| Travis Maus | S.E.E.D. Planning Group | Binghamton | Not listed | Percentage of assets, Hourly |
| Tyler Sherven | S.E.E.D. Planning Group | Binghamton | Not listed | Percentage of assets, Hourly |
| Asher Rogovy | Magnifina | Bedford Hills | Not listed | Percentage of assets, Hourly |
| Ashley White | Federmann Financial Advisors | Rocky Point | Not listed | Percentage of assets, Hourly |
| Brett Sohns | LifeGoal Investments | Saratoga Springs | Not listed | Percentage of assets, Hourly |
| Chao Yang | Conrad Capital Management | Hauppauge | CFA | Percentage of assets, Hourly |
| Charles Levinson | Sage Investment Advisers | Wappingers Falls | Not listed | Percentage of assets, Hourly |
| David Piano | Piano Wealth Management | Victor | Not listed | Percentage of assets, Hourly |
| David SooHoo | Angel Wealth Advisors | Astoria | Not listed | Percentage of assets, Flat fee or retainer |
| Devin Campbell | LifeGoal Investments | Saratoga Springs | Not listed | Percentage of assets, Hourly |
| Drew Collins | Magnus Financial Group | Bedford Corners | CFA | Percentage of assets, Hourly |
| Evan Wiggins | LifeGoal Investments | Saratoga Springs | Not listed | Percentage of assets, Hourly |
| Gary Schatsky | IFC Personal Money Managers | New York | Not listed | Hourly, Fixed fees |
| Hakan Ergulec | Tekmen Wells Investments | New York | CFA | Percentage of assets, Hourly |
| Harry Mamaysky | QuantStreet Capital | Rye | Not listed | Percentage of assets |
| Isaac Mamaysky | QuantStreet Capital | Rye | Not listed | Percentage of assets |
| Ivan Thornton | Fiduciary Management Group | New York | Not listed | Percentage of assets, Hourly |
| James Lubin | Infiniti Wealth Management | Brewster | Not listed | Percentage of assets, Hourly |
| Jason Sgroi | Sgroi Wealth | Albany | Not listed | Percentage of assets, Hourly |
| Jennifer Cornish | BeauMorgan | Pittsford | Not listed | Percentage of assets, Hourly |
| Jerry Schuder | Sage Investment Advisers | Wappingers Falls | Not listed | Percentage of assets, Hourly |
| John Mendrysa | Sgroi Wealth | Albany | Not listed | Percentage of assets, Hourly |
| Joseph Fiorile | Fiorile Financial Advisory Group | Saranac Lake | PFS | Hourly, Fixed fees |
| Joseph Guarneri | Sage Investment Advisers | Wappingers Falls | Not listed | Percentage of assets, Hourly |
| Judson Ames | Dark Horse Wealth | Cazenovia | Not listed | Percentage of assets |
| Kevin Tarnovski | The Strebel Planning Group | Ithaca | Not listed | Percentage of assets, Hourly |
| Marc Decuffa | Proxy Wealth | Chappaqua | Not listed | Percentage of assets, Hourly |
| Maxwell Hulbert | LifeGoal Investments | Saratoga Springs | Not listed | Percentage of assets, Hourly |
| Mitchell Poirier | SMP Financial Planning | New York | Not listed | Percentage of assets, Hourly |
| Mitsuo Lockrow | Cambridge Wealth Management | Cambridge | Not listed | Percentage of assets, Hourly |
| Nicholas Rossetti | LifeGoal Investments | Saratoga Springs | Not listed | Percentage of assets, Hourly |
| Patrick Donnelly | Donnelly Financial Services | Rock Tavern | Not listed | Percentage of assets, Hourly |
| Ronald Deutsch | Magnus Financial Group | New York | CFA | Percentage of assets, Hourly |
| Samuel Schaeffer | Lords Wealth | Nyack | Not listed | Percentage of assets, Hourly |
| Steven Abernathy | The Abernathy Group II Family Office | New York | Not listed | Percentage of assets, Hourly |
| Steven Brill | Clear Point Advisors | Melville | ChFC | Percentage of assets, Hourly |
| Aaron Fagan | Fagan Associates | Troy | Not listed | Percentage of assets, Hourly |
| Adam Gagas | Rockbridge Investment Management | Syracuse | Not listed | Percentage of assets, Hourly |
| Christian Miller | Fealty | Niagara Falls | Not listed | Percentage of assets, Hourly |
| Christopher Berg | Adirondack Capital Advisors | Syracuse | Not listed | Percentage of assets, Hourly |
| Claire Ariglio | Rockbridge Investment Management | Syracuse | Not listed | Percentage of assets, Hourly |
| Clinton Kane | Kane Financial | Waterville | Not listed | Percentage of assets, Hourly |
| Danielle Hartman | Kane Financial | Pittsford | Not listed | Percentage of assets, Hourly |
| Dennis Fagan | Fagan Associates | Troy | Not listed | Percentage of assets, Hourly |
| Douglas Keenholts | Fagan Associates | Troy | Not listed | Percentage of assets, Hourly |
| Eric Birdsall | Milestone Consultants | Whitney Point | Not listed | Percentage of assets, Hourly |
| Evan Coppola | Miller Gesko Wealth Management | Buffalo | Not listed | Percentage of assets, Hourly |
| Henry Urban | Miller Gesko Wealth Management | Buffalo | Not listed | Percentage of assets, Hourly |
| James Campagna | Adirondack Capital Advisors | Syracuse | Not listed | Percentage of assets, Hourly |
| Jeremy Hudson | Miller Gesko Wealth Management | Buffalo | Not listed | Percentage of assets, Hourly |