| Andrew Russell | Dean Roland Russell Family Wealth Management | San Diego | CFP | Percentage of assets |
| Angel Brown | asendo wealth | San Diego | CFP | Percentage of assets, Hourly |
| Anthony Leonti | Corvus Wealth Advisors | Templeton | CFP | Percentage of assets |
| Barbara Norman | Sage Path Solutions | San Diego | CFP | Percentage of assets, Hourly |
| Benjamin Sampson | Miller Avenue Advisors | Mill Valley | CFP | Percentage of assets, Fixed fees |
| Brian Proses | Rational Investment Management | Mill Valley | CFP | Percentage of assets |
| Brian Stormont | Insight Wealth Strategies | San Ramon | CFP | Percentage of assets, Hourly |
| Bryan Buchert | Kera Capital | Sacramento | CFP | Percentage of assets, Hourly |
| Brynne Speizer | Corvus Wealth Advisors | San Luis Obispo | CFP | Percentage of assets |
| Carolyn Herzog | Corvus Wealth Advisors | San Luis Obispo | CFP, CFA | Percentage of assets |
| Cassidy Murphy | Fiduciary Financial Group | San Rafael | CFP | Percentage of assets, Fixed fees |
| Chad Valchar | R.I.T. Wealth Advisors | Santa Barbara | CFP | Percentage of assets, Fixed fees |
| Chad Wauschek | Pathway Advisor | Fallbrook | CFP | Percentage of assets, Hourly |
| Charles Angle | Rssic | San Francisco | CFP | Percentage of assets, Hourly |
| Chaz Fahrner | Sierra Wealth Strategies | San Diego | CFP | Percentage of assets, Hourly |
| Cody Beaumont | HFG Trust | Gilroy | CFP | Percentage of assets, Hourly |
| Cynthia Miller | Greykasell Wealth Strategies | Danville | CFP | Percentage of assets, Hourly |
| Dale Woodward | DW Financial | Anaheim | CFP | Percentage of assets, Hourly |
| David Andrews | Heritage Wealth Management | San Diego | CFP | Percentage of assets, Hourly |
| David Chapman | DFS Capital Management | Brea | CFP | Percentage of assets, Hourly |
| David Eisenhauer | Greykasell Wealth Strategies | Danville | CFP | Percentage of assets, Hourly |
| David Meucci | Phase Change Wealth Management | Sebastopol | CFP | Percentage of assets, Hourly |
| Derek Thomsen | RED Seven Wealth Management | La Palma | CFP | Percentage of assets, Fixed fees |
| Don Hilario | Hilpan Moxie Wealth Management | Irvine | CFP | Percentage of assets, Flat fee or retainer |
| Eric Strong | Miller Avenue Advisors | Mill Valley | CFP | Percentage of assets, Fixed fees |
| Erik Helmstetter | Oder Investment Management | Los Angeles | CFP | Percentage of assets |
| Evan Davies | Praetorian Guard Wealth Management | Carmel | CFP | Percentage of assets |
| Iftikhar Ahmed | Kaizen Financial Strategies | Pleasanton | CFP | Percentage of assets, Hourly |
| Jefferson Rotherham | Sierra Wealth Strategies | Coronado | CFP | Percentage of assets, Hourly |
| Jeffrey Pih | Pih Investments | South Pasadena | CFP | Percentage of assets |
| Jeffrey Wiyninger | Pathway Advisor | Fallbrook | CFP | Percentage of assets, Hourly |
| Jerod Fenton | RED Seven Wealth Management | Escondido | CFP | Percentage of assets, Fixed fees |
| Jessie Hale | Vita Wealth Advisors | Manhattan Beach | CFP | Percentage of assets, Hourly |
| John McNertney | Green Ocean Global | San Francisco | CFP | Percentage of assets, Fixed fees |
| John Richardson | RED Seven Wealth Management | Escondido | CFP | Percentage of assets, Fixed fees |
| Jordan Gibbs | Heritage Wealth Management | San Diego | CFP | Percentage of assets, Hourly |
| Joseph Clark | Praetorian Guard Wealth Management | Carmel | CFP | Percentage of assets |
| Joseph Hendrickson | PCM Encore | Folsom | CFP | Percentage of assets, Fixed fees |
| Joseph Sweeney | Sweeney & Michel | Chico | CFP | Percentage of assets, Hourly |
| Justin Mayo | Sierra Wealth Strategies | El Cajon | CFP | Percentage of assets, Hourly |
| Kathleen Adams | Second 50 Financial | Manhattan Beach | CFP | Percentage of assets, Fixed fees |
| Kenneth Cala | Lowery Thomas | Alameda | CFP | Percentage of assets |
| Kevin Campbell | McIlrath | Eck | San Luis Obispo | CFP | Percentage of assets, Hourly |
| Lori Ong | Whelan Financial | Fresno | CFP | Percentage of assets, Fixed fees |
| Marc Roland | Dean Roland Russell Family Wealth Management | San Diego | CFP, PFS | Percentage of assets |
| Mark Hill | DeDora Capital | Napa | CFP | Percentage of assets, Hourly |
| Mark Moberg | Green Ocean Global | San Francisco | CFP | Percentage of assets, Fixed fees |
| Maxwell Gallagher | 24Acres Wealth Management | Redondo Beach | CFP | Percentage of assets, Fixed fees |
| Michael Dunlap | Pathway Advisor | Fallbrook | CFP | Percentage of assets, Hourly |
| Michael Manjarrez | Whelan Financial | Fresno | CFP | Percentage of assets, Fixed fees |