| Norman Taylor | API Financial Advisors | Rockledge | Not listed | Percentage of assets, Hourly |
| Paul Stanley | API Financial Advisors | Rockledge | Not listed | Percentage of assets, Hourly |
| Richard Blackston | Blackston Financial Advisory Group | The Villages | Not listed | Percentage of assets |
| Samantha Stocksett | Blackston Financial Advisory Group | The Villages | Not listed | Percentage of assets |
| Stephen Cook | Coquina Private Wealth Advisors | Port Charlotte | Not listed | Percentage of assets, Fixed fees |
| Travis Bender | Blackston Financial Advisory Group | The Villages | Not listed | Percentage of assets |
| Tyler Amendola | Coquina Private Wealth Advisors | Port Charlotte | Not listed | Percentage of assets, Fixed fees |
| Tyler Ares | Fresh Bread Investments | Weston | Not listed | Percentage of assets, Hourly |
| Ward Brooks | API Financial Advisors | Rockledge | Not listed | Percentage of assets, Hourly |