| Mike Farmand | Farmand, Farmand & Farmand | Jacksonville | Not listed | Percentage of assets |
| Richard Crawford | Highline Private Wealth | Jacksonville | Not listed | Percentage of assets |
| Steven Farmand | Farmand, Farmand & Farmand | Jacksonville | Not listed | Percentage of assets |
| Austin Franks | Financial Independence Advisors | Jacksonville | Not listed | Percentage of assets |
| Joe Baker | Financial Independence Advisors | Jacksonville | Not listed | Percentage of assets |
| James Dehoff | DeHoff Wealth Advisory | Jacksonville | Not listed | Percentage of assets |
| Charles Armstrong | D2 Capital Management | Jacksonville | Not listed | Percentage of assets, Hourly |
| Hunter Smith | Cornerstone Investment Services | Jacksonville | Not listed | Percentage of assets |
| Ann Covington | Covingtonalsina | Jacksonville | CFP | Percentage of assets, Hourly |
| Bradley Miller | Trustwell Financial Advisors | Jacksonville | 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 |
| Judson Mallini | Together Planning | Jacksonville | CFP | Percentage of assets, Hourly |
| Michael Ellis | Madden Advisory Services | Jacksonville | CFP | Percentage of assets, Hourly |
| Michelle Barron | River City Wealth Management | Jacksonville | CFP | Percentage of assets, Hourly |
| Nathan Edwards | IMG Wealth Management | Jacksonville | CFP, CFA | Percentage of assets, Hourly |
| Nick Edwards | IMG Wealth Management | Jacksonville | CFP | Percentage of assets, Hourly |
| Robert O'Quinn | Salvus Wealth Management | Jacksonville | CFP | Percentage of assets, Hourly |
| Tyler Corn | Headland Capital | Jacksonville | CFA | Percentage of assets, Hourly |
| Alexander Jenkins | Nesteggs | Jacksonville | Not listed | Percentage of assets, Hourly |
| Annette Campos | Riverplace Capital Management | Jacksonville | Not listed | Percentage of assets |
| Blake Macklin | Nesteggs | Jacksonville | Not listed | Percentage of assets, Hourly |
| Brett Freese | Trustwell Financial Advisors | Jacksonville | Not listed | Percentage of assets, Hourly |
| Christopher Johns | Spark Wealth Advisors | Jacksonville | Not listed | Percentage of assets, Fixed fees |
| Don Williams | Trustwell Financial Advisors | Jacksonville | Not listed | Percentage of assets, Hourly |
| Emina Palislamovic | Nesteggs | Jacksonville | Not listed | Percentage of assets, Hourly |
| Irene Adelman | Nesteggs | Jacksonville | Not listed | Percentage of assets, Hourly |
| John Grant | Covingtonalsina | Jacksonville | Not listed | Percentage of assets, Hourly |
| Kevin Cheezum | Nesteggs | Jacksonville | Not listed | Percentage of assets, Hourly |
| Margaret Emmet | Headland Capital | Jacksonville | Not listed | Percentage of assets, Hourly |
| Michael Steele | IMG Wealth Management | Jacksonville | Not listed | Percentage of assets, Hourly |
| Nicholas Quinn | Nesteggs | Jacksonville | Not listed | Percentage of assets, Hourly |
| Nick Riscigno | IMG Wealth Management | Jacksonville | Not listed | Percentage of assets, Hourly |
| Nicole Mulea | Covingtonalsina | Jacksonville | Not listed | Percentage of assets, Hourly |
| Peter Bower | Riverplace Capital Management | Jacksonville | Not listed | Percentage of assets |
| Peter Freidel | Salvus Wealth Management | Jacksonville | Not listed | Percentage of assets, Hourly |
| Stephen Quinn | Nesteggs | Jacksonville | Not listed | Percentage of assets, Hourly |
| Tanner Doudna | Trustwell Financial Advisors | Jacksonville | Not listed | Percentage of assets, Hourly |
| Tyler Dodson | Destiny Wealth Partners | Jacksonville | Not listed | Percentage of assets, Hourly |