| Corey Johnson | Shorebird | Newport Beach | Not listed | Percentage of assets, Hourly |
| Corrine Fields | Willow Creek Financial | San Diego | Not listed | Percentage of assets, Hourly |
| Cory Reader | Brogan Asset Management | Blythe | Not listed | Percentage of assets, Hourly |
| Crystal Lary | Alliance Advisory & Securities | Westlake Village | Not listed | Percentage of assets, Hourly |
| Dana Franco-Young | Sage Rhino Capital | Menlo Park | Not listed | Percentage of assets, Hourly |
| Daniel Beatty | Selby Wealth Management | Emeryville | Not listed | Percentage of assets, Hourly |
| Daniel Carmo | Tempus Wealth Planning | Irvine | Not listed | Percentage of assets, Hourly |
| Daniel Copenhagen | Continuum Advisory | Pleasanton | Not listed | Percentage of assets, Hourly |
| Daniel McCourt | Financial Planning Associates | Aptos | Not listed | Hourly |
| Daniel Wu | Strait & Sound | Burlingame | Not listed | Percentage of assets, Hourly |
| Danny Seth | Capital Fluency | Irvine | Not listed | Percentage of assets, Hourly |
| Darren Crume | Marathon Capital Management | Huntington Beach | Not listed | Percentage of assets, Hourly |
| Darren Pollock | Cheviot Value Management | Los Angeles | Not listed | Percentage of assets, Hourly |
| David Jacobs | Navalign | Encino | Not listed | Percentage of assets, Hourly |
| David Matthew | Bruin Wealth Advisors | Woodland Hills | Not listed | Percentage of assets, Hourly |
| David Molano | Molano Wealth Management | Visalia | Not listed | Percentage of assets, Hourly |
| Dean Parsons | Global Diversified Investments | Yucaipa | Not listed | Percentage of assets, Hourly |
| Delaney King | No-Load Asset Management | Carmel | Not listed | Percentage of assets, Hourly |
| Denise Farkas | Sage Rhino Capital | Menlo Park | Not listed | Percentage of assets, Hourly |
| Diane Vanaman | Prism Advisors | Studio City | Not listed | Percentage of assets, Hourly |
| Douglas Dial | Capital Partners Investment Group | Altadena | Not listed | Percentage of assets, Hourly |
| Easan Arulanantham | Retirement Capital Strategies | San Jose | Not listed | Percentage of assets, Hourly |
| Elean Mendoza | Paragon Financial Partners | Woodland Hills | Not listed | Percentage of assets, Hourly |
| Elizabeth Gibson | Integris Wealth Management | Monterey | Not listed | Percentage of assets, Hourly |
| Eric Henrickson | Solomon and Associates | Irvine | Not listed | Percentage of assets, Hourly |
| Eric Hickok | Hickok Advisory | Campbell | Not listed | Percentage of assets, Hourly |
| Eric Simms | Gradient Capital Advisors | San Diego | Not listed | Percentage of assets, Hourly |
| Eric Thurber | Three Bridge Wealth Advisors | Los Altos | Not listed | Percentage of assets, Hourly |
| Erik Midas | Midas Capital Management | San Francisco | Not listed | Percentage of assets, Hourly |
| Evan Salke | Alpine Peaks Consulting | Alpine Meadows | Not listed | Hourly, Fixed fees |
| Faisal Shujayee | Grant Private Wealth Management | Pleasanton | Not listed | Percentage of assets, Hourly |
| Fatemeh Ashouri | Monarch Wealth Strategies | Los Angeles | Not listed | Percentage of assets, Hourly |
| Fiel Barrow | Alpha & Omega | La Mesa | Not listed | Percentage of assets, Hourly |
| Francisco Gonzales | Qubera Wealth Management | Pasadena | Not listed | Percentage of assets, Hourly |
| Frank Bruno | Money Intelligence | Santa Clara | Not listed | Percentage of assets, Hourly |
| Frank Sciotto | Integrated Capital Management | Carson | Not listed | Percentage of assets, Hourly |
| Gabriel Burczyk | Assembly Wealth | Mill Valley | Not listed | Percentage of assets, Hourly |
| Gahng Choi | Westside Financial Advisors | Los Angeles | Not listed | Percentage of assets, Hourly |
| Gardner Osborne | Osborne Capital Management | San Diego | Not listed | Percentage of assets, Hourly |
| Gary Hitzler | Tempus Wealth Planning | Irvine | Not listed | Percentage of assets, Hourly |
| Gerald Fegler | Contango Wealth Management | Oakland | Not listed | Percentage of assets, Hourly |
| Gerald Graves | Filigree Wealth Advisors | Laguna Niguel | Not listed | Percentage of assets, Hourly |
| Glenn Andrade | AFS Investments | Turlock | Not listed | Percentage of assets, Hourly |
| Grant Colin | Monarch Wealth Strategies | Los Angeles | Not listed | Percentage of assets, Hourly |
| Gregory Crawford | Crawford Financial Planning & Consulting | Modesto | Not listed | Percentage of assets, Hourly |
| Griffin Sheehy | Willow Creek Wealth Management | Sebastopol | Not listed | Percentage of assets, Hourly |
| Harlan Malter | Saposh & Malter | Aliso Viejo | Not listed | Percentage of assets, Hourly |
| Harrison Lazarus, Jr. | Harrison Lazarus Advisors | San Francisco | Not listed | Percentage of assets, Hourly |
| Hugo Gutierrez Mozqueda | Portfolio Advisors | Fresno | Not listed | Percentage of assets, Hourly |
| Hugo Lopez | Lighthouse Advisory Services | San Diego | Not listed | Percentage of assets, Hourly |