| Mauricio Saias | Activest Wealth Management | Aventura | Not listed | Percentage of assets, Fixed fees |
| Michael Cummings | Alpha Zero | Boca Raton | Not listed | Percentage of assets, Fixed fees |
| Pierce Broscious | Saltmarsh Financial Advisors | Pensacola | Not listed | Percentage of assets, Hourly |
| Raymond Rodriguez | Private Group Wealth Management | Fort Lauderdale | Not listed | Ongoing planning fee |
| Sam Logan | Logan Financial Planning | St. Petersburg | Not listed | Percentage of assets, Hourly |
| Tyler Ares | Fresh Bread Investments | Weston | Not listed | Percentage of assets, Hourly |
| Yony Noy | Alpha Zero | Boca Raton | Not listed | Percentage of assets, Fixed fees |
| Amanda Preston | 3edge Asset Management | Naples | CFP | Percentage of assets |
| Amaury Sanchez-Cifuentes | Azzendo Wealth Advisors | Hollywood | CFP | Percentage of assets, Hourly |
| Andrew Birkmire | 55 North Private Wealth | Winter Park | CFP | Percentage of assets |
| Andrew Bras | American Financial Advisors | Winter Park | CFP | Percentage of assets, Hourly |
| Anthony Culotta | Freedom Family Office | Jupiter | CFP | Percentage of assets, Hourly |
| Anthony Poppe | Firestone Capital Management | South Miami | CFP, CFA | Percentage of assets, Hourly |
| Benjamin Carter | Mooney Financial | Jacksonville Beach | CFP | Percentage of assets |
| Brandon Diaz | Entelevest | Coral Gables | CFP | Percentage of assets, Hourly |
| Brooke Holden | Disciplined Equity Management | Neptune Beach | CFP | Percentage of assets |
| Chad Williamson | Tobias Financial Advisors | Delray Beach | CFP | Percentage of assets, Hourly |
| Charles Nesmith | Tobias Financial Advisors | Plantation | CFP, CFA | Percentage of assets, Hourly |
| Darrell Devaney | 55 North Private Wealth | Winter Park | CFP | Percentage of assets |
| David Boardman | Diablo Investment Advisors | Ponte Vedra | CFP | Percentage of assets, Hourly |
| Edzai Chimedza | Tobias Financial Advisors | Plantation | CFP | Percentage of assets, Hourly |
| Eric Walter | Spraker West Wealth Management | Winter Park | CFP | Percentage of assets, Hourly |
| Erika Wolek | Cohen Capital | Palm Beach Gardens | CFP | Percentage of assets, Fixed fees |
| Francheska Ruiz | Tobias Financial Advisors | Plantation | CFP | Percentage of assets, Hourly |
| Frederick Krokenberger | Factorpoint Planning | Naples | CFP | Percentage of assets, Fixed fees |
| Gregory Bitz | WBH Advisory | Surfside | CFP, ChFC | Percentage of assets, Hourly |
| Huddie Cheney | Structured Portfolio Solutions | The Villages | CFP | Percentage of assets, Hourly |
| James Kelley | Capital Planning | Palm Coast | CFP | Percentage of assets, Hourly |
| Jerad Waggy | Firestone Capital Management | South Miami | CFP | Percentage of assets, Hourly |
| Jeremy Leeds | Blbb Advisors | Tampa | CFP | Percentage of assets, Fixed fees |
| Joseph Littky | Blue Line Capital Advisors | Palm Beach Gardens | CFP | Percentage of assets, Hourly |
| Juan Hanuszkiewicz | Entelevest | Coral Gables | CFP, ChFC | Percentage of assets, Hourly |
| Justin Rams | Entelevest | Coral Gables | CFP | Percentage of assets, Hourly |
| Kevin Sides | Mooney Financial | Jacksonville Beach | CFP, CFA | Percentage of assets |
| Kyle Cain | Freedom Family Office | Palm Beach Gardens | CFP | Percentage of assets, Hourly |
| Laura Gerstemeier | Gerstemeier Financial Group | Naples | CFP | Percentage of assets, Hourly |
| Maria Castillo Dominguez | Valoria Wealth Management | Cooper City | CFP | Percentage of assets, Hourly |
| Marianela Collado | Tobias Financial Advisors | Plantation | CFP, PFS | Percentage of assets, Hourly |
| Maricela Ramos | MAR Wealth Management Services | West Palm Beach | CFP | Percentage of assets, Hourly |
| Mario Yngerto | Genesis Wealth Management | Coral Gables | CFP | Percentage of assets, Hourly |
| Matthew Boyce | American Financial Advisors | Winter Park | CFP | Percentage of assets, Hourly |
| Matthew Hauptman | Tobias Financial Advisors | Plantation | CFP | Percentage of assets, Hourly |
| Matthew Saneholtz | Tobias Financial Advisors | Plantation | CFP, CFA | Percentage of assets, Hourly |
| Nathalie Cote | Veridos Capital | Tamarac | CFP | Percentage of assets, Hourly |
| Richard O'Hara | Lake Street | Palm City | CFP | Percentage of assets, Hourly |
| Robert Crouch | Crouch Investment Group | Port Charlotte | CFP | Percentage of assets |
| Robert Dufresne | Planned Financial Security | Haines City | CFP | Percentage of assets |
| Robert Liggero | Financial Prescriptions | Atlantic Beach | CFP | Percentage of assets, Hourly |
| Stephen Curley | 55 North Private Wealth | Winter Park | CFP, CFA | Percentage of assets |
| Stephen Overstreet | Financial Planning Office of Stephen Overstreet, P.A. | Winter Park | CFP | Percentage of assets, Hourly |