| Oisin Thompson | Fortress Wealth Planning | Jacksonville Beach | Not listed | Percentage of assets, Fixed fees |
| Anthony Leone | Alpha Zero | Boca Raton | Not listed | Percentage of assets, Fixed fees |
| Franklin Lentz | Lentz Advisors | Gainesville | Not listed | Percentage of assets, Fixed fees |
| Franklin Lentz | Lentz Advisors | Gainesville | Not listed | Percentage of assets, Fixed fees |
| Jonathan Schiripo | Alpha Zero | Boca Raton | Not listed | Percentage of assets, Fixed fees |
| Lorianne Cordoba | Red Reef Advisors | Boca Raton | Not listed | Percentage of assets, Hourly |
| Mason Schreck | Alpha Zero | Boca Raton | Not listed | Percentage of assets, Fixed fees |
| Michael Cummings | Alpha Zero | Boca Raton | Not listed | Percentage of assets, Fixed fees |
| Yony Noy | Alpha Zero | Boca Raton | Not listed | Percentage of assets, Fixed fees |