| 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 |
| Mariani Hummel | Define Financial | San Diego | CFP | Percentage of assets, Hourly |
| Mark Allen | Continuum Advisory | Folsom | CFP | Percentage of assets, Hourly |
| Mark Rylance | RS Crum | Newport Beach | CFP | Percentage of assets, Fixed fees |
| Mark Sievers | Epsilon Financial Group | Fairfield | CFP | Percentage of assets, Hourly |
| Mark Sisto | Sisto Investment Advisory | Roseville | CFP | Percentage of assets, Hourly |
| Martin Mazorra | Private Wealth Advisors | Fresno | CFP, ChFC | Percentage of assets, Hourly |
| Mary Brennan | Stone Steps Financial | Encinitas | CFP | Percentage of assets, Hourly |
| Matthew Higgins | Quantum Financial Advisors | Santa Monica | CFP | Percentage of assets, Hourly |
| Mayank Madhavani | Neya Capital | Palmdale | CFP, PFS | Percentage of assets, Hourly |
| Meaghan Hemmings | Blankinship & Foster | Solana Beach | CFP | Percentage of assets, Hourly |
| Melissa Tiscareno | Bradley & Company Private Wealth Management | Concord | CFP | 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 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 Mortenson | Keystone Private Wealth | Palm Desert | CFP | Percentage of assets, Hourly |
| Michael Young | Clearview Financial | San Diego | CFP | Percentage of assets, Fixed fees |
| Michael Zaplitny | Fireside Financial Planning | San Jose | CFP | Percentage of assets, Hourly |
| Neil Jubaili | Cedar Wealth Management | La Jolla | CFP | Percentage of assets, Hourly |
| Nicholas Loeffelman | Citrine Capital | Huntington Beach | CFP | Percentage of assets, Fixed fees |
| Nicholas Mazorra | Private Wealth Advisors | Fresno | CFP | Percentage of assets, Hourly |
| Nicholas Piccarreta | Index Fund Advisors | Irvine | CFP | Percentage of assets, Fixed fees |
| Nicole Seghetti | Luminary Financial Planning | Modesto | CFP | Percentage of assets, Hourly |
| Omar Almaraz | Pathview Wealth Advisors | San Diego | CFP | Percentage of assets, Hourly |
| Orin Green | Willow Creek Financial | San Diego | CFP | Percentage of assets, Hourly |
| Patricia Patterson | Premier Financial Planning | San Diego | CFP | Percentage of assets, Hourly |
| Patrick Chu | Marrick Wealth | Irvine | CFP | Percentage of assets, Hourly |
| Patrick McDonnal | Tamarind Financial Planning | San Jose | CFP | Percentage of assets, Hourly |
| Paul Mannion | Platform Wealth Advisors | Goleta | CFP | Percentage of assets, Fixed fees |
| Paul Parotti | SLO Money Managers | Atascadero | CFP | Percentage of assets, Hourly |
| Pei-Shan Li | Financial Alternatives | La Jolla | CFP | Percentage of assets, Hourly |
| Peter Campbell | Bull Oak Capital | Rancho Santa Fe | CFP | Percentage of assets, Fixed fees |
| Peter Kozak | Brightpath Wealth Planning | Camarillo | CFP | Percentage of assets, Hourly |
| Peter Mattei | Epsilon Financial Group | Fairfield | CFP | Percentage of assets, Hourly |
| Raffaele Mari | Global Wealth Management | Corona Del Mar | CFP | Percentage of assets, Hourly |
| Randall Sanada | Alliance Advisory & Securities | Westlake Village | CFP | Percentage of assets, Hourly |
| Rasheed Ahmed | Quantum Financial Advisors | Santa Monica | CFP | Percentage of assets, Hourly |
| Rawson Gulick | Willow Creek Wealth Management | Sebastopol | CFP | Percentage of assets, Hourly |
| Raymond Gadbois | Index Financial Advisors | Healdsburg | CFP | Percentage of assets, Fixed fees |
| Rebecca Lyman | Johnson Lyman Wealth Advisors | Los Altos | CFP | Percentage of assets, Fixed fees |
| 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 |
| Riley Stephenson | Stephenson and Company | San Clemente | CFP, CFA | Percentage of assets, Hourly |
| Robert Duncan | Global Impact Wealth Management | Riverside | CFP | Percentage of assets, Fixed fees |
| Robert Oliver | Verity Wealth Advisors | Sausalito | CFP, CFA | Percentage of assets, Hourly |
| Rodney Simms | Gradient Capital Advisors | San Diego | CFP, ChFC | Percentage of assets, Hourly |