| Dmitriy Bolotnyy | Naylor & Company | Medusa | Not listed | Percentage of assets |
| Ivan Thornton | Fiduciary Management Group | New York | 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 |
| John Mendrysa | Sgroi Wealth | Albany | Not listed | Percentage of assets, Hourly |
| Steven Abernathy | The Abernathy Group II Family Office | New York | Not listed | Percentage of assets, Hourly |
| Benjamin Weinberg | Edge Wealth Management | New York | Not listed | Percentage of assets |
| Brett Rosen | Edge Wealth Management | New York | Not listed | Percentage of assets |
| David Yvars | The David J. Yvars Group | Valhalla | Not listed | Percentage of assets |
| Donald Bond | Edge Wealth Management | New York | Not listed | Percentage of assets |
| 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 |
| Jeremy Hudson | Miller Gesko Wealth Management | Buffalo | Not listed | Percentage of assets, Hourly |
| John Marx | Edge Wealth Management | New York | Not listed | Percentage of assets |
| Joseph Lee | The David J. Yvars Group | Valhalla | Not listed | Percentage of assets |
| Kate Kenney | RDG Capital Management | Pittsford | Not listed | Percentage of assets, Hourly |
| Mary Jo Collabolletta | The David J. Yvars Group | Valhalla | Not listed | Percentage of assets |
| Matthew Weinberg | Edge Wealth Management | New York | Not listed | Percentage of assets |
| Thomas Dubois | Dubois Capital Management | Saratoga Springs | Not listed | Percentage of assets, Fixed fees |
| Whitney Baniewicz | RDG Capital Management | Pittsford | Not listed | Percentage of assets, Hourly |