| George Seybolt | Eagle Bay Family Office | Boca Grande | 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 |
| Gregory Chapas | Truewater Wealth | Ponte Vedra Beach | Not listed | Percentage of assets |
| Harvis Astorga | Guerra Wealth Advisors | Miami | 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 Gallagher | Waterstone Financial Advisory | Fort Myers | Not listed | Percentage of assets, Fixed fees |
| James Spoor | Sagace Wealth | St. Petersburg | Not listed | Percentage of assets, Hourly |
| Jason Kohut | Signet Financial Management of Southwest Florida | Naples | Not listed | Percentage of assets, Hourly |
| Jeanne Hill | Harvest Portfolio Management | North Fort Myers | Not listed | Percentage of assets |
| Jimmy Cardentey | Guerra Wealth Advisors | Miami | Not listed | Percentage of assets, Hourly |
| John Mann | High Probability Advisors | Fort Meyers | Not listed | Percentage of assets |
| 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 |
| Kevin Mayo | Cogent Private Wealth | Orlando | Not listed | Percentage of assets, Fixed fees |
| Kevin McCluskey | Castle Island Wealth | Palm Beach Gardens | Not listed | Percentage of assets, Hourly |
| Kiel Lewis | Eminence WM | Orlando | Not listed | Percentage of assets |
| Lauren Bellomo | Castle Island Wealth | Palm Beach Gardens | Not listed | Percentage of assets, Hourly |
| Lawrence Muscant | Omnia Family Wealth | Aventura | Not listed | Percentage of assets, Fixed fees |
| Leonardo Guillen | Guerra Wealth Advisors | Miami | Not listed | Percentage of assets, Hourly |
| Luis Delrio | Guerra Wealth Advisors | Miami | Not listed | Percentage of assets, Hourly |
| Marco Vidal | Sundial Wealth | Delray Beach | 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 |
| Miguel Castaneda | Guerra Wealth Advisors | Miami | Not listed | Percentage of assets, Hourly |
| Miguel Rodriguez | Guerra Wealth Advisors | Miami | Not listed | Percentage of assets, Hourly |
| Mike Farmand | Farmand, Farmand & Farmand | Jacksonville | Not listed | Percentage of assets |
| Nicholas Gorry | Eminence WM | Orlando | Not listed | Percentage of assets |
| Nora Wilson | Truewater Wealth | Ponte Vedra Beach | Not listed | Percentage of assets |
| Orlando Johnson | Johnson Wealth Management | Palm Coast | Not listed | Percentage of assets, Hourly |
| Phillip McGrath | Waterstone Financial Advisory | Fort Myers | Not listed | Percentage of assets, Fixed fees |
| Preston Byrnes | Guerra Wealth Advisors | Miami | Not listed | Percentage of assets, Hourly |
| Richard Crawford | Highline Private Wealth | Jacksonville | Not listed | Percentage of assets |
| Richard Franz | Sagace Wealth | St. Petersburg | Not listed | Percentage of assets, Hourly |
| Robert Williams | Poinciana Advisors Group | Palm Beach Gardens | Not listed | Percentage of assets |
| Sarah Ivanovic | Guerra Wealth Advisors | Miami | Not listed | Percentage of assets, Hourly |
| Sebastian Guerra | Guerra Wealth Advisors | Miami | Not listed | Percentage of assets, Hourly |
| Stephen Bunch | Sagace Wealth | St. Petersburg | Not listed | Percentage of assets, Hourly |
| Stephen Casey | Signet Financial Management of Southwest Florida | Estero | Not listed | Percentage of assets, Hourly |
| Steven Farmand | Farmand, Farmand & Farmand | Jacksonville | Not listed | Percentage of assets |
| Steven Wagner | Omnia Family Wealth | Aventura | Not listed | Percentage of assets, Fixed fees |
| Stuart Brisgel | B1 Financial | Aventura | Not listed | Percentage of assets, Hourly |
| William Urquhart | Castle Island Wealth | Boynton Beach | Not listed | Percentage of assets, Hourly |