| Corey Oliver | Camarda Wealth Advisory Group | Fleming Island | Not listed | Percentage of assets, Hourly |
| Cory Lyon | Aureum Wealth Management | North Palm Beach | Not listed | Percentage of assets, Hourly |
| Daniel Capozzo | Clearwell Group | Tampa | CFA | Percentage of assets, Fixed fees |
| Daniel Rosales | Rose Capital Advisors | Coral Gables | Not listed | Percentage of assets, Hourly |
| Douglas Bartolf | Atticus Wealth Management | Palm Beach Gardens | Not listed | Percentage of assets |
| Eddy Park | Rose Capital Advisors | Coral Gables | Not listed | Percentage of assets, Hourly |
| Forrest Knopps | Camarda Wealth Advisory Group | Fleming Island | Not listed | Percentage of assets, Hourly |
| Hunter Brockway | Boca Retirement Strategies | Jupiter | Not listed | Percentage of assets, Hourly |
| James Dean | Guardant Wealth Advisors | Palmetto Bay | Not listed | Percentage of assets |
| Jeffrey Camarda | Camarda Wealth Advisory Group | Fleming Island | Not listed | Percentage of assets, Hourly |
| Jeffrey Kopp | Cardea Capital Advisors | Jacksonville | Not listed | Percentage of assets, Fixed fees |
| Joel Braswell | Holden Family Office | North Palm Beach | Not listed | Percentage of assets, Hourly |
| Jonathan Stump | Capstone Wealth Management | Lakeland | CFA | Percentage of assets, Fixed fees |
| Karle Simmons | Camarda Wealth Advisory Group | Fleming Island | Not listed | Percentage of assets, Hourly |
| Kate Brunori | PCM Encore | Tampa | Not listed | Percentage of assets, Fixed fees |
| Kendall Borchardt | Cardea Capital Advisors | Vero Beach | Not listed | Percentage of assets, Fixed fees |
| Kimberly Camarda | Camarda Wealth Advisory Group | Fleming Island | Not listed | Percentage of assets, Hourly |
| Luis Whu | LULLA Wealth Financial | Vero Beach | Not listed | Percentage of assets, Hourly |
| Mark Elhilow | Blue Ocean Capital | West Palm Beach | Not listed | Percentage of assets, Hourly |
| Mary Atkinson | Schrum Private Wealth Management | St. Augustine | Not listed | Percentage of assets, Fixed fees |
| Melissa Manley | StillBlue Financial Partners | Jacksonville | Not listed | Percentage of assets, Hourly |
| Micah Droescher | Atticus Wealth Management | Palm Beach Gardens | Not listed | Percentage of assets |
| Micah Gibson | Heritage Oak Wealth Advisors | Santa Rosa Beach | Not listed | Percentage of assets |
| Miguel Sosa | Rose Capital Advisors | Miami Beach | Not listed | Percentage of assets, Hourly |
| Niklas Brusen | Camarda Wealth Advisory Group | Fleming Island | Not listed | Percentage of assets, Hourly |
| Owen Schrum | Schrum Private Wealth Management | St. Augustine | Not listed | Percentage of assets, Fixed fees |
| Paola Bernal Cuevas | Global Kandor | Miami | CFA | Percentage of assets, Fixed fees |
| Partick Quealy | Aureum Wealth Management | North Palm Beach | Not listed | Percentage of assets, Hourly |
| Richard Matthias | Matthias | Winter Park | Not listed | Percentage of assets, Hourly |
| Richard Roscelli | Cardea Capital Advisors | Vero Beach | Not listed | Percentage of assets, Fixed fees |
| Robert Goggin | Atticus Wealth Management | Palm Beach Gardens | Not listed | Percentage of assets |
| Robert Strange | Camarda Wealth Advisory Group | Fleming Island | Not listed | Percentage of assets, Hourly |
| Ronald Smith | Blue Ocean Capital | West Palm Beach | Not listed | Percentage of assets, Hourly |
| Roxanna Guinan | Cardea Capital Advisors | Coral Gables | Not listed | Percentage of assets, Fixed fees |
| Ryan Cortner | Clearwell Group | Tampa | CFA | Percentage of assets, Fixed fees |
| Sanjeev Yadav | Rose Capital Advisors | Miami Beach | Not listed | Percentage of assets, Hourly |
| 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 |
| Tamara Surratt | Legacy Family Office | Bonita Springs | Not listed | Fixed fees |
| Thomas Quealy | Aureum Wealth Management | North Palm Beach | Not listed | Percentage of assets, Hourly |
| Thomas Razzano | Camarda Wealth Advisory Group | Fleming Island | Not listed | Percentage of assets, Hourly |
| Tyler Kiepke | Holden Family Office | North Palm Beach | Not listed | Percentage of assets, Hourly |
| Adam Daniels | Waterstone Financial Advisory | Fort Myers | Not listed | Percentage of assets, Fixed fees |
| Alon Ozer | Omnia Family Wealth | Aventura | Not listed | Percentage of assets, Fixed fees |
| Andrew Foss | CORE Wealth Advisors | Lakeland | Not listed | Percentage of assets, Hourly |
| Ashley Vann | Cogent Private Wealth | Orlando | Not listed | Percentage of assets, Fixed fees |
| Brian Flanagan | Tim Looney Investments | Longwood | Not listed | Ongoing planning fee, One-time planning fee |
| Brynn Albers | Northbridge Financial Group | Tampa | Not listed | Percentage of assets, Hourly |
| Charles Foss | CORE Wealth Advisors | Lakeland | Not listed | Percentage of assets, Hourly |
| Christopher Berte | Signet Financial Management of Southwest Florida | Naples | Not listed | Percentage of assets, Hourly |