| Scott Kahan | Financial Asset Management | Chappaqua | CFP | Percentage of assets, Hourly |
| 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 |
| Zachary Erskine | Seneca Financial Advisors | Rochester | CFP | Percentage of assets, Hourly |
| Angela Oneill | The Strebel Planning Group | Ithaca | CFP | Percentage of assets, Hourly |
| Arynton Hardy I work with tech employees, founders, and high-performers navigating equity, liquidity events, and non-traditional income. | Savvy | New York | Not listed | Percentage of assets, One-time planning fee |
| Ashwini Patil | GoalVest Advisory | New York | Not listed | Percentage of assets, Hourly |
| Braden DeForge | GoalVest Advisory | New York | Not listed | Percentage of assets, Hourly |
| George Waters | Infiniti Wealth Management | Brewster | CFP | Percentage of assets, Hourly |
| Harry Martin | GoalVest Advisory | New York | Not listed | Percentage of assets, Hourly |
| John O'Brien | O'Brien Capital Management | Nyack | CFP | Hourly, One-time planning fee |
| Kyle Dandurand | Chemistry Wealth Management, LLC. | New York | CFA | Ongoing planning fee |
| Lisa Kelly | Federmann Financial Advisors | Rocky Point | CFP, PFS | Percentage of assets, Hourly |
| Lori Choi | Veris Wealth Partners | New York | CFA | Percentage of assets, Hourly |
| Michael Durante | Infiniti Wealth Management | Brewster | CFP | Percentage of assets, Hourly |
| Michael Tom | AtwoB. | Katonah | CFP | Percentage of assets, Hourly |
| Paul Strebel | The Strebel Planning Group | Ithaca | CFP | Percentage of assets, Hourly |
| Priscilla Baker Jones | Occam Capital® Management | Pittsford | CFP | Percentage of assets |
| Richard Moldenhauer | Moldenhauer & Associates | Orchard Park | ChFC | Percentage of assets, Hourly |
| Robert Just | Main Street Wealth Management | Baldwinsville | CFP | Percentage of assets, Flat fee or retainer |
| Taunya Abaya | Abaya Wealth Management | Buffalo | CFP | Percentage of assets, Hourly |
| Taylor Sohns | LifeGoal Investments | Saratoga Springs | CFP | Percentage of assets, Hourly |
| William Walsh | Emissary Wealth | White Plain | Not listed | Percentage of assets, Ongoing planning fee |
| Adam Underwood | Rockbridge Investment Management | Syracuse | CFP | Percentage of assets, Hourly |
| Anthony Farella | Rockbridge Investment Management | Syracuse | CFP | Percentage of assets, Hourly |
| David Carroll | Rockbridge Investment Management | Syracuse | CFP | Percentage of assets, Hourly |
| David Krawczyk | Rockbridge Investment Management | Syracuse | CFP | Percentage of assets, Hourly |
| David Zale | Eagle Bay Family Office | New York | CFA | Percentage of assets, Hourly |
| Diana Apostolova | Rochester Investments | Rochester | Not listed | Percentage of assets, Hourly |
| Douglas Burns | BPC Advisors | East Syracuse | CFP, CFA | Percentage of assets, Hourly |
| Elizabeth Jones | Third Eye Associates | Red Hook | Not listed | Percentage of assets |
| Eric McKean | Blue Elm Advisors | Holmes | Not listed | Percentage of assets, Ongoing planning fee |
| Geoffrey Wells | BPC Advisors | East Syracuse | CFP | Percentage of assets, Hourly |
| Igor Tsukerman | Eureka Wealth Solutions | New York | Not listed | Percentage of assets |
| James Cornehlsen | Capstone Investment Financial Group | Webster | CFA | Percentage of assets, Hourly |
| James Keenan | Keenan Private Wealth Management | New York | Not listed | Percentage of assets, Hourly |
| James Vitiello | Fifth Avenue Wealth Advisors | New York | Not listed | Percentage of assets |
| Jill Schum | Third Eye Associates | Red Hook | Not listed | Percentage of assets |
| John McGuire | MSM Financial Strategies | Bronxville | CFP | Percentage of assets, Hourly |
| Kristen Euretig | Brooklyn Plans | Beacon | CFP | Ongoing planning fee |
| Lindsay La Fleur | LL Financial Services | Ossining | Not listed | Percentage of assets, Hourly |
| Matthew Darcy | Seneca Financial Advisors | Rochester | CFA | Percentage of assets, Hourly |
| Michael Nelson | Eagle Bay Family Office | New York | CFA | Percentage of assets, Hourly |
| Nicholas Stancato | Rockbridge Investment Management | Syracuse | CFP | Percentage of assets, Hourly |
| Patrick Rohe | Rockbridge Investment Management | Syracuse | CFP | Percentage of assets, Hourly |
| Richard McKean | Blue Elm Advisors | Holmes | Not listed | Percentage of assets, Ongoing planning fee |
| Robert Alonso | Third Eye Associates | Red Hook | Not listed | Percentage of assets |
| Robert Miller, Jr | Miller Gesko Wealth Management | Buffalo | CFP | Percentage of assets, Hourly |
| Samuel Conway | Conway Financial Planning | Ithaca | CFP | Percentage of assets, Hourly |