| Michelle Rey Lutein | Resnick Wealth Alliance | Palm Beach Gardens | Not listed | Percentage of assets, Fixed fees |
| Milan Pualic | Monterra Advisors | Orlando | CFA | Percentage of assets, Fixed fees |
| Molly Lazor | Chipser Wealth Management | Destin | Not listed | Percentage of assets, Hourly |
| Monte Resnick | Resnick Wealth Alliance | Palm Beach Gardens | Not listed | Percentage of assets, Fixed fees |
| Morton Potoff | MJP Wealth Advisors | Longboat Key | Not listed | Percentage of assets, Hourly |
| Neil Scott | American Family Legacy Group | Temple Terrace | Not listed | Percentage of assets, Hourly |
| Nicholas Krsnich | JMN Investment Management | Palm Beach Gardnes | Not listed | Percentage of assets |
| Peterson Cenerino | Proxy Wealth | Windermere | Not listed | Percentage of assets, Hourly |
| Pietro Galina | Proxy Wealth | Windermere | 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 |
| Scott Roads | Spectra Investment Management | Stuart | Not listed | 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 |
| 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 |
| 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 |
| Alex Goldstein | Atlas Financial | West Palm Beach | Not listed | Percentage of assets, Fixed fees |
| Andrew Cettina | OxenFree Financial | Melbourne | Not listed | Percentage of assets |
| Anna Khemkhajon | Rinaldi Wealth Management | Bonita Springs | Not listed | Percentage of assets, Hourly |
| Arriana Neese | Mariner Financial Group | Palm Beach Gardens | Not listed | Percentage of assets, Fixed fees |
| Baylee Zeigler | Vigil Wealth Management | Ponte Vedra Beach | Not listed | Percentage of assets, Hourly |
| Bryan Beamer | iPlan | Winter Haven | Not listed | Percentage of assets, Fixed fees |
| Bryan Trochessett | San Blas Capital | Port St. Joe | Not listed | Percentage of assets |
| David Fletcher | Southeast Asset Advisors | Tallahassee | Not listed | Percentage of assets, Hourly |
| David Morgan | High Net Worth Advisory Group | Naples | Not listed | Percentage of assets, Hourly |
| David Reidy | First Growth Capital | Miami | Not listed | Percentage of assets, Fixed fees |
| Eileen Ortega | Fortress Wealth Planning | Jacksonville Beach | Not listed | Percentage of assets, Fixed fees |
| Erik Bjorvik | Mariner Financial Group | Palm Beach Gardens | Not listed | Percentage of assets, Fixed fees |
| Erik Bryan | OxenFree Financial | Melbourne | Not listed | Percentage of assets |
| Garth Moreau | OxenFree Financial | Melbourne | Not listed | Percentage of assets |
| James Phillips | OxenFree Financial | Melbourne | Not listed | Percentage of assets |
| Jay Rolfe | Fortress Wealth Planning | Jacksonville Beach | Not listed | Percentage of assets, Fixed fees |
| Jeffrey Diercks | InTrust Advisors | Tampa | Not listed | Flat fee or retainer, Hourly |
| John Brock-Edgar | LDN Wealth | Orlando | Not listed | Hourly, Fixed fees |
| John Sinchok | OxenFree Financial | Melbourne | Not listed | Percentage of assets |
| 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 |
| Larry Foster | Wisdom Planning Group | Lakeland | Not listed | Percentage of assets, Fixed fees |
| Lauren Podnos | Wealth Care | Merritt Island | Not listed | Percentage of assets, Hourly |
| Luke Bunch | OxenFree Financial | Melbourne | Not listed | Percentage of assets |
| Matthew Gensler | Brookstone Wealth Management | Boynton Beach | Not listed | Percentage of assets, Hourly |
| Michael Farr | FarrCrest Capital | Naples | Not listed | Percentage of assets, Hourly |
| Michael Freeburg | Greenwich Wealth Management | West Palm Beach | Not listed | Percentage of assets, Hourly |
| Michael Skowfoe | Fortress Wealth Planning | Jacksonville Beach | Not listed | Percentage of assets, Fixed fees |
| Nathan Kallal | OxenFree Financial | Melbourne | Not listed | Percentage of assets |