| George Rettig | Alitus Financial | Land O Lakes | Not listed | Percentage of assets |
| Grayson Bishop | Blue Jasper Capital | Clermont | Not listed | Percentage of assets, Hourly |
| Jake Rubin | Targeted Financial Services | Seminole | Not listed | Percentage of assets, Hourly |
| Jean Coletta | Germana Capital | Miami | Not listed | Percentage of assets, Hourly |
| Jill Gibb | Targeted Financial Services | Seminole | Not listed | Percentage of assets, Hourly |
| Joe Baker | Financial Independence Advisors | Jacksonville | Not listed | Percentage of assets |
| John Copeland | Blue Jasper Capital | Clermont | Not listed | Percentage of assets, Hourly |
| Jorge Aroche | Globalinvest Financial Services | Coral Gables | Not listed | Percentage of assets |
| Jorge Gullon | Emergent Global Investments | Coral Gables | Not listed | Percentage of assets |
| Joseph Pendenza | Greater Gifts Family Office | Fort Myers | Not listed | Percentage of assets, Hourly |
| Kyle Krasker | Olivar & Greb Capital Management | Maitland | Not listed | Percentage of assets, Hourly |
| Leon Dulion | DNA Wealth Management | Pensacola | Not listed | Hourly, Ongoing planning fee |
| Maria Goretti Garcia | New Era Advisory | Orlando | Not listed | One-time planning fee, Ongoing planning fee |
| Michel Bethea | Covato Capital Management | Naples | Not listed | Percentage of assets, Hourly |
| Molly Lazor | Chipser Wealth Management | Destin | Not listed | Percentage of assets, Hourly |
| Neil Scott | American Family Legacy Group | Temple Terrace | Not listed | Percentage of assets, Hourly |
| Peterson Cenerino | Proxy Wealth | Windermere | Not listed | Percentage of assets, Hourly |
| Pietro Galina | Proxy Wealth | Windermere | Not listed | Percentage of assets, Hourly |
| Pritam Dhavale | Wealth Compounders | Wesley Chapel | Not listed | Percentage of assets, Hourly |
| Rafael Junqueira Nani | Proxy Wealth | Windermere | Not listed | Percentage of assets, Hourly |
| Raquel Schiavon | Proxy Wealth | Windermere | Not listed | Percentage of assets, Hourly |
| Ricardo Donalexis | Insight Family Financial | Sarasota | Not listed | One-time planning fee, Ongoing planning fee |
| Robert Arnold | Grayton Beach Capital | Miami | CFA | Percentage of assets, Hourly |
| Shawn Mahoney | Camelot Wealth Management | Oldsmar | Not listed | Percentage of assets |
| Tatiane Teixeira | Proxy Wealth | Windermere | Not listed | Percentage of assets, Hourly |
| Thomas Greb | Olivar & Greb Capital Management | Maitland | Not listed | Percentage of assets, Hourly |
| Tim Smith | API Financial Advisors | Rockledge | ChFC | Percentage of assets, Hourly |
| Todd Heckman | Blue Jasper Capital | Clermont | Not listed | Percentage of assets, Hourly |
| Tommy Lewis | FIRST Financial Group | North Palm Beach | ChFC | Percentage of assets, Hourly |
| Tony Gordon | Covato Capital Management | Naples | Not listed | Percentage of assets, Hourly |
| Tulio Barbosa Ribeiro | Proxy Wealth | Windermere | Not listed | Percentage of assets, Hourly |
| Victoria Kizma | Financial Independence Advisors | Deland | Not listed | Percentage of assets |
| Wayne Fernow | American Family Legacy Group | Tampa | Not listed | Percentage of assets, Hourly |
| Adam Hruby | InTrust Advisors | Tampa | Not listed | Flat fee or retainer, Hourly |
| Andrew Cettina | OxenFree Financial | Melbourne | Not listed | Percentage of assets |
| Anna Khemkhajon | Rinaldi Wealth Management | Bonita Springs | Not listed | Percentage of assets, Hourly |
| Baylee Zeigler | Vigil Wealth Management | Ponte Vedra Beach | Not listed | Percentage of assets, Hourly |
| Bradley Ward | Asset One | Naples | Not listed | Percentage of assets |
| Bryan Beamer | iPlan | Winter Haven | Not listed | Percentage of assets, Fixed fees |
| Carol Landaeta | RD Lewis Wealth Management | Maitland | Not listed | Percentage of assets, Hourly |
| Charles Burns | Bay Hill Capital Management | Santa Rosa Beach | Not listed | Percentage of assets |
| Connor Graham | Graham Wealth Management | Panama City Beach | Not listed | Percentage of assets, Hourly |
| Daniel Rose | T. Rose & Associates | Sarasota | Not listed | Percentage of assets, Performance-based fees |
| Daniel Walsh | Successful Portfolios | Clearwater | Not listed | Percentage of assets, Hourly |
| Delcena Lewis | RD Lewis Wealth Management | Maitland | Not listed | Percentage of assets, Hourly |
| Erik Bryan | OxenFree Financial | Melbourne | Not listed | Percentage of assets |
| Garth Moreau | OxenFree Financial | Melbourne | Not listed | Percentage of assets |
| James Dehoff | DeHoff Wealth Advisory | Jacksonville | Not listed | Percentage of assets |
| James Hard | Sara-Bay Financial | Sarasota | Not listed | Percentage of assets |
| James Phillips | OxenFree Financial | Melbourne | Not listed | Percentage of assets |