| Dustin Terry | Clear Harbor Wealth Management | Destin | Not listed | Percentage of assets, Hourly |
| Erik Margetts | Prostatis Group | Winter Park | Not listed | Percentage of assets, Hourly |
| Gary Steer | OxenFree Financial | Melbourne | CFP | Percentage of assets |
| Gerald Skalsky | Clear Harbor Wealth Management | Destin | Not listed | Percentage of assets, Hourly |
| Harley Evans | Successful Portfolios | Clearwater | CFP, CFA | Percentage of assets, Hourly |
| James Baccarini | Aggregate Financial Services | Navarre | CFP | Percentage of assets, Hourly |
| James Mills | Sara-Bay Financial | Sarasota | CFP | Percentage of assets |
| Jeffrey Nielson | Avenues Wealth | Winter Park | CFP | Percentage of assets, Hourly |
| John Jones | Wisdom Planning Group | Orlando | CFP | Percentage of assets, Fixed fees |
| Joshua Clifford | Wealth Management | Tallahassee | CFP | Percentage of assets |
| Kathleen Campbell | Campbell Financial Partners | Fort Myers | Not listed | Percentage of assets, One-time planning fee |
| Marshall Gilman | Onyx Bridge Wealth Group | Port St. Lucie | ChFC | Percentage of assets, Hourly |
| Nicholas Carman | Clear Harbor Wealth Management | Destin | Not listed | Percentage of assets, Hourly |
| Paul Means | Means Wealth Management | Venice | Not listed | Percentage of assets, Flat fee or retainer |
| Richard Harris | Aspire Growth Partners | Miromar Lakes | CFA | Percentage of assets, Hourly |
| Robert Basile | Basile Financial Group | Palm Harbor | CFP | Percentage of assets, Hourly |
| Ryan Horak | Wealth Management | Tallahassee | CFP | Percentage of assets |
| Warren Burger | Luminary Financial Advisors | Cocoa Beach | Not listed | Ongoing planning fee |
| William George | Luminary Financial Advisors | Cocoa Beach | Not listed | Ongoing planning fee |
| William McDavid | Flavin, Nooney & Person | Gainesville | PFS | Percentage of assets, Hourly |
| Adam Rall | Rall Capital Management, Inc. | Rockledge | CFP | Percentage of assets, Fixed fees |
| Adam Van Wie | Strivus Wealth Partners | Jacksonville Beach | CFP | Percentage of assets, Hourly |
| Barry Brindise | Brightwater Advisory | Tampa | CFP | Percentage of assets, Hourly |
| Benjamin Bjork | Navista Wealth Management | Naples | Not listed | Percentage of assets, Hourly |
| Bryan Courchesne | DAiM | Palm Beach Gardens | Not listed | Percentage of assets, Hourly |
| Colin Callahan | Callahan Wealth Advisory | Orlando | Not listed | Percentage of assets |
| Colin Philips | Cast Member Financial, LLC. | Orlando | CFP | Percentage of assets, Hourly |
| Corey Oliver | Camarda Wealth Advisory Group | Fleming Island | Not listed | Percentage of assets, Hourly |
| Corrinne Rivers | Theory Planning Partners | Fort Pierce | CFP | Percentage of assets, Fixed fees |
| Curtis Diaz | Great Blue Financial | Tampa | CFP | Percentage of assets |
| David Strohecker | D2 Capital Management | Jacksonville | CFP | Percentage of assets, Hourly |
| David Zallo 40 year old, family owned, values-based, wealth management firm providing comprehensive financial planning and / or investment management. | SFG Wealth Advisors | Tampa | Not listed | Percentage of assets |
| Donald Drummond | Financial Independence Advisors | Jacksonville | PFS | Percentage of assets |
| Forrest Knopps | Camarda Wealth Advisory Group | Fleming Island | Not listed | Percentage of assets, Hourly |
| Greg Newman | Three Oaks Partners Investment Counsel | Clearwater | CFA | Percentage of assets, Hourly |
| Hunter Brockway | Boca Retirement Strategies | Jupiter | Not listed | Percentage of assets, Hourly |
| Isaac Brohinsky | Financial Independence Advisors | Jacksonville | PFS | Percentage of assets |
| Jacqueline Bos | B&C Financial Advisors | Ponte Vedra Beach | Not listed | Percentage of assets |
| Jaime Bollinger | Susko Wealth Management, LLC | Naples | CFP, CPA | Percentage of assets |
| James Dean | Guardant Wealth Advisors | Palmetto Bay | Not listed | Percentage of assets |
| Jeffrey Camarda | Camarda Wealth Advisory Group | Fleming Island | Not listed | Percentage of assets, Hourly |
| Jeffrey Kopp | Cardea Capital Advisors | Jacksonville | Not listed | Percentage of assets, Fixed fees |
| Jesse Cordoba | Red Reef Advisors | Boca Raton | CFP | Percentage of assets, Hourly |
| Jessica Adams | B&C Financial Advisors | Ponte Vedra Beach | Not listed | Percentage of assets |
| Joel Braswell | Holden Family Office | North Palm Beach | Not listed | Percentage of assets, Hourly |
| Joel Chamberlain | Financial Independence Advisors | Jacksonville | PFS | Percentage of assets |
| Joey Loss | Strivus Wealth Partners | Jacksonville Beach | CFP, MBA, CFS | Percentage of assets, Hourly |
| John Giehrl | Financial Independence Advisors | Jacksonville | PFS | Percentage of assets |
| Jonathan Stump | Capstone Wealth Management | Lakeland | CFA | Percentage of assets, Fixed fees |
| Jorge Fernandez | GBS Wealth Management, LLC | Miramar | CFP, EA | Percentage of assets, Fixed fees |