| Michael Sellers | Fidelis Capital | Tampa | Not listed | Percentage of assets, Fixed fees |
| Natalia Callahan | Callahan Wealth Advisory | Orlando | Not listed | Percentage of assets |
| Niklas Brusen | Camarda Wealth Advisory Group | Fleming Island | Not listed | Percentage of assets, Hourly |
| Paul Ayotte | Fidelis Capital | Tampa | Not listed | Percentage of assets, Fixed fees |
| Richard Matthias | Matthias | Winter Park | Not listed | Percentage of assets, Hourly |
| Richard Simonetti | Fidelis Capital | Tampa | Not listed | Percentage of assets, Fixed fees |
| Robert Strange | Camarda Wealth Advisory Group | Fleming Island | Not listed | Percentage of assets, Hourly |
| Ronald Smith | Blue Ocean Capital | West Palm Beach | Not listed | Percentage of assets, Hourly |
| Seth Maier | Heritage Oak Wealth Advisors | Santa Rosa Beach | Not listed | Percentage of assets |
| Thomas Ellis | B&C Financial Advisors | Ponte Vedra Beach | Not listed | Percentage of assets |
| Thomas Razzano | Camarda Wealth Advisory Group | Fleming Island | Not listed | Percentage of assets, Hourly |
| Alexia McCluskey | Castle Island Wealth | Palm Beach Gardens | Not listed | Percentage of assets, Hourly |
| Barrett Haus | Haus Financial Solutions | Orlando | Not listed | Percentage of assets, Hourly |
| Brynn Albers | Northbridge Financial Group | Tampa | Not listed | Percentage of assets, Hourly |
| Christopher Vernon | Andrew Hill Investment Advisors | Naples | Not listed | Percentage of assets |
| Dodd Disler | Sagace Wealth | St. Petersburg | Not listed | Percentage of assets, Hourly |
| Donald Fallenbaum | Fallenbaum CPA & Advisors | Plantation | Not listed | Percentage of assets, Hourly |
| Douglas Walters | Walters Strategic Advisors | Sarasota | Not listed | Percentage of assets, Hourly |
| Jack McCluskey | Castle Island Wealth | Palm Beach Gardens | Not listed | Percentage of assets, Hourly |
| Jake Pendl | Sagace Wealth | St. Petersburg | Not listed | Percentage of assets, Hourly |
| James Spoor | Sagace Wealth | St. Petersburg | Not listed | Percentage of assets, Hourly |
| Jennifer Figurelli | Andrew Hill Investment Advisors | Naples | Not listed | Percentage of assets |
| John Shepherd | BlueDoor Private Wealth | St. Petersburg | Not listed | Percentage of assets, Hourly |
| Jose Maria Bilbao Cunha Joia | Walters Strategic Advisors | Sarasota | Not listed | Percentage of assets, Hourly |
| Kevin McCluskey | Castle Island Wealth | Palm Beach Gardens | Not listed | Percentage of assets, Hourly |
| Larry Bright | Bright Asset Management | Venice | Not listed | Percentage of assets |
| Lauren Bellomo | Castle Island Wealth | Palm Beach Gardens | Not listed | Percentage of assets, Hourly |
| Mia Vazquez | Northbridge Financial Group | Tampa | Not listed | Percentage of assets, Hourly |
| Michelle Halpin | Grand Central Investment Group | Tampa | Not listed | Percentage of assets, Hourly |
| Mike Farmand | Farmand, Farmand & Farmand | Jacksonville | Not listed | Percentage of assets |
| Orlando Johnson | Johnson Wealth Management | Palm Coast | Not listed | Percentage of assets, Hourly |
| Richard Franz | Sagace Wealth | St. Petersburg | Not listed | Percentage of assets, Hourly |
| Robert Phelan | Concierge Financial Advisor | Parrish | CFA | Percentage of assets |
| Sean O'Brien | Andrew Hill Investment Advisors | Naples | Not listed | Percentage of assets |
| Stephen Bunch | Sagace Wealth | St. Petersburg | Not listed | Percentage of assets, Hourly |
| Steven Farmand | Farmand, Farmand & Farmand | Jacksonville | Not listed | Percentage of assets |
| William Urquhart | Castle Island Wealth | Boynton Beach | Not listed | Percentage of assets, Hourly |
| Arthur Gordon | Gordon Asset Management | West Palm Beach | Not listed | Percentage of assets, Performance-based fees |
| Brandon Catrett | Ridgeline Private Wealth | Ponte Vedra | Not listed | Ongoing planning fee |
| Cesar Murillo | Emergent Global Investments | Coral Gables | Not listed | Percentage of assets |
| Charles Achoa | Proxy Wealth | Windermere | Not listed | Percentage of assets, Hourly |
| Charlot Alexandre | Blue Jasper Capital | Clermont | Not listed | Percentage of assets, Hourly |
| Christopher Davidson | Proxy Wealth | Windermere | Not listed | Percentage of assets, Hourly |
| Colin Myers | Blue Jasper Capital | Clermont | Not listed | Percentage of assets, Hourly |
| David Gordon | Gordon Asset Management | West Palm Beach | Not listed | Percentage of assets, Performance-based fees |
| Felipe Mardakis | Proxy Wealth | Windermere | Not listed | Percentage of assets, Hourly |
| Fernando Germana | Germana Capital | Miami | Not listed | Percentage of assets, Hourly |
| Grayson Bishop | Blue Jasper Capital | Clermont | Not listed | Percentage of assets, Hourly |
| Jean Coletta | Germana Capital | Miami | Not listed | Percentage of assets, Hourly |
| Jennifer Foster | SmartPlan Investing | Juno Beach | Not listed | Not listed |