| Stefan Revelo | Curio Wealth | Hallandale Beach | CFP | Percentage of assets, Hourly |
| Stephen Csenge | Seabridge Investment Advisors | Largo | CFP | Percentage of assets, Fixed fees |
| Thomas Graney | Planning Alternatives | Naples | CFP | Percentage of assets, Hourly |
| William Palmer | Allegiance Wealth Management | Orlando | CFP, ChFC, PFS | Percentage of assets, Hourly |
| Brian Glas | Noble Family Wealth | Clearwater | CFA | Percentage of assets |
| Bruce Konners | Envision Asset Management | Plantation | 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 |
| 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 |
| Markian Ukrainskyj | Covenant Asset Management | Bradenton | 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 |
| Scott Gurr | Compound Family Offices | Sarasota | PFS | Percentage of assets |
| Zaheer Edoo | Cardinal Advisers | Miami | CFA | Percentage of assets, Hourly |
| Alexander Crevi | Aviance Capital Partners | Naples | Not listed | Percentage of assets, Fixed fees |
| Alexander Jenkins | Nesteggs | Jacksonville | Not listed | Percentage of assets, Hourly |
| Andrew Little | Isgam Us | West Palm Beach | Not listed | Percentage of assets, Hourly |
| Blake Macklin | Nesteggs | Jacksonville | Not listed | Percentage of assets, Hourly |
| Carl Domino | Carl Domino | West Palm Beach | Not listed | Percentage of assets, Hourly |
| Cherif Nahas | NWK Group | Stuart | Not listed | Percentage of assets, Fixed fees |
| Christopher Davis | Hudson Value Partners | Palm Beach | Not listed | Percentage of assets, Hourly |
| Cullen Duquette | Noble Family Wealth | Clearwater | Not listed | Percentage of assets |
| Daniel Keller | Luma Capital | Naples | Not listed | Percentage of assets, Hourly |
| Daniel Stephen | Servatus Capital | Naples | Not listed | Percentage of assets, Fixed fees |
| David Barrett | Baldwin Wealth Partners | Hobe Sound | Not listed | Percentage of assets, Fixed fees |
| Dennis Park | Epsilon Financial Group | Naples | Not listed | Percentage of assets, Hourly |
| Emina Palislamovic | Nesteggs | Jacksonville | Not listed | Percentage of assets, Hourly |
| Frederick Lane | Lane Generational | Palm Beach | Not listed | Percentage of assets, Hourly |
| Gregory Bangma | Silver Lake Advisory Partners | Longboat Key | Not listed | Percentage of assets |
| Irene Adelman | Nesteggs | Jacksonville | Not listed | Percentage of assets, Hourly |
| Jacob Marriott | Aptus Capital Advisors | Naples | Not listed | Percentage of assets, Fixed fees |
| John Campbell | Aviance Capital Partners | Naples | Not listed | Percentage of assets, Fixed fees |
| John Tympanick | Global Vision Financial Services | Sarasota | Not listed | Percentage of assets, Hourly |
| Juergen Streng | F&v Capital Management | Boca Raton | Not listed | Percentage of assets, Fixed fees |
| Karin Mueller-Paris | F&v Capital Management | Boca Raton | Not listed | Percentage of assets, Fixed fees |
| Karl Krehbiel | Krehbiel Financial | Satellite Beach | Not listed | Percentage of assets, Hourly |
| Kevin Cheezum | Nesteggs | Jacksonville | Not listed | Percentage of assets, Hourly |
| Kristina Bryn | Compound Family Offices | Sarasota | Not listed | Percentage of assets |
| Marino Patrk | Hudson Value Partners | Palm Beach | Not listed | Percentage of assets, Hourly |
| Natalia Rodriguez | Thureos Asset Management | Miami | Not listed | Percentage of assets, Hourly |
| Nicholas Quinn | Nesteggs | Jacksonville | Not listed | Percentage of assets, Hourly |
| Paul Davis | Hudson Value Partners | Palm Beach | Not listed | Percentage of assets, Hourly |
| Paula Jewell | Aviance Capital Partners | Naples | Not listed | Percentage of assets, Fixed fees |
| Richard Pigott | The Money Guys | New Port Richey, | Not listed | Percentage of assets, Fixed fees |
| Robert Parsons | Parsons Capital Management | Hobe Sound | Not listed | Percentage of assets, Hourly |
| Ronna Cohen | Silver Lake Advisory Partners | Longboat Key | Not listed | Percentage of assets |