| Jonathan Lupo | Fealty | Niagara Falls | Not listed | Percentage of assets, Hourly |
| Kate Kenney | RDG Capital Management | Pittsford | Not listed | Percentage of assets, Hourly |
| Milan Karki | Titanhub | Jackson Heights | Not listed | Percentage of assets, Hourly |
| Patricia McDonnell | MSM Financial Strategies | Manhasset | Not listed | Percentage of assets, Hourly |
| Rex Mahoney | Adirondack Capital Advisors | Syracuse | Not listed | Percentage of assets, Hourly |
| Robert Ryan | Rockbridge Investment Management | Syracuse | Not listed | Percentage of assets, Hourly |
| Whitney Baniewicz | RDG Capital Management | Pittsford | Not listed | Percentage of assets, Hourly |
| Alex Zazubec | Highland Wealth Advisory | Rochester | Not listed | Percentage of assets, Flat fee or retainer |
| Andrew Balkam | Canny Capital | Brookyln | Not listed | Percentage of assets, Hourly |
| Barry Dampf | Clear Point Advisors | Melville | Not listed | Percentage of assets, Hourly |
| Benjamin Thomas | 4Sight Advisors | Nyack | Not listed | Ongoing planning fee |
| Bryan Scheels | Orange Investment Advisors | Goshen | Not listed | Percentage of assets, Hourly |
| Carl Oppenheimer | Oppenheimer + Close | New York | Not listed | Flat fee or retainer |
| Chase Wickenheiser | Magnus Financial Group | New York | Not listed | Percentage of assets, Hourly |
| Curt Schultzberg | Orange Investment Advisors | Goshen | Not listed | Percentage of assets, Hourly |
| Daniel Mitchell | Fiorile Financial Advisory Group | Saranac Lake | Not listed | Hourly, Fixed fees |
| David Greenberg | Watchstone Wealth Management | New York | Not listed | Percentage of assets, Hourly |
| David Panebianco | Orange Investment Advisors | Goshen | Not listed | Percentage of assets, Hourly |
| Eric Sweet | Burns Matteson Capital Management | Corning | Not listed | Percentage of assets, Hourly |
| Gamal Walker | 4Sight Advisors | Brooklyn | Not listed | Ongoing planning fee |
| George Jarvinen | Oppenheimer + Close | New York | Not listed | Flat fee or retainer |
| James Serkes | Orange Investment Advisors | Goshen | Not listed | Percentage of assets, Hourly |
| Joe Solan | 4Sight Advisors | Nyack | Not listed | Ongoing planning fee |
| Kelley Zimmerman | Burns Matteson Capital Management | Corning | Not listed | Percentage of assets, Hourly |
| Kienan Garn | Heritage Hill Adviser | Cochecton | Not listed | One-time planning fee, Percentage of assets |
| Matthew Makowski | Ibis Capital Management | Buffalo | Not listed | Percentage of assets, Hourly |
| Nathan Burns | Burns Matteson Capital Management | Corning | Not listed | Percentage of assets, Hourly |
| Raul Berina | Magellan Financial Solutions | Warwick | Not listed | Percentage of assets, Hourly |
| Richard Jack | Meadowbrook Wealth Management | Garden City | Not listed | Percentage of assets |
| Robert Levine | Clear Point Advisors | Melville | Not listed | Percentage of assets, Hourly |
| Rosanna Pezzo-Brizio | Tuliptree Advisors | Rye | Not listed | Percentage of assets, Hourly |
| Stephen Farrell | Oppenheimer + Close | New York | Not listed | Flat fee or retainer |
| Steven Maurer | Orange Investment Advisors | Goshen | Not listed | Percentage of assets, Hourly |
| Sviatlana Maslava | Orange Investment Advisors | Goshen | Not listed | Percentage of assets, Hourly |
| Thomas Efthimiou | Meadowbrook Wealth Management | Garden City | Not listed | Percentage of assets |
| Timothy Seymour | Magnus Financial Group | New York | Not listed | Percentage of assets, Hourly |
| Timothy Wilson | Wilson Advisors | Mechanicville | Not listed | Flat fee or retainer |
| Tracy Nixon | Tekmen Wells Investments | New York | Not listed | Percentage of assets, Hourly |
| William Bowden | Magnus Financial Group | New York | Not listed | Percentage of assets, Hourly |
| William Redder | Burns Matteson Capital Management | Corning | Not listed | Percentage of assets, Hourly |
| Adrian Colarusso | Target Rock Wealth Management | New York | CFP, CFA | Percentage of assets, Hourly |
| Alexandra Shepis | Francis Financial | New York | CFP | Percentage of assets, Hourly |
| Alyssa Bogardus | Level Financial Advisors | East Amherst | CFP | Percentage of assets, Hourly |
| Andrew Laskaris | Altfest Personal Wealth Management | New York | CFP, CFA | Percentage of assets, Hourly |
| Andrew Samalin | Samalin Wealth | Chappaqua | CFP | Percentage of assets, Hourly |
| Andrew Schuler | Prentice Wealth Management | Rochester | CFP | Percentage of assets, Hourly |
| Anthony Ford | Ford Financial Solutions | New York | CFP | Hourly, Fixed fees |
| Antonia Clearwaters | Clarity Investments + Planning | Mount Kisco | CFP | Percentage of assets, Hourly |
| Avani Ramnani | Francis Financial | New York | CFP | Percentage of assets, Hourly |
| Barbara Bouchey | Barbara J. Bouchey Asset Management | Saratoga Springs | CFP | Percentage of assets, Hourly |