| Stephen Seo | L&S Advisors | Los Angeles | CFA | Percentage of assets, Hourly |
| Stewart Darrell | Darrell Capital Management | Rolling Hills Estates | CFA | Percentage of assets, Hourly |
| Thomas Kopas | Pring Turner | Alamo | Not listed | Hourly, Percentage of assets |
| Tony Jung | Spectrum Asset Management | Newport Beach | Not listed | Percentage of assets, Hourly |
| Ty Neubauer | Spectrum Asset Management | Newport Beach | Not listed | Percentage of assets, Hourly |
| Vladimir Pixa | My Portfolio Guide | Seal Beach | Not listed | Percentage of assets |
| Yu-Chi Peng-Lee | Mayfield Advisors | Palo Alto | Not listed | Percentage of assets, Hourly |
| Alexander Newman | Grape | Temecula | Not listed | Percentage of assets |
| Benjamin Ebert | Ebert Capital Management | Eureka | Not listed | Percentage of assets, Hourly |
| Brian Montanez | Multnomah Group | Orinda | Not listed | Percentage of assets, Hourly |
| Christopher Lynch | Lynch Financial Group | Camarillo | Not listed | Percentage of assets, Fixed fees |
| Ivanna Berrio Paeva | Ticino Wealth | Mission Viejo | 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 |
| Michael Masciorini | Ticino Wealth | Mission Viejo | Not listed | Percentage of assets |
| Palmer Mahoney | Weaver Consulting Group | Huntington Beach | Not listed | Percentage of assets, Fixed fees |
| Richard Levenson | Western Financial | San Diego | Not listed | Percentage of assets |
| Scott Melbrod | Melbrod Wealth Management | San Diego | Not listed | Ongoing planning fee |
| Steven Schoenfeld | The Rice Partnership | San Luis Obispo | Not listed | Percentage of assets, Fixed fees |
| Tyler Sanchez | The Rice Partnership | San Luis Obispo | Not listed | Percentage of assets, Fixed fees |
| 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 |
| Brian Johnson | DLK Investment Management | Solana Beach | Not listed | Percentage of assets, Hourly |
| Bruce Lacey | De Groote Financial Group | Thousand Oaks | Not listed | Percentage of assets, Hourly |
| Craig Weston | L&S Advisors | Los Angeles | Not listed | Percentage of assets, Hourly |
| Edlyn Ruiz | L&S Advisors | Los Angeles | Not listed | Percentage of assets, Hourly |
| Erick Ormsby | Alcosta Capital Management | San Ramon | Not listed | Percentage of assets |
| Ian Manongdo | L&S Advisors | Los Angeles | Not listed | Percentage of assets, Hourly |
| Jason Scott | L&S Advisors | Los Angeles | Not listed | Percentage of assets, Hourly |
| Joshua Iversen | Syzygy Financial | Irvine | Not listed | Percentage of assets, Hourly |
| Joshua Keith | Laguna Capital Management | Santa Barbara | Not listed | Percentage of assets, Hourly |
| Leanne Sindell | L&S Advisors | Los Angeles | Not listed | Percentage of assets, Hourly |
| Lin-Chun Liu | L&S Advisors | Los Angeles | Not listed | Percentage of assets, Hourly |
| Ofer Ben-Menahem | L&S Advisors | Irvine | Not listed | Percentage of assets, Hourly |
| Ralph Scott | L&S Advisors | Los Angeles | Not listed | Percentage of assets, Hourly |
| Robert Keith | Laguna Capital Management | Santa Barbara | Not listed | Percentage of assets, Hourly |
| Ryan Brouillette | L&S Advisors | Los Angeles | Not listed | Percentage of assets, Hourly |
| Sy Lippman | L&S Advisors | Los Angeles | Not listed | Percentage of assets, Hourly |
| Theodore Kay | DLK Investment Management | Solana Beach | Not listed | Percentage of assets, Hourly |
| Thomas Brenner | DLK Investment Management | Solana Beach | Not listed | Percentage of assets, Hourly |
| Wheelock Bingham | Bingham Private Wealth | San Francisco | Not listed | Percentage of assets |