| Kevin Mahoney | Integris Wealth Management | Monterey | CFP | Percentage of assets, Hourly |
| Kevin Weaver | Sidoxia Capital Management | Newport Beach | CFP | Percentage of assets, Hourly |
| Kimberly Benson | Creative Capital Management Investments | San Diego | CFP | Percentage of assets, Hourly |
| Laura Chernov | Balanced Financial Advisors | Sausalito | CFP | Percentage of assets, Hourly |
| Laura Lemoine | Serenus Wealth Advisors | Santa Monica | CFP | Percentage of assets, Fixed fees |
| Laura Mertz | Blankinship & Foster | Solana Beach | CFP | Percentage of assets, Hourly |
| Lena Kaloostian | Trinity Capital Management | Ventuta | CFP | Percentage of assets, Hourly |
| Leslie Mallman | Five Oceans Advisors | Santa Monica | CFP | Percentage of assets, Fixed fees |
| Marc Crosby | Saratoga Research & Investment Management | Saratoga | CFP, CFA | Percentage of assets |
| Mariani Hummel | Define Financial | San Diego | CFP | Percentage of assets, Hourly |
| Mark Allen | Continuum Advisory | Folsom | CFP | Percentage of assets, Hourly |
| Mark McClenahan | Saratoga Research & Investment Management | Saratoga | CFP | Percentage of assets |
| Mark Rylance | RS Crum | Newport Beach | CFP | Percentage of assets, Fixed fees |
| Matthew Higgins | Quantum Financial Advisors | Santa Monica | CFP | 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 Mortenson | Keystone Private Wealth | Palm Desert | CFP | Percentage of assets, Hourly |
| Michael Vogel | Gencap Portfolio Management | Tiburon | CFP, CFA | Percentage of assets, Hourly |
| Nicholas Loeffelman | Citrine Capital | Huntington Beach | CFP | Percentage of assets, Fixed fees |
| Nicholas Piccarreta | Index Fund Advisors | Irvine | CFP | Percentage of assets, Fixed fees |
| Orin Green | Willow Creek Financial | San Diego | CFP | Percentage of assets, Hourly |
| Patrick Chu | Marrick Wealth | Irvine | CFP | Percentage of assets, Hourly |
| Paul Mannion | Platform Wealth Advisors | Goleta | CFP | Percentage of assets, Fixed fees |
| Peter Campbell | Bull Oak Capital | Rancho Santa Fe | CFP | Percentage of assets, Fixed fees |
| Rasheed Ahmed | Quantum Financial Advisors | Santa Monica | CFP | Percentage of assets, Hourly |
| Raymond Gadbois | Index Financial Advisors | Healdsburg | CFP | Percentage of assets, Fixed fees |
| Riley Stephenson | Stephenson and Company | San Clemente | CFP, CFA | Percentage of assets, Hourly |
| Ronnie Kahn | Accumulation Strategies | Woodland Hills | CFP | Percentage of assets, Hourly |
| Roy Sherman | Sherman Asset Management | Ventura | CFP | Percentage of assets, Fixed fees |
| Ryan Cole | Citrine Capital | San Francisco | CFP | Percentage of assets, Fixed fees |
| Ryan Humbert | Prism Advisors | Studio City | CFP | Percentage of assets, Hourly |
| Samantha Mockford | Citrine Capital | Sacramento | CFP | Percentage of assets, Fixed fees |
| Sandra Field | Asset Planning | Los Alamitos | CFP | Percentage of assets, Hourly |
| Sarah Huang | New Spring Financial Planning | San Ramon | CFP | Percentage of assets, Hourly |
| Scott Leonard | Navigoe | Redondo Beach | CFP | Percentage of assets, Fixed fees |
| Scott Shagrin | Beverly Hills Private Wealth | Beverly Hills | CFP | Percentage of assets, Hourly |
| Scott Sitrin | Sitrin Capital Management | Century City | CFP | Percentage of assets |
| Scott Swanson | Quantum Financial Advisors | Santa Monica | CFP | Percentage of assets, Hourly |
| Scott Williams | Clutinger Williams & Verhoye | San Diego | CFP, CFA | Percentage of assets, Hourly |
| Sean McNally | Traveka Wealth | Los Altos | CFP | Percentage of assets |
| Sharon Bargetto | Sage Financial Advisors | Scotts Valley | CFP | Percentage of assets, Hourly |
| Sharon Paratte | Traveka Wealth | Los Altos | CFP | Percentage of assets |
| Soumyalakshmi Parasuraman | Griffin Black | Redwood City | CFP | Percentage of assets, Hourly |
| Stacey Snow | Prism Advisors | Studio City | CFP | Percentage of assets, Hourly |
| Stefan Meierhofer | Telos Capital Management | San Diego | CFP, CFA | Percentage of assets, Hourly |
| Stefan Prvanov | Blankinship & Foster | Solana Beach | CFP | Percentage of assets, Hourly |
| Stephen Moorman | Libra Wealth | Los Gatos | CFP | Hourly, Fixed fees |
| Stephen Schliesser | The Pacific Center for Financial Services | Danville | CFP | Percentage of assets, Hourly |
| Susan Gavrich | Seasonal Strategy | Alameda | CFP | Percentage of assets, Hourly |
| Susan Marki | Marki Financial Services | La Canada Flintridge | CFP, CFA | Percentage of assets, Hourly |