| Christopher Casanega | Sharper & Granite | El Segundo | Not listed | Percentage of assets |
| Daniel Catone | Arimathea Investing | Fort Bragg | Not listed | Percentage of assets, Hourly |
| Daniel Conley | JAG Capital Management | Costa Mesa | Not listed | Percentage of assets, Fixed fees |
| David Feinman | Silverlake Portfolio Advisors | Los Angeles | Not listed | Percentage of assets, Hourly |
| Diane McCracken | WESTHILL Financial Advisors | San Rafael | Not listed | Percentage of assets, Hourly |
| Iris Nguyen | Wealth Architects | Mountain View | Not listed | Percentage of assets, Hourly |
| Kristin Hull | moneydoula | Piedmont | Not listed | Percentage of assets, Hourly |
| Lillian Swenson | Wealth Architects | Mountain View | Not listed | Percentage of assets, Hourly |
| Mark Johnsen | Wealth Architects | Mountain View | Not listed | Percentage of assets, Hourly |
| Matthew Catone | Arimathea Investing | Fort Bragg | Not listed | Percentage of assets, Hourly |
| Meghan Hyland | WESTHILL Financial Advisors | San Rafael | Not listed | Percentage of assets, Hourly |
| Ryan Peabody | Sharper & Granite | El Segundo | Not listed | Percentage of assets |
| Sampurna Khasnabis | moneydoula | Berkeley | Not listed | Percentage of assets, Hourly |
| Samuel Mitsui-Reyes | Wealth Architects | Mountain View | Not listed | Percentage of assets, Hourly |
| Tina Herrera | Sharper & Granite | El Segundo | Not listed | Percentage of assets |