| Michael Testa | Naylor & Company | Orinda | Not listed | Percentage of assets |
| Nicholas Frattali | HS Wealth Partners | Encino | Not listed | Percentage of assets |
| Ray Lombardo | Clearview Investment Partners | Costa Mesa | Not listed | Percentage of assets, Fixed fees |
| Ryan Gorski | Pacific Point Wealth Management | Carlsbad | Not listed | Percentage of assets |
| Sapphira Santibanez | Del Mar Wealth Management | Del Mar | Not listed | Percentage of assets, Hourly |
| Simon Perna | Cascade Financial Partners | San Diego | Not listed | Percentage of assets |
| Stuart Park | Park Miller | Walnut Creek | Not listed | Percentage of assets |
| Thomas Woodward | Woodward Diversified Capital | Bakersfield | Not listed | Percentage of assets, Hourly |
| Yen Trac | Northern California Fiduciary Advisors | Berkeley | Not listed | Percentage of assets, Hourly |
| Zachariah Kline | Capstone Wealth Management | San Jose | Not listed | Percentage of assets, Fixed fees |
| Hailee Brigman | Knightsbridge Wealth Management | Newport Beach | Not listed | Percentage of assets, Performance-based fees |
| Joshua Meier | Knightsbridge Wealth Management | Newport Beach | Not listed | Percentage of assets, Performance-based fees |
| Kristen Worth | Flywheel Private Wealth | Los Altos | Not listed | Percentage of assets |
| Kurt Beimfohr | Knightsbridge Wealth Management | Newport Beach | Not listed | Percentage of assets, Performance-based fees |