| Guo Liu | Stone Steps Financial | Alhambra | CFP | Percentage of assets, Hourly |
| Hilberto Cerda | Cerda Munoz Advisors | Whittier | CFP | Percentage of assets, Hourly |
| Hoby Pearce | Alliance Advisory & Securities | Westlake Village | CFP | Percentage of assets, Hourly |
| Huy Trieu | Key Focus Wealth | San Ramon | CFP | Percentage of assets, Hourly |
| Ian McLeod | Sustainable Advisors Alliance | San Francisco | CFP | Percentage of assets, Hourly |
| Jacob Rothman | Rothman Investment Management | Atascadero | CFP, CFA | Percentage of assets, Hourly |
| James Ripley | RAI Wealth Management | Placentia | CFP | Percentage of assets, Hourly |
| James White | Tempus Wealth Planning | Irvine | CFP | Percentage of assets, Hourly |
| Jamie Lovin | Village Wealth Advisors | Westlake Village | CFP | Percentage of assets, Hourly |
| Janet Gerlings | Mana Financial Life Design | Glendale | CFP | Percentage of assets, Hourly |
| Jarrett Suddarth | Panoramic Financial | Fresno | CFP | Percentage of assets, Hourly |
| Jason Draut | Harborlight Investments | El Cerrito | CFP | Percentage of assets, Hourly |
| Jeffrey Kaylor | Noble Wealth Management | Newport Beach | CFP | Percentage of assets, Hourly |
| Jeffry Cole | Team Wealth & Tax Advisors | Temecula | CFP | Percentage of assets, Fixed fees |
| Jerome Greene | JG Wealth Management | Aliso Viejo | CFP | Percentage of assets, Fixed fees |
| Jinfeng Su | Mcintosh Capital Advisors | Los Angeles | CFP | Percentage of assets, Hourly |
| Joann Huber | Tessara Wealth | Burlingame | CFP, PFS | Percentage of assets, Hourly |
| Jodee Lownsbury | Betterwealth | San Jose | CFP | Percentage of assets |
| Joel Ransford | Planned Solutions | Folsom | CFP | Percentage of assets, Hourly |
| John Knolle | Saranap Wealth Advisors | Walnut Creek | CFP | Percentage of assets, Fixed fees |
| Jon Courtney | Village Wealth Advisors | Westlake Village | CFP | Percentage of assets, Hourly |
| Jon Rehurek | Alliance Advisory & Securities | Westlake Village | CFP | Percentage of assets, Hourly |
| Jonathan Berman | Irontree Wealth Management | Fullerton | CFP | Percentage of assets, Hourly |
| Jonathan Holt | Integrated Planning & Investments | Clovis | CFP | Percentage of assets, Fixed fees |
| Jonathan Yoo | Tempus Wealth Planning | Irvine | CFP | Percentage of assets, Hourly |
| Joseph O'Boyle | O'boyle Wealth Management | Beverly Hills | CFP | Percentage of assets, Hourly |
| Joseph Perez | Peak Financial Planning | Calabasas | CFP | Percentage of assets, Fixed fees |
| Juan Aguilar | Pathview Wealth Advisors | San Diego | CFP | Percentage of assets, Hourly |
| Justin Falzone | Mdrn Wealth | Venice | CFP | Percentage of assets, Hourly |
| Karen Medford | Fleming Financial Advising | Walnut Creek | CFP | Percentage of assets, Hourly |
| Karl Hicks | The Leonard Financial Group | Riverside | CFP | Percentage of assets, Hourly |
| Kate Gregory Walker | RAI Wealth Management | Placentia | CFP | Percentage of assets, Hourly |
| Katrina Soelter | Avise Financial | Los Angeles | CFP | Percentage of assets, Hourly |
| Kayla Phillips | Purposeful Strategic Partners | Sacramento | CFP | Percentage of assets, Hourly |
| Kelly Jennings | Asset Dedication | San Francisco | CFP | Percentage of assets |
| Kevin Cifuentes | Veritas Financial Consulting | Monrovia | CFP | Percentage of assets, Hourly |
| Kevin Hawley | Navalign | Encino | CFP | Percentage of assets, Hourly |
| Kevin Lum | Foundry Financial | Pasadena | CFP | Percentage of assets, Fixed fees |
| Kevin Martin | Oak Peak Financial | Menlo Park | CFP | Percentage of assets, Hourly |
| Khoi Nguyen | Wata Capital | San Francisco | CFP, CFA | Percentage of assets, Fixed fees |
| Kristi Tidwell | Asset Dedication | San Francisco | CFP | Percentage of assets |
| Kyle Hurt | Foundry Financial | Costa Mesa | CFP | Percentage of assets, Fixed fees |
| Larry Behage | Behage Financial | Campbell | CFP | Percentage of assets, Hourly |
| Lawrence Rutherford | Yosemite Capital Management | Newport Beach | CFP | Percentage of assets, Hourly |
| Lee Robinson | LEE R. Robinson & Associates | Stockton | CFP | Percentage of assets, Fixed fees |
| Leonard Cole | Team Wealth & Tax Advisors | Temecula | CFP | Percentage of assets, Fixed fees |
| Leslie Rea | AG Wealth Management | Irvine | CFP | Percentage of assets, Hourly |
| Lorenzo Sanchez Lopez | Pathview Wealth Advisors | San Diego | CFP | Percentage of assets, Hourly |
| Marcelle Kako | Financial Alternatives | La Jolla | CFP | Percentage of assets, Hourly |
| Mark Sisto | Sisto Investment Advisory | Roseville | CFP | Percentage of assets, Hourly |