| Ana Rebora De Luchau | Global Kandor | Miami | Not listed | Percentage of assets, Fixed fees |
| Austin Franks | Financial Independence Advisors | Jacksonville | 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 |
| Cynthia Shuford-Stover | Global Financial Private Client | Sarasota | Not listed | Percentage of assets, Hourly |
| Felipe Mardakis | Proxy Wealth | Windermere | Not listed | Percentage of assets, Hourly |
| George Rettig | Alitus Financial | Land O Lakes | Not listed | Percentage of assets |
| Grayson Bishop | Blue Jasper Capital | Clermont | Not listed | Percentage of assets, Hourly |
| Guillermo Vernet | Global Kandor | Miami | Not listed | Percentage of assets, Fixed fees |
| Jennifer Johnson | Pinelight Financial | Estero | Not listed | Percentage of assets, Hourly |
| Joe Baker | Financial Independence Advisors | Jacksonville | Not listed | Percentage of assets |
| John Copeland | Blue Jasper Capital | Clermont | Not listed | Percentage of assets, Hourly |
| Jordan Johnson | Pinelight Financial | Estero | Not listed | Percentage of assets, Hourly |
| Katie Kingsman | Kingsman Wealth Management | Pensacola | Not listed | Percentage of assets |
| Peterson Cenerino | Proxy Wealth | Windermere | Not listed | Percentage of assets, Hourly |
| Pietro Galina | Proxy Wealth | Windermere | Not listed | Percentage of assets, Hourly |
| Rafael Junqueira Nani | Proxy Wealth | Windermere | Not listed | Percentage of assets, Hourly |
| Raquel Schiavon | Proxy Wealth | Windermere | Not listed | Percentage of assets, Hourly |
| Seema Jain | Axiom Paragon Services | Tampa | Not listed | Not listed |
| Tatiane Teixeira | Proxy Wealth | Windermere | Not listed | Percentage of assets, Hourly |
| Todd Heckman | Blue Jasper Capital | Clermont | Not listed | Percentage of assets, Hourly |
| Tulio Barbosa Ribeiro | Proxy Wealth | Windermere | Not listed | Percentage of assets, Hourly |
| Victoria Kizma | Financial Independence Advisors | Deland | Not listed | Percentage of assets |
| Zain Griffith | Dash Investments | Miami | Not listed | Percentage of assets |
| Bryan Beamer | iPlan | Winter Haven | Not listed | Percentage of assets, Fixed fees |
| Rolland Basant | Freedom Financial Management | Saint Cloud | Not listed | Ongoing planning fee |