| Daniel Baker | Trinity Capital Management | Rancho Cucamonga | CFP | Percentage of assets, Hourly |
| Daniel Chong | Index Fund Advisors | Irvine | CFP | Percentage of assets, Fixed fees |
| Daniel Sexton | RS Crum | Newport Beach | CFP | Percentage of assets, Fixed fees |
| Darius Gagne | Quantum Financial Advisors | Santa Monica | CFP | Percentage of assets, Hourly |
| David Dewolf | Quantum Financial Advisors | El Segundo | CFP | Percentage of assets, Hourly |
| David Harrington | Hillcrest Financial Group | Thousand Oaks | CFP, ChFC | Percentage of assets, Fixed fees |
| David Horvitz | Cheviot Value Management | Beverly Hills | CFP | Percentage of assets, Hourly |
| David Wagner | Tidecrest Wealth Management | Newport Beach | CFP | Percentage of assets, Hourly |
| Dean Kernus | Willow Creek Financial | San Diego | CFP, PFS | Percentage of assets, Hourly |
| Dean Solomon | Hillcrest Financial Group | Thousand Oaks | CFP | Percentage of assets, Fixed fees |
| Declan Lynch | Assembly Wealth | Mill Valley | CFP | Percentage of assets, Hourly |
| Denise Delaney | Index Fund Advisors | Irvine | CFP | Percentage of assets, Fixed fees |
| Derick Kann | Index Fund Advisors | Irvine | CFP, ChFC | Percentage of assets, Fixed fees |
| Devon Galindo | Serenus Wealth Advisors | Santa Monica | CFP, ChFC | Percentage of assets, Fixed fees |
| Donald St. Clair | ST. Clair Financial | Roseville | CFP | Percentage of assets, Hourly |
| Donovan Roberson | Platform Wealth Advisors | Goleta | CFP | Percentage of assets, Fixed fees |
| Elizabeth Greulich | Quantum Financial Advisors | Santa Monica | CFP | Percentage of assets, Hourly |
| Eric Papa | RS Crum | Newport Beach | CFP | Percentage of assets, Fixed fees |
| Eric Rodriguez | Wealthbuilders | Carlsbad | CFP | Percentage of assets, Hourly |
| Erin Nelsen | Asset Planning | Los Alamitos | CFP | Percentage of assets, Hourly |
| Evan Shorten | Paragon Financial Partners | Woodland Hills | CFP | Percentage of assets, Hourly |
| Frederick Brooks | Blankinship & Foster | Solana Beach | CFP, CFA | Percentage of assets, Hourly |
| Fredric Fisher | Trinity Capital Management | Santa Barbara | CFP | Percentage of assets, Hourly |
| Gregory Steele | G.C. Steele & Company | Solvang | CFP | Percentage of assets, Hourly |
| Griffin Graves | Filigree Wealth Advisors | Irvine | CFP | Percentage of assets, Hourly |
| Hannah Nolan | Werba Rubin Papier Wealth Management | San Jose | CFP | Percentage of assets |
| Helen Perez | Wang Financial | Santa Barbara | CFP | Percentage of assets, Hourly |
| James Paulsen | Taxable Wealth | San Diego | CFP | Percentage of assets, Hourly |
| James West | Platt Wealth Management | San Diego | CFP | Percentage of assets, Hourly |
| James Whiting | Cheviot Value Management | Beverly Hills | 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 Sims | Index Fund Advisors | Irvine | CFP | Percentage of assets, Fixed fees |
| Jeremy Chaffin | Telos Capital Management | Ventura | CFP | Percentage of assets, Hourly |
| Jesse Hindson | Assembly Wealth | Mill Valley | CFP | Percentage of assets, Hourly |
| Jessica Lu-Buetow | Quantum Financial Advisors | Pasadena | CFP | Percentage of assets, Hourly |
| Joe Moser | Five Oceans Advisors | Santa Monica | CFP | Percentage of assets, Fixed fees |
| John Eing | Quantum Financial Advisors | Santa Monica | CFP | Percentage of assets, Hourly |
| John Liles | John H. Liles, CFP | Napa | CFP | Percentage of assets, Hourly |
| Jon Beyrer | Blankinship & Foster | Solana Beach | CFP | Percentage of assets, Hourly |
| Jon Theriault | RS Crum | Newport Beach | CFP | Percentage of assets, Fixed fees |
| Jonathan Wang | Wang Financial | Santa Barbara | CFP | Percentage of assets, Hourly |
| Joshua Colton | Colton Wealth Management | Arcadia | CFP | Percentage of assets |
| Joshua Hurd | Sightline Wealth | Sacramento | CFP | Percentage of assets |
| Joshua Rendler | Define Financial | San Diego | CFP | Percentage of assets, Hourly |
| Justin Sloan | RB Capital Management | Windsor | CFP, CFA | Percentage of assets, Hourly |
| Karen Miller | Gasber Financial Advisors | Folsom | CFP | Percentage of assets, Hourly |
| Katherine Woolever | Integris Wealth Management | Monterey | CFP | Percentage of assets, Hourly |
| Kenneth Cornutt | Westside Financial Advisors | Los Angeles | CFP, PFS | Percentage of assets, Hourly |
| Kenneth Gross | Strategic Financial | Thousand Oaks | CFP | Hourly, Fixed fees |