| Justin Wai | Three Oaks Partners Investment Counsel | Lithia | CFA | Percentage of assets, Hourly |
| Luis Sanchez | LVS Advisory | Melbourne | CFA | Percentage of assets, Fixed fees |
| Melissa Walsh | Clarity Financial Design | Sarasota | CFP, CFA | Percentage of assets, Fixed fees |
| Paola Bernal Cuevas | Global Kandor | Miami | CFA | Percentage of assets, Fixed fees |
| Ryan Cortner | Clearwell Group | Tampa | CFA | Percentage of assets, Fixed fees |
| Charles Jackson | Southeast Asset Advisors | Tallahassee | CFA | Percentage of assets, Hourly |
| Robert Phelan | Concierge Financial Advisor | Parrish | CFA | Percentage of assets |
| Eric Turloff | Turloff Financial Consulting, Inc. | Cape Coral | BBA, CFA, CPA | Percentage of assets, Hourly |
| Gary Dennis | Comprehensive Wealth Solutions | Boca Raton | PFS, CFA | Percentage of assets, Hourly |
| George Clement | GBC Investment Group | Sanford | CFA | Percentage of assets, Flat fee or retainer |
| Mark Hemby | Saltmarsh Financial Advisors | Pensacola | CFA | Percentage of assets, Hourly |
| Milan Pualic | Monterra Advisors | Orlando | CFA | Percentage of assets, Fixed fees |
| Robert Arnold | Grayton Beach Capital | Miami | CFA | Percentage of assets, Hourly |
| Anthony Poppe | Firestone Capital Management | South Miami | CFP, CFA | Percentage of assets, Hourly |
| Brian Hughes | River City Wealth Management | Jacksonville | CFP, CFA | Percentage of assets, Hourly |
| Charles Nesmith | Tobias Financial Advisors | Plantation | CFP, CFA | Percentage of assets, Hourly |
| Christina Worley | Castle Wealth Management | Boynton Beach | CFP, PFS, CFA | Percentage of assets, Hourly |
| Cory Shrader | Black Creek Wealth Management | Fleming Island | CFP, CFA | Percentage of assets, Hourly |
| Daniele Ghiotti | Vesta Wealth Management | Miami Beach | CFP, CFA | Percentage of assets |
| Francisco Aguilera | Aviance Capital Partners | Winter Park | CFP, CFA | Percentage of assets, Fixed fees |
| Jeffrey George | TAO Financial | Orlando | CFP, CFA | Percentage of assets, Hourly |
| Kevin Sides | Mooney Financial | Jacksonville Beach | CFP, CFA | Percentage of assets |
| Matthew Saneholtz | Tobias Financial Advisors | Plantation | CFP, CFA | Percentage of assets, Hourly |
| Nathan Edwards | IMG Wealth Management | Jacksonville | CFP, CFA | Percentage of assets, Hourly |
| Stephen Curley | 55 North Private Wealth | Winter Park | CFP, CFA | Percentage of assets |
| Steven Gattuso | Courier Capital | Sarasota | CFP, CFA | Percentage of assets, Fixed fees |
| Todd Schanel | Core Wealth Management | Jupiter | CFP, CFA | Percentage of assets, Hourly |
| Aaron Skloff | Skloff Financial Group | Naples | CFA | Percentage of assets, Hourly |
| Alan Miller | Cumulare Asset Management | Hollywood | CFA | Percentage of assets, Hourly |
| Andres Aguilar Calvo | Mmbg Investment Advisors | Miami | CFA | Percentage of assets, Fixed fees |
| Brian Glas | Noble Family Wealth | Clearwater | CFA | Percentage of assets |
| Bruce Konners | Envision Asset Management | Plantation | CFA | Percentage of assets, Hourly |
| Carlos Carbonell | Firestone Capital Management | South Miami | CFA | Percentage of assets, Hourly |
| Charles Lewis | Lewis Capital Management | Naples | CFA | Percentage of assets |
| Christopher Cannon | Firstrust | Daytona Beach | CFA | Percentage of assets, Fixed fees |
| Duane Eatherly | Sunrise Wealth Management | Riverview | CFA | Percentage of assets, Hourly |
| Erik Popham | Compound Family Offices | Sarasota | CFA | Percentage of assets |
| Hugh Riley | F&v Capital Management | Boca Raton | CFA | Percentage of assets, Fixed fees |
| Jack Brown | Aviance Capital Partners | Naples | CFA | Percentage of assets, Fixed fees |
| Jeffrey Devine | Compound Family Offices | Sarasota | CFA | Percentage of assets |
| Jeffrey Mullens | Compound Family Offices | Sarasota | CFA | Percentage of assets |
| Julie Kirkpatrick | Lang Asset Management | Indian Harbour Beach | CFA | Percentage of assets |
| Kyron Harold | Spraker West Wealth Management | Winter Park | CFA | Percentage of assets, Hourly |
| Mark Wichrowski | 55 North Private Wealth | Winter Park | CFA | Percentage of assets |
| Markian Ukrainskyj | Covenant Asset Management | Bradenton | CFA | Percentage of assets, Hourly |
| Matthew Kaszel | Castle Wealth Management | Boynton Beach | CFA | Percentage of assets, Hourly |
| Michael Ackerman | 55 North Private Wealth | Winter Park | CFA | Percentage of assets |
| Michael Bradley | Bradley & Company Private Wealth Management | Coral Gables | CFA | Percentage of assets, Hourly |
| Michael Chapman | Aviance Capital Partners | Naples | CFA | Percentage of assets, Fixed fees |
| Michael McKee | MAC Investment Management | Saint Petersburg | CFA | Percentage of assets, Fixed fees |