| Scott Sommers | First Financial Consulting | Pasadena | ChFC | Percentage of assets, Hourly |
| Alex Chalekian | Lake Avenue Financial | Pasadena | Not listed | Percentage of assets, Hourly |
| Brenna Cancilla | Mission Street Wealth Planning | Pasadena | Not listed | Percentage of assets, Fixed fees |
| Chad Germann | First Financial Consulting | Pasadena | Not listed | Percentage of assets, Hourly |
| Christian Welborn | First Financial Consulting | Pasadena | Not listed | Percentage of assets, Hourly |
| Elena Dunn | Foundry Financial | Pasadena | Not listed | Percentage of assets, Fixed fees |
| Francisco Gonzales | Qubera Wealth Management | Pasadena | Not listed | Percentage of assets, Hourly |
| Jack Andrews | Athena Investment Management | Pasadena | Not listed | Percentage of assets, Hourly |
| Jackson Steuber | Foundry Financial | Pasadena | Not listed | Percentage of assets, Fixed fees |
| Jaylene Pysnik | Pysnik Financial | Pasadena | Not listed | Percentage of assets, Hourly |
| John Griesinger | First Financial Consulting | Pasadena | Not listed | Percentage of assets, Hourly |
| Luis Salas Ruiz | First Financial Consulting | Pasadena | Not listed | Percentage of assets, Hourly |
| Michael Pysnik | Pysnik Financial | Pasadena | Not listed | Percentage of assets, Hourly |
| Nicholas Hiebert | Foundry Financial | Pasadena | Not listed | Percentage of assets, Fixed fees |
| Nirav Desai | Qubera Wealth Management | Pasadena | Not listed | Percentage of assets, Hourly |
| Patricia Alexander | Mission Street Wealth Planning | Pasadena | Not listed | Percentage of assets, Fixed fees |
| Stephen McDonnell | Mcdonnell Financial Services | Pasadena | Not listed | Percentage of assets, Hourly |