| Eric Turloff | Turloff Financial Consulting, Inc. | Cape Coral | BBA, CFA, CPA | Percentage of assets, Hourly |
| Fabricio Macastropa | Sunstate Wealth Management | Coral Gables | Not listed | Percentage of assets |
| Felipe Mardakis | Proxy Wealth | Windermere | Not listed | Percentage of assets, Hourly |
| Fernando Germana | Germana Capital | Miami | Not listed | Percentage of assets, Hourly |
| Gary Dennis | Comprehensive Wealth Solutions | Boca Raton | PFS, CFA | Percentage of assets, Hourly |
| George Clement | GBC Investment Group | Sanford | CFA | Percentage of assets, Flat fee or retainer |
| Grayson Bishop | Blue Jasper Capital | Clermont | Not listed | Percentage of assets, Hourly |
| Gregory Adams | Optimist Capital | Palm Beach Gardens | Not listed | Percentage of assets, Hourly |
| Gustavo Farhat | Sunstate Wealth Management | Coral Gables | Not listed | Percentage of assets |
| Ivan Rosa | Optimist Capital | Palm Beach Gardens | Not listed | Percentage of assets, Hourly |
| Jake Rubin | Targeted Financial Services | Seminole | Not listed | Percentage of assets, Hourly |
| James Lloyd | QP Wealth Management | Boca Raton | Not listed | Percentage of assets, Hourly |
| Jean Coletta | Germana Capital | Miami | Not listed | Percentage of assets, Hourly |
| Jennifer Johnson | Pinelight Financial | Estero | Not listed | Percentage of assets, Hourly |
| Jill Gibb | Targeted Financial Services | Seminole | Not listed | Percentage of assets, Hourly |
| John Copeland | Blue Jasper Capital | Clermont | Not listed | Percentage of assets, Hourly |
| John Smith | Optimist Capital | Palm Beach Gardens | Not listed | Percentage of assets, Hourly |
| Jordan Johnson | Pinelight Financial | Estero | Not listed | Percentage of assets, Hourly |
| Joseph Pendenza | Greater Gifts Family Office | Fort Myers | Not listed | Percentage of assets, Hourly |
| Kenneth Ouellette | Orca Wealth Management | New Port Richey | 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 |
| Lisa Heerwagen | QP Wealth Management | Summerland Key | Not listed | Percentage of assets, Hourly |
| Lloyd DeVaux | Sunstate Wealth Management | Coral Gables | Not listed | Percentage of assets |
| Mark Hemby | Saltmarsh Financial Advisors | Pensacola | CFA | Percentage of assets, Hourly |
| Micah White | Spectra Investment Management | Stuart | Not listed | Percentage of assets, Hourly |
| Michel Bethea | Covato Capital Management | Naples | Not listed | Percentage of assets, Hourly |
| Molly Lazor | Chipser Wealth Management | Destin | Not listed | Percentage of assets, Hourly |
| 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 |
| 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 |
| 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 |
| Theodore Levin | Grant Koehler & Levin | Sarasota | Not listed | Percentage of assets |
| Thomas Greb | Olivar & Greb Capital Management | Maitland | Not listed | Percentage of assets, Hourly |
| Thomas Koehler | Grant Koehler & Levin | Palm City | Not listed | Percentage of assets |
| 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 |
| Wayne Fernow | American Family Legacy Group | Tampa | Not listed | Percentage of assets, Hourly |