| Rory Vanderheyden | Intelligent Investing | Clayton | CFP | Percentage of assets, Hourly |
| Roy Sherman | Sherman Asset Management | Ventura | CFP | Percentage of assets, Fixed fees |
| Russell Hall | Eclectic Associates | Fullerton | CFP | Percentage of assets, Hourly |
| Ryan Cole | Citrine Capital | San Francisco | CFP | Percentage of assets, Fixed fees |
| Ryan Goldenhar | Brooklyn FI | San Diego | CFP, CFA | Percentage of assets, Hourly |
| Ryan Humbert | Prism Advisors | Studio City | CFP | Percentage of assets, Hourly |
| Saad El-Hajjaoui | XEL | Ontario | CFP | Percentage of assets, Fixed fees |
| Samantha Mockford | Citrine Capital | Sacramento | CFP | Percentage of assets, Fixed fees |
| Samuel Taylor | Parkshore Wealth Management | Granite Bay | CFP | Percentage of assets, Hourly |
| Sandra Bublitz | Alliance Advisory & Securities | Westlake Village | CFP | Percentage of assets, Hourly |
| Sandra Field | Asset Planning | Los Alamitos | CFP | Percentage of assets, Hourly |
| Sarah Huang | New Spring Financial Planning | San Ramon | 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 Leonard | Navigoe | Redondo Beach | CFP | Percentage of assets, Fixed fees |
| Scott Schwartz | International Asset Management | San Mateo | CFP | Percentage of assets, Fixed fees |
| Scott Shagrin | Beverly Hills Private Wealth | Beverly Hills | CFP | Percentage of assets, Hourly |
| Scott Swanson | Quantum Financial Advisors | Santa Monica | CFP | Percentage of assets, Hourly |
| Sharon Bargetto | Sage Financial Advisors | Scotts Valley | CFP | Percentage of assets, Hourly |
| Shawn Tydlaska | Tessara Wealth | Burlingame | CFP | Percentage of assets, Hourly |
| Soumyalakshmi Parasuraman | Griffin Black | Redwood City | CFP | Percentage of assets, Hourly |
| Stacey Snow | Prism Advisors | Studio City | CFP | Percentage of assets, Hourly |
| Stefan Prvanov | Blankinship & Foster | Solana Beach | CFP | Percentage of assets, Hourly |
| Stephen Doster | Pathview Wealth Advisors | San Diego | CFP | Percentage of assets, Hourly |
| Stephen Moorman | Libra Wealth | Los Gatos | CFP | Hourly, Fixed fees |
| Stephen Price-Hughes | Excelsus Capital Management | Manhattan Beach | CFP | Percentage of assets, Hourly |
| Stephen Rischall | Navalign | Encino | CFP | Percentage of assets, Hourly |
| Stephen Schliesser | The Pacific Center for Financial Services | Danville | 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 |
| Susan Gavrich | Seasonal Strategy | Alameda | CFP | Percentage of assets, Hourly |
| Taylor Snider | Kanan Advisors | Malibu | CFP | Percentage of assets, Hourly |
| Teresa Kakadelas | Blankinship & Foster | Solana Beach | CFP | Percentage of assets, Hourly |
| Terrence Palazzolo | Griffin Black | Redwood City | CFP | Percentage of assets, Hourly |
| Terri McGray | Longevity Capital Management | Thousand Oaks | 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 |
| 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 |
| Tina Vieregg | Creative Capital Management Investments | San Diego | CFP | Percentage of assets, Hourly |
| Travis McShane | Eclectic Associates | Fullerton | CFP, CFA | Percentage of assets, Hourly |
| Trent Benedetti | Benedetti Financial | Santa Maria | CFP | Percentage of assets, Hourly |
| Trevor Shaw | Gradient Capital Advisors | San Diego | CFP | Percentage of assets, Hourly |
| Trevor Stone | Parkshore Wealth Management | Granite Bay | CFP | Percentage of assets, Hourly |
| Troy Brown | Tidecrest Wealth Management | Newport Beach | CFP | Percentage of assets, Hourly |
| Tu Nguyen | Sierra Pacific Private Wealth | Pleasanton | CFP | Percentage of assets, Hourly |
| Tyler Aubrey | Define Financial | San Diego | CFP | Percentage of assets, Hourly |
| Uziel Gomez | Avise Financial | Los Angeles | CFP | Percentage of assets, Hourly |
| Vance Lavizzo | Alliance Advisory & Securities | Westlake Village | CFP | Percentage of assets, Hourly |
| Vidalia Cornwall | Tessara Wealth | Burlingame | CFP, ChFC | Percentage of assets, Hourly |