| Ashley Souza | The Pacific Center for Financial Services | Danville | Not listed | Percentage of assets, Hourly |
| Athanasios Preovolos | Alpha & Omega | La Mesa | Not listed | Percentage of assets, Hourly |
| Aydin Pro | Alliance Advisory & Securities | Westlake Village | Not listed | Percentage of assets, Hourly |
| Barbara Crane | Crane Investments | Laguna Beach | Not listed | Percentage of assets, Hourly |
| Barry Craine | Black Card Circle | Sherman Oaks | Not listed | Percentage of assets, Hourly |
| Barry Kilzer | Kilzer Wealth Management | Carmel | Not listed | Percentage of assets, Hourly |
| Barry Waits | Waits Investments | Carlsbad | Not listed | Percentage of assets, Hourly |
| Benjamin Beckstead | Yosemite Capital Management | Newport Beach | Not listed | Percentage of assets, Hourly |
| Benjamin Reynoso | FCG Wealth Management | Visalia | Not listed | Percentage of assets, Hourly |
| Bethany Ely | Three Oaks Wealth | Gold River | Not listed | Percentage of assets, Hourly |
| Bing Cao | Sky Vision Wealth Management | Irvine | Not listed | Percentage of assets, Hourly |
| Brad Cotner | Tempus Wealth Planning | Irvine | Not listed | Percentage of assets, Hourly |
| Brad Saenz | Coastwise Capital Group | La Jolla | Not listed | Percentage of assets, Hourly |
| Brady Bishop | Waits Investments | Carlsbad | Not listed | Percentage of assets, Hourly |
| Brandon Rosi | Keystone Private Wealth | Palm Desert | Not listed | Percentage of assets, Hourly |
| Brent Mick | Strategic Retirement Advisors | Elk Grove | Not listed | Percentage of assets, Hourly |
| Brent Pasqua | Evermont Wealth | Claremont | Not listed | Percentage of assets, Hourly |
| Brent Seehusen | White Sail Advisors | Huntington Beach | Not listed | Percentage of assets, Hourly |
| Brian Johnson | Monarch Wealth Strategies | Santa Barbara | Not listed | Percentage of assets, Hourly |
| Brian Kavanaugh | Archvest Wealth Advisors | Concord | Not listed | Percentage of assets, Hourly |
| Brian Martin | Martin & Company | Valencia | Not listed | Percentage of assets, Hourly |
| Brooke Boyd | Mdrn Wealth | Venice | Not listed | Percentage of assets, Hourly |
| Brooks Sackett | Chief Capital Management | San Jose | Not listed | Percentage of assets, Hourly |
| Bruce Sherman | Telos Capital Management | La Mesa | Not listed | Percentage of assets, Hourly |
| Butch Safyurtlu | Blue Chip Financial Advisors | Newport Beach | Not listed | Percentage of assets, Hourly |
| Carl Carpenter | Beacon Financial Partners | Huntington Beach | Not listed | Percentage of assets, Hourly |
| Carl Demartini | RB Capital Management | Laguna Woods | Not listed | Percentage of assets, Hourly |
| Carolin Alaverdian | Windsor Capital Management | Valley Glen | Not listed | Percentage of assets, Hourly |
| Caroline Novak | Sage Rhino Capital | Menlo Park | Not listed | Percentage of assets, Hourly |
| Carter Osborne | Planned Solutions | Folsom | Not listed | Percentage of assets, Hourly |
| Cassidy Plair | Sustainable Advisors Alliance | Los Angeles | Not listed | Percentage of assets, Hourly |
| Catherine Dunnam | Planned Solutions | Folsom | Not listed | Percentage of assets, Hourly |
| Catherine Siphron | Cheviot Value Management | Beverly Hills | Not listed | Percentage of assets, Hourly |
| Chad Franck | The Pacific Center for Financial Services | Danville | Not listed | Percentage of assets, Hourly |
| Chad Germann | First Financial Consulting | Pasadena | Not listed | Percentage of assets, Hourly |
| Charles Carty | Carty Financial | Thousand Oaks | Not listed | Percentage of assets, Hourly |
| Chris Varjabedian | Lake Avenue Financial | Woodland Hills | Not listed | Percentage of assets, Hourly |
| Christian Welborn | First Financial Consulting | Pasadena | Not listed | Percentage of assets, Hourly |
| Christopher Caruso | Veritas Wealth Partners | San Mateo | Not listed | Percentage of assets, Hourly |
| Christopher Diegelman | Diegelman Capital Advisors | Ventura | Not listed | Percentage of assets, Hourly |
| Christopher Gallagher | Gallagher Wealth Management | Danville | Not listed | Percentage of assets, Hourly |
| Christopher Randall | Axis Capital Management | Hermosa Beach | Not listed | Hourly, Fixed fees |
| Christopher Ridout | Westside Financial Advisors | Los Angeles | Not listed | Percentage of assets, Hourly |
| Christopher Soukup | Lighthouse Financial Services | Brea | Not listed | Percentage of assets, Hourly |
| Christy Moore | Stewardship Wealth Management Solutions | Huntington Beach | Not listed | Percentage of assets, Hourly |
| Clifford Downie | Downie Financial Group | Mission Viejo | Not listed | Percentage of assets, Hourly |
| Colm Oboyle | O'boyle Wealth Management | Beverly Hills | Not listed | Percentage of assets, Hourly |
| Connor Ludwig | Wealthetic | San Diego | Not listed | Percentage of assets, Hourly |
| Connor MacKenzie | Financial Alternatives | La Jolla | Not listed | Percentage of assets, Hourly |
| Consuelo Webb | Mari Legacy Group | Calabasas | Not listed | Percentage of assets, Hourly |