| Stephen Scott | Abacus Planning Group | Brandon | CFP | Percentage of assets, Hourly |
| Steven Gattuso | Courier Capital | Sarasota | CFP, CFA | Percentage of assets, Fixed fees |
| Teresa Chan | Goalfocus Financial | Aventura | CFP | Percentage of assets, Hourly |
| William Carambelas | Alpha Omega Financial | Bradenton | CFP, ChFC | Percentage of assets, Fixed fees |
| William Tomes | Total Wealth Planning and Management | Ponte Vedra | CFP | Percentage of assets, Hourly |
| Yesenia Realejo | Tobias Financial Advisors | Plantation | CFP | Percentage of assets, Hourly |
| Carlos Carbonell | Firestone Capital Management | South Miami | CFA | Percentage of assets, Hourly |
| Henry Hostetter | 55 North Private Wealth | Winter Park | PFS | Percentage of assets |
| James Clark | Belleair Asset Management | Belleair Bluffs | PFS | Percentage of assets, Fixed fees |
| Kyron Harold | Spraker West Wealth Management | Winter Park | CFA | Percentage of assets, Hourly |
| Mark Wichrowski | 55 North Private Wealth | Winter Park | CFA | Percentage of assets |
| Michael Ackerman | 55 North Private Wealth | Winter Park | CFA | Percentage of assets |
| Michael Bradley | Bradley & Company Private Wealth Management | Coral Gables | CFA | Percentage of assets, Hourly |
| Sean Preston | Firestone Capital Management | South Miami | CFA | Percentage of assets, Hourly |
| Steven Seager | 55 North Private Wealth | Winter Park | CFA | Percentage of assets |
| Thomas Haggerty | Parable Wealth Advisors | St Augustine | CFA | Percentage of assets, Fixed fees |
| Tonia Peasley | C.L. Sheldon & Company | Saint Augustine | ChFC | Hourly, Fixed fees |
| Tyler Pullen | Pullen Investment Management | Bradenton | CFA | Percentage of assets, Fixed fees |
| William Mertes | American Financial Advisors | Winter Park | CFA | Percentage of assets, Hourly |
| Alexander Bras | American Financial Advisors | Winter Park | Not listed | Percentage of assets, Hourly |
| Allen Butler | Pullen Investment Management | Bradenton | Not listed | Percentage of assets, Fixed fees |
| Allison Young | Young Richard C & CO | Naples | Not listed | Percentage of assets |
| Amrish Bhuta | Bhuta Wealth Management | Coral Springs | Not listed | Percentage of assets |
| Amy Evans | Young Richard C & CO | Naples | Not listed | Percentage of assets |
| Annette Campos | Riverplace Capital Management | Jacksonville | Not listed | Percentage of assets |
| Ariana Sher | GOI | Miami | Not listed | Percentage of assets |
| Ashley Koed | 3edge Asset Management | Naples | Not listed | Percentage of assets |
| Cameron Cassedy | Cassedy Financial Group | Tampa | Not listed | Percentage of assets, Fixed fees |
| Christian Ramos | MAR Wealth Management Services | West Palm Beach | Not listed | Percentage of assets, Hourly |
| Christopher Maxey | Continuum Advisory | Tampa | Not listed | Percentage of assets, Hourly |
| Craig Meldahl | Total Wealth Planning and Management | Longboat Key | Not listed | Percentage of assets, Hourly |
| Dan Barker | Veridos Capital | Tamarac | Not listed | Percentage of assets, Hourly |
| David Ralicki | Ralicki Wealth Management & Trust Services | Stuart | Not listed | Percentage of assets, Hourly |
| David Ralicki | Ralicki Wealth Management & Trust Services | Stuart | Not listed | Percentage of assets, Hourly |
| David Wiley | Firestone Capital Management | South Miami | Not listed | Percentage of assets, Hourly |
| Donald Davey | Disciplined Equity Management | Neptune Beach | Not listed | Percentage of assets |
| Eduardo Ramos | Freedom Advisory | Ft. Lauderdale | Not listed | Percentage of assets, Fixed fees |
| Emma Larson | Firestone Capital Management | South Miami | Not listed | Percentage of assets, Hourly |
| Eric Lam | Cassedy Financial Group | Tampa | Not listed | Percentage of assets, Fixed fees |
| Frank Pugliese | Personal Financial Profiles | Coral Springs | Not listed | Percentage of assets, Hourly |
| Jack Monahan | Elevation Wealth Partners | West Palm Beach | Not listed | Percentage of assets |
| James Cable | American Financial Advisors | Winter Park | Not listed | Percentage of assets, Hourly |
| Jeffrey Moss | Moss & Company, P.A. | Maitland | Not listed | Percentage of assets |
| Jenna Kozodoy | Freedom Family Office | Jupiter | Not listed | Percentage of assets, Hourly |
| Jillian Martin O'Neil | MOS Capital | Ponte Vedra Beach | Not listed | Percentage of assets, Hourly |
| John Bauman | QM Advisors | Inlet Beach | Not listed | Percentage of assets, Hourly |
| John Burke | Total Wealth Planning and Management | Ponte Vedra | Not listed | Percentage of assets, Hourly |
| John Ginn | Parable Wealth Advisors | St Augustine | Not listed | Percentage of assets, Fixed fees |
| John Mitchell | CPA Synced Financial | Tampa | Not listed | Percentage of assets, Fixed fees |
| John Patten | MAR Wealth Management Services | West Palm Beach | Not listed | Percentage of assets, Hourly |