| Cale Smith | Bastion Fiduciary, LLC | Islamorada | Not listed | Percentage of assets, Hourly |
| Charles Armstrong | D2 Capital Management | Jacksonville | Not listed | Percentage of assets, Hourly |
| Charles Heekin | Millennial Wealth Advisors | Delray Beach | Not listed | Percentage of assets, Hourly |
| Christina Doss | Saltmarsh Financial Advisors | Pensacola | Not listed | Percentage of assets, Hourly |
| Cristina Alayo | Atlas Financial Group | Miami | Not listed | Percentage of assets, Hourly |
| David Maddux | Brightwater Advisory | Tampa | Not listed | Percentage of assets, Hourly |
| David Unda | Unda Financial and Consulting | Palmetto Bay | Not listed | Percentage of assets, Hourly |
| Dustan Christensen | API Financial Advisors | Rockledge | Not listed | Percentage of assets, Hourly |
| George Peaden | Saltmarsh Financial Advisors | Pensacola | Not listed | Percentage of assets, Hourly |
| Ginny Neal | SpringTru | Palm Beach Gardens | Not listed | Percentage of assets, Hourly |
| Jason Cain | Cynosure Portfolio Advisors | Jupiter | Not listed | Percentage of assets, Hourly |
| Lorianne Cordoba | Red Reef Advisors | Boca Raton | Not listed | Percentage of assets, Hourly |
| Luis Alayo Riera | Atlas Financial Group | Miami | Not listed | Percentage of assets, Hourly |
| Mario Tate | Millennial Wealth Advisors | Delray Beach | Not listed | Percentage of assets, Hourly |
| Matthew Myland | API Financial Advisors | Rockledge | Not listed | Percentage of assets, Hourly |
| Merrill Dennis | Comprehensive Wealth Solutions | Boca Raton | Not listed | Percentage of assets, Hourly |
| Neal Quon | API Financial Advisors | Rockledge | Not listed | Percentage of assets, Hourly |
| Norman Taylor | API Financial Advisors | Rockledge | Not listed | Percentage of assets, Hourly |
| Paul Stanley | API Financial Advisors | Rockledge | Not listed | Percentage of assets, Hourly |
| Peter Chamberlain | BRC Management | Windermere | Not listed | Percentage of assets, Hourly |
| Peter Ripich | Atlas Financial Group | Miami | Not listed | Percentage of assets, Hourly |
| 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 |
| Robert Mahoney | RFM Investment Advisor | Boca Raton | Not listed | Percentage of assets, Hourly |
| 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 |
| Vladislav Sheykhet | Teradime Financial | Aventura | Not listed | Percentage of assets, Hourly |
| Ward Brooks | API Financial Advisors | Rockledge | Not listed | Percentage of assets, Hourly |
| Adam Van Wie | Strivus Wealth Partners | Jacksonville Beach | CFP | Percentage of assets, Hourly |
| Alison Mewborne | Seven Hills Financial | Tallahassee | CFP | Percentage of assets, Hourly |
| Alonso Rodriguez Segarra | Advise Financial | Boca Raton | CFP | Percentage of assets, Hourly |
| Amaury Sanchez-Cifuentes | Azzendo Wealth Advisors | Hollywood | CFP | Percentage of assets, Hourly |
| Ana Arguello | Azzendo Wealth Advisors | Coral Gables | CFP | Percentage of assets, Hourly |
| Andrew Bras | American Financial Advisors | Winter Park | CFP | Percentage of assets, Hourly |
| Andrew Horowitz | Horowitz & Company | Fort Lauderdale | CFP | Percentage of assets, Hourly |
| Ann Covington | Covingtonalsina | Jacksonville | CFP | Percentage of assets, Hourly |
| Anthony Culotta | Freedom Family Office | Jupiter | CFP | Percentage of assets, Hourly |
| Anthony Dzielski | Treasure Coast Financial Planning | Vero Beach | CFP | Percentage of assets, Hourly |
| Anthony Poppe | Firestone Capital Management | South Miami | CFP, CFA | Percentage of assets, Hourly |
| Audrey Mancuso | Destiny Wealth Partners | Tavares | CFP | Percentage of assets, Hourly |
| Bobbie Munroe | Supporting Your Choices | Havana | CFP | Hourly, Fixed fees |
| Bradley Brescia | Moisand Fitzgerald Tamayo | Orlando | CFP | Percentage of assets, Hourly |
| Bradley Miller | Trustwell Financial Advisors | Jacksonville | CFP | Percentage of assets, Hourly |
| Brandon Diaz | Entelevest | Coral Gables | CFP | Percentage of assets, Hourly |
| Brenton Thai | Collaborative Wealth | Lake Mary | CFP | Percentage of assets, Hourly |
| Brett Walters | TBH Global Asset Management | Venice | CFP | Percentage of assets, Hourly |
| Brian Hughes | River City Wealth Management | Jacksonville | CFP, CFA | Percentage of assets, Hourly |
| Brittany Salman | Madden Advisory Services | Jacksonville | CFP | Percentage of assets, Hourly |
| Bryan Klein | Klein Wealth Management | Saint Johns | CFP | Percentage of assets, Hourly |
| Callie Brooks | &wealth Partners | Port St. Lucie | CFP | Percentage of assets, Hourly |