| Sean Meunier | Holden Family Office | North Palm Beach | Not listed | Percentage of assets, Hourly |
| Seth Maier | Heritage Oak Wealth Advisors | Santa Rosa Beach | Not listed | Percentage of assets |
| Shannon Castaneda | Gryphon Wealth | Jacksonville | Not listed | Percentage of assets |
| Shaunak Tripathi | Gryphon Wealth | Jacksonville | Not listed | Percentage of assets |
| Tyler Kiepke | Holden Family Office | North Palm Beach | Not listed | Percentage of assets, Hourly |
| James Lloyd | QP Wealth Management | Boca Raton | Not listed | Percentage of assets, Hourly |
| Lisa Heerwagen | QP Wealth Management | Summerland Key | Not listed | Percentage of assets, Hourly |