| Michael Testa | Naylor & Company | Orinda | Not listed | Percentage of assets |
| Ryan Kelly | Spectrum Asset Management | Newport Beach | Not listed | Percentage of assets, Hourly |
| Shane Boddington | Boddington Capital | Stockton | Not listed | Percentage of assets |
| Simon Perna | Cascade Financial Partners | San Diego | Not listed | Percentage of assets |
| Stephen Catton | Catton Capital Partners | San Francisco | Not listed | Percentage of assets, Hourly |
| Tony Jung | Spectrum Asset Management | Newport Beach | Not listed | Percentage of assets, Hourly |
| Ty Neubauer | Spectrum Asset Management | Newport Beach | Not listed | Percentage of assets, Hourly |
| Yu-Chi Peng-Lee | Mayfield Advisors | Palo Alto | Not listed | Percentage of assets, Hourly |
| Yuliana Mendez | MYeCFO | La Jolla | Not listed | Percentage of assets, Hourly |
| Darrach Mc Carthy | Victus Capital Wealth | Los Angeles | Not listed | Percentage of assets, Hourly |
| Kirk Loury | MCM Wealth | Novato | Not listed | Percentage of assets, Hourly |
| Larry Fernandez | Victus Capital Wealth | Los Angeles | Not listed | Percentage of assets, Hourly |
| Mary Kusnic | Victus Capital Wealth | Santa Monica | Not listed | Percentage of assets, Hourly |
| Robert Jones | Victus Capital Wealth | Santa Monica | Not listed | Percentage of assets, Hourly |