| Bryan Gutierrez | Statherós Financial Solutions | El Dorado Hills | Not listed | Percentage of assets |
| Caleb Hilliker | Statherós Financial Solutions | El Dorado Hills | Not listed | Percentage of assets |
| Casey Marks | Foronjy Financial | Santa Barbara | Not listed | Percentage of assets, Hourly |
| Christopher Lynch | Lynch Financial Group | Camarillo | Not listed | Percentage of assets, Fixed fees |
| Daniel Gutierrez | Statherós Financial Solutions | El Dorado Hills | Not listed | Percentage of assets |
| Douglas Davey | Statherós Financial Solutions | El Dorado Hills | Not listed | Percentage of assets |
| Ivanna Berrio Paeva | Ticino Wealth | Mission Viejo | Not listed | Percentage of assets |
| Jared Audette | Eagle Wealth Management Group | Valencia | Not listed | Percentage of assets |
| John Chavez | Multnomah Group | Carlsbad | Not listed | Percentage of assets, Hourly |
| John O'Neill | O'Neill Financial Management | Lake Forest | Not listed | Percentage of assets |
| John Oneill | O'Neill Financial Management | Lake Forest | Not listed | Percentage of assets |
| Jordan Masciorini | Ticino Wealth | Mission Viejo | Not listed | Percentage of assets |
| Justin Waisner | Statherós Financial Solutions | El Dorado Hills | Not listed | Percentage of assets |
| Kelly Roemers | Statherós Financial Solutions | San Jose | Not listed | Percentage of assets |
| Michael Masciorini | Ticino Wealth | Mission Viejo | Not listed | Percentage of assets |
| Michael Roberts | Statherós Financial Solutions | San Jose | Not listed | Percentage of assets |
| Palmer Mahoney | Weaver Consulting Group | Huntington Beach | Not listed | Percentage of assets, Fixed fees |
| Scott Melbrod | Melbrod Wealth Management | San Diego | Not listed | Ongoing planning fee |
| Trevor Parsons | Statherós Financial Solutions | El Dorado Hills | Not listed | Percentage of assets |
| Wesley Melbrod | Melbrod Wealth Management | San Diego | Not listed | Ongoing planning fee |
| Yvonne Oneill | O'Neill Financial Management | Lake Forest | Not listed | Percentage of assets |
| Charles Else | Osborne Partners | San Francisco | Not listed | Percentage of assets, Performance-based fees |
| Paul Resnick | Osborne Partners | San Francisco | Not listed | Percentage of assets, Performance-based fees |
| Seema Rajoura | Osborne Partners | San Francisco | Not listed | Percentage of assets, Performance-based fees |
| Sonia Von Berg | Osborne Partners | San Francisco | Not listed | Percentage of assets, Performance-based fees |
| Wheelock Bingham | Bingham Private Wealth | San Francisco | Not listed | Percentage of assets |