| Larry Elkin | Palisades Hudson Financial Group | Fort Lauderdale | CFP | Percentage of assets, Fixed fees |
| Melinda Kibler | Palisades Hudson Financial Group | Fort Lauderdale | CFP | Percentage of assets, Fixed fees |
| Regan Flaherty | ProAthlete Wealth Management | Boca Raton | CFP | Percentage of assets |
| Robert Basile | Basile Financial Group | Palm Harbor | CFP | Percentage of assets, Hourly |
| Ryan Horak | Wealth Management | Tallahassee | CFP | Percentage of assets |
| Thomas Walsh | Palisades Hudson Financial Group | Fort Lauderdale | CFP | Percentage of assets, Fixed fees |
| Tina Tenret | The Tenret Company | Tampa | CFP | Percentage of assets, Hourly |
| Troy Katterheinrich | Retire Agile | Palm Beach Gardens | CFP | Percentage of assets, Fixed fees |
| Adam Rall | Rall Capital Management, Inc. | Rockledge | CFP | Percentage of assets, Fixed fees |
| Adam Van Wie | Strivus Wealth Partners | Jacksonville Beach | CFP | Percentage of assets, Hourly |
| Barry Brindise | Brightwater Advisory | Tampa | CFP | Percentage of assets, Hourly |
| Colin Philips | Cast Member Financial, LLC. | Orlando | CFP | Percentage of assets, Hourly |
| Corrinne Rivers | Theory Planning Partners | Fort Pierce | CFP | Percentage of assets, Fixed fees |
| Curtis Diaz | Great Blue Financial | Tampa | CFP | Percentage of assets |
| Dave Fowler | High Mountain Financial Coaching LLC | Fort Myers | CFP, ChFC | Not listed |
| David Strohecker | D2 Capital Management | Jacksonville | CFP | Percentage of assets, Hourly |
| 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 |
| Jaime Bollinger | Susko Wealth Management, LLC | Naples | CFP, CPA | Percentage of assets |
| Jesse Cordoba | Red Reef Advisors | Boca Raton | CFP | Percentage of assets, Hourly |
| Joey Loss | Strivus Wealth Partners | Jacksonville Beach | CFP, MBA, CFS | Percentage of assets, Hourly |
| John Shea | Genesis Wealth Management, Inc | Palm Beach Gardens | CASL, CFP, ChFC, CLU | Percentage of assets, Hourly |
| Jorge Fernandez | GBS Wealth Management, LLC | Miramar | CFP, EA | Percentage of assets, Fixed fees |
| Joseph McElwee | Legacy Wealth Planning Group | Tampa | CFP | Percentage of assets, Hourly |
| Joseph Williams | Coquina Private Wealth Advisors | Boca Raton | CFP, ChFC | Percentage of assets, Fixed fees |
| Kendall Maccagnan | Off the Bay Wealth | Tampa | CFP, CPA | Hourly, Fixed fees |
| Laura Amendola | Coquina Private Wealth Advisors | Port Charlotte | CFP | Percentage of assets, Fixed fees |
| Lia Bertelson | Together Planning | Jacksonville | CFP | Percentage of assets, Hourly |
| Melissa Walsh | Clarity Financial Design | Sarasota | CFP, CFA | Percentage of assets, Fixed fees |
| Michael Hall | Saltmarsh Financial Advisors | Pensacola | CFP | Percentage of assets, Hourly |
| Michelle Klein Klein | WealthEra Financial Planning | Orlando | CFP, MBA | Percentage of assets, Hourly |
| Nate Skelly | Financial Pathway | San Antonio | CFP | Percentage of assets, Fixed fees |
| Pat Logue | Prudent Financial Planning LLC | Naples | CFP, CSLP | Percentage of assets, Hourly |
| Robert O'Toole | Personal Wealth Planning | Hollywood | CFP | Percentage of assets, Fixed fees |
| Roberto Rivera-Vázquez | Freedom Advisory, LLC | Ft Lauderdale | CFP, CIMA | Percentage of assets, Fixed fees |
| Sarah Horne | Saltmarsh Financial Advisors | Pensacola | CFP | Percentage of assets, Hourly |
| Shannon Sapp | Coquina Private Wealth Advisors | Port Charlotte | CFP | Percentage of assets, Fixed fees |
| Stephen Kyle | Parable Wealth Advisors | St. Augustine | CFP, RICP | Percentage of assets, Fixed fees |
| Terry O'Grady | O'Grady Financial LLC | Tampa | CFP | Percentage of assets, Fixed fees |
| Thomas Balcom | 1650 Wealth Management | Lighthouse Point | CFP | Percentage of assets |
| Tracy Burke | Conrad Siegel Investment Advisors, Inc. | Naples | CFP, ChFC | Percentage of assets, Hourly |
| Travis Lewicki | Kris Lewicki & Associates, LLC | Coral Springs | CFP, MBA | Percentage of assets, Hourly |
| William Sylvia | Great Oak Capital Partners | Plantation | CFP | Percentage of assets, Hourly |
| Adam Van Wie | Strivus Wealth Partners | Jacksonville Beach | CFP | Percentage of assets, Hourly |
| Albert Bartolomeo | Broad Reach Wealth Management | Sarasota | CFP | Percentage of assets, Fixed fees |
| Alison Mewborne | Seven Hills Financial | Tallahassee | CFP | Percentage of assets, Hourly |
| Alonso Rodriguez Segarra | Advise Financial | Boca Raton | CFP | Percentage of assets, Hourly |
| Amanda Preston | 3edge Asset Management | Naples | CFP | Percentage of assets |
| Amaury Sanchez-Cifuentes | Azzendo Wealth Advisors | Hollywood | CFP | Percentage of assets, Hourly |
| Ana Arguello | Azzendo Wealth Advisors | Coral Gables | CFP | Percentage of assets, Hourly |