| Alexander Skabry | Harvest Capital Assets | Sanborn | Not listed | Percentage of assets |
| Ashley White | Federmann Financial Advisors | Rocky Point | Not listed | Percentage of assets, Hourly |
| Brett Sohns | LifeGoal Investments | Saratoga Springs | Not listed | Percentage of assets, Hourly |
| Brian Voss | Voss Wealth Management | Endicott | Not listed | Percentage of assets, Fixed fees |
| Charles Helme | BH Asset Management | New York | Not listed | Flat fee or retainer |
| Charles Levinson | Sage Investment Advisers | Wappingers Falls | Not listed | Percentage of assets, Hourly |
| Constantinos Athanailos | Hurley Capital | New York | Not listed | Percentage of assets, Fixed fees |
| David Caldwell | Harvest Capital Assets | Sanborn | Not listed | Percentage of assets |
| David Piano | Piano Wealth Management | Victor | Not listed | Percentage of assets, Hourly |
| Devin Campbell | LifeGoal Investments | Saratoga Springs | Not listed | Percentage of assets, Hourly |
| Evan Wiggins | LifeGoal Investments | Saratoga Springs | Not listed | Percentage of assets, Hourly |
| Frederick Timm | Timm Financial Services | Poughkeepsie | Not listed | Percentage of assets, Fixed fees |
| Gary Schatsky | IFC Personal Money Managers | New York | Not listed | Hourly, Fixed fees |
| James Berman | JBGlobal.com | New York | Not listed | Percentage of assets |
| James Hedges | Harvest Capital Assets | Sanborn | Not listed | Percentage of assets |
| James Lubin | Infiniti Wealth Management | Brewster | 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 |
| Jerry Schuder | Sage Investment Advisers | Wappingers Falls | Not listed | Percentage of assets, Hourly |
| John Mendrysa | Sgroi Wealth | Albany | Not listed | Percentage of assets, Hourly |
| Joseph Guarneri | Sage Investment Advisers | Wappingers Falls | Not listed | Percentage of assets, Hourly |
| Luke Timm | Timm Financial Services | Poughkeepsie | Not listed | Percentage of assets, Fixed fees |
| Maxwell Hulbert | LifeGoal Investments | Saratoga Springs | Not listed | Percentage of assets, Hourly |
| Mitchell Poirier | SMP Financial Planning | New York | Not listed | Percentage of assets, Hourly |
| Mitsuo Lockrow | Cambridge Wealth Management | Cambridge | Not listed | Percentage of assets, Hourly |
| Nicholas Rossetti | LifeGoal Investments | Saratoga Springs | Not listed | Percentage of assets, Hourly |
| Patrick Donnelly | Donnelly Financial Services | Rock Tavern | Not listed | Percentage of assets, Hourly |
| Aaron Fagan | Fagan Associates | Troy | Not listed | Percentage of assets, Hourly |
| Adam Gagas | Rockbridge Investment Management | Syracuse | Not listed | Percentage of assets, Hourly |
| Benjamin Chappell | Horizon Financial | West Henrietta | Not listed | Percentage of assets, Fixed fees |
| Christopher Berg | Adirondack Capital Advisors | Syracuse | Not listed | Percentage of assets, Hourly |
| Claire Ariglio | Rockbridge Investment Management | Syracuse | Not listed | Percentage of assets, Hourly |
| David Schiller | Arcanum Capital Management | Syosset | Not listed | Percentage of assets, Fixed fees |
| Dennis Fagan | Fagan Associates | Troy | Not listed | Percentage of assets, Hourly |
| Donald Kwarta | Horizon Financial | West Henrietta | Not listed | Percentage of assets, Fixed fees |
| Douglas Keenholts | Fagan Associates | Troy | Not listed | Percentage of assets, Hourly |
| James Campagna | Adirondack Capital Advisors | Syracuse | Not listed | Percentage of assets, Hourly |
| Jonathan Blazick | Horizon Financial | West Henrietta | Not listed | Percentage of assets, Fixed fees |
| Marianna Beddard | PlayBook Advizor | Port Washington | Not listed | Ongoing planning fee |
| Michael Congdon | Horizon Financial | West Henrietta | Not listed | Percentage of assets, Fixed fees |
| Milan Karki | Titanhub | Jackson Heights | Not listed | Percentage of assets, Hourly |
| Naoka Nakagawa | Prism Planning & Solutions Group | White Plains | Not listed | Percentage of assets, Fixed fees |
| Patricia McDonnell | MSM Financial Strategies | Manhasset | Not listed | Percentage of assets, Hourly |
| Rex Mahoney | Adirondack Capital Advisors | Syracuse | Not listed | Percentage of assets, Hourly |
| Robert Ryan | Rockbridge Investment Management | Syracuse | Not listed | Percentage of assets, Hourly |