| Jake Cooper | High Probability Advisors | Albany | Not listed | Percentage of assets |
| 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 Wadsworth | North Woods Wealth Management | Buffalo | CFA | Percentage of assets, Fixed fees |
| Jessica Blake | S.E.E.D. Planning Group | Binghamton | Not listed | Percentage of assets, Hourly |
| Johnathan Komich | Komich Capital Advisors | Ronkonkoma | CFA | Percentage of assets, Fixed fees |
| 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 |
| Nicholas Ippolito | S.E.E.D. Planning Group | Binghamton | 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 |
| 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 |
| 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 |
| Devin Campbell | LifeGoal Investments | Saratoga Springs | Not listed | Percentage of assets, Hourly |
| Dmitriy Bolotnyy | Naylor & Company | Medusa | Not listed | Percentage of assets |
| 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 |
| Ivan Thornton | Fiduciary Management Group | New York | Not listed | Percentage of assets, Hourly |
| Kevin Tarnovski | The Strebel Planning Group | Ithaca | Not listed | Percentage of assets, Hourly |
| Luke Timm | Timm Financial Services | Poughkeepsie | Not listed | Percentage of assets, Fixed fees |
| Marc Decuffa | Proxy Wealth | Chappaqua | Not listed | Percentage of assets, Hourly |
| Maxwell Hulbert | LifeGoal Investments | Saratoga Springs | 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 |
| William Wadsworth | North Woods Wealth Management | Buffalo | Not listed | Percentage of assets, Fixed fees |