| Ishaq Mohiuddin | ShariaPortfolio | Lake Mary | Not listed | Percentage of assets |
| Jacqueline Bos | B&C Financial Advisors | Ponte Vedra Beach | Not listed | Percentage of assets |
| 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 Wyatt | Gryphon Wealth | Jacksonville | Not listed | Percentage of assets |
| Jessica Adams | B&C Financial Advisors | Ponte Vedra Beach | Not listed | Percentage of assets |
| Joel Chamberlain | Financial Independence Advisors | Jacksonville | PFS | Percentage of assets |
| John Giehrl | Financial Independence Advisors | Jacksonville | PFS | Percentage of assets |
| Jonathan Stump | Capstone Wealth Management | Lakeland | CFA | Percentage of assets, Fixed fees |
| Joyce Walker | Gryphon Wealth | Jacksonville | Not listed | Percentage of assets |
| Justin Wai | Three Oaks Partners Investment Counsel | Lithia | CFA | Percentage of assets, Hourly |
| 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 |
| Kellie Kelleher | B&C Financial Advisors | Ponte Vedra Beach | Not listed | Percentage of assets |
| Kenneth Krey | Financial Independence Advisors | Jacksonville | PFS | Percentage of assets |
| 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 |
| Mahdi Walji | ShariaPortfolio | Richmond | Not listed | Percentage of assets |
| 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 |
| Melissa Storch | Gryphon Wealth | Jacksonville | Not listed | Percentage of assets |
| 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 |
| Natalia Callahan | Callahan Wealth Advisory | Orlando | Not listed | Percentage of assets |
| Naushad Virji | ShariaPortfolio | Lake Mary | Not listed | Percentage of assets |
| 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 |
| Randal Trinidad-Ambar | Gryphon Wealth | Jacksonville | Not listed | Percentage of assets |
| Rezwana Abed | ShariaPortfolio | Lake Mary | Not listed | Percentage of assets |
| 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 |
| Sanjeev Yadav | Rose Capital Advisors | Miami Beach | Not listed | Percentage of assets, Hourly |
| Seth Maier | Heritage Oak Wealth Advisors | Santa Rosa Beach | Not listed | Percentage of assets |
| Shafaq Kazi | ShariaPortfolio | Lake Mary | Not listed | Percentage of assets |
| Shafran Shurid | ShariaPortfolio | Lake Mary | 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 |
| Tamara Surratt | Legacy Family Office | Bonita Springs | Not listed | Fixed fees |
| Thomas Ellis | B&C Financial Advisors | Ponte Vedra Beach | Not listed | Percentage of assets |
| Thomas Geraci | Purtill Financial | Fort Myers Beach | Not listed | Percentage of assets, Hourly |
| Thomas Razzano | Camarda Wealth Advisory Group | Fleming Island | Not listed | Percentage of assets, Hourly |
| Adam Daniels | Waterstone Financial Advisory | Fort Myers | 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 |
| Barrett Haus | Haus Financial Solutions | Orlando | Not listed | Percentage of assets, Hourly |
| Bernard Katz | Wealth Effects | Boynton Beach | Not listed | Percentage of assets |
| Bertrand Roberge | FIA Services | Navarre | PFS | Percentage of assets |
| Brian Flanagan | Tim Looney Investments | Longwood | Not listed | Ongoing planning fee, One-time planning fee |
| Carol Bieber | Professional Advisory Services | Vero Beach | Not listed | Percentage of assets |