| Nathaniel Lane | ClearPath Capital Partners | Menlo Park | Not listed | Percentage of assets, Hourly |
| Valerija Martinovic | Global Key Advisors | San Francisco | Not listed | Percentage of assets |
| Anthony Spangenberg | WP Advisors | South San Francisco | Not listed | Percentage of assets |
| Bruce Lacey | De Groote Financial Group | Thousand Oaks | Not listed | Percentage of assets, Hourly |
| Carmel York | CLYM Wealth | Marina | Not listed | Percentage of assets, Hourly |
| Clara Basile | Avalon Capital Management | Menlo Park | Not listed | Percentage of assets, Hourly |
| Daniel Krebs | Atlas Capital Advisors | San Francisco | Not listed | Percentage of assets, Performance-based fees |
| Erick Ormsby | Alcosta Capital Management | San Ramon | Not listed | Percentage of assets |
| Gino Garcia | Atlas Capital Advisors | San Francisco | Not listed | Percentage of assets, Performance-based fees |
| Keli Cole | Avalon Capital Management | Menlo Park | Not listed | Percentage of assets, Hourly |
| Leslie Krampert | Atlas Capital Advisors | San Francisco | Not listed | Percentage of assets, Performance-based fees |
| Michael Souza | KOA Wealth Management | Encinitas | Not listed | Percentage of assets, Hourly |
| Ross Revenaugh | Avalon Capital Management | Menlo Park | Not listed | Percentage of assets, Hourly |
| Russell Silvestri | Atlas Capital Advisors | San Francisco | Not listed | Percentage of assets, Performance-based fees |
| Stephen Philliber | WP Advisors | South San Francisco | Not listed | Percentage of assets |