| Joel Chamberlain | Financial Independence Advisors | Jacksonville | PFS | Percentage of assets |
| John Giehrl | Financial Independence Advisors | Jacksonville | PFS | Percentage of assets |
| Johnathan Butler | Fidelis Capital | Tampa | Not listed | Percentage of assets, Fixed fees |
| Joshua Krafchick | 369 Financial | Jacksonville | Not listed | One-time planning fee |
| 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 |
| Kenneth Krey | Financial Independence Advisors | Jacksonville | PFS | Percentage of assets |
| Kimberly Camarda | Camarda Wealth Advisory Group | Fleming Island | Not listed | Percentage of assets, Hourly |
| Mark Elhilow | Blue Ocean Capital | West Palm Beach | Not listed | Percentage of assets, Hourly |
| Matthew Ellis | Fidelis Capital | Tampa | 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 |
| Michael Sellers | Fidelis Capital | Tampa | Not listed | Percentage of assets, Fixed fees |
| Miguel Sosa | Rose Capital Advisors | Miami Beach | Not listed | Percentage of assets, Hourly |
| Niklas Brusen | Camarda Wealth Advisory Group | Fleming Island | Not listed | Percentage of assets, Hourly |
| Paola Bernal Cuevas | Global Kandor | Miami | CFA | Percentage of assets, Fixed fees |
| Partick Quealy | Aureum Wealth Management | North Palm Beach | Not listed | Percentage of assets, Hourly |
| Paul Ayotte | Fidelis Capital | Tampa | Not listed | Percentage of assets, Fixed fees |
| Randal Trinidad-Ambar | Gryphon Wealth | Jacksonville | Not listed | Percentage of assets |
| 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 |
| Sanjeev Yadav | Rose Capital Advisors | Miami Beach | Not listed | Percentage of assets, Hourly |
| 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 Geraci | Purtill Financial | Fort Myers Beach | Not listed | Percentage of assets, Hourly |
| Thomas Quealy | Aureum Wealth Management | North Palm 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 |
| Alexia McCluskey | Castle Island Wealth | Palm Beach Gardens | Not listed | Percentage of assets, Hourly |
| Alon Ozer | Omnia Family Wealth | Aventura | Not listed | Percentage of assets, Fixed fees |
| 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 |
| Brian Flanagan | Tim Looney Investments | Longwood | Not listed | Ongoing planning fee, One-time planning fee |
| Christopher Berte | Signet Financial Management of Southwest Florida | Naples | Not listed | Percentage of assets, Hourly |
| 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 |
| Danny Worrell | Truewater Wealth | Ponte Vedra Beach | Not listed | Percentage of assets |
| Derek Collins | Cogent Private Wealth | Orlando | Not listed | Percentage of assets, Fixed fees |
| 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 |
| 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 |