| David Thompson | JL Bainbridge | Sarasota | Not listed | Percentage of assets |
| Eric Turloff | Turloff Financial Consulting, Inc. | Cape Coral | BBA, CFA, CPA | Percentage of assets, Hourly |
| Erik Johnson | Heritage Investment Group | Pompano Beach | Not listed | Percentage of assets |
| Gordon Lacquement | KOI Portfolio Management | Pensacola | Not listed | Percentage of assets |
| James Lloyd | QP Wealth Management | Boca Raton | Not listed | Percentage of assets, Hourly |
| Jennifer Sheffler | Marchand Faries Financial Management, Inc. | Keystone Heights | BA | Percentage of assets |
| Jerry Bainbridge | JL Bainbridge | Sarasota | Not listed | Percentage of assets |
| Joel Oldham | JL Bainbridge | Sarasota | Not listed | Percentage of assets |
| Kenneth Ouellette | Orca Wealth Management | New Port Richey | Not listed | Percentage of assets, Hourly |
| Lindsey Colaco | JL Bainbridge | Sarasota | Not listed | Percentage of assets |
| Lisa Heerwagen | QP Wealth Management | Summerland Key | Not listed | Percentage of assets, Hourly |
| Mark Hemby | Saltmarsh Financial Advisors | Pensacola | CFA | Percentage of assets, Hourly |
| Milan Pualic | Monterra Advisors | Orlando | CFA | Percentage of assets, Fixed fees |
| Morton Potoff | MJP Wealth Advisors | Longboat Key | Not listed | Percentage of assets, Hourly |
| Robert McCarver | Heritage Investment Group | Pompano Beach | Not listed | Percentage of assets |
| Samuel Taylor | Heritage Investment Group | Pompano Beach | Not listed | Percentage of assets |
| Stacy Bliss | Heritage Investment Group | Pompano Beach | Not listed | Percentage of assets |
| Timothy Slattery | Heritage Investment Group | Pompano Beach | Not listed | Percentage of assets |
| Zain Griffith | Dash Investments | Miami | Not listed | Percentage of assets |
| Bryan Trochessett | San Blas Capital | Port St. Joe | Not listed | Percentage of assets |
| David Morgan | High Net Worth Advisory Group | Naples | Not listed | Percentage of assets, Hourly |
| Guido Valli | FDI Wealth Management | Miami | Not listed | Percentage of assets, Hourly |
| Katherine Lauer | High Net Worth Advisory Group | Naples | Not listed | Percentage of assets, Hourly |
| Kelso Huffman | High Net Worth Advisory Group | Naples | Not listed | Percentage of assets, Hourly |
| Lauren Podnos | Wealth Care | Merritt Island | Not listed | Percentage of assets, Hourly |
| Mariano Sardans | FDI Wealth Management | Miami | Not listed | Percentage of assets, Hourly |
| Michael McGee | Hudson Advisors | Vero Beach | Not listed | Percentage of assets, Hourly |
| Rachel O'Leary | Wealth Care | Merritt Island | Not listed | Percentage of assets, Hourly |
| Rodrigo Gamarci | FDI Wealth Management | Miami | Not listed | Percentage of assets, Hourly |
| Stephen Podnos | Wealth Care | Merritt Island | Not listed | Percentage of assets, Hourly |
| Aileen Logan | Logan Financial Planning | St Petersburg | Not listed | Percentage of assets, Hourly |
| Ana Rieber | Activest Wealth Management | Aventura | Not listed | Percentage of assets, Fixed fees |
| Anthony Leone | Alpha Zero | Boca Raton | Not listed | Percentage of assets, Fixed fees |
| Arianna Kaufman | Activest Wealth Management | Aventura | Not listed | Percentage of assets, Fixed fees |
| Christina Doss | Saltmarsh Financial Advisors | Pensacola | Not listed | Percentage of assets, Hourly |
| Dale Cockrell | Painted Porch Advisors | Naples | Not listed | Percentage of assets, Fixed fees |
| Dannit Chocron | Activest Wealth Management | Aventura | Not listed | Percentage of assets, Fixed fees |
| Darryl Poisson | DJP Wealth Management | Tampa | Not listed | Percentage of assets, Fixed fees |
| Eduardo Brender | Activest Wealth Management | Aventura | Not listed | Percentage of assets, Fixed fees |
| George Peaden | Saltmarsh Financial Advisors | Pensacola | Not listed | Percentage of assets, Hourly |
| Isaac Wakszol | Activest Wealth Management | Aventura | Not listed | Percentage of assets, Fixed fees |
| Jacobo Taurel Rimeris | Activest Wealth Management | Aventura | Not listed | Percentage of assets, Fixed fees |
| Janessa Suarez | Activest Wealth Management | Aventura | Not listed | Percentage of assets, Fixed fees |
| Jonathan Schiripo | Alpha Zero | Boca Raton | Not listed | Percentage of assets, Fixed fees |
| Jose Cova | Activest Wealth Management | Aventura | Not listed | Percentage of assets, Fixed fees |
| Jose Finkelstein | Activest Wealth Management | Aventura | Not listed | Percentage of assets, Fixed fees |
| Juan Sanchez | Activest Wealth Management | Aventura | Not listed | Percentage of assets, Fixed fees |
| Judy Batievsky | Activest Wealth Management | Aventura | Not listed | Percentage of assets, Fixed fees |
| Mariana Avila Murati | Activest Wealth Management | Aventura | Not listed | Percentage of assets, Fixed fees |
| Mason Schreck | Alpha Zero | Boca Raton | Not listed | Percentage of assets, Fixed fees |