| Jimmy Cardentey | Guerra Wealth Advisors | Miami | Not listed | Percentage of assets, Hourly |
| John McCully | Tim Looney Investments | Longwood | Not listed | Ongoing planning fee, One-time planning fee |
| John Shepherd | BlueDoor Private Wealth | St. Petersburg | Not listed | Percentage of assets, Hourly |
| Jon Paul Espinoza | B1 Financial | Aventura | Not listed | Percentage of assets, Hourly |
| Jorge Perez Ruiz | Guerra Wealth Advisors | Miami | Not listed | Percentage of assets, Hourly |
| Jose Maria Bilbao Cunha Joia | Walters Strategic Advisors | Sarasota | Not listed | Percentage of assets, Hourly |
| Keegan Erva | Unify Financial Advisors | Clearwater | Not listed | Percentage of assets, Hourly |
| Kenneth Moore | CORE Wealth Advisors | Lakeland | Not listed | Percentage of assets, Hourly |
| Kevin McCluskey | Castle Island Wealth | Palm Beach Gardens | Not listed | Percentage of assets, Hourly |
| Kimberly Evener | Forza Wealth Management | Sarasota | Not listed | Percentage of assets, Hourly |
| Lauren Bellomo | Castle Island Wealth | Palm Beach Gardens | Not listed | Percentage of assets, Hourly |
| Leonardo Guillen | Guerra Wealth Advisors | Miami | Not listed | Percentage of assets, Hourly |
| Luis Delrio | Guerra Wealth Advisors | Miami | Not listed | Percentage of assets, Hourly |
| Marco Vidal | Sundial Wealth | Delray Beach | Not listed | Percentage of assets, Hourly |
| Mateo Alzate | Guerra Wealth Advisors | Miami | Not listed | Percentage of assets, Hourly |
| Max Paez | Guerra Wealth Advisors | Miami | Not listed | Percentage of assets, Hourly |
| Mia Vazquez | Northbridge Financial Group | Tampa | Not listed | Percentage of assets, Hourly |
| Michelle Halpin | Grand Central Investment Group | Tampa | Not listed | Percentage of assets, Hourly |
| Miguel Castaneda | Guerra Wealth Advisors | Miami | Not listed | Percentage of assets, Hourly |
| Miguel Rodriguez | Guerra Wealth Advisors | Miami | Not listed | Percentage of assets, Hourly |
| Nora Wilson | Truewater Wealth | Ponte Vedra Beach | Not listed | Percentage of assets |
| Orlando Johnson | Johnson Wealth Management | Palm Coast | Not listed | Percentage of assets, Hourly |
| Paul Weaver | CORE Wealth Advisors | Lakeland | Not listed | Percentage of assets, Hourly |
| Preston Byrnes | Guerra Wealth Advisors | Miami | Not listed | Percentage of assets, Hourly |
| Richard Franz | Sagace Wealth | St. Petersburg | Not listed | Percentage of assets, Hourly |
| Sarah Ivanovic | Guerra Wealth Advisors | Miami | Not listed | Percentage of assets, Hourly |
| Sean O'Brien | Andrew Hill Investment Advisors | Naples | Not listed | Percentage of assets |
| Sebastian Guerra | Guerra Wealth Advisors | Miami | Not listed | Percentage of assets, Hourly |
| Stacey Beverley | Compass Financial Group | Deerfield Beach | Not listed | Percentage of assets, Hourly |
| Stephen Bunch | Sagace Wealth | St. Petersburg | Not listed | Percentage of assets, Hourly |
| Stephen Casey | Signet Financial Management of Southwest Florida | Estero | Not listed | Percentage of assets, Hourly |
| Stuart Brisgel | B1 Financial | Aventura | Not listed | Percentage of assets, Hourly |
| Timothy Morris | Zenith Wealth Management | Orlando | Not listed | Percentage of assets, Hourly |
| William Urquhart | Castle Island Wealth | Boynton Beach | Not listed | Percentage of assets, Hourly |
| Alan Rubin | Targeted Financial Services | Seminole | Not listed | Percentage of assets, Hourly |
| Alexander Cooke | Optimist Capital | Palm Beach Gardens | Not listed | Percentage of assets, Hourly |
| Anthony Visintin | Federmann Financial Advisors | Tampa | Not listed | Percentage of assets, Hourly |
| Ariel Cabrera | Celaya Wealth Management | Miami | Not listed | Percentage of assets, Flat fee or retainer |
| Benjamin Hall | Chipser Wealth Management | Destin | Not listed | Percentage of assets, Hourly |
| Benjamin Lewinter | Lewinter Wealth Advisors | Boynton Beach | Not listed | Percentage of assets, One-time planning fee |
| Brett Chipser | Chipser Wealth Management | Destin | Not listed | Percentage of assets, Hourly |
| Brian Mahoney | Camelot Wealth Management | Oldsmar | Not listed | Percentage of assets |
| Charles Achoa | Proxy Wealth | Windermere | Not listed | Percentage of assets, Hourly |
| Charlot Alexandre | Blue Jasper Capital | Clermont | Not listed | Percentage of assets, Hourly |
| Christopher Covato | Covato Capital Management | Naples | Not listed | Percentage of assets, Hourly |
| Christopher Davidson | Proxy Wealth | Windermere | Not listed | Percentage of assets, Hourly |
| Colin Myers | Blue Jasper Capital | Clermont | Not listed | Percentage of assets, Hourly |
| Cynthia Shuford-Stover | Global Financial Private Client | Sarasota | Not listed | Percentage of assets, Hourly |
| David Robbins | Varney Wealth Management | Tampa | Not listed | Flat fee or retainer |
| David Roberts | Plan For Your Goals | Gulf Breeze | Not listed | One-time planning fee, Ongoing planning fee |