| Patrick Phillips | Wealth Architects | Mountain View | CFP | Percentage of assets, Hourly |
| Peter Trinh | Wealth Architects | Mountain View | CFP | Percentage of assets, Hourly |
| Rodrigo Nevado | Amoretti Capital Management | San Francisco | Not listed | Percentage of assets, Hourly |
| Rosana Ralya | Values Added | San Francisco | CFP | Percentage of assets, Hourly |
| Sabrina Lowell | Second Summit Wealth Management | San Francisco | CFP | Percentage of assets |
| Samantha Keeler | WESTHILL Financial Advisors | San Rafael | CFP | Percentage of assets, Hourly |
| Sarah Smith | Willow Grove Advisors | Berkeley | Not listed | Percentage of assets, Hourly |
| Stephanie Nehmens | North Berkeley Wealth Management | Berkeley | Not listed | Percentage of assets |
| Tyler Scott | Wealth Architects | Mountain View | CFP, CFA | Percentage of assets, Hourly |
| Benjamin Satterfield | Regatta Capital Group | El Segundo | Not listed | Percentage of assets, Hourly |
| Derrick Smith | Privatus Wealth | Roseville | Not listed | Percentage of assets, Hourly |
| Ellen Himmel | Regatta Capital Group | El Segundo | Not listed | Percentage of assets, Hourly |
| Erika Jenkins | Regatta Capital Group | El Segundo | Not listed | Percentage of assets, Hourly |
| Grant Nabell | Regatta Capital Group | El Segundo | Not listed | Percentage of assets, Hourly |
| Joshua Miller | Regatta Capital Group | Studio City | Not listed | Percentage of assets, Hourly |
| Lindsey Diranian | Regatta Capital Group | El Segundo | Not listed | Percentage of assets, Hourly |
| Lisa Margulies | Regatta Capital Group | El Segundo | Not listed | Percentage of assets, Hourly |
| Mark Kriss | Macroclimate | Sausalito | Not listed | Percentage of assets, Flat fee or retainer |
| Michael Lent | Veris Wealth Partners | Oakland | Not listed | Percentage of assets, Hourly |
| Peter Kriss | Macroclimate | Sausalito | Not listed | Percentage of assets, Flat fee or retainer |
| Ryan Fujioka | Fire Capital Management | San Francisco | Not listed | Flat fee or retainer, Percentage of assets |
| Ryan Kelley | Bell Investment Advisors | Orinda | CFA | Percentage of assets, Hourly |
| Shivani Patel | DeDora Capital | Napa | Not listed | Percentage of assets, Hourly |
| Spencer Kelly | Regatta Capital Group | El Segundo | Not listed | Percentage of assets, Hourly |
| Terri Cavagnaro | DeDora Capital | Napa | Not listed | Percentage of assets, Hourly |
| William Becker | DeDora Capital | Napa | Not listed | Percentage of assets, Hourly |
| David Kim | Vision Capital Investment Management | San Francisco | Not listed | Percentage of assets, Hourly |
| Jethro Townsend | moneydoula | Berkeley | CFA | Percentage of assets, Hourly |
| John Weinstein | Decision Investments | San Diego | Not listed | Percentage of assets |
| Justin Mazzon | Wealth Architects | Mountain View | CFA | Percentage of assets, Hourly |
| Kyle Spiewak | Pacific Point | San Diego | Not listed | Percentage of assets, Hourly |
| Michael Malvin | Decision Investments | San Diego | Not listed | Percentage of assets |
| Thomas Wynn | Wynn Capital Management | Santa Cruz | Not listed | Percentage of assets, Hourly |
| Wai Fung Tang | Wealth Architects | Mountain View | CFA | Percentage of assets, Hourly |
| Brian Baylis | Bell Investment Advisors | Orinda | Not listed | Percentage of assets, Hourly |
| Corinna Rose | Bell Investment Advisors | Orinda | Not listed | Percentage of assets, Hourly |
| Ethan Senn | Sage Stone Wealth Management | La Jolla | Not listed | Percentage of assets |
| Forrest Bell | Bell Investment Advisors | Orinda | Not listed | Percentage of assets, Hourly |
| Heidi Crawford | Bell Investment Advisors | Orinda | Not listed | Percentage of assets, Hourly |
| Jerene Meissert | Bell Investment Advisors | Orinda | Not listed | Percentage of assets, Hourly |
| John Kirkgard | J. Dyhr Capital | Paso Robles | Not listed | Percentage of assets |
| Laurent Harrison | Bell Investment Advisors | Orinda | Not listed | Percentage of assets, Hourly |
| Mark Sauer | AllOneWealth | Camarillo | Not listed | Percentage of assets |
| Mary Naber | Sage Stone Wealth Management | La Jolla | Not listed | Percentage of assets |
| Richard Mordesovich | Sonoma Private Wealth | Novato | Not listed | Percentage of assets, Hourly |
| Roy Lopez | Sage Stone Wealth Management | La Jolla | Not listed | Percentage of assets |
| Sarah Leimenstoll | Bell Investment Advisors | Orinda | Not listed | Percentage of assets, Hourly |
| Shane Hiller | Sonoma Private Wealth | San Juan Capistrano | Not listed | Percentage of assets, Hourly |
| Tiffany Blaho | Bell Investment Advisors | Orinda | Not listed | Percentage of assets, Hourly |
| Alexis Marriott | Wealth Architects | Mountain View | Not listed | Percentage of assets, Hourly |