| Ana Abreu | Gryphon Wealth | Jacksonville | Not listed | Percentage of assets |
| Bhagwati Sangani | Gryphon Wealth | Jacksonville | Not listed | Percentage of assets |
| Brad Weinberg | W Bradley Wealth Management | Oviedo | CFA | Ongoing planning fee, Flat fee or retainer |
| Christina Hudson | Invenio Wealth Partners | Coral Gables | Not listed | Percentage of assets, Hourly |
| Deborah Liguori | Comprehensive Wealth Solutions | Boca Raton | CFP | Percentage of assets, Hourly |
| Giosefin Tonej | Gryphon Wealth | Jacksonville | Not listed | Percentage of assets |
| Grant Garretson | Gryphon Wealth | Jacksonville | Not listed | Percentage of assets |
| Jeffrey Wyatt | Gryphon Wealth | Jacksonville | Not listed | Percentage of assets |
| Johnathan Butler | Fidelis Capital | Tampa | Not listed | Percentage of assets, Fixed fees |
| Joyce Walker | Gryphon Wealth | Jacksonville | Not listed | Percentage of assets |
| Kate Brunori | PCM Encore | Tampa | Not listed | Percentage of assets, Fixed fees |
| Mark Elhilow | Blue Ocean Capital | West Palm Beach | Not listed | Percentage of assets, Hourly |
| Matthew Ellis | Fidelis Capital | Tampa | Not listed | Percentage of assets, Fixed fees |
| Melissa Storch | Gryphon Wealth | Jacksonville | Not listed | Percentage of assets |
| Michael Sellers | Fidelis Capital | Tampa | Not listed | Percentage of assets, Fixed fees |
| Paola Bernal Cuevas | Global Kandor | Miami | CFA | Percentage of assets, Fixed fees |
| Paul Ayotte | Fidelis Capital | Tampa | Not listed | Percentage of assets, Fixed fees |
| Randal Trinidad-Ambar | Gryphon Wealth | Jacksonville | Not listed | Percentage of assets |
| Richard Simonetti | Fidelis Capital | Tampa | Not listed | Percentage of assets, Fixed fees |
| Ronald Smith | Blue Ocean Capital | West Palm Beach | Not listed | Percentage of assets, Hourly |
| Shannon Castaneda | Gryphon Wealth | Jacksonville | Not listed | Percentage of assets |
| Shaunak Tripathi | Gryphon Wealth | Jacksonville | Not listed | Percentage of assets |
| Alon Ozer | Omnia Family Wealth | Aventura | Not listed | Percentage of assets, Fixed fees |
| Barrett Haus | Haus Financial Solutions | Orlando | Not listed | Percentage of assets, Hourly |
| Carol Bieber | Professional Advisory Services | Vero Beach | Not listed | Percentage of assets |
| Christopher Brown | Professional Advisory Services | Vero Beach | Not listed | Percentage of assets |
| David Jaffe | Professional Advisory Services | Vero Beach | Not listed | Percentage of assets |
| George Seybolt | Eagle Bay Family Office | Boca Grande | Not listed | Percentage of assets, Hourly |
| James Duronio | William Mack & Associates | Longwood | Not listed | Percentage of assets, Ongoing planning fee |
| Jeanne Hill | Harvest Portfolio Management | North Fort Myers | Not listed | Percentage of assets |
| John Mann | High Probability Advisors | Fort Meyers | Not listed | Percentage of assets |
| Kimberly Evener | Forza Wealth Management | Sarasota | Not listed | Percentage of assets, Hourly |
| Lawrence Muscant | Omnia Family Wealth | Aventura | Not listed | Percentage of assets, Fixed fees |
| Marco Vidal | Sundial Wealth | Delray Beach | Not listed | Percentage of assets, Hourly |
| Matthew Stohlman | Poinciana Advisors Group | Palm Beach Gardens | Not listed | Percentage of assets |
| Mike Farmand | Farmand, Farmand & Farmand | Jacksonville | Not listed | Percentage of assets |
| Robert Phelan | Concierge Financial Advisor | Parrish | CFA | Percentage of assets |
| Robert Williams | Poinciana Advisors Group | Palm Beach Gardens | Not listed | Percentage of assets |
| Shihfang Chuang | Noesis Capital Management | Boca Raton | Not listed | Percentage of assets, Fixed fees |
| Simon Kasbari | Noesis Capital Management | Boca Raton | Not listed | Percentage of assets, Fixed fees |
| Steven Farmand | Farmand, Farmand & Farmand | Jacksonville | Not listed | Percentage of assets |
| Steven Wagner | Omnia Family Wealth | Aventura | Not listed | Percentage of assets, Fixed fees |
| Alexander Cooke | Optimist Capital | Palm Beach Gardens | Not listed | Percentage of assets, Hourly |
| Ana Rebora De Luchau | Global Kandor | Miami | Not listed | Percentage of assets, Fixed fees |
| Daniel Bochnia Stapff | Velaris Wealth Management | Orlando | Not listed | Percentage of assets |
| Gary Dennis | Comprehensive Wealth Solutions | Boca Raton | PFS, CFA | Percentage of assets, Hourly |
| Gregory Adams | Optimist Capital | Palm Beach Gardens | Not listed | Percentage of assets, Hourly |
| Guillermo Vernet | Global Kandor | Miami | Not listed | Percentage of assets, Fixed fees |
| Ivan Rosa | Optimist Capital | Palm Beach Gardens | Not listed | Percentage of assets, Hourly |
| Jennifer Johnson | Pinelight Financial | Estero | Not listed | Percentage of assets, Hourly |