| Ljubisa Vrcelj | Camarda Wealth Advisory Group | Fleming Island | CFP | Percentage of assets, Hourly |
| Marguerite Cook | Rothschild Capital Partners | Hollywood | CFP | Percentage of assets, Hourly |
| Melissa Montalvo | Atticus Wealth Management | Palm Beach Gardens | CFP, ChFC | Percentage of assets |
| Nicholas Gyeszat | Reality Financial Planning Services | Sarasota | CFP | Percentage of assets, Hourly |
| Pierre-Emmanuel Jouve | InsuraWealth | Tampa | CFP | Percentage of assets, Ongoing planning fee |
| Sean Guldi | B&C Financial Advisors | Ponte Vedra Beach | CFP | Percentage of assets |
| Stephan Zehner | Atticus Wealth Management | Palm Beach Gardens | CFP | Percentage of assets |
| Tanner Merritt | Keen Capital | Jacksonville | CFP | Percentage of assets, Hourly |
| William Losey | Bill Losey Retirement Solutions | The Villages | CFP | Percentage of assets |
| Barbara Nooney | Flavin, Nooney & Person | Melbourne | CFP, PFS | Percentage of assets, Hourly |
| Benjamin Greenman | CORE Wealth Advisors | Lakeland | CFP | Percentage of assets, Hourly |
| Blair Shein | Compass Financial Group | Deerfield Beach | CFP, CFA | Percentage of assets, Hourly |
| David Bennett | Unify Financial Advisors | Clearwater | CFP | Percentage of assets, Hourly |
| Diana Kahn | The Financial Pharmacist | Aventura | CFP | Flat fee or retainer |
| Elaine King Fuentes | Family and Money Matters | Coral Gables | CFP | Ongoing planning fee |
| Jacob Carris | Jake Carris Financial Planning | Orlando | CFP, CFA | Percentage of assets, Flat fee or retainer |
| James Eppes | Eppes Wealth Management | Satellite Beach | CFP | One-time planning fee, Flat fee or retainer |
| Jay Freeberg | Onyx Bridge Wealth Group | Boca Raton | CFP | Percentage of assets, Hourly |
| Jay Shein | Compass Financial Group | Deerfield Beach | CFP | Percentage of assets, Hourly |
| Kenneth Klegon | William Mack & Associates | Punta Gorda | CFP | Percentage of assets, Ongoing planning fee |
| Linda Smith | William Mack & Associates | Treasure Island | CFP | Percentage of assets, Ongoing planning fee |
| Marisol Andreoni | Utopia Wealth Management | Coconut Creek | Not listed | Percentage of assets, Hourly |
| Matthew Cochran | Atlantic Edge Wealth | Jacksonville | CFA | Percentage of assets |
| Matthew Treskovich | Flavin, Nooney & Person | Melbourne | CFP, PFS, CFA | Percentage of assets, Hourly |
| Michael Demassa | Forza Wealth Management | Sarasota | CFP, CFA | Percentage of assets, Hourly |
| Michael Dixon | Your Planning Partner | Palm Beach Gardens | PFS | Percentage of assets, Hourly |
| Michael Ehlenbeck | CORE Wealth Advisors | Lakeland | CFP | Percentage of assets, Hourly |
| Nathan Dunham | CORE Wealth Advisors | Lakeland | CFP | Percentage of assets, Hourly |
| Nicholas Dawson | New Perspective Wealth Management | St. Petersburg | CFP | Percentage of assets, Hourly |
| Stephen Santangelo | Matriarch Wealth Management | Miami | CFA | Percentage of assets, Hourly |
| Thomas Flavin | Flavin, Nooney & Person | Melbourne | CFP, PFS | Percentage of assets, Hourly |
| Timothy Videnka | Forza Wealth Management | Sarasota | CFP, CFA | Percentage of assets, Hourly |
| Tyler Heckman | Flavin, Nooney & Person | Melbourne | CFP | Percentage of assets, Hourly |
| Valerie Lasher-Adelman | William Howard & Co. Financial Advisors | Boca Raton | CFP | Percentage of assets, Hourly |
| Alexis Hongamen | Total Financial Planning | Orlando | CFP | Hourly |
| Brian Timm | Global Financial Private Client | Sarasota | CFP | Percentage of assets, Hourly |
| Carlos Celaya | Celaya Wealth Management | Miami | CFP | Percentage of assets, Flat fee or retainer |
| Charles Kerwood | Waller Financial Planning Group | Naples | CFP, ChFC | Percentage of assets, Hourly |
| Derek Hartman | Global Financial Private Client | Sarasota | CFP | Percentage of assets, Hourly |
| Diane Macphee | Comprehensive Money Management Services | Coral Gables | CFP | One-time planning fee |
| Geoffrey Frazier | Global Financial Private Client | Sarasota | CFP, ChFC | Percentage of assets, Hourly |
| Jeffrey Camarda | Camarda Wealth Advisory Group | Fleming Island | CFA | Percentage of assets, Hourly |
| John Dougherty | Dougherty Investment Advisors | Spring Hill | Not listed | Percentage of assets, Hourly |
| Joshua Andrews | Thistle Wealth Management | Maitland | CFP | Percentage of assets, Ongoing planning fee |
| Justin Ellsesser | Matthias | Winter Park | CFA | Percentage of assets, Hourly |
| Kevin Jordan | Greater Gifts Family Office | Fort Myers | CFP | Percentage of assets, Hourly |
| Maximilian Neumayer | Formation Wealth Management | Ponte Vedra Beach | CFP | Percentage of assets, Hourly |
| Michael Soroudi | DAiM | Palm Beach Gardens | CFA | Percentage of assets, Hourly |
| Patrick Manconi | Dougherty Investment Advisors | Spring Hill | Not listed | Percentage of assets, Hourly |
| Paul Bush | Steadfast Financial Services | Green Cove Springs | Not listed | Percentage of assets, Ongoing planning fee |