| 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 |
| Colin Summers | Bull Oak Capital | Rancho Santa Fe | CFP | Percentage of assets, Fixed fees |
| Collin Zines | Stephenson and Company | San Clemente | CFP | Percentage of assets, Hourly |
| Craig Braemer | Blossom Wealth Management | San Ramon | CFP, CFA | Percentage of assets, Hourly |
| Crystal Kozlak | Brooklyn FI | San Bernardino | CFP | Percentage of assets, Hourly |
| Damon Robertson | Financial Alternatives | La Jolla | CFP | Percentage of assets, Hourly |
| Daniel Baker | Trinity Capital Management | Rancho Cucamonga | CFP | Percentage of assets, Hourly |
| Daniel Boston | The Butterfield Group | Simi Valley | CFP | Percentage of assets, Hourly |
| Daniel Chong | Index Fund Advisors | Irvine | CFP | Percentage of assets, Fixed fees |
| 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 |
| Daniel Sexton | RS Crum | Newport Beach | CFP | Percentage of assets, Fixed fees |
| Darius Gagne | Quantum Financial Advisors | Santa Monica | CFP | Percentage of assets, Hourly |
| Darren Bloom | Wealthetic | San Diego | CFP | Percentage of assets, Hourly |
| David Dewolf | Quantum Financial Advisors | El Segundo | CFP | Percentage of assets, Hourly |
| David Harrington | Hillcrest Financial Group | Thousand Oaks | CFP, ChFC | Percentage of assets, Fixed fees |
| David Homan | Willow Creek Wealth Management | Sebastopol | CFP | Percentage of assets, Hourly |
| David Horvitz | Cheviot Value Management | Beverly Hills | CFP | Percentage of assets, Hourly |
| David Jones | Yosemite Capital Management | Newport Beach | CFP | Percentage of assets, Hourly |
| David Lawrence | Willow Creek Wealth Management | Sebastopol | 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 Wagner | Tidecrest Wealth Management | Newport Beach | 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 |
| Dean Kernus | Willow Creek Financial | San Diego | CFP, PFS | Percentage of assets, Hourly |
| Dean Solomon | Hillcrest Financial Group | Thousand Oaks | CFP | Percentage of assets, Fixed fees |
| Declan Lynch | Assembly Wealth | Mill Valley | CFP | Percentage of assets, Hourly |
| Denise Delaney | Index Fund Advisors | Irvine | CFP | Percentage of assets, Fixed fees |
| Derick Kann | Index Fund Advisors | Irvine | CFP, ChFC | Percentage of assets, Fixed fees |
| Devon Galindo | Serenus Wealth Advisors | Santa Monica | CFP, ChFC | Percentage of assets, Fixed fees |
| 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 |
| Donald St. Clair | ST. Clair Financial | Roseville | CFP | Percentage of assets, Hourly |
| Donovan Roberson | Platform Wealth Advisors | Goleta | CFP | Percentage of assets, Fixed fees |
| Dusan Zachystal | International Asset Management | Emerald Hills | CFP, CFA | Percentage of assets, Fixed fees |
| 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 Greulich | Quantum Financial Advisors | Santa Monica | CFP | Percentage of assets, Hourly |
| Elizabeth Prindle | SAS Financial Advisors, LLC. | San Francisco | CFP | Percentage of assets, Hourly |
| Emily Duran | Seven Post Investment Office | San Francisco | CFP | Percentage of assets, Fixed fees |
| Emily Swan | Alliance Advisory & Securities | Westlake Village | CFP | Percentage of assets, Hourly |
| Enrique Figueroa | Veritas Wealth Partners | San Mateo | CFP | Percentage of assets, Hourly |
| Eric Allbin | Seven Post Investment Office | San Francisco | CFP | Percentage of assets, Fixed fees |
| Eric Keating | Willow Creek Wealth Management | Sebastopol | CFP | Percentage of assets, Hourly |
| Eric Lai | Archvest Wealth Advisors | Concord | CFP | Percentage of assets, Hourly |