| Lewis Altfest | Altfest Personal Wealth Management | New York | CFP, PFS, CFA | Percentage of assets, Hourly |
| Lucas Moshier | Level Financial Advisors | East Amherst | CFP | Percentage of assets, Hourly |
| M. Kimerly Polak | Polero ICE Advisers | New York | CFP | Hourly, Fixed fees |
| Madeline Noveck | Capital Preservation Partners | Bronxville | CFP | Percentage of assets, Hourly |
| Madison Mount | Francis Financial | New York | CFP | Percentage of assets, Hourly |
| Malka Lieblich | Savlan Wealth Partners | New City | CFP | Percentage of assets, Hourly |
| Matthew Blank | Blank Equity Management | Port Washington | CFP | Percentage of assets, Hourly |
| Matthew Stoutenburg | Cornell Pochily Investment Advisors | Ithaca | CFP | Percentage of assets, Hourly |
| Michael Angelucci | Level Financial Advisors | Buffalo | CFP | Percentage of assets, Hourly |
| Michael Birenbach | Orchestral Financial Group | Amherst | CFP | Percentage of assets, Hourly |
| Molly O'Neill | Cornell Pochily Investment Advisors | Ithaca | CFP | Percentage of assets, Hourly |
| Natalie Colley | Francis Financial | New York | CFP | Percentage of assets, Hourly |
| Nelson Mead | Cornell Pochily Investment Advisors | Ithaca | CFP, CFA | Percentage of assets, Hourly |
| Nicola Patullo | Legacy Edge Advisors | Syosset | CFP | Percentage of assets, Hourly |
| Olivia Mussett | Mussett Wealth Management | Rensselaer | CFP | Percentage of assets, Hourly |
| Paul Coleman | Free Time Financial | Orchard Park | CFP | Hourly, Fixed fees |
| Paul Hill | Professional Financial | Pittsford | CFP, ChFC | Percentage of assets, Hourly |
| Peter Hoffman | Astoria Portfolio Advisors | New York | CFP | Percentage of assets, Hourly |
| Peter May | HFH Planning | New York | CFP | Percentage of assets, Hourly |
| Peter Van Der Voorn | Professional Financial | Pittsford | CFP | Percentage of assets, Hourly |
| Rebecca Brown | Visionary Horizons | Brooklyn | CFP | Percentage of assets, Hourly |
| Richard Reagan | Reagan Companies Asset Management | Syracuse | CFP | Percentage of assets, Hourly |
| Richard Terry | Merit Financial Partners | Maspeth | CFP | Percentage of assets, Hourly |
| Robert Florian | Florian Financial Group | Williamsville | CFP | Percentage of assets, Hourly |
| Robert Leitner | Financial Advisory Network | Scarsdale | CFP | Percentage of assets, Hourly |
| Robert Marronaro | Legacy Edge Advisors | Syosset | CFP | Percentage of assets, Hourly |
| Robert Roback Jr. | Luther Forest Wealth Advisors | Malta | CFP | Percentage of assets, Hourly |
| Robert Rom | Legacy Edge Advisors | Syosset | CFP | Percentage of assets, Hourly |
| Robert Saposh | Saposh & Malter | White Plains | CFP | Percentage of assets, Hourly |
| Robert Werner | Winthrop Partners - EPA | Orchard | CFP, CFA | Percentage of assets, Hourly |
| Ronald Schneider | Samalin Wealth | Chappaqua | CFP | Percentage of assets, Hourly |
| Rosanne Braxton | Level Financial Advisors | East Amherst | CFP | Percentage of assets, Hourly |
| Sahil Vakil | Myra Wealth | New York | CFP, CFA | Percentage of assets, Hourly |
| Sciandra Julianne | Capital Financial Advisors of New York | Clifton Park | CFP | Percentage of assets, Hourly |
| Shane Alsworth | Alsworth Capital Management | Corning | CFP | Percentage of assets, Hourly |
| Shane O'Neill | Cornell Pochily Investment Advisors | Ithaca | CFP | Percentage of assets, Hourly |
| Shweta Lawande | Francis Financial | New York | CFP | Percentage of assets, Hourly |
| Simon Brady | Anglia Advisors | Valley Stream | CFP | Percentage of assets, Hourly |
| Stephen Monthie | Monthie Wealth Advisors | Latham | CFP | Percentage of assets, Hourly |
| Steven Copeland | Shfp | Bronxville | CFP | Percentage of assets, Hourly |
| Steven Elwell | Level Financial Advisors | East Amherst | CFP | Percentage of assets, Hourly |
| Steven Novack | Altfest Personal Wealth Management | New York | CFP | Percentage of assets, Hourly |
| Steven Varvaro | Four Corners Financial | Melville | CFP | Percentage of assets, Hourly |
| Tara Korkus | Altfest Personal Wealth Management | New York | CFP | Percentage of assets, Hourly |
| Thomas Beattie | Samalin Wealth | Chappaqua | CFP | Percentage of assets, Hourly |
| Timothy Huynh | Firebrand Wealth Management | New York | CFP | Percentage of assets, Hourly |
| Timothy Pehl | Luther Forest Wealth Advisors | Malta | CFP | Percentage of assets, Hourly |
| Ting Wang | Altfest Personal Wealth Management | New York | CFP | Percentage of assets, Hourly |
| Todd Greenberg | Blank Equity Management | Port Washington | CFP | Percentage of assets, Hourly |
| Todd Stankiewicz | Sykon Capital | Harrison | CFP, ChFC | Percentage of assets, Hourly |