| Marte Werner | NWK Group | San Francisco | Not listed | Percentage of assets, Fixed fees |
| Matthew Medeiros | Clelland & Company | San Diego | Not listed | Percentage of assets, Hourly |
| Michael Hathaway | Epsilon Financial Group | Fairfield | Not listed | Percentage of assets, Hourly |
| Michael Lewis | Lewis Advisory Group | San Diego | Not listed | Percentage of assets, Hourly |
| Michael Meylor | IFC Advisors | Los Angeles | Not listed | Percentage of assets, Fixed fees |
| Michael Salam | Atala Financial | Calabasas | Not listed | Percentage of assets, Hourly |
| Morgan Stevens | Morgan Stevens Asset Management | Coto De Caza | Not listed | Percentage of assets |
| Nadim Nahas | NWK Group | San Francisco | Not listed | Percentage of assets, Fixed fees |
| Nathaniel Cohen | Marest Capital | Encino | Not listed | Percentage of assets |
| Neeka Miremadi | Attainable Wealth | West Hills | Not listed | Percentage of assets, Hourly |
| Nhaman Pelphrey | IFC Advisors | Los Angeles | Not listed | Percentage of assets, Fixed fees |
| Paul Cohen | Marest Capital | Encino | Not listed | Percentage of assets |
| Rex Jones | IFC Advisors | Los Angeles | Not listed | Percentage of assets, Fixed fees |
| Richard Yang | BOS Taurus | Diamond Bar | Not listed | Percentage of assets, Hourly |
| Robert McDaniel | Lighthouse Financial Services | Brea | Not listed | Percentage of assets, Hourly |
| Robin Sun | Ellis Investment Partners | Westminster | Not listed | Percentage of assets, Hourly |
| Roshani Pandey | True Root Financial | San Francisco | Not listed | Percentage of assets, Hourly |
| Ryan Dugan | Morgan Stevens Asset Management | Coto De Caza | Not listed | Percentage of assets |
| Ryan McKee | Catalyst Wealth Advisors | Newport Beach | Not listed | Percentage of assets |
| Sara Blandford | Brave New Wealth | Westlake Village | Not listed | Percentage of assets, Hourly |
| Shauket Sherali | Spondeo Capital | Los Angeles | Not listed | Percentage of assets |
| Shawn Patt | Atala Financial | Calabasas | Not listed | Percentage of assets, Hourly |
| Stephen McDonnell | Mcdonnell Financial Services | Pasadena | Not listed | Percentage of assets, Hourly |
| Steve Jurman | Simplyrich | Burbank | Not listed | Percentage of assets, Fixed fees |
| Thomas Felgner | Oliver Regan Advisors | San Marino | Not listed | Percentage of assets, Hourly |
| Tony Hsu | Alethea Capital Management | Rancho Santa Fe | Not listed | Percentage of assets, Performance-based fees |
| Troy Murphy | Black Diamond Financial | San Francisco | Not listed | Percentage of assets, Hourly |
| Wesley Ursick | Scsc Advisors | Rancho Santa Fe | Not listed | Percentage of assets, Fixed fees |