| Michael Ryan | Marathon Mission | Latham | CFP | Percentage of assets, Fixed fees |
| Peter O'Keefe | O'Keefe Stevens Advisory | Rochester | CFP | Percentage of assets, One-time planning fee |
| Steven Witter | Bentham Wealth Advisors | Williamsville | CFP | Percentage of assets, Ongoing planning fee |
| Adam Kalender | Milestone Asset Management Group | Pearl River | CFP | Flat fee or retainer |
| Anthony Ogorek | Ogorek Wealth Management | Williamsville | CFP | Percentage of assets, Fixed fees |
| Douglas Augenthaler | Palumbo Wealth Management | Great Neck | CFP, CFA | Percentage of assets, Fixed fees |
| Jeffrey Viksjo | Ogorek Wealth Management | Williamsville | CFP, CFA | Percentage of assets, Fixed fees |
| Jonathan Elks | Boerum Hill Financial Advisors | Brooklyn | CFP | Percentage of assets, One-time planning fee |
| Joseph Carbone | Focus Planning Group | Bayport | CFP | Percentage of assets, Hourly |
| Joseph Rodriguez | Matriarch Wealth Management | New York | CFP | Percentage of assets, Hourly |
| Kevin Burns | Navwell Advisors | Garden City | CFP | Flat fee or retainer, Ongoing planning fee |
| Lawrence Blau | LL Financial Services | Ossining | CFP | Percentage of assets, Hourly |
| Matthew Hague | Guide Wealth Management | Putnam Valley | CFP | Percentage of assets |
| Michael Powsner | Upstart Wealth Management | New York | CFP, PFS | Percentage of assets, Ongoing planning fee |
| Russell Kroeger | Upstart Wealth Management | New York | CFP | Percentage of assets, Ongoing planning fee |
| Samuel McPherson | McPherson Financial Advisors | New York | CFP | One-time planning fee, Percentage of assets |
| Anne Chernish | Anchor Capital Management | Ithaca | CFP | Percentage of assets, Hourly |
| Benjamin Forte | Kickstand Wealth Advisors | Pittsford | CFP | Percentage of assets |
| Bryan Koslow | Clarus Group | New York | CFP | Percentage of assets, Hourly |
| Chad Goodchild | Kickstand Wealth Advisors | Pittsford | CFP | Percentage of assets |
| Chen Li | GoalVest Advisory | New York | CFA | Percentage of assets, Hourly |
| Corey Ernisse | Kickstand Wealth Advisors | Pittsford | CFP | Percentage of assets |
| Devyn Little | Kickstand Wealth Advisors | Pittsford | CFP | Percentage of assets |
| Dyer McCabe | Kilter Group | Rhinebeck | CFP, ChFC | Percentage of assets, Fixed fees |
| ignition tax ignition tax | ignition tax | new york | CPA | Flat fee or retainer |
| Jacob Schlicht | Kickstand Wealth Advisors | Pittsford | CFP | Percentage of assets |
| James Kaffenbarger | BCK Partners | Corning | CFP | Percentage of assets |
| Jennifer Weber | Weber Asset Management | Lake Success | CFP | Percentage of assets |
| Mariette Campbell | Osprey Private Wealth | New York | CFP | Percentage of assets |
| Patrick Cicchetti I help 7-figure service-based business owners simplify their finances, minimize taxes, and buy back time—so they can focus on life beyond the business. | Ryse Capital Management | Rochester | Not listed | Flat fee or retainer, Hourly |
| Peter Egolf | Kilter Group | Rhinebeck | CFP | Percentage of assets, Fixed fees |
| Rakesh Budhram | Prolific Solutions | Ozone Park | CFP | Percentage of assets, Fixed fees |
| Robert Weinstein | Round Rock Advisors | Harrison | CFP, PFS | Percentage of assets, Fixed fees |
| Sarah Creath | BCK Partners | Corning | CFP | Percentage of assets |
| Sevasti Balafas | GoalVest Advisory | New York | CFA | Percentage of assets, Hourly |
| Adam Magee | Whitney & Company | Rochester | CFP | Percentage of assets, Fixed fees |
| Angela Hall | Note Advisors | Hamburg | CFP | Percentage of assets, Hourly |
| Barry Picker | Meisels, Kunstler, Picker & Auerbach | Cedarhurst | CFP | Percentage of assets, Hourly |
| Brian Ward | W&S Management Services | Rochester | Not listed | Percentage of assets, Hourly |
| Chelsea Makowski | Senior Financial and Tax | Orchard Park | CFP | Percentage of assets, Fixed fees |
| Christina Larkin | Seneca Financial Advisors | Rochester | CFP | Percentage of assets, Hourly |
| Darren Leader | Acacia Grove Wealth | Schenectady | CFA | Percentage of assets, Hourly |
| Edward Hadad | Financial Asset Management | Chappaqua | CFP | Percentage of assets, Hourly |
| Elizabeth Raabe | Seneca Financial Advisors | Rochester | CFP | Percentage of assets, Hourly |
| Emily Maretsky | Educated Financial Planning | Astoria | Not listed | Ongoing planning fee, One-time planning fee |
| Erika Safran | Safran Wealth Advisors | New York | CFP | Percentage of assets, Hourly |
| Eustache Clerveaux | Fidare Wealth Solutions | New York | CFP | Percentage of assets, Hourly |
| George Marron | High Probability Advisors | Pittsford | CFP | Percentage of assets |
| James Cox | Peak Wealth Management | Saratoga Springs | CFP, ChFC | Percentage of assets, Hourly |
| Jeffrey Feldman | Rochester Financial Services | Pittsford | CFP | Percentage of assets, Hourly |