| Daniel Johnson | Windfall Advisors | Santa Monica | Not listed | Percentage of assets, Hourly |
| Drew Kunde | Sand Hill Global Advisors | Palo Alto | Not listed | Percentage of assets, Hourly |
| Eric Cortez | Verus Capital Partners | Hermosa Beach | Not listed | Percentage of assets, Hourly |
| Gloria Jones | Sweeney & Michel | Chico | Not listed | Percentage of assets, Hourly |
| Jason Dow | Verus Capital Partners | Ventura | Not listed | Percentage of assets, Hourly |
| Joel Meyer | Meyer Financial Advisors | Los Altos | CFA | One-time planning fee |
| Katie Junk | Sweeney & Michel | Chico | Not listed | Percentage of assets, Hourly |
| Kimberly Pham | Sand Hill Global Advisors | Palo Alto | Not listed | Percentage of assets, Hourly |
| Kristin Sun | Sand Hill Global Advisors | Palo Alto | Not listed | Percentage of assets, Hourly |
| Laura Robayo | Silver Oak Wealth Advisors | Los Angeles | CFP | Percentage of assets, Hourly |
| Mark Strahs | Sand Hill Global Advisors | Palo Alto | Not listed | Percentage of assets, Hourly |
| Megan Breslin | Sand Hill Global Advisors | Palo Alto | Not listed | Percentage of assets, Hourly |
| Meghan Daters | Sand Hill Global Advisors | San Francisco | Not listed | Percentage of assets, Hourly |
| Renee Michel | Sweeney & Michel | Chico | Not listed | Percentage of assets, Hourly |
| Sara Craven | Sand Hill Global Advisors | Palo Alto | Not listed | Percentage of assets, Hourly |
| Scott Holder | Verus Capital Partners | Ventura | Not listed | Percentage of assets, Hourly |
| Shufan Cao | Silver Oak Wealth Advisors | Los Angeles | CFP | Percentage of assets, Hourly |
| Thomas Carroll | Verus Capital Partners | Ventura | Not listed | Percentage of assets, Hourly |
| Adele Canetti | Divorce financial consulting | Rancho Santa Fe | Not listed | Hourly, One-time planning fee |
| Bradley Stephens | Tamalpais Asset Management | Larkspur | Not listed | Percentage of assets |
| Christopher Martin | Tamalpais Asset Management | Larkspur | Not listed | Percentage of assets |
| Dana Grigg | Divorce Analysis | San Francisco | Not listed | Percentage of assets, Hourly |
| Gabriel Wisdom | Divorce financial consulting | Rancho Santa Fe | Not listed | Hourly, One-time planning fee |
| Glenn Busch | Divorce financial consulting | Rancho Santa Fe | Not listed | Hourly, One-time planning fee |
| Jake Popoff | Hutchinson Capital Management | San Rafael | Not listed | Percentage of assets, Hourly |
| Joseph Fierro | Tamalpais Asset Management | Long Beach | Not listed | Percentage of assets |
| Lincoln Wells | Tamalpais Asset Management | Larkspur | Not listed | Percentage of assets |
| Mark Myers | Divorce financial consulting | Rancho Santa Fe | Not listed | Hourly, One-time planning fee |
| Michael Moore | Divorce financial consulting | Rancho Santa Fe | Not listed | Hourly, One-time planning fee |
| Rana Davidson | Divorce financial consulting | Rancho Santa Fe | Not listed | Hourly, One-time planning fee |
| Shay Tahar | Divorce financial consulting | Rancho Santa Fe | Not listed | Hourly, One-time planning fee |
| Steven Singer | Retirement Solutions | Los Angeles | Not listed | Percentage of assets, One-time planning fee |
| Thomas McAuliffe | Divorce financial consulting | San Rafael | Not listed | Hourly, One-time planning fee |
| Shane Boddington | Boddington Capital | Stockton | Not listed | Percentage of assets |
| Stephen Seo | L&S Advisors | Los Angeles | CFA | Percentage of assets, Hourly |
| Christopher Low | The Advisory Group of San Francisco | San Francisco | Not listed | Percentage of assets, Fixed fees |
| Gregory Patterson | The Advisory Group of San Francisco | San Francisco | Not listed | Percentage of assets, Fixed fees |
| 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 |
| Jason Scott | L&S Advisors | 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 |
| Ofer Ben-Menahem | L&S Advisors | Irvine | Not listed | Percentage of assets, Hourly |
| Ralph Scott | L&S Advisors | 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 |