| Nathan Dunham | CORE Wealth Advisors | Lakeland | CFP | Percentage of assets, Hourly |
| Nelson Greene | Highline Private Wealth | Jacksonville | CFP | Percentage of assets |
| Nicolaas Letschert | Noesis Capital Management | Boca Raton | CFP | Percentage of assets, Fixed fees |
| Stephen Santangelo | Matriarch Wealth Management | Miami | CFA | Percentage of assets, Hourly |
| Fradel Barber The World Changers empowers individuals and businesses with financial education, tools, and strategies to build wealth and secure their future. | The World Changers | Miami | Not listed | Percentage of assets, Subscription |
| John Dougherty | Dougherty Investment Advisors | Spring Hill | Not listed | Percentage of assets, Hourly |
| John Leeming | JL Bainbridge | Sarasota | CFP | Percentage of assets |
| Justin Ellsesser | Matthias | Winter Park | CFA | Percentage of assets, Hourly |
| Kevin Jordan | Greater Gifts Family Office | Fort Myers | CFP | Percentage of assets, Hourly |
| Maximilian Neumayer | Formation Wealth Management | Ponte Vedra Beach | CFP | Percentage of assets, Hourly |
| Patrick Manconi | Dougherty Investment Advisors | Spring Hill | Not listed | Percentage of assets, Hourly |
| Paul Bush | Steadfast Financial Services | Green Cove Springs | Not listed | Percentage of assets, Ongoing planning fee |
| Seann Dougherty | Dougherty Investment Advisors | Spring Hill | Not listed | Percentage of assets, Hourly |
| Theodore Zamerski | Prosperity Path Advisers | Vero Beach | PFS, CFA | Percentage of assets, Hourly |
| Todd Macke | Greater Gifts Family Office | Fort Myers | CFP | Percentage of assets, Hourly |
| Alberto Crespo | Crespo Capital | Jacksonville | Not listed | Percentage of assets, Hourly |
| Andrew Brady | Brady Family Wealth | Miami | CFA | Percentage of assets, Hourly |
| Carlo Magno Santos-Ocampo | High Net Worth Advisory Group | Naples | CFP | Percentage of assets, Hourly |
| Charles Poe | Grand Central Investment Group | Tampa | CFA | Percentage of assets, Hourly |
| Christian Paterok | Noesis Capital Management | Boca Raton | CFA | Percentage of assets, Fixed fees |
| David Morgan | High Net Worth Advisory Group | Naples | CFP | Percentage of assets, Hourly |
| David Vigil | Vigil Wealth Management | Ponte Vedra Beach | CFP | Percentage of assets, Hourly |
| Derek Stross | CORE Wealth Advisors | Lakeland | PFS | Percentage of assets, Hourly |
| Dianne Hively | Hivest Financial | Tampa | Not listed | Percentage of assets, Hourly |
| Frank Mercer | Southeast Asset Advisors | Tallahassee | CFP | Percentage of assets, Hourly |
| Howard Jordan | High Net Worth Advisory Group | Naples | CFP | Percentage of assets, Hourly |
| John Harper | Sagace Wealth | St. Petersburg | PFS | Percentage of assets, Hourly |
| Joseph Cefalu | Downtown Wealth Studios | Miami | Not listed | Percentage of assets, Fixed fees |
| Laleeta Hill | Noesis Capital Management | Boca Raton | CFA | Percentage of assets, Fixed fees |
| Lauren Desmarteaux | Preserve Private Wealth | Port St. Lucie | Not listed | Percentage of assets, Fixed fees |
| Marshall Gilman | Onyx Bridge Wealth Group | Port St. Lucie | ChFC | Percentage of assets, Hourly |
| Michael Ellis | Steelhead Wealth Management | Naples | Not listed | Percentage of assets, Fixed fees |
| Michael Scott | CORE Wealth Advisors | Lakeland | CFA | Percentage of assets, Hourly |
| Paul Babij | Sundial Wealth | Delray Beach | CFA | Percentage of assets, Hourly |
| Warren Spoor | Sagace Wealth | St. Petersburg | PFS | Percentage of assets, Hourly |
| Alexander Bateh | Gryphon Wealth | Jacksonville | Not listed | Percentage of assets |
| Ana Abreu | Gryphon Wealth | Jacksonville | Not listed | Percentage of assets |
| Bhagwati Sangani | Gryphon Wealth | Jacksonville | Not listed | Percentage of assets |
| Colin Callahan | Callahan Wealth Advisory | Orlando | Not listed | Percentage of assets |
| 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 |
| Eddy Park | Rose Capital Advisors | Coral Gables | Not listed | Percentage of assets, Hourly |
| Giosefin Tonej | Gryphon Wealth | Jacksonville | Not listed | Percentage of assets |
| Grant Garretson | Gryphon Wealth | Jacksonville | Not listed | Percentage of assets |
| James Dean | Guardant Wealth Advisors | Palmetto Bay | Not listed | Percentage of assets |
| Jeffrey Kopp | Cardea Capital Advisors | Jacksonville | Not listed | Percentage of assets, Fixed fees |
| Jeffrey Wyatt | Gryphon Wealth | Jacksonville | Not listed | Percentage of assets |
| Joel Braswell | Holden Family Office | North Palm Beach | Not listed | Percentage of assets, Hourly |
| John Youngs | Tiller Private Wealth | Orlando | Not listed | Percentage of assets, Fixed fees |