| Harris Holzberg | Holzberg Wealth Management | Corte Madera | ChFC | Percentage of assets, Hourly |
| Joseph Curtis | Resolve Financial | Walnut Creek | ChFC | Percentage of assets, Hourly |
| Lisa Westermark | Beverly Hills Private Wealth | Beverly Hills | ChFC | Percentage of assets, Hourly |
| Scott Sommers | First Financial Consulting | Pasadena | ChFC | Percentage of assets, Hourly |
| Timothy Menez | Capital Management Advisor Group | Walnut Creek | ChFC | Percentage of assets, Hourly |
| Yvonne Madson | Madson Wealth Advisors | Santa Rosa | ChFC | Percentage of assets, Hourly |