| Long Nguyen | Sigma3capital | San Jose | Not listed | Percentage of assets, Hourly |
| Mark Kalinowsky | Kalinowsky Asset Management | San Jose | Not listed | Percentage of assets, Hourly |
| Mary Russell | Werba Rubin Papier Wealth Management | San Jose | Not listed | Percentage of assets |
| Michael Bergines | Prospero Wealth | San Jose | Not listed | Percentage of assets, Hourly |
| Quynh Ho | Werba Rubin Papier Wealth Management | San Jose | Not listed | Percentage of assets |
| Suzanne Cox | Betterwealth | San Jose | Not listed | Percentage of assets |
| Thomas Vaughan | Retirement Capital Strategies | San Jose | Not listed | Percentage of assets, Hourly |