| Howard Jordan | High Net Worth Advisory Group | Naples | CFP | Percentage of assets, Hourly |
| James Baccarini | Aggregate Financial Services | Navarre | CFP | Percentage of assets, Hourly |
| James Mills | Sara-Bay Financial | Sarasota | CFP | Percentage of assets |
| Jeffrey Nielson | Avenues Wealth | Winter Park | CFP | Percentage of assets, Hourly |
| Jordan Bieber | Professional Advisory Services | Vero Beach | ChFC | Percentage of assets |
| Joseph Cefalu | Downtown Wealth Studios | Miami | Not listed | Percentage of assets, Fixed fees |
| Joshua Angell | Poinciana Advisors Group | Palm Beach Gardens | CFA | Percentage of assets |
| Joshua Clifford | Wealth Management | Tallahassee | CFP | Percentage of assets |
| Kathleen Campbell | Campbell Financial Partners | Fort Myers | Not listed | Percentage of assets, One-time planning fee |
| Kenneth Auman | Mariner Financial Group | Palm Beach Gardens | CFP | Percentage of assets, Fixed fees |
| Kilburn Sherman | Maclendon Wealth Management | Jensen Beach | PFS | 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 |
| Nicholas Carman | Clear Harbor Wealth Management | Destin | Not listed | Percentage of assets, Hourly |
| Paul Means | Means Wealth Management | Venice | Not listed | Percentage of assets, Flat fee or retainer |
| Richard Harris | Aspire Growth Partners | Miromar Lakes | CFA | Percentage of assets, Hourly |
| Robert Basile | Basile Financial Group | Palm Harbor | CFP | Percentage of assets, Hourly |
| Robert Filosa | Atlantic Edge Wealth | Jacksonville | Not listed | Percentage of assets |
| Robert Polackwich | Professional Advisory Services | Vero Beach | CFA | Percentage of assets |
| Ryan Horak | Wealth Management | Tallahassee | CFP | Percentage of assets |
| Troy Katterheinrich | Retire Agile | Palm Beach Gardens | CFP | Percentage of assets, Fixed fees |
| Warren Burger | Luminary Financial Advisors | Cocoa Beach | Not listed | Ongoing planning fee |
| William George | Luminary Financial Advisors | Cocoa Beach | Not listed | Ongoing planning fee |
| William McDavid | Flavin, Nooney & Person | Gainesville | PFS | Percentage of assets, Hourly |
| Alexander Bateh | Gryphon Wealth | Jacksonville | Not listed | Percentage of assets |
| Alexander Potenza | Skyview Financial Group | Ponte Vedra Beach | Not listed | Percentage of assets, Fixed fees |
| Alexander Potenza | Skyview Financial Group | Ponte Vedra Beach | Not listed | Percentage of assets, Fixed fees |
| Aliredha Walji | ShariaPortfolio | Lake Mary | Not listed | Percentage of assets |
| Allan Paull | ShariaPortfolio | Lake Mary | Not listed | Percentage of assets |
| Ana Abreu | Gryphon Wealth | Jacksonville | Not listed | Percentage of assets |
| Austin Nelson | Atticus Wealth Management | Palm Beach Gardens | Not listed | Percentage of assets |
| Benjamin Bjork | Navista Wealth Management | Naples | Not listed | Percentage of assets, Hourly |
| Bhagwati Sangani | Gryphon Wealth | Jacksonville | Not listed | Percentage of assets |
| Bryan Courchesne | DAiM | Palm Beach Gardens | Not listed | Percentage of assets, Hourly |
| Christina Hudson | Invenio Wealth Partners | Coral Gables | Not listed | Percentage of assets, Hourly |
| Christopher Jones | Sparrow Wealth Management | Orlando | Not listed | Percentage of assets, Ongoing planning fee |
| Colin Callahan | Callahan Wealth Advisory | Orlando | Not listed | Percentage of assets |
| Corey Oliver | Camarda Wealth Advisory Group | Fleming Island | Not listed | Percentage of assets, Hourly |
| Daniel Rosales | Rose Capital Advisors | Coral Gables | Not listed | Percentage of assets, Hourly |
| David Zallo 40 year old, family owned, values-based, wealth management firm providing comprehensive financial planning and / or investment management. | SFG Wealth Advisors | Tampa | Not listed | Percentage of assets |
| Donald Drummond | Financial Independence Advisors | Jacksonville | PFS | Percentage of assets |
| 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 |
| Giosefin Tonej | Gryphon Wealth | Jacksonville | Not listed | Percentage of assets |
| Grant Garretson | Gryphon Wealth | Jacksonville | Not listed | Percentage of assets |
| Greg Newman | Three Oaks Partners Investment Counsel | Clearwater | CFA | Percentage of assets, Hourly |
| Habib Anwar | ShariaPortfolio | Lake Mary | Not listed | Percentage of assets |
| Hunter Brockway | Boca Retirement Strategies | Jupiter | Not listed | Percentage of assets, Hourly |
| Isaac Brohinsky | Financial Independence Advisors | Jacksonville | PFS | Percentage of assets |