| 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 |
| 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 |
| Colten Kitcho | Note Advisors | Buffalo | Not listed | Percentage of assets, Hourly |
| Craig Buckhout | Rockbridge Investment Management | Syracuse | CFA | Percentage of assets, Hourly |
| 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 |
| Emmanuel Tsantes | Aries Investment Advisors | Garden City | CFA | Percentage of assets, Hourly |
| 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 |
| Hannah Burchell | S.E.E.D. Planning Group | Binghamton | Not listed | Percentage of assets, Hourly |
| Jacob Martin | S.E.E.D. Planning Group | Binghamton | Not listed | Percentage of assets, Hourly |
| Jamie Shelton | S.E.E.D. Planning Group | Binghamton | Not listed | Percentage of assets, Hourly |
| 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 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 |
| Jessica Blake | S.E.E.D. Planning Group | Binghamton | Not listed | Percentage of assets, Hourly |
| 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 |
| Kerstin Driscoll-Witt | S.E.E.D. Planning Group | Binghamton | Not listed | Percentage of assets, Hourly |
| Kyle Keir | Eagle Bay Family Office | New York | Not listed | Percentage of assets, Hourly |
| 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 |
| 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 |
| 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 |
| Seth Hodes | Able Wealth Management | New York | Not listed | Percentage of assets, Flat fee or retainer |
| Stephen Green | Seneca Financial Advisors | Rochester | Not listed | Percentage of assets, Hourly |