| 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 |
| Erik Bryan | OxenFree Financial | Melbourne | Not listed | Percentage of assets |
| Garth Moreau | OxenFree Financial | Melbourne | Not listed | Percentage of assets |
| James Phillips | OxenFree Financial | Melbourne | Not listed | Percentage of assets |
| 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 |
| 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 |
| 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 |
| Christina Doss | Saltmarsh Financial Advisors | Pensacola | Not listed | Percentage of assets, Hourly |
| 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 |
| George Peaden | Saltmarsh Financial Advisors | Pensacola | 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 |
| Norman Taylor | API Financial Advisors | Rockledge | Not listed | Percentage of assets, Hourly |
| Paul Stanley | API Financial Advisors | Rockledge | Not listed | Percentage of assets, Hourly |
| Pierce Broscious | Saltmarsh Financial Advisors | Pensacola | 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 |
| Silas Peters | Blue Marlin Advisors | West Palm Beach | Not listed | Ongoing planning fee |
| 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 |
| Ward Brooks | API Financial Advisors | Rockledge | Not listed | Percentage of assets, Hourly |