| Chase Armer | Planned Solutions | Folsom | CFP | Percentage of assets, Hourly |
| Cheryl Gross | Raub Brock Capital Management | Larkspur | CFP | Percentage of assets, Hourly |
| Christopher Jaccard | Financial Alternatives | La Jolla | CFP, CFA | Percentage of assets, Hourly |
| Christopher Mastro | Impact Fiduciary | Pasadena | CFP | Percentage of assets, Fixed fees |
| Christopher Rylander | Rylander Richter | El Segundo | CFP | Percentage of assets, Fixed fees |
| Christopher Sheehy | Harborlight Investments | El Cerrito | CFP | Percentage of assets, Hourly |
| Christopher Siraganian | First Financial Consulting | Pasadena | CFP | Percentage of assets, Hourly |
| Christopher Tyler | Alliance Advisory & Securities | Westlake Village | CFP | Percentage of assets, Hourly |
| Christopher Wentzien | Natural Bridges Financial Advisors | Santa Cruz | CFP | Fixed fees |
| Clarissa Hartono | Eclectic Associates | Fullerton | CFP | Percentage of assets, Hourly |
| Claudia Deras Sosa | Corinthian Wealth Management | San Jose | CFP | Percentage of assets, Hourly |
| Cody Emerson | Peak Financial Planning | Canoga Park | CFP | Percentage of assets, Fixed fees |
| Damon Robertson | Financial Alternatives | La Jolla | CFP | Percentage of assets, Hourly |
| Daniel Apple | Apple & Associates | Grass Valley | CFP | Percentage of assets, Hourly |
| Daniel Beckwith | First Financial Consulting | Pasadena | CFP | Percentage of assets, Hourly |
| Daniel Boston | The Butterfield Group | Simi Valley | CFP | Percentage of assets, Hourly |
| Daniel Nandor | Eclectic Associates | Fullerton | CFP | Percentage of assets, Hourly |
| Daniel Peterson | Northbay Advisors | Rohnert Park | CFP | Percentage of assets, Hourly |
| Daniel Pichardo | Bridge Capital Consulting | Newport Beach | CFP | Percentage of assets, Hourly |
| Darren Bloom | Wealthetic | San Diego | CFP | Percentage of assets, Hourly |
| Daryl Wong | Planned Solutions | Folsom | CFP | Percentage of assets, Hourly |
| David Jones | Yosemite Capital Management | Newport Beach | CFP | Percentage of assets, Hourly |
| David Little | Eclectic Associates | Fullerton | CFP, CFA | Percentage of assets, Hourly |
| David Macleod | Eclectic Associates | Fullerton | CFP, CFA | Percentage of assets, Hourly |
| David Tassone | Avise Financial | Los Angeles | CFP | Percentage of assets, Hourly |
| David Yu | Pacific United Planning | Playadel Rey | CFP | Percentage of assets, Fixed fees |
| Dawn Pedicord | Pedicord Wealth Management | Rocklin | CFP | Percentage of assets, Hourly |
| Donald Hance | Glenmore Financial, INC, Lifesighted | Hermosa Beach | CFP | Percentage of assets, Hourly |
| Donald Hance | Glenmore Financial, INC, Lifesighted | Hermosa Beach | CFP | Percentage of assets, Hourly |
| Douglas Michie | Ventura Coast Wealth Management | Ventura | CFP | Percentage of assets, Hourly |
| Dusan Zachystal | International Asset Management | Emerald Hills | CFP, CFA | Percentage of assets, Fixed fees |
| Dustin Smith | Pathways Advisory Group | Fresno | CFP | Percentage of assets, Hourly |
| Dustin Watts | Team Wealth & Tax Advisors | Temecula | CFP | Percentage of assets, Fixed fees |
| Edward Buchan | TED Buchan & Company | San Diego | CFP | Percentage of assets, Fixed fees |
| Eleonora Tomasello | Corinthian Wealth Management | San Jose | CFP | Percentage of assets, Hourly |
| Elizabeth Prindle | SAS Financial Advisors, LLC. | San Francisco | CFP | Percentage of assets, Hourly |
| Emily Swan | Alliance Advisory & Securities | Westlake Village | CFP | Percentage of assets, Hourly |
| Eric Schmid | TED Buchan & Company | San Diego | CFP | Percentage of assets, Fixed fees |
| Eric Yeager | Gradient Capital Advisors | San Diego | CFP | Percentage of assets, Hourly |
| Erik Wolfers | First and Main Financial | Piedmont | CFP | Percentage of assets, Hourly |
| Evan Loomis | Level Financial Advisors | Hemet | CFP | Percentage of assets, Hourly |
| Frances Harkins | Wheels UP Wealth | Vallejo | CFP | Percentage of assets, Hourly |
| Frank Gavidia | Globe & Anchor Wealth Management & Financial Planning | Walnut Creek | CFP | Percentage of assets, Hourly |
| Galen Herbst de Cortina | Buff Your Finances | Newbury Park | CFP | Percentage of assets, Hourly |
| Garrett Jones | Crossroads Planning | Orange | CFP | Percentage of assets, Hourly |
| Gary Cohen | Archer Pointe Wealth Management | Davis | CFP | Hourly, Fixed fees |
| Gary Thomas | Turner Financial Group | San Rafael | CFP | Percentage of assets, Hourly |
| Gerardo Garcia | Confianza Wealth Management | Vista | CFP | Percentage of assets, Fixed fees |
| Gloria Rodriguez | Golden Wealth Capital | Sacramento | CFP | Percentage of assets, Hourly |
| Grant Ter-Avanesyan | Grant Private Wealth Management | Pleasanton | CFP | Percentage of assets, Hourly |