| Salvatore Bommarito | Keystone Private Wealth | Palm Desert | Not listed | Percentage of assets, Hourly |
| Samuel Landman | Westside Financial Advisors | Los Angeles | Not listed | Percentage of assets, Hourly |
| Sara Blandford | Brave New Wealth | Westlake Village | Not listed | Percentage of assets, Hourly |
| Sarah Anderson | SLO Money Managers | Atascadero | Not listed | Percentage of assets, Hourly |
| Sean Sottile | Alliance Advisory & Securities | Westlake Village | Not listed | Percentage of assets, Hourly |
| Shahab Tabatabai | S & L Financial Management | Walnut | Not listed | Percentage of assets, Fixed fees |
| Shane Clark | International Asset Management | San Mateo | Not listed | Percentage of assets, Fixed fees |
| Shareen Balkey | Index Fund Advisors | Irvine | Not listed | Percentage of assets, Fixed fees |
| Shawn Young | RB Capital Management | Fresno | Not listed | Percentage of assets, Hourly |
| Shayan Lankarani | O'boyle Wealth Management | Beverly Hills | Not listed | Percentage of assets, Hourly |
| Spencer Maccuish | Alliance Advisory & Securities | Westlake Village | Not listed | Percentage of assets, Hourly |
| Stephen Banta | Banta Asset Management | Newport Beach | Not listed | Percentage of assets, Hourly |
| Stephen Gilbreth | Tempus Wealth Planning | Irvine | Not listed | Percentage of assets, Hourly |
| Stephen Johns | Martin & Company | Valencia | Not listed | Percentage of assets, Hourly |
| Stephen McDonnell | Mcdonnell Financial Services | Pasadena | Not listed | Percentage of assets, Hourly |
| Steve Jurman | Simplyrich | Burbank | Not listed | Percentage of assets, Fixed fees |
| Steve Trinh | Navalign | Encino | Not listed | Percentage of assets, Hourly |
| Steven Ocheltree | RB Capital Management | Morro Bay | Not listed | Percentage of assets, Hourly |
| Steven Sturner | Tempus Wealth Planning | Irvine | Not listed | Percentage of assets, Hourly |
| Sulaiman Parwiz | Golden Lion Wealth Management | Concord | Not listed | Percentage of assets, Fixed fees |
| Suzy Hong | Wealthboost Advisors | San Francisco | Not listed | Percentage of assets, Hourly |
| Szu-Han Wang | Equita Financial Network | Saratoga | Not listed | Percentage of assets, Hourly |
| 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 |
| Teresa Conley | Premier Financial Group | Eureka | Not listed | Percentage of assets, Fixed fees |
| Teresa Sollom | Premier Financial Group | Eureka | Not listed | Percentage of assets, Fixed fees |
| Terri Grassi | RAI Wealth Management | Mission Viejo | Not listed | Percentage of assets, Hourly |
| Thomas Felgner | Oliver Regan Advisors | San Marino | Not listed | Percentage of assets, Hourly |
| Thomas Vaughan | Retirement Capital Strategies | San Jose | Not listed | Percentage of assets, Hourly |
| Tiarra Johnson | Asset Planning | Los Alamitos | Not listed | Percentage of assets, Hourly |
| Timothy Crane | Crane Investments | Laguna Beach | Not listed | Percentage of assets, Hourly |
| Todd Scalisi | Newhouse Integrated Financial Advisors | Soquel | 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 |
| Tracy Shemano | Quantum Financial Advisors | Santa Monica | Not listed | Percentage of assets, Hourly |
| Trent Kolden | Tidecrest Wealth Management | Newport Beach | Not listed | Percentage of assets, Hourly |
| Troy Murphy | Black Diamond Financial | San Francisco | Not listed | Percentage of assets, Hourly |
| Turkessa Ferrer-Babich | Westside Financial Advisors | Los Angeles | Not listed | Percentage of assets, Hourly |
| Tyler Chandler | Rothman Investment Management | Atascadero | Not listed | Percentage of assets, Hourly |
| Valeria Jaramillo Echeverria | North Pier Fiduciary Management | Marina Del Rey | Not listed | Percentage of assets, Fixed fees |
| Valerie De Vol | Assembly Wealth | Mill Valley | Not listed | Percentage of assets, Hourly |
| Venkat Yarlagadda | Index Fund Advisors | Irvine | Not listed | Percentage of assets, Fixed fees |
| 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 |
| Wayne Caldwell | Premier Financial Group | Eureka | Not listed | Percentage of assets, Fixed fees |
| Wendy Atlin | Westside Financial Advisors | Los Angeles | Not listed | Percentage of assets, Hourly |
| Wesley Long | Index Fund Advisors | Irvine | Not listed | Percentage of assets, Fixed fees |
| Wesley Ursick | Scsc Advisors | Rancho Santa Fe | Not listed | Percentage of assets, Fixed fees |