| Christopher Connett | Professional Advisory Services | Vero Beach | ChFC | Percentage of assets |
| Dustin Rinaldi | Rinaldi Wealth Management | Bonita Springs | CFP | Percentage of assets, Hourly |
| Erik Margetts | Prostatis Group | Winter Park | Not listed | Percentage of assets, Hourly |
| James Baccarini | Aggregate Financial Services | Navarre | CFP | Percentage of assets, Hourly |
| Jordan Bieber | Professional Advisory Services | Vero Beach | ChFC | Percentage of assets |
| Robert Polackwich | Professional Advisory Services | Vero Beach | CFA | Percentage of assets |
| Warren Burger | Luminary Financial Advisors | Cocoa Beach | Not listed | Ongoing planning fee |
| William George | Luminary Financial Advisors | Cocoa Beach | Not listed | Ongoing planning fee |
| Alexander Potenza | Skyview Financial Group | Ponte Vedra Beach | Not listed | Percentage of assets, Fixed fees |
| Alexander Potenza | Skyview Financial Group | Ponte Vedra Beach | Not listed | Percentage of assets, Fixed fees |
| Christopher Jones | Sparrow Wealth Management | Orlando | Not listed | Percentage of assets, Ongoing planning fee |
| Joseph McElwee | Legacy Wealth Planning Group | Tampa | CFP | Percentage of assets, Hourly |
| Adam Daniels | Waterstone Financial Advisory | Fort Myers | Not listed | Percentage of assets, Fixed fees |
| Carol Bieber | Professional Advisory Services | Vero Beach | Not listed | Percentage of assets |
| Christopher Brown | Professional Advisory Services | Vero Beach | Not listed | Percentage of assets |
| David Jaffe | Professional Advisory Services | Vero Beach | Not listed | Percentage of assets |
| David Kassir | Manna Wealth Management | Miami Beach | Not listed | Percentage of assets |
| Donald Fallenbaum | Fallenbaum CPA & Advisors | Plantation | Not listed | Percentage of assets, Hourly |
| James Gallagher | Waterstone Financial Advisory | Fort Myers | Not listed | Percentage of assets, Fixed fees |
| James Minich | Minich MacGregor Wealth Management | St Augustine | Not listed | Percentage of assets, Fixed fees |
| Larry Bright | Bright Asset Management | Venice | Not listed | Percentage of assets |
| Phillip McGrath | Waterstone Financial Advisory | Fort Myers | Not listed | Percentage of assets, Fixed fees |
| Brandon Catrett | Ridgeline Private Wealth | Ponte Vedra | Not listed | Ongoing planning fee |
| David Roberts | Plan For Your Goals | Gulf Breeze | Not listed | One-time planning fee, Ongoing planning fee |
| Katie Kingsman | Kingsman Wealth Management | Pensacola | Not listed | Percentage of assets |
| Leon Dulion | DNA Wealth Management | Pensacola | Not listed | Hourly, Ongoing planning fee |
| Tommy Lewis | FIRST Financial Group | North Palm Beach | ChFC | Percentage of assets, Hourly |
| Anna Khemkhajon | Rinaldi Wealth Management | Bonita Springs | Not listed | Percentage of assets, Hourly |
| Bryan Trochessett | San Blas Capital | Port St. Joe | Not listed | Percentage of assets |
| Connor Graham | Graham Wealth Management | Panama City Beach | Not listed | Percentage of assets, Hourly |
| Patrick O'Grady | Rinaldi Wealth Management | Bonita Springs | Not listed | Percentage of assets, Hourly |
| Paul Curtman | P.R. Curtman Investments | Milton | Not listed | Percentage of assets |
| Taylor Retherford | Aggregate Financial Services | Navarre | Not listed | Percentage of assets, Hourly |
| April Hurlburt | Blackston Financial Advisory Group | The Villages | Not listed | Percentage of assets |
| David Blackston | Blackston Financial Advisory Group | The Villages | Not listed | Percentage of assets |
| Micah Spence | Blackston Financial Advisory Group | The Villages | Not listed | Percentage of assets |
| Richard Blackston | Blackston Financial Advisory Group | The Villages | Not listed | Percentage of assets |
| Samantha Stocksett | Blackston Financial Advisory Group | The Villages | Not listed | Percentage of assets |
| Travis Bender | Blackston Financial Advisory Group | The Villages | Not listed | Percentage of assets |