| 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 |
| Christopher Brown | Professional Advisory Services | Vero Beach | Not listed | Percentage of assets |
| Christopher Gettelfinger | S.E.E.D. Planning Group | Saint Petersburg | Not listed | Percentage of assets, Hourly |
| Clarence Bush | Bush Capital Management | Sarasota | Not listed | Percentage of assets, Hourly |
| Daniel Nunez | Guerra Wealth Advisors | Miami | Not listed | Percentage of assets, Hourly |
| Daniel Quartararo | Cogent Private Wealth | Orlando | Not listed | Percentage of assets, Fixed fees |
| David Jaffe | Professional Advisory Services | Vero Beach | Not listed | Percentage of assets |
| David Kassir | Manna Wealth Management | Miami Beach | Not listed | Percentage of assets |
| Derek Collins | Cogent Private Wealth | Orlando | Not listed | Percentage of assets, Fixed fees |
| Donald Daniels | Daniels D'Amelio Investment Management Group LLC. | Jupiter | Not listed | Percentage of assets |
| Douglas Walters | Walters Strategic Advisors | Sarasota | Not listed | Percentage of assets, Hourly |
| Erick Reinoso | Guerra Wealth Advisors | Miami | Not listed | Percentage of assets, Hourly |
| Gabriela Morales Blanco | Guerra Wealth Advisors | Miami | Not listed | Percentage of assets, Hourly |
| Gerardo Palacios | Guerra Wealth Advisors | Miami | Not listed | Percentage of assets, Hourly |
| Gianfranco Rastelli | B1 Financial | Aventura | Not listed | Percentage of assets, Hourly |
| Giovanni Jimenez | Guerra Wealth Advisors | Miami | Not listed | Percentage of assets, Hourly |
| Guillermo Diaz | Chacon Diaz & Di Virgilio Wealth Management | Gainesville | Not listed | Percentage of assets, One-time planning fee |
| Haley Tonge | CORE Wealth Advisors | Lakeland | Not listed | Percentage of assets, Hourly |
| Harvis Astorga | Guerra Wealth Advisors | Miami | Not listed | Percentage of assets, Hourly |
| Heath Clevenger | CORE Wealth Advisors | Lakeland | Not listed | Percentage of assets, Hourly |
| Ian Starkel | Starkel Wealth Advisors | Sarasota | Not listed | Percentage of assets |
| James Divirgilio | Chacon Diaz & Di Virgilio Wealth Management | Gainesville | Not listed | Percentage of assets, One-time planning fee |
| James Duronio | William Mack & Associates | Longwood | Not listed | Percentage of assets, Ongoing planning fee |
| James Gallagher | Waterstone Financial Advisory | Fort Myers | Not listed | Percentage of assets, Fixed fees |
| James Minich | Minich MacGregor Wealth Management | St Augustine | Not listed | Percentage of assets, Fixed fees |
| Jason Kohut | Signet Financial Management of Southwest Florida | Naples | Not listed | Percentage of assets, Hourly |
| Jimmy Cardentey | Guerra Wealth Advisors | Miami | Not listed | Percentage of assets, Hourly |
| John McCully | Tim Looney Investments | Longwood | Not listed | Ongoing planning fee, One-time planning fee |
| John Shepherd | BlueDoor Private Wealth | St. Petersburg | Not listed | Percentage of assets, Hourly |
| Jon Paul Espinoza | B1 Financial | Aventura | Not listed | Percentage of assets, Hourly |
| Jorge Perez Ruiz | Guerra Wealth Advisors | Miami | Not listed | Percentage of assets, Hourly |
| Jose Maria Bilbao Cunha Joia | Walters Strategic Advisors | Sarasota | Not listed | Percentage of assets, Hourly |
| Keegan Erva | Unify Financial Advisors | Clearwater | Not listed | Percentage of assets, Hourly |
| Kenneth Moore | CORE Wealth Advisors | Lakeland | Not listed | Percentage of assets, Hourly |
| Kevin Mayo | Cogent Private Wealth | Orlando | Not listed | Percentage of assets, Fixed fees |
| Kiel Lewis | Eminence WM | Orlando | Not listed | Percentage of assets |
| Larry Bright | Bright Asset Management | Venice | Not listed | Percentage of assets |
| Leonardo Guillen | Guerra Wealth Advisors | Miami | Not listed | Percentage of assets, Hourly |
| Lisa Chacon | Chacon Diaz & Di Virgilio Wealth Management | Gainesville | Not listed | Percentage of assets, One-time planning fee |
| Luis Delrio | Guerra Wealth Advisors | Miami | Not listed | Percentage of assets, Hourly |
| Mateo Alzate | Guerra Wealth Advisors | Miami | Not listed | Percentage of assets, Hourly |
| Matthew Stohlman | Poinciana Advisors Group | Palm Beach Gardens | Not listed | Percentage of assets |
| Max Paez | Guerra Wealth Advisors | Miami | Not listed | Percentage of assets, Hourly |
| Michelle Halpin | Grand Central Investment Group | Tampa | Not listed | Percentage of assets, Hourly |
| Miguel Castaneda | Guerra Wealth Advisors | Miami | Not listed | Percentage of assets, Hourly |
| Miguel Rodriguez | Guerra Wealth Advisors | Miami | Not listed | Percentage of assets, Hourly |
| Nicholas Gorry | Eminence WM | Orlando | Not listed | Percentage of assets |
| Orlando Johnson | Johnson Wealth Management | Palm Coast | Not listed | Percentage of assets, Hourly |
| Paul Weaver | CORE Wealth Advisors | Lakeland | Not listed | Percentage of assets, Hourly |