| Davide Accomazzo | Thalassa Capital | Thousand Oaks | Not listed | Percentage of assets |
| Jonathan Treussard | Treussard Capital Management | Newport Beach | Not listed | Percentage of assets, Hourly |
| Kristian Mtetwa | Atlas Financial | El Segundo | Not listed | Percentage of assets, Fixed fees |
| Michael Russo | Argos Wealth Advisors | San Francisco | Not listed | Percentage of assets, Hourly |
| Ryan Mason | Argos Wealth Advisors | Sacramento | Not listed | Percentage of assets, Hourly |
| Sandra Swanson | Potentia Wealth | San Jose | Not listed | Percentage of assets, Fixed fees |
| Scott Melbrod | Melbrod Wealth Management | San Diego | Not listed | Ongoing planning fee |
| Steven Schoenfeld | The Rice Partnership | San Luis Obispo | Not listed | Percentage of assets, Fixed fees |
| Tyler Sanchez | The Rice Partnership | San Luis Obispo | Not listed | Percentage of assets, Fixed fees |
| Wesley Melbrod | Melbrod Wealth Management | San Diego | Not listed | Ongoing planning fee |
| Ahsoo Ahn | Galliott Capital Advisors | Beverly Hills | Not listed | Percentage of assets, Hourly |
| Antoine Souma | Galliott Capital Advisors | Beverly Hills | Not listed | Percentage of assets, Hourly |
| Azelia Betancourt | Galliott Capital Advisors | Beverly Hills | Not listed | Percentage of assets, Hourly |
| 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 |
| Guillaume Decalf | We Financial Group | San Francisco | Not listed | Percentage of assets, Hourly |
| Ian Manongdo | L&S Advisors | Los Angeles | Not listed | Percentage of assets, Hourly |
| Jason Kalman | Schnieders Capital Management | Pasadena | Not listed | Percentage of assets |
| 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 |
| Nicolas Benit | We Financial Group | San Francisco | 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 |
| Zenia Delgado | Galliott Capital Advisors | Beverly Hills | Not listed | Percentage of assets, Hourly |