| Bernard Katz | Wealth Effects | Boynton Beach | Not listed | Percentage of assets |
| Charles Foss | CORE Wealth Advisors | Lakeland | Not listed | Percentage of assets, Hourly |
| Clarence Bush | Bush Capital Management | Sarasota | Not listed | Percentage of assets, Hourly |
| Douglas Walters | Walters Strategic Advisors | Sarasota | Not listed | Percentage of assets, Hourly |
| Haley Tonge | CORE Wealth Advisors | Lakeland | Not listed | Percentage of assets, Hourly |
| Heath Clevenger | CORE Wealth Advisors | Lakeland | Not listed | Percentage of assets, Hourly |
| Ian Starkel | Starkel Wealth Advisors | Sarasota | Not listed | Percentage of assets |
| James Gallagher | Waterstone Financial Advisory | Fort Myers | Not listed | Percentage of assets, Fixed fees |
| James Minich | Minich MacGregor Wealth Management | St Augustine | Not listed | Percentage of assets, Fixed fees |
| Jose Maria Bilbao Cunha Joia | Walters Strategic Advisors | Sarasota | Not listed | Percentage of assets, Hourly |
| Kenneth Moore | CORE Wealth Advisors | Lakeland | Not listed | Percentage of assets, Hourly |
| Kiel Lewis | Eminence WM | Orlando | Not listed | Percentage of assets |
| Nicholas Gorry | Eminence WM | Orlando | Not listed | Percentage of assets |
| Paul Weaver | CORE Wealth Advisors | Lakeland | Not listed | Percentage of assets, Hourly |
| Phillip McGrath | Waterstone Financial Advisory | Fort Myers | Not listed | Percentage of assets, Fixed fees |
| William Hazlett | WH Financial | Stuart | ChFC | Fixed fees |
| Tim Smith | API Financial Advisors | Rockledge | ChFC | Percentage of assets, Hourly |
| Adam Hruby | InTrust Advisors | Tampa | Not listed | Flat fee or retainer, Hourly |
| Andrew Cettina | OxenFree Financial | Melbourne | Not listed | Percentage of assets |
| Anna Khemkhajon | Rinaldi Wealth Management | Bonita Springs | Not listed | Percentage of assets, Hourly |
| Baylee Zeigler | Vigil Wealth Management | Ponte Vedra Beach | Not listed | Percentage of assets, Hourly |
| Bradley Ward | Asset One | Naples | Not listed | Percentage of assets |
| Bryan Trochessett | San Blas Capital | Port St. Joe | Not listed | Percentage of assets |
| Connor Graham | Graham Wealth Management | Panama City Beach | Not listed | Percentage of assets, Hourly |
| Erik Bryan | OxenFree Financial | Melbourne | Not listed | Percentage of assets |
| Garth Moreau | OxenFree Financial | Melbourne | Not listed | Percentage of assets |
| James Dehoff | DeHoff Wealth Advisory | Jacksonville | Not listed | Percentage of assets |
| James Phillips | OxenFree Financial | Melbourne | Not listed | Percentage of assets |
| Jeffrey Diercks | InTrust Advisors | Tampa | Not listed | Flat fee or retainer, Hourly |
| John Sinchok | OxenFree Financial | Melbourne | Not listed | Percentage of assets |
| Kristin DiMeo | Meridian Wealth Group | Dade City | Not listed | Percentage of assets, Hourly |
| Luke Bunch | OxenFree Financial | Melbourne | Not listed | Percentage of assets |
| Nathan Kallal | OxenFree Financial | Melbourne | Not listed | Percentage of assets |
| Pamela Franklin | Milestone Investments Columbus | Pensacola | Not listed | Percentage of assets, Hourly |
| Patrick O'Grady | Rinaldi Wealth Management | Bonita Springs | Not listed | Percentage of assets, Hourly |
| Raymond Dimeo | Meridian Wealth Group | Dade City | Not listed | Percentage of assets, Hourly |
| Ritesh Upadhyaya | Vigil Wealth Management | Ponte Vedra Beach | Not listed | Percentage of assets, Hourly |
| Rodney Kramp | Asset One | Fort Myers | Not listed | Percentage of assets |
| Ryan Grady | Paradigm Wealth Management | Ponte Vedra | Not listed | Percentage of assets, Hourly |
| Timothy Tonn | Cirrus Capital Management | Tampa | Not listed | Percentage of assets |
| Troy Tonn | Cirrus Capital Management | Tampa | Not listed | Percentage of assets |
| Andrew Scheirer | API Financial Advisors | Rockledge | Not listed | Percentage of assets, Hourly |
| April Hurlburt | Blackston Financial Advisory Group | The Villages | Not listed | Percentage of assets |
| David Blackston | Blackston Financial Advisory Group | The Villages | Not listed | Percentage of assets |
| Dustan Christensen | API Financial Advisors | Rockledge | Not listed | Percentage of assets, Hourly |
| Leah van Welie | Coquina Private Wealth Advisors | Port Charlotte | Not listed | Percentage of assets, Fixed fees |
| Lorianne Cordoba | Red Reef Advisors | Boca Raton | Not listed | Percentage of assets, Hourly |
| Matthew Myland | API Financial Advisors | Rockledge | Not listed | Percentage of assets, Hourly |
| Micah Spence | Blackston Financial Advisory Group | The Villages | Not listed | Percentage of assets |
| Neal Quon | API Financial Advisors | Rockledge | Not listed | Percentage of assets, Hourly |