| Kelly Roemers | Statherós Financial Solutions | San Jose | Not listed | Percentage of assets |
| Mayra Meza | Sierra Ocean | Ripon | Not listed | Percentage of assets, Fixed fees |
| Michael Roberts | Statherós Financial Solutions | San Jose | Not listed | Percentage of assets |
| Trevor Parsons | Statherós Financial Solutions | El Dorado Hills | Not listed | Percentage of assets |
| Anthony Spangenberg | WP Advisors | South San Francisco | Not listed | Percentage of assets |
| Boris Suvorov | Three Main Points | Los Gatos | Not listed | Percentage of assets, Hourly |
| Daniel Hennig | Audent Global Asset Management | Beverly Hills | Not listed | Percentage of assets, Fixed fees |
| Jonathan Caprilli | Audent Global Asset Management | Beverly Hills | Not listed | Percentage of assets, Fixed fees |
| Paul Feinstein | Audent Global Asset Management | Beverly Hills | Not listed | Percentage of assets, Fixed fees |
| Richard Nerad | Nerad + Deppe Wealth Management | La Jolla | Not listed | Percentage of assets, Ongoing planning fee |
| Stephen Philliber | WP Advisors | South San Francisco | Not listed | Percentage of assets |
| Steven Deppe | Nerad + Deppe Wealth Management | La Jolla | Not listed | Percentage of assets, Ongoing planning fee |