| John Pogue | KCM Investment Advisors | Greenbrae | Not listed | Percentage of assets |
| Jordan Masciorini | Ticino Wealth | Mission Viejo | Not listed | Percentage of assets |
| Julie Ford | Pacific Global Investment Management Company | Glendale | Not listed | Percentage of assets, Hourly |
| Justin Waisner | Statherós Financial Solutions | El Dorado Hills | Not listed | Percentage of assets |
| Kelly Roemers | Statherós Financial Solutions | San Jose | Not listed | Percentage of assets |
| Kevin Price | Interlake Capital Management | Carmel | Not listed | Percentage of assets |
| Lauren Trumbull | Krane Financial Solutions | Calabasas | Not listed | Percentage of assets, Hourly |
| Lianna Kzirian | Pacific Global Investment Management Company | Glendale | Not listed | Percentage of assets, Hourly |
| Mathew Duvall | Duvall Wealth Management | Fontana | Not listed | Percentage of assets, Hourly |
| Michael Masciorini | Ticino Wealth | Mission Viejo | Not listed | Percentage of assets |
| Michael Redlick | Investment Growth Management | Clayton | Not listed | Percentage of assets, Hourly |
| Michael Roberts | Statherós Financial Solutions | San Jose | Not listed | Percentage of assets |
| Michelle Durgy | KCM Investment Advisors | Greenbrae | Not listed | Percentage of assets |
| Nuthira Neal | NNInvestmentAdvisory | Santa Barbara | Not listed | Percentage of assets, Hourly |
| Palmer Mahoney | Weaver Consulting Group | Huntington Beach | Not listed | Percentage of assets, Fixed fees |
| Paul Kramer | Miles Brown Asset Management | Santa Rosa | Not listed | Percentage of assets, Hourly |
| Raymond Randolph | KCM Investment Advisors | Greenbrae | Not listed | Percentage of assets |
| Richard Levenson | Western Financial | San Diego | Not listed | Percentage of assets |
| Scott Devens | Devens Wealth Management | Newport Beach | Not listed | Percentage of assets |
| Scott Melbrod | Melbrod Wealth Management | San Diego | Not listed | Ongoing planning fee |
| Shannon Webb | Webb Financial Group | Mission Viejo | Not listed | Percentage of assets, Fixed fees |
| Travis Trettin | Yosemite Wealth | Oakhurst | Not listed | Percentage of assets |
| Trevor Parsons | Statherós Financial Solutions | El Dorado Hills | Not listed | Percentage of assets |
| Wesley Melbrod | Melbrod Wealth Management | San Diego | Not listed | Ongoing planning fee |
| William Fung | CA Investment Advisers | Cupertino | Not listed | Percentage of assets |
| Yvonne Oneill | O'Neill Financial Management | Lake Forest | Not listed | Percentage of assets |