- Southern Dinero
- RaviKumar Komari
- Ann Wang
- Francis Mon
- Blake Mankin, CFP®
- Isaac Cohen, CEPA, CPFA
- Tania Kapoor Mirchandani
- Jack Elms
- Dawn Ahr
- Stephanie Camp
- Cfp® Randy Hall
- Hugh Marasa
- Timothy R. Yee, AIF, CPFA®, C(k)P®, CHSA, NQPA, CSRIC®
- Cfp® Kari Lusby
- Keith Blackborg
- Nathanael Grieco
- Divesh Govender
- Mark Brett
- Eduardo DeGuzman
- Meagan Ratz
- Alexander Potter
- Cfp® Henrique Cintra Ribeiro
- Brian Anderson
- Louis Romero
- Gregory Cfp®
- Jeff Olsen
- Natalie Tuttle
- Cfp® Al Sadaghiani
- Cltc Todd Tripp
- Mark Easterday