| Stephanie Chow | Harold Davidson & Associates | Los Angeles | Not listed | Percentage of assets, Hourly |
| Steven Singer | Retirement Solutions | Los Angeles | Not listed | Percentage of assets, One-time planning fee |
| Susan Maxey | Atlas Legacy Advisors | Los Angeles | Not listed | Percentage of assets, Hourly |
| Tayeb Ayat | Fenul Wealth Management | Los Angeles | Not listed | Percentage of assets, Hourly |
| Vick Khoboyan | Harold Davidson & Associates | Los Angeles | Not listed | Percentage of assets, Hourly |
| Stephen Seo | L&S Advisors | Los Angeles | CFA | Percentage of assets, Hourly |
| Tiffany Hong | Ades Investment Counsel | Los Angeles | CFA | Percentage of assets, Hourly |
| Darrach Mc Carthy | Victus Capital Wealth | Los Angeles | Not listed | Percentage of assets, Hourly |
| David Feinman | Silverlake Portfolio Advisors | Los Angeles | Not listed | Percentage of assets, Hourly |
| Larry Fernandez | Victus Capital Wealth | Los Angeles | Not listed | Percentage of assets, Hourly |
| Craig Weston | L&S Advisors | Los Angeles | Not listed | Percentage of assets, Hourly |
| Edlyn Ruiz | L&S Advisors | Los Angeles | Not listed | Percentage of assets, Hourly |
| Ian Manongdo | L&S Advisors | Los Angeles | Not listed | Percentage of assets, Hourly |
| Jade Chien | Zuckerman Capital Management | Los Angeles | Not listed | Percentage of assets |
| Jason Scott | L&S Advisors | Los Angeles | Not listed | Percentage of assets, Hourly |
| Khanh Nguyen | Ayla Capital | Los Angeles | Not listed | Percentage of assets, Hourly |
| Leanne Sindell | L&S Advisors | Los Angeles | Not listed | Percentage of assets, Hourly |
| Lin-Chun Liu | L&S Advisors | Los Angeles | Not listed | Percentage of assets, Hourly |
| Ralph Scott | L&S Advisors | Los Angeles | Not listed | Percentage of assets, Hourly |
| Robert Ades | Ades Investment Counsel | Los Angeles | Not listed | Percentage of assets, Hourly |
| Ryan Brouillette | L&S Advisors | Los Angeles | Not listed | Percentage of assets, Hourly |
| Sy Lippman | L&S Advisors | Los Angeles | Not listed | Percentage of assets, Hourly |
| Travis Henry | Factory | Los Angeles | Not listed | Percentage of assets, Hourly |
| Trenton Bryde | Factory | Los Angeles | Not listed | Percentage of assets, Hourly |
| Aaron Clark | Monarch Wealth Strategies | Los Angeles | CFP | Percentage of assets, Hourly |
| Amy Marietta | Avise Financial | Los Angeles | CFP | Percentage of assets, Hourly |
| David Tassone | Avise Financial | Los Angeles | CFP | Percentage of assets, Hourly |
| Eric Zurbrugg | IFC Advisors | Los Angeles | CFP | Percentage of assets, Fixed fees |
| Jeff Fang | Aqua Capital Advisors | Los Angeles | CFP | Percentage of assets, Hourly |
| Jinfeng Su | Mcintosh Capital Advisors | Los Angeles | CFP | Percentage of assets, Hourly |
| Katrina Soelter | Avise Financial | Los Angeles | CFP | Percentage of assets, Hourly |
| Kenneth Cornutt | Westside Financial Advisors | Los Angeles | CFP, PFS | Percentage of assets, Hourly |
| Theresa Pablos | Avise Financial | Los Angeles | CFP | Percentage of assets, Hourly |
| Uziel Gomez | Avise Financial | Los Angeles | CFP | Percentage of assets, Hourly |
| Devin Weinstein | Coast Bridge Capital | Los Angeles | CFA | Percentage of assets |
| John Defonso | Aqua Capital Advisors | Los Angeles | CFA | Percentage of assets, Hourly |
| Peter Heilbron | Trace Wealth Advisors | Los Angeles | CFA | Percentage of assets, Fixed fees |
| Cassidy Plair | Sustainable Advisors Alliance | Los Angeles | Not listed | Percentage of assets, Hourly |
| Christopher Ridout | Westside Financial Advisors | Los Angeles | Not listed | Percentage of assets, Hourly |
| Darren Pollock | Cheviot Value Management | Los Angeles | Not listed | Percentage of assets, Hourly |
| Fatemeh Ashouri | Monarch Wealth Strategies | Los Angeles | Not listed | Percentage of assets, Hourly |
| Francois Viljoen | IFC Advisors | Los Angeles | Not listed | Percentage of assets, Fixed fees |
| Gahng Choi | Westside Financial Advisors | Los Angeles | Not listed | Percentage of assets, Hourly |
| Grant Colin | Monarch Wealth Strategies | Los Angeles | Not listed | Percentage of assets, Hourly |
| Hui-Chiung Tseng | Halcyon Investment Advisor | Los Angeles | Not listed | Percentage of assets, Hourly |
| I-Jung Hsiao | Halcyon Investment Advisor | Los Angeles | Not listed | Percentage of assets, Hourly |
| Ivan Illan | Aligne Wealth Advisors Investment Management (awaim) | Los Angeles | Not listed | Percentage of assets |
| Jacob Weston | Aligne Wealth Advisors Investment Management (awaim) | Los Angeles | Not listed | Percentage of assets |
| Jennifer Mulder | Pathway Financial Services | Los Angeles | Not listed | Percentage of assets, Hourly |
| Jon Dennis | Westside Financial Advisors | Los Angeles | Not listed | Percentage of assets, Hourly |