| Martin Mazorra | Private Wealth Advisors | Fresno | CFP, ChFC | Percentage of assets, Hourly |
| Mary Brennan | Stone Steps Financial | Encinitas | CFP | Percentage of assets, Hourly |
| Matthew Osypowski | Kroeger Financial Partners | Grass Valley | CFP | Percentage of assets, Hourly |
| Matthew Young | Planned Solutions | Folsom | CFP | Percentage of assets, Hourly |
| Mayank Madhavani | Neya Capital | Palmdale | CFP, PFS | Percentage of assets, Hourly |
| Michael Anderson | Maranantha Financial | Ventura | CFP | Percentage of assets, Hourly |
| Michael Biggica | Pixel Financial Planning | San Francisco | CFP | Percentage of assets, Hourly |
| Michael Castro | Contango Wealth Management | Oakland | CFP | Percentage of assets, Hourly |
| Michael Hall | Core Wealth Partners | Santa Rosa | CFP, ChFC | Percentage of assets |
| Michael Hartman | Mcdonald Hartman Wealth Advisors | Santa Monica | CFP | Percentage of assets, Hourly |
| Michael Hudick | Migh Financial Planner | Los Gatos | CFP | Percentage of assets, Hourly |
| Michael Mazman | Pathways Advisory Group | Fresno | CFP | Percentage of assets, Hourly |
| Michael Zaplitny | Fireside Financial Planning | San Jose | CFP | Percentage of assets, Hourly |
| Michelle Bedsted | Pathways Advisory Group | Fresno | CFP | Percentage of assets, Hourly |
| Nicholas Mazorra | Private Wealth Advisors | Fresno | CFP | Percentage of assets, Hourly |
| Nicole Seghetti | Luminary Financial Planning | Modesto | CFP | Percentage of assets, Hourly |
| Omar Almaraz | Pathview Wealth Advisors | San Diego | CFP | Percentage of assets, Hourly |
| Orion Kroeger | Kroeger Financial Partners | Grass Valley | CFP | Percentage of assets, Hourly |
| Patricia Patterson | Premier Financial Planning | San Diego | CFP | Percentage of assets, Hourly |
| Paul Parotti | SLO Money Managers | Atascadero | CFP | Percentage of assets, Hourly |
| Pei-Shan Li | Financial Alternatives | La Jolla | CFP | Percentage of assets, Hourly |
| Peter Kozak | Brightpath Wealth Planning | Camarillo | CFP | Percentage of assets, Hourly |
| Randall Sanada | Alliance Advisory & Securities | Westlake Village | CFP | Percentage of assets, Hourly |
| Richard Alpert | Raub Brock Capital Management | Larkspur | CFP | Percentage of assets, Hourly |
| Richard Russo | Freedom Formula Wealth Management | Sacramento | CFP | Percentage of assets, Fixed fees |
| Robert Duncan | Global Impact Wealth Management | Riverside | CFP | Percentage of assets, Fixed fees |
| Rodney Simms | Gradient Capital Advisors | San Diego | CFP, ChFC | Percentage of assets, Hourly |
| Rory Vanderheyden | Intelligent Investing | Clayton | CFP | Percentage of assets, Hourly |
| Russell Hall | Eclectic Associates | Fullerton | CFP | Percentage of assets, Hourly |
| Saad El-Hajjaoui | XEL | Ontario | CFP | Percentage of assets, Fixed fees |
| Samuel Buchanan | Asset Dedication | San Francisco | CFP | Percentage of assets |
| Samuel Taylor | Parkshore Wealth Management | Granite Bay | CFP | Percentage of assets, Hourly |
| Sandra Bublitz | Alliance Advisory & Securities | Westlake Village | CFP | Percentage of assets, Hourly |
| Scott Dauenhauer | Meridian Wealth Management | Murrieta | CFP | Percentage of assets, Hourly |
| Scott Gaynor | Navalign | Encino | CFP | Percentage of assets, Hourly |
| Scott McIntyre | Planned Solutions | Folsom | CFP | Percentage of assets, Hourly |
| Scott Schwartz | International Asset Management | San Mateo | CFP | Percentage of assets, Fixed fees |
| Sean Kelly | Kelly Financial Group | Encinitas | CFP | Percentage of assets, Hourly |
| Shawn Tydlaska | Tessara Wealth | Burlingame | CFP | Percentage of assets, Hourly |
| Stephen Doster | Pathview Wealth Advisors | San Diego | CFP | Percentage of assets, Hourly |
| Stephen Price-Hughes | Excelsus Capital Management | Manhattan Beach | CFP | Percentage of assets, Hourly |
| Stephen Rischall | Navalign | Encino | CFP | Percentage of assets, Hourly |
| Steven Bell | The Wealth Conservatory | Plymouth | CFP | Percentage of assets, Hourly |
| Steven Karkenny | Kanan Advisors | Malibu | CFP | Percentage of assets, Hourly |
| Taylor Snider | Kanan Advisors | Malibu | CFP | Percentage of assets, Hourly |
| Theresa Pablos | Avise Financial | Los Angeles | CFP | Percentage of assets, Hourly |
| Thinh Nguyen | FOG City Advisors | Albany | CFP | Percentage of assets, Fixed fees |
| Thomas Murphy | T.M. Murphy Investment Management | San Diego | CFP | Percentage of assets, Hourly |
| Timothy Lourenco | The Foundation Wealth Management | Fresno | CFP | Percentage of assets, Hourly |
| Timothy Sagawa | Gradient Capital Advisors | San Diego | CFP, CFA | Percentage of assets, Hourly |