| Ann Fleming | Fleming Financial Advising | Walnut Creek | CFP | Percentage of assets, Hourly |
| Anna Kim | Prudent Investors | Mission Viejo | CFP, CFA | Percentage of assets, Hourly |
| Annamalai Rajendran | Family CFO | Los Altos | CFP | Percentage of assets, Hourly |
| Anthony Schliesser | The Pacific Center for Financial Services | Danville | CFP | Percentage of assets, Hourly |
| Anton Madsen | Stone Steps Financial | Encinitas | CFP | Percentage of assets, Hourly |
| Antonio Andrade | Antonio Andrade, CFP | Ukiah | CFP | Percentage of assets, Hourly |
| Arpi Vardanyan | Jones Wealth Advisors | Pasadena | CFP | Percentage of assets, Hourly |
| Ashley Hamman | Bridgeview Capital Advisors | El Dorado Hills | CFP | Percentage of assets, Hourly |
| Ashley Stroud | Pathview Wealth Advisors | San Diego | CFP | Percentage of assets, Hourly |
| Barbara Gault | Barbara S. Gault | Sausalito | CFP | Percentage of assets, Hourly |
| Barbara Steinmetz | Steinmetz Financial Planning | Redwood City | CFP | Percentage of assets, Hourly |
| Benjamin Pettigrew | Redwood Park Advisors | Redwood City | CFP | Percentage of assets, Hourly |
| Benjamin Simonds | Alliance Advisory & Securities | Westlake Village | CFP | Percentage of assets, Hourly |
| Blair Aihara | Aihara Wealth Management | Torrance | CFP | Percentage of assets, Hourly |
| Bradley Hammerman | Beverly Hills Private Wealth | Beverly Hills | CFP | Percentage of assets, Hourly |
| Bradley Stephenson | Stephenson and Company | San Clemente | CFP | Percentage of assets, Hourly |
| Bret Elliott | Elliott Financial | Pacific Grove | CFP | Hourly |
| Bret Schultz | Martin & Company | Valencia | CFP | Percentage of assets, Hourly |
| Brett Lathrup | Blankinship & Foster | Solana Beach | CFP | Percentage of assets, Hourly |
| Brett Nussen | Willow Creek Financial | San Diego | CFP | Percentage of assets, Hourly |
| Brian Matter | Creative Capital Management Investments | San Diego | CFP | Percentage of assets, Hourly |
| Carl Lachman | Eclectic Associates | Fullerton | CFP | Percentage of assets, Hourly |
| Carol Gosho | Gosho Financial Group | San Mateo | CFP | Percentage of assets, Hourly |
| Carol O'Boyle | O'boyle Wealth Management | Beverly Hills | CFP | Percentage of assets, Hourly |
| Cayden Norton | Tempus Wealth Planning | Irvine | CFP | Percentage of assets, Hourly |
| Charles Schwab | Define Financial | San Diego | CFP | Percentage of assets, Hourly |
| Chase Armer | Planned Solutions | Folsom | CFP | Percentage of assets, Hourly |
| Cheryl Gross | Raub Brock Capital Management | Larkspur | CFP | Percentage of assets, Hourly |
| Christopher Jaccard | Financial Alternatives | La Jolla | CFP, CFA | Percentage of assets, Hourly |
| Christopher Sheehy | Harborlight Investments | El Cerrito | CFP | Percentage of assets, Hourly |
| Christopher Siraganian | First Financial Consulting | Pasadena | CFP | Percentage of assets, Hourly |
| Christopher Tyler | Alliance Advisory & Securities | Westlake Village | CFP | Percentage of assets, Hourly |
| Clarissa Hartono | Eclectic Associates | Fullerton | CFP | Percentage of assets, Hourly |
| Claudia Deras Sosa | Corinthian Wealth Management | San Jose | CFP | Percentage of assets, Hourly |
| 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 Apple | Apple & Associates | Grass Valley | CFP | Percentage of assets, Hourly |
| Daniel Baker | Trinity Capital Management | Rancho Cucamonga | CFP | Percentage of assets, Hourly |
| Daniel Beckwith | First Financial Consulting | Pasadena | CFP | Percentage of assets, Hourly |
| Daniel Boston | The Butterfield Group | Simi Valley | CFP | Percentage of assets, Hourly |
| 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 |
| Darius Gagne | Quantum Financial Advisors | Santa Monica | CFP | Percentage of assets, Hourly |
| Darren Bloom | Wealthetic | San Diego | CFP | Percentage of assets, Hourly |
| Daryl Wong | Planned Solutions | Folsom | CFP | Percentage of assets, Hourly |
| David Dewolf | Quantum Financial Advisors | El Segundo | CFP | Percentage of assets, Hourly |
| David Homan | Willow Creek Wealth Management | Sebastopol | CFP | Percentage of assets, Hourly |