| Facundo Rawson | Acanto | Pound Ridge | Not listed | Percentage of assets, Hourly |
| Gregory Desroches | Beatrice Advisors | New York | Not listed | Percentage of assets, Fixed fees |
| Jake Cooper | High Probability Advisors | Albany | Not listed | Percentage of assets |
| Jeremy Wadsworth | North Woods Wealth Management | Buffalo | CFA | Percentage of assets, Fixed fees |
| Joseph Summa | Ascent Wealth Partners | New Hartford | CFA | Percentage of assets |
| Meredith Fennebresque | Beatrice Advisors | New York | Not listed | Percentage of assets, Fixed fees |
| Michael Tanney | Pereon Wealth | New York | Not listed | Percentage of assets, Fixed fees |
| Nikki Hamblin | High Probability Advisors | Pittsford | Not listed | Percentage of assets |
| Scott McCartney | Ascent Wealth Partners | New Hartford | CFA | Percentage of assets |
| Stephen Carl | High Probability Advisors | Pittsford | Not listed | Percentage of assets |
| Brett Stanton | Fusion Family Wealth | Woodbury | Not listed | Percentage of assets |
| Constantinos Athanailos | Hurley Capital | New York | Not listed | Percentage of assets, Fixed fees |
| Harvey Radler | Fusion Family Wealth | Woodbury | Not listed | Percentage of assets |
| James Cloudman | Fusion Family Wealth | Woodbury | Not listed | Percentage of assets |
| Jeff Blick | Fusion Family Wealth | Woodbury | Not listed | Percentage of assets |
| Jonathan Blau | Fusion Family Wealth | Woodbury | Not listed | Percentage of assets |
| Marc Decuffa | Proxy Wealth | Chappaqua | Not listed | Percentage of assets, Hourly |
| Adam Gagas | Rockbridge Investment Management | Syracuse | Not listed | Percentage of assets, Hourly |
| Bradley Kowalczyk | Ascent Wealth Partners | New Hartford | Not listed | Percentage of assets |
| Claire Ariglio | Rockbridge Investment Management | Syracuse | Not listed | Percentage of assets, Hourly |
| Douglas Bissonette | Ascent Wealth Partners | New Hartford | Not listed | Percentage of assets |
| Gerard Murray | Ascent Wealth Partners | Tribes Hill | Not listed | Percentage of assets |
| Kate Kenney | RDG Capital Management | Pittsford | Not listed | Percentage of assets, Hourly |
| Martin Moshier | Ascent Wealth Partners | New Hartford | Not listed | Percentage of assets |
| Nancy Kowalczyk | Ascent Wealth Partners | New Hartford | Not listed | Percentage of assets |
| Neil Edmonds | Ascent Wealth Partners | New Hartford | Not listed | Percentage of assets |
| Robert Ryan | Rockbridge Investment Management | Syracuse | Not listed | Percentage of assets, Hourly |
| Sophia Tsoupelis | Ascent Wealth Partners | New Hartford | Not listed | Percentage of assets |
| Stephen Basile | Ascent Wealth Partners | Saratoga Springs | Not listed | Percentage of assets |
| Timothy Welchons | Ascent Wealth Partners | New Hartford | Not listed | Percentage of assets |
| Whitney Baniewicz | RDG Capital Management | Pittsford | Not listed | Percentage of assets, Hourly |
| William Wadsworth | North Woods Wealth Management | Buffalo | Not listed | Percentage of assets, Fixed fees |
| Esteban Handal | Handal Dunaway | New York | Not listed | Percentage of assets |