| Mark Rylance | RS Crum | Newport Beach | CFP | Percentage of assets, Fixed fees |
| Mark Sievers | Epsilon Financial Group | Fairfield | CFP | Percentage of assets, Hourly |
| Mark Sisto | Sisto Investment Advisory | Roseville | CFP | Percentage of assets, Hourly |
| Marten Mullins | Black Horse Wealth Management | San Diego | CFP | Percentage of assets |
| Martin Mazorra | Private Wealth Advisors | Fresno | CFP, ChFC | Percentage of assets, Hourly |
| Mary Brennan | Stone Steps Financial | Encinitas | CFP | Percentage of assets, Hourly |
| Matthew Higgins | Quantum Financial Advisors | Santa Monica | CFP | Percentage of assets, Hourly |
| Matthew Osypowski | Kroeger Financial Partners | Grass Valley | CFP | Percentage of assets, Hourly |
| Matthew Young | Planned Solutions | Folsom | CFP | Percentage of assets, Hourly |
| Mayank Madhavani | Neya Capital | Palmdale | CFP, PFS | Percentage of assets, Hourly |
| Meaghan Hemmings | Blankinship & Foster | Solana Beach | CFP | Percentage of assets, Hourly |
| Melissa Tiscareno | Bradley & Company Private Wealth Management | Concord | CFP | Percentage of assets, Hourly |
| Michael Anderson | Maranantha Financial | Ventura | CFP | Percentage of assets, Hourly |
| Michael Biggica | Pixel Financial Planning | San Francisco | CFP | Percentage of assets, Hourly |
| Michael Castro | Contango Wealth Management | Oakland | CFP | Percentage of assets, Hourly |
| Michael Hall | Core Wealth Partners | Santa Rosa | CFP, ChFC | Percentage of assets |
| Michael Hartman | Mcdonald Hartman Wealth Advisors | Santa Monica | CFP | Percentage of assets, Hourly |
| Michael Hudick | Migh Financial Planner | Los Gatos | CFP | Percentage of assets, Hourly |
| Michael Mazman | Pathways Advisory Group | Fresno | CFP | Percentage of assets, Hourly |
| Michael Mortenson | Keystone Private Wealth | Palm Desert | CFP | Percentage of assets, Hourly |
| Michael Templeman | Templeman Wealth Management | Rancho Santa Margarita | CFP | Percentage of assets, Hourly |
| Michael Vandenburg | Coast Wealth Management | San Clemente | CFP | Percentage of assets, Hourly |
| Michael Vogel | Gencap Portfolio Management | Tiburon | CFP, CFA | Percentage of assets, Hourly |
| Michael Young | Clearview Financial | San Diego | CFP | Percentage of assets, Fixed fees |
| Michael Zaplitny | Fireside Financial Planning | San Jose | CFP | Percentage of assets, Hourly |
| Michelle Bedsted | Pathways Advisory Group | Fresno | CFP | Percentage of assets, Hourly |
| Neil Jubaili | Cedar Wealth Management | La Jolla | CFP | Percentage of assets, Hourly |
| Nicholas Loeffelman | Citrine Capital | Huntington Beach | CFP | Percentage of assets, Fixed fees |
| Nicholas Mazorra | Private Wealth Advisors | Fresno | CFP | Percentage of assets, Hourly |
| Nicholas Piccarreta | Index Fund Advisors | Irvine | CFP | Percentage of assets, Fixed fees |
| Nicole Seghetti | Luminary Financial Planning | Modesto | CFP | Percentage of assets, Hourly |
| Omar Almaraz | Pathview Wealth Advisors | San Diego | CFP | Percentage of assets, Hourly |
| Orin Green | Willow Creek Financial | San Diego | CFP | Percentage of assets, Hourly |
| Orion Kroeger | Kroeger Financial Partners | Grass Valley | CFP | Percentage of assets, Hourly |
| Patricia Fata | Fata Financial | Tiburon | CFP | Percentage of assets, Hourly |
| Patricia Patterson | Premier Financial Planning | San Diego | CFP | Percentage of assets, Hourly |
| Patrick Chu | Marrick Wealth | Irvine | CFP | Percentage of assets, Hourly |
| Patrick Coyne | Wealth Management Advisors | Ukiah | CFP | Percentage of assets |
| Patrick McDonnal | Tamarind Financial Planning | San Jose | CFP | Percentage of assets, Hourly |
| Paul Mannion | Platform Wealth Advisors | Goleta | CFP | Percentage of assets, Fixed fees |
| Paul Parotti | SLO Money Managers | Atascadero | CFP | Percentage of assets, Hourly |
| Pei-Shan Li | Financial Alternatives | La Jolla | CFP | Percentage of assets, Hourly |
| Peter Campbell | Bull Oak Capital | Rancho Santa Fe | CFP | Percentage of assets, Fixed fees |
| Peter Kozak | Brightpath Wealth Planning | Camarillo | CFP | Percentage of assets, Hourly |
| Peter Mattei | Epsilon Financial Group | Fairfield | CFP | Percentage of assets, Hourly |
| Peter Morton | Hawkins Investment Counsel | Pleasant Hill | CFP | Percentage of assets, Hourly |
| Raffaele Mari | Global Wealth Management | Corona Del Mar | CFP | Percentage of assets, Hourly |
| Randall Sanada | Alliance Advisory & Securities | Westlake Village | CFP | Percentage of assets, Hourly |
| Rasheed Ahmed | Quantum Financial Advisors | Santa Monica | CFP | Percentage of assets, Hourly |
| Rawson Gulick | Willow Creek Wealth Management | Sebastopol | CFP | Percentage of assets, Hourly |