| 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 Conover | Hudson Companies | Pearl River | Not listed | Percentage of assets, Hourly |
| Christopher Radigan | Whitney & Company | Rochester | Not listed | Percentage of assets, Fixed fees |
| Colten Kitcho | Note Advisors | Buffalo | Not listed | 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 |
| 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 |
| Jake Cooper | High Probability Advisors | Albany | Not listed | Percentage of assets |
| James Zagelmeyer | Lionshead Wealth Management | New York | Not listed | Percentage of assets, Fixed fees |
| Jamie Shelton | S.E.E.D. Planning Group | Binghamton | Not listed | Percentage of assets, Hourly |
| Jean-Andre Corpuz | Eagle Bay Family Office | New York | Not listed | Percentage of assets, Hourly |
| Jeffrey Braverman | Whitney & Company | Rochester | Not listed | Percentage of assets, Fixed fees |
| 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 |
| Keith Maderer | Senior Financial and Tax | Orchard Park | Not listed | Percentage of assets, Fixed fees |
| Kerstin Driscoll-Witt | S.E.E.D. Planning Group | Binghamton | Not listed | Percentage of assets, Hourly |
| Kevin Guarino | Clover Leaf Financial | Fairport | Not listed | Percentage of assets, Fixed fees |
| Kyle Keir | Eagle Bay Family Office | New York | Not listed | Percentage of assets, Hourly |
| Matthew McCarter | Onyx Bridge Wealth Group | Tarrytown | Not listed | Percentage of assets, Hourly |
| Mehak Thukral | Lionshead Wealth Management | New York | Not listed | Percentage of assets, Fixed fees |
| Michael Tanney | Pereon Wealth | New York | Not listed | Percentage of assets, Fixed fees |
| 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 |
| Nikki Hamblin | High Probability Advisors | Pittsford | Not listed | Percentage of assets |
| 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 |
| Seth Hodes | Able Wealth Management | New York | Not listed | Percentage of assets, Flat fee or retainer |
| Stephen Carl | High Probability Advisors | Pittsford | Not listed | Percentage of assets |
| Stephen Green | Seneca Financial Advisors | Rochester | Not listed | Percentage of assets, Hourly |
| 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 |
| William Bennett | Whitney & Company | Rochester | Not listed | Percentage of assets, Fixed fees |
| William Petty | Estabrook Capital Management | New York | Not listed | Percentage of assets, Fixed fees |
| William Shaheen | Whitney & Company | Rochester | Not listed | Percentage of assets, Fixed fees |
| William Shaheen | Whitney & Company | Rochester | Not listed | Percentage of assets, Fixed fees |
| Ashley White | Federmann Financial Advisors | Rocky Point | Not listed | Percentage of assets, Hourly |
| Charles Helme | BH Asset Management | New York | Not listed | Flat fee or retainer |