| Guo Liu | Stone Steps Financial | Alhambra | CFP | Percentage of assets, Hourly |
| Guy Keefer | Keefer Pension Consulting | El Segundo | CFP | Percentage of assets |
| Hannah Nolan | Werba Rubin Papier Wealth Management | San Jose | CFP | Percentage of assets |
| Heather Belli | Willow Creek Wealth Management | Sebastopol | CFP | Percentage of assets, Hourly |
| Helen Perez | Wang Financial | Santa Barbara | CFP | Percentage of assets, Hourly |
| Henk Pieters | Investus Financial | Costa Mesa | CFP | Percentage of assets, Hourly |
| Hilberto Cerda | Cerda Munoz Advisors | Whittier | CFP | Percentage of assets, Hourly |
| Hoby Pearce | Alliance Advisory & Securities | Westlake Village | CFP | Percentage of assets, Hourly |
| Huy Trieu | Key Focus Wealth | San Ramon | CFP | Percentage of assets, Hourly |
| Ian McLeod | Sustainable Advisors Alliance | San Francisco | CFP | Percentage of assets, Hourly |
| Jacob Rothman | Rothman Investment Management | Atascadero | CFP, CFA | Percentage of assets, Hourly |
| Jacob Weber | Willow Creek Wealth Management | Sebastopol | CFP | Percentage of assets, Hourly |
| Jacqueline Lewis | Brooklyn FI | San Marcos | CFP | Percentage of assets, Hourly |
| James Paulsen | Taxable Wealth | San Diego | CFP | Percentage of assets, Hourly |
| James Ripley | RAI Wealth Management | Placentia | CFP | Percentage of assets, Hourly |
| James West | Platt Wealth Management | San Diego | CFP | Percentage of assets, Hourly |
| James White | Tempus Wealth Planning | Irvine | CFP | Percentage of assets, Hourly |
| James Whiting | Cheviot Value Management | Beverly Hills | CFP | Percentage of assets, Hourly |
| Jamie Lovin | Village Wealth Advisors | Westlake Village | CFP | Percentage of assets, Hourly |
| Janet Gerlings | Mana Financial Life Design | Glendale | CFP | Percentage of assets, Hourly |
| Jarrett Suddarth | Panoramic Financial | Fresno | CFP | Percentage of assets, Hourly |
| Jason Draut | Harborlight Investments | El Cerrito | CFP | Percentage of assets, Hourly |
| Jason Gittins | Willow Creek Wealth Management | Sebastopol | CFP | Percentage of assets, Hourly |
| Jeff Fang | Aqua Capital Advisors | Los Angeles | CFP | Percentage of assets, Hourly |
| Jeffrey DeLarme | Delarme Wealth Management | Palos Verdes Estates | CFP, CFA | Percentage of assets |
| Jeffrey Kaylor | Noble Wealth Management | Newport Beach | CFP | Percentage of assets, Hourly |
| Jeffrey Sims | Index Fund Advisors | Irvine | CFP | Percentage of assets, Fixed fees |
| Jeffry Cole | Team Wealth & Tax Advisors | Temecula | CFP | Percentage of assets, Fixed fees |
| Jeremy Chaffin | Telos Capital Management | Ventura | CFP | Percentage of assets, Hourly |
| Jerome Greene | JG Wealth Management | Aliso Viejo | CFP | Percentage of assets, Fixed fees |
| Jesse Hindson | Assembly Wealth | Mill Valley | CFP | Percentage of assets, Hourly |
| Jessica Lu-Buetow | Quantum Financial Advisors | Pasadena | CFP | Percentage of assets, Hourly |
| Jinfeng Su | Mcintosh Capital Advisors | Los Angeles | CFP | Percentage of assets, Hourly |
| Joann Huber | Tessara Wealth | Burlingame | CFP, PFS | Percentage of assets, Hourly |
| Jodee Lownsbury | Betterwealth | San Jose | CFP | Percentage of assets |
| Joe Moser | Five Oceans Advisors | Santa Monica | CFP | Percentage of assets, Fixed fees |
| Joel Ransford | Planned Solutions | Folsom | CFP | Percentage of assets, Hourly |
| John Eing | Quantum Financial Advisors | Santa Monica | CFP | Percentage of assets, Hourly |
| John Knolle | Saranap Wealth Advisors | Walnut Creek | CFP | Percentage of assets, Fixed fees |
| John Liles | John H. Liles, CFP | Napa | CFP | Percentage of assets, Hourly |
| John Rutledge | Phoundational | Nicasio | CFP, CFA | Hourly, Fixed fees |
| John Wenzel | Archvest Wealth Advisors | Concord | CFP | Percentage of assets, Hourly |
| John Williams | Optimize Financial | Irvine | CFP | Percentage of assets |
| Jon Beyrer | Blankinship & Foster | Solana Beach | CFP | Percentage of assets, Hourly |
| Jon Courtney | Village Wealth Advisors | Westlake Village | CFP | Percentage of assets, Hourly |
| Jon Rehurek | Alliance Advisory & Securities | Westlake Village | CFP | Percentage of assets, Hourly |
| Jon Theriault | RS Crum | Newport Beach | CFP | Percentage of assets, Fixed fees |
| Jonathan Berman | Irontree Wealth Management | Fullerton | CFP | Percentage of assets, Hourly |
| Jonathan Holt | Integrated Planning & Investments | Clovis | CFP | Percentage of assets, Fixed fees |
| Jonathan Wang | Wang Financial | Santa Barbara | CFP | Percentage of assets, Hourly |