| Alexander Potenza | Skyview Financial Group | Ponte Vedra Beach | Not listed | Percentage of assets, Fixed fees |
| Benjamin Bjork | Navista Wealth Management | Naples | Not listed | Percentage of assets, Hourly |
| Christina Hudson | Invenio Wealth Partners | Coral Gables | Not listed | Percentage of assets, Hourly |
| Colin Callahan | Callahan Wealth Advisory | Orlando | Not listed | Percentage of assets |
| David Zallo 40 year old, family owned, values-based, wealth management firm providing comprehensive financial planning and / or investment management. | SFG Wealth Advisors | Tampa | Not listed | Percentage of assets |
| Deborah Liguori | Comprehensive Wealth Solutions | Boca Raton | CFP | Percentage of assets, Hourly |
| Gregory Brodeur | Alpha Zero | Boca Raton | CFP, ChFC | Percentage of assets, Fixed fees |
| Jacqueline Bos | B&C Financial Advisors | Ponte Vedra Beach | Not listed | Percentage of assets |
| Jessica Adams | B&C Financial Advisors | Ponte Vedra Beach | Not listed | Percentage of assets |
| Joel Braswell | Holden Family Office | North Palm Beach | Not listed | Percentage of assets, Hourly |
| John Youngs | Tiller Private Wealth | Orlando | Not listed | Percentage of assets, Fixed fees |
| Johnathan Butler | Fidelis Capital | Tampa | Not listed | Percentage of assets, Fixed fees |
| Joseph McElwee | Legacy Wealth Planning Group | Tampa | CFP | Percentage of assets, Hourly |
| Kellie Kelleher | B&C Financial Advisors | Ponte Vedra Beach | Not listed | Percentage of assets |
| Matthew Ellis | Fidelis Capital | Tampa | Not listed | Percentage of assets, Fixed fees |
| Micah Gibson | Heritage Oak Wealth Advisors | Santa Rosa Beach | Not listed | Percentage of assets |
| Michael Sellers | Fidelis Capital | Tampa | Not listed | Percentage of assets, Fixed fees |
| Natalia Callahan | Callahan Wealth Advisory | Orlando | Not listed | Percentage of assets |
| Paul Ayotte | Fidelis Capital | Tampa | Not listed | Percentage of assets, Fixed fees |
| Richard Simonetti | Fidelis Capital | Tampa | Not listed | Percentage of assets, Fixed fees |
| Sean Meunier | Holden Family Office | North Palm Beach | Not listed | Percentage of assets, Hourly |
| Seth Maier | Heritage Oak Wealth Advisors | Santa Rosa Beach | Not listed | Percentage of assets |
| Thomas Balcom | 1650 Wealth Management | Lighthouse Point | CFP | Percentage of assets |
| Thomas Ellis | B&C Financial Advisors | Ponte Vedra Beach | Not listed | Percentage of assets |
| Thomas Geraci | Purtill Financial | Fort Myers Beach | Not listed | Percentage of assets, Hourly |
| Tyler Kiepke | Holden Family Office | North Palm Beach | Not listed | Percentage of assets, Hourly |
| Brynn Albers | Northbridge Financial Group | Tampa | Not listed | Percentage of assets, Hourly |
| David Kassir | Manna Wealth Management | Miami Beach | Not listed | Percentage of assets |
| Donald Daniels | Daniels D'Amelio Investment Management Group LLC. | Jupiter | Not listed | Percentage of assets |
| John Mann | High Probability Advisors | Fort Meyers | Not listed | Percentage of assets |
| Mia Vazquez | Northbridge Financial Group | Tampa | Not listed | Percentage of assets, Hourly |
| Cesar Murillo | Emergent Global Investments | Coral Gables | Not listed | Percentage of assets |
| Fernando Germana | Germana Capital | Miami | Not listed | Percentage of assets, Hourly |
| Gary Dennis | Comprehensive Wealth Solutions | Boca Raton | PFS, CFA | Percentage of assets, Hourly |
| James Lloyd | QP Wealth Management | Boca Raton | Not listed | Percentage of assets, Hourly |
| Jean Coletta | Germana Capital | Miami | Not listed | Percentage of assets, Hourly |
| Jorge Gullon | Emergent Global Investments | Coral Gables | Not listed | Percentage of assets |
| Lisa Heerwagen | QP Wealth Management | Summerland Key | Not listed | Percentage of assets, Hourly |
| Michelle Rey Lutein | Resnick Wealth Alliance | Palm Beach Gardens | Not listed | Percentage of assets, Fixed fees |
| Monte Resnick | Resnick Wealth Alliance | Palm Beach Gardens | Not listed | Percentage of assets, Fixed fees |
| Morton Potoff | MJP Wealth Advisors | Longboat Key | Not listed | Percentage of assets, Hourly |
| Ricardo Donalexis | Insight Family Financial | Sarasota | Not listed | One-time planning fee, Ongoing planning fee |
| Andrew Dennis | Comprehensive Wealth Solutions | Boca Raton | Not listed | Percentage of assets, Hourly |
| Anthony Leone | Alpha Zero | Boca Raton | Not listed | Percentage of assets, Fixed fees |
| Franklin Lentz | Lentz Advisors | Gainesville | Not listed | Percentage of assets, Fixed fees |
| Franklin Lentz | Lentz Advisors | Gainesville | Not listed | Percentage of assets, Fixed fees |
| Jonathan Schiripo | Alpha Zero | Boca Raton | Not listed | Percentage of assets, Fixed fees |
| Mason Schreck | Alpha Zero | Boca Raton | Not listed | Percentage of assets, Fixed fees |
| Merrill Dennis | Comprehensive Wealth Solutions | Boca Raton | Not listed | Percentage of assets, Hourly |
| Michael Cummings | Alpha Zero | Boca Raton | Not listed | Percentage of assets, Fixed fees |