| Andrew Weld | Telos Capital Management | San Diego | CFA | Percentage of assets, Hourly |
| Charles Chamberlin | Telos Capital Management | San Diego | CFA | Percentage of assets, Hourly |
| Charles Rogers | Azimuth Wealth Advisors | San Diego | ChFC | Percentage of assets, Hourly |
| Francisco Lopez | Willow Creek Financial | San Diego | CFA | Percentage of assets, Hourly |
| Michael Whitehurst | Telos Capital Management | San Diego | CFA | Percentage of assets, Hourly |
| Takaya Weckle | Clutinger Williams & Verhoye | San Diego | CFA | Percentage of assets, Hourly |
| Annelizabeth Rogers | Azimuth Wealth Advisors | San Diego | Not listed | Percentage of assets, Hourly |
| Connor Ludwig | Wealthetic | San Diego | Not listed | Percentage of assets, Hourly |
| Corrine Fields | Willow Creek Financial | San Diego | Not listed | Percentage of assets, Hourly |
| Eric Simms | Gradient Capital Advisors | San Diego | Not listed | Percentage of assets, Hourly |
| Gardner Osborne | Osborne Capital Management | San Diego | Not listed | Percentage of assets, Hourly |
| Hugo Lopez | Lighthouse Advisory Services | San Diego | Not listed | Percentage of assets, Hourly |
| James Bowler | Colsara National Wealth Management | San Diego | Not listed | Percentage of assets, Hourly |
| Jamie Noriega | Telos Capital Management | San Diego | Not listed | Percentage of assets, Hourly |
| Jonathan Fairchild | Telos Capital Management | San Diego | Not listed | Percentage of assets, Hourly |
| Joseph Oryang | Creative Capital Management Investments | San Diego | Not listed | Percentage of assets, Hourly |
| Kai Kramer | Platt Wealth Management | San Diego | Not listed | Percentage of assets, Hourly |
| Kent Stone | Clutinger Williams & Verhoye | San Diego | Not listed | Percentage of assets, Hourly |
| Mark Huffman | Mark C. Huffman, Cpa/ria | San Diego | Not listed | Percentage of assets |
| Matthew Medeiros | Clelland & Company | San Diego | Not listed | Percentage of assets, Hourly |
| Michael Lewis | Lewis Advisory Group | San Diego | Not listed | Percentage of assets, Hourly |