| Brandon Levine | Continuum Advisory | New York | CFP | Percentage of assets, Hourly |
| Bruce Carrow | Capital Insights Group of WNY, LLC. | Buffalo | CFP, ChFC | Percentage of assets, Hourly |
| Carl Kempf | Carissima Capital | Troy | CFP | Percentage of assets, Hourly |
| Caroline Young | Cultivating Wealth | Brooklyn | CFP | Percentage of assets, Hourly |
| Charles Benway | Main Street Financial | Purchase | CFP | Percentage of assets, Hourly |
| Charles Brewster | Brewster Financial Planning | Brooklyn | CFP | Percentage of assets, Hourly |
| Christine Backel | United Financial Planning Group | Whitestone | CFP | Percentage of assets, Hourly |
| Christopher Riggi | Reagan Companies Asset Management | Syracuse | CFP | Percentage of assets, Hourly |
| Clifford Cornell | Bone Fide Wealth | Southold | CFP | Percentage of assets, Hourly |
| Courtney Garcia | Payne Capital Management | New York | CFP | Percentage of assets, Hourly |
| Daniel Esford | Reagan Companies Asset Management | Syracuse | CFP | Percentage of assets, Hourly |
| Daniel Goldstein | Daniel Goldstein, CFP | Centerport | CFP | Percentage of assets, Hourly |
| Daniel Magier | Next Capital Management | New York | CFP | Percentage of assets, Hourly |
| David Haahr | Reagan Companies Asset Management | Syracuse | CFP | Percentage of assets, Hourly |
| David Kressner | Altfest Personal Wealth Management | New York | CFP, CFA | Percentage of assets, Hourly |
| David Lieblich | Savlan Wealth Partners | New City | CFP | Percentage of assets, Hourly |
| Dennis Beasley | DLB Wealth Advisors | East Northport | CFP | Percentage of assets, Hourly |
| Douglas Boneparth | Bone Fide Wealth | New York | CFP | Percentage of assets, Hourly |
| Edward Canty | Canty Wealth Management | Ballston Spa | CFP | Percentage of assets, Hourly |
| Eric Nelson | Altfest Personal Wealth Management | New York | CFP | Percentage of assets, Hourly |
| Erik O'Neill | Northcape Wealth Management | Williamsville | CFP | Percentage of assets, Hourly |
| Ethan Gilbert | Rialto Wealth Management | Syracuse | CFP | Percentage of assets, Hourly |
| Eve Schniebolk | Sound & Secure Advisors | Rockville Centre | CFP | Percentage of assets, Hourly |
| Feifei Xing | Altfest Personal Wealth Management | New York | CFP | Percentage of assets, Hourly |
| Filip Wolfe | Altfest Personal Wealth Management | New York | CFP | Percentage of assets, Hourly |
| Florence Dupont | Financial Decisions | New York | CFP | Percentage of assets, Hourly |
| George Poole | HFH Planning | New York | CFP | Percentage of assets, Hourly |
| Helen Carroll | Mussett Wealth Management | Rensselaer | CFP | Percentage of assets, Hourly |
| Ilir Gjoni | Capital Preservation Partners | Bronxville | CFP | Percentage of assets, Hourly |
| Imtiyaz Nathoo | Eagle's Crest Advisors | Huntington | CFP | Percentage of assets, Hourly |
| Jacqueline Worstell | Brooklyn FI | Brooklyn | CFP | Percentage of assets, Hourly |
| James Millington | Landmark Wealth Management | Melville | CFP | Percentage of assets, Hourly |
| James Vorchheimer | Integrated Financial Consulting | Airmont | CFP | Percentage of assets, Hourly |
| Jason Kass | Legacy Edge Advisors | Syosset | CFP, CFA | Percentage of assets, Hourly |
| Jay McNeill | Main Street Financial | Purchase | CFP | Percentage of assets, Hourly |
| Jeffrey Roberto | Aventine Financial Group | Port Jefferson Station | CFP | Percentage of assets, Hourly |
| John Owens | Brooklyn FI | Brooklyn | CFP | Percentage of assets, Hourly |
| Joseph Canty | Canty Wealth Management | Ballston Spa | CFP | Percentage of assets, Hourly |
| Joseph Favorito | Landmark Wealth Management | Melville | CFP | Percentage of assets, Hourly |
| Judy Sescil | WNY Asset Management | Williamsville | CFP | Percentage of assets, Hourly |
| Kam-Lin Hill | Professional Financial | Pittsford | CFP, ChFC | Percentage of assets, Hourly |
| Karen Altfest | Altfest Personal Wealth Management | New York | CFP | Percentage of assets, Hourly |
| Kelly Lynch | Arcadia Wealth Management | Smithtown | CFP | Percentage of assets, Hourly |
| Kevin Hegarty | Hegarty Advisors | Garden City | CFP, CFA | Percentage of assets, Hourly |
| Kevin Sullivan | Rialto Wealth Management | Syracuse | CFP | Percentage of assets, Hourly |
| Kimberly Birn | Birn Financial | New York | CFP | Hourly, Fixed fees |
| Larry Luxenberg | Lexington Avenue Capital Management | New City | CFP, CFA | Percentage of assets, Hourly |
| Laurance Kersh | Samalin Wealth | Chappaqua | CFP | Percentage of assets, Hourly |
| Lauren Sylvan | Cultivating Wealth | Forest Hills | CFP | Percentage of assets, Hourly |
| Leo Cunningham | Main Street Financial | Purchase | CFP | Percentage of assets, Hourly |