| Matthew King | King Wealth Advisors | San Mateo | CFA | Percentage of assets, Hourly |
| Michael Leavy | Integris Wealth Management | Monterey | CFA | Percentage of assets, Hourly |
| Michael Verity | Lighthouse Financial Services | Brea | CFA | Percentage of assets, Hourly |
| Michael Whitehurst | Telos Capital Management | San Diego | CFA | Percentage of assets, Hourly |
| Nancy Woodall | Meridian Investment Counsel | Lafayette | CFA, CIC | Percentage of assets, Hourly |
| Nick Nejad | Beverly Hills Private Wealth | Beverly Hills | CFA | Percentage of assets, Hourly |
| Patrick Tinucci | Raub Brock Capital Management | Larkspur | CFA | Percentage of assets, Hourly |
| Puneet Sahi | Iron Horse Capital | Irvine | CFA | Percentage of assets, Hourly |
| Rafay Khalid | Solomon and Associates | Irvine | CFA | Percentage of assets, Hourly |
| Ray Meadows | Berkeley Investment Advisors | Santa Rosa | CFA | Percentage of assets, Hourly |
| Rebecca White | Harrington Investments | Napa | CFA | Percentage of assets, Hourly |
| Robert Hillberg | Hillberg Capital Management | Turlock | PFS | Percentage of assets, Hourly |
| Robert Horowitz | Robert Horowitz Wealth Management | Mill Valley | CFA | Percentage of assets, Hourly |
| Robert Smith | Mark Smith Financial Services | Thousand Oaks | PFS | Percentage of assets, Hourly |
| Robert Wells | Selby Wealth Management | Emeryville | CFA | Percentage of assets, Hourly |
| Russell Murdock | Eclectic Associates | Huntington Beach | CFA | Percentage of assets, Hourly |
| Scott Sommers | First Financial Consulting | Pasadena | ChFC | Percentage of assets, Hourly |
| Stephanie Bucko | Mana Financial Life Design | Glendale | CFA | Percentage of assets, Hourly |
| Takaya Weckle | Clutinger Williams & Verhoye | San Diego | CFA | Percentage of assets, Hourly |
| Timothy Menez | Capital Management Advisor Group | Walnut Creek | ChFC | Percentage of assets, Hourly |
| Victor Lai | Bellwether Capital Management | El Dorado Hills | CFA | Percentage of assets, Hourly |
| Vittorio Fratta | Cedar Wealth Management | Walnut Creek | CFA | Percentage of assets, Hourly |
| William Torres | Cerda Munoz Advisors | Cerritos | PFS | Percentage of assets, Hourly |
| Yvonne Madson | Madson Wealth Advisors | Santa Rosa | ChFC | Percentage of assets, Hourly |
| Aaron Shuchatowitz | Shucha Wealth Management | Sherman Oaks | Not listed | Percentage of assets, Hourly |
| Adam Anschultz | Kanan Advisors | Malibu | Not listed | Percentage of assets, Hourly |
| Adam Soroko | Mertz Capital | Studio City | Not listed | Percentage of assets, Hourly |
| Alex Chalekian | Lake Avenue Financial | Pasadena | Not listed | Percentage of assets, Hourly |
| Alex Kiley | Integris Wealth Management | Monterey | Not listed | Percentage of assets, Hourly |
| Alex Owens | Sage Rhino Capital | Menlo Park | Not listed | Percentage of assets, Hourly |
| Alex Sander Martins Alexandre | Aalexander | Laguna Niguel | Not listed | Percentage of assets, Hourly |
| Alexander Anderson | Heyman Wealth Management | Encino | Not listed | Percentage of assets, Hourly |
| Alexander Page | Page Capital Private Wealth Management | Walnut Creek | Not listed | Percentage of assets, Hourly |
| Alexandra Long | Quantum Financial Advisors | El Segundo | Not listed | Percentage of assets, Hourly |
| Allen Drake | Royale Investment Advisor | Lake Mathews | Not listed | Percentage of assets, Hourly |
| Amanda Leger | Cheviot Value Management | Beverly Hills | Not listed | Percentage of assets, Hourly |
| Amy Zwaan | Yosemite Capital Management | Newport Beach | Not listed | Percentage of assets, Hourly |
| Andreas Yanik | Create My Wealth | Winnetka | Not listed | Percentage of assets, Hourly |
| Andrew Brinkman | Stableford Capital | Mill Valley | Not listed | Percentage of assets, Hourly |
| Andrew Brooks | Village Wealth Advisors | Westlake Village | Not listed | Percentage of assets, Hourly |
| Andrew Fuller | Beverly Hills Private Wealth | Beverly Hills | Not listed | Percentage of assets, Hourly |
| Andrew Moretine | The William Allan | Long Beach | Not listed | Percentage of assets, Hourly |
| Andrew Williams | Gencap Portfolio Management | Tiburon | Not listed | Percentage of assets, Hourly |
| Angel Valencia | Portfolio Advisors | Fresno | Not listed | Percentage of assets, Hourly |
| Anna Miller | Certified Planners | San Ramon | Not listed | Percentage of assets, Hourly |
| Annelizabeth Rogers | Azimuth Wealth Advisors | San Diego | Not listed | Percentage of assets, Hourly |
| Anthony Herreres | Alliance Advisory & Securities | Westlake Village | Not listed | Percentage of assets, Hourly |
| Anthony Montenegro | The Blackmont Group | Fullerton | Not listed | Percentage of assets, Hourly |
| Anthony Purpero | Harbor Hills Financial Advisors | Montecito | Not listed | Percentage of assets, Hourly |
| Aryan Golzar Shabestary | Navalign | Encino | Not listed | Percentage of assets, Hourly |