| Tara Koda | California Capital Management | Burbank | Not listed | Percentage of assets, Hourly |
| Taras Zatvarskiy | Grant Private Wealth Management | Pleasanton | Not listed | Percentage of assets, Hourly |
| Taylor Jobe | MKT Advisors | Carlsbad | Not listed | Percentage of assets |
| Terri Grassi | RAI Wealth Management | Mission Viejo | Not listed | Percentage of assets, Hourly |
| Thomas Bray | Bray Financial Advisors | Mill Valley | Not listed | Percentage of assets, Hourly |
| Thomas Moreland | Sherwood Oak Knoll | San Marino | Not listed | Percentage of assets, Hourly |
| Thomas Vaughan | Retirement Capital Strategies | San Jose | Not listed | Percentage of assets, Hourly |
| Timothy Crane | Crane Investments | Laguna Beach | Not listed | Percentage of assets, Hourly |
| Timothy Kuns | Advantage Financial Consultants | Camarillo | Not listed | Percentage of assets, Hourly |
| Todd Sixt | Strait & Sound | San Francisco | Not listed | Percentage of assets, Hourly |
| Tonia Ryan | AFS Investments | Salinas | Not listed | Percentage of assets, Hourly |
| Tracy Miu | Wealthspring | Irvine | Not listed | Percentage of assets, Hourly |
| Tyler Chandler | Rothman Investment Management | Atascadero | Not listed | Percentage of assets, Hourly |
| Vijay Kanal | Stinson Capital Management | San Mateo | Not listed | Percentage of assets, Hourly |
| Vivian Fox | SAS Financial Advisors, LLC. | San Francisco | Not listed | Percentage of assets, Hourly |
| Vivianna Zhao | X and Y Advisors | El Segundo | Not listed | Fixed fees |
| Walter Schwarz | Lone Peak Asset Management | Westlake Village | Not listed | Percentage of assets, Fixed fees |
| William Sheldon | Mdrn Wealth | Venice | Not listed | Percentage of assets, Hourly |
| William Tatis-Flanagan | Financial Alternatives | La Jolla | Not listed | Percentage of assets, Hourly |
| Yevgeniy Oktyabrskiy | Goodstein Wealth Management | Encino | Not listed | Percentage of assets, Hourly |
| Zachary Norman | Raub Brock Capital Management | Larkspur | Not listed | Percentage of assets, Hourly |