffrey Chase | S.E.E.D. Planning Group | Binghamton | Not listed | Percentage of assets, Hourly |
| Jeremy Schlanger | Onyx Bridge Wealth Group | Tarrytown | Not listed | Percentage of assets, Hourly |
| Jeremy Wadsworth | North Woods Wealth Management | Buffalo | CFA | Percentage of assets, Fixed fees |
| Jessica Blake | S.E.E.D. Planning Group | Binghamton | Not listed | Percentage of assets, Hourly |
| Johnathan Komich | Komich Capital Advisors | Ronkonkoma | CFA | Percentage of assets, Fixed fees |
| Jonathan Roberts | Klingenstein Fields Advisors | New York | CFA, CIC | Percentage of assets, Fixed fees |
| Joseph Ventura | Eden Advisory Services | Albany | Not listed | Percentage of assets, Hourly |
| Joshua Beckerman | Eagle Bay Family Office | New York | Not listed | Percentage of assets, Hourly |
| Julie Shah | Eagle Bay Family Office | New York | Not listed | Percentage of assets, Hourly |
| Jun Chen | Fidare Wealth Solutions | New York | Not listed | Percentage of assets, Hourly |
| Keith Maderer | Senior Financial and Tax | Orchard Park | Not listed | Percentage of assets, Fixed fees |
| Kerstin Driscoll-Witt | S.E.E.D. Planning Group | Binghamton | Not listed | Percentage of assets, Hourly |
| Kevin Guarino | Clover Leaf Financial | Fairport | Not listed | Percentage of assets, Fixed fees |
| Kyle Keir | Eagle Bay Family Office | New York | Not listed | Percentage of assets, Hourly |
| Laurence Ach | Klingenstein Fields Advisors | New York | CIC | Percentage of assets, Fixed fees |
| Lindsey Simek | Capstone Investment Financial Group | Webster | Not listed | Percentage of assets, Hourly |
| Matthew McCarter | Onyx Bridge Wealth Group | Tarrytown | Not listed | Percentage of assets, Hourly |
| Mehak Thukral | Lionshead Wealth Management | New York | Not listed | Percentage of assets, Fixed fees |
| Meredith Fennebresque | Beatrice Advisors | New York | Not listed | Percentage of assets, Fixed fees |
| Michael Tanney | Pereon Wealth | New York | Not listed | Percentage of assets, Fixed fees |
| Michele Tellstone | Minich MacGregor Wealth Management | Saratoga Springs | Not listed | Percentage of assets, Fixed fees |
| Nancy Tolli | Onyx Bridge Wealth Group | Tarrytown | Not listed | Percentage of assets, Hourly |
| Nicholas Ippolito | S.E.E.D. Planning Group | Binghamton | Not listed | Percentage of assets, Hourly |
| Nicholas Sutro | Onyx Bridge Wealth Group | Tarrytown | Not listed | Percentage of assets, Hourly |
| Nicholas Ventura | Eden Advisory Services | Albany | Not listed | Percentage of assets, Hourly |
| Patrick Dooley | Adirondack Capital Advisors | Syracuse | PFS | Percentage of assets, Hourly |
| Patrick Younis | Minich MacGregor Wealth Management | Saratoga Springs | Not listed | Percentage of assets, Fixed fees |
| Quinlan Ingraham | S.E.E.D. Planning Group | Binghamton | Not listed | Percentage of assets, Hourly |
| Raymond Wilson | Onyx Bridge Wealth Group | Tarrytown | Not listed | Percentage of assets, Hourly |
| Richard Leimgruber | Onyx Bridge Wealth Group | Tarrytown | Not listed | Percentage of assets, Hourly |
| Ryan Turbyfill | Capstone Investment Financial Group | Webster | Not listed | Percentage of assets, Hourly |