| 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 |
| Wade Slome | Sidoxia Capital Management | Newport Beach | CFP, CFA | Percentage of assets, Hourly |
| Warren Binstock | Telos Capital Management | San Diego | CFP | Percentage of assets, Hourly |
| Wende Headley | Quantum Financial Advisors | Pasadena | CFP | Percentage of assets, Hourly |
| William Symons | Eureka Financial Planners | Eureka | CFP | Percentage of assets, Hourly |
| Zachary Ziegler | Blankinship & Foster | Solana Beach | CFP | Percentage of assets, Hourly |
| Andrew Weld | Telos Capital Management | San Diego | CFA | Percentage of assets, Hourly |
| Anthony Wan | Wealthboost Advisors | San Francisco | CFA | Percentage of assets, Hourly |
| Brett Janis | Strong Bridge Advisors | San Francisco | CFA | Percentage of assets, Hourly |
| Brooks Nelson | Nelson Capital Management | Menlo Park | CFA | Percentage of assets, Hourly |
| Charles Chamberlin | Telos Capital Management | San Diego | CFA | Percentage of assets, Hourly |
| Charles Rogers | Azimuth Wealth Advisors | San Diego | ChFC | Percentage of assets, Hourly |
| Charles Tracy | Bellwether Capital Management | Fair Oaks | CFA | Percentage of assets, Hourly |
| Daniel Goldberg | Goldberg Financial Advisors | El Segundo | CFA | Percentage of assets, Hourly |
| Daniel Heyman | Heyman Wealth Management | Encino | PFS, CFA | Percentage of assets, Hourly |
| Darcy Smoot | Nelson Capital Management | Menlo Park | CFA | Percentage of assets, Hourly |
| David Hart | Grant Private Wealth Management | Pleasanton | CFA | Percentage of assets, Hourly |
| David Smith | Redwood Park Advisors | Redwood City | CFA | Percentage of assets, Hourly |
| Deborah Hurwicz | Madson Wealth Advisors | Santa Rosa | ChFC | Percentage of assets, Hourly |
| Douglas Hutchinson | Assembly Wealth | Mill Valley | CFA | Percentage of assets, Hourly |
| Elizabeth Mihalka | Altamont Wealth Management | Livermore | CFA | Percentage of assets, Hourly |
| Eric Richards | Raub Brock Capital Management | Larkspur | CFA | Percentage of assets, Hourly |
| Eric Wheeler | First and Main Financial | Piedmont | CFA | Percentage of assets, Hourly |
| Francisco Lopez | Willow Creek Financial | San Diego | CFA | Percentage of assets, Hourly |
| Gary Pevey | AFS Investments | Turlock | ChFC | Percentage of assets, Hourly |
| Gregory Sommer | Raub Brock Capital Management | Larkspur | CFA | Percentage of assets, Hourly |
| Gregory Zedlar | California Capital Management | North Hollywood | ChFC | Percentage of assets, Hourly |
| Han Liu | Banyan Lake Capital | San Mateo | CFA | Percentage of assets, Hourly |
| Harris Holzberg | Holzberg Wealth Management | Corte Madera | ChFC | Percentage of assets, Hourly |
| Igor Lotsvin | Sage Rhino Capital | Menlo Park | CFA | Percentage of assets, Hourly |
| Jason Escamilla | Impactadvisor | Sf | CFA | Percentage of assets, Hourly |
| John Defonso | Aqua Capital Advisors | Los Angeles | CFA | Percentage of assets, Hourly |
| Joseph Curtis | Resolve Financial | Walnut Creek | ChFC | Percentage of assets, Hourly |
| Katherine Wimmer | Wimmer Associates | Pasadena | CIC | Percentage of assets, Hourly |
| Keith Bong | Sidoxia Capital Management | Newport Beach | CFA | Percentage of assets, Hourly |
| Kristin Horton | Haven Capital Group | Westlake Village | CFA | Percentage of assets, Hourly |
| Leon Shirman | Emerald Hills Capital | Redwood City | CFA | Percentage of assets, Hourly |
| Lisa Westermark | Beverly Hills Private Wealth | Beverly Hills | ChFC | Percentage of assets, Hourly |
| Marc Lieberman | Shorepine Wealth Management | Tiburon | CFA | Percentage of assets, Hourly |
| Maria Wells | Blankinship & Foster | Solana Beach | CFA | Percentage of assets, Hourly |
| Matthew Higbie | Birchwood Capital | Carlsbad | CFA | Hourly, Fixed fees |