| Karen Curry | Young Richard C & CO | Naples | Not listed | Percentage of assets |
| Lawrence Jules | 3edge Asset Management | Naples | Not listed | Percentage of assets |
| Matthew Young | Young Richard C & CO | Naples | Not listed | Percentage of assets |
| Pasquale Antonetti | Antonetti Capital Management | Naples | Not listed | Percentage of assets, Hourly |
| Paula Jewell | Aviance Capital Partners | Naples | Not listed | Percentage of assets, Fixed fees |
| Stephen Cucchiaro | 3edge Asset Management | Naples | Not listed | Percentage of assets |
| Steven Lebens | Lebens Advisory Group | Naples | Not listed | Percentage of assets, Fixed fees |
| Tracey Labrecque | Planning Alternatives | Naples | Not listed | Percentage of assets, Hourly |