| RICHARD PATRICK GILL | Certified Financial Planner | Murrieta, CA | San Mateo, CA | 0 | 34 | 2 | yes |
| ZORAN IVAN LOZO | Certified Financial Planner | Murrieta, CA | WOODLAND HILLS, CA | 0 | 29 | 7 | yes |
| Brian ROBERT Koch | Certified Financial Planner | San Marcos, CA | Murrieta, CA | 0 | 18 | 10 | yes |
| ALISDAIR R MICHELI | Certified Financial Planner | Havertown, PA | WASHINGTON, DC | 0 | 24 | 1 | yes |
| Vicki Marie Bauer | Certified Financial Planner | Duarte, CA | Murrieta, CA | 0 | 23 | 3 | yes |
| REGINA J BURKS | Certified Financial Planner | Littleton, CO | Murrieta, CA | 0 | 17 | 3 | yes |
| NICOLE ANNE KIRBY | Certified Financial Planner | Denver, CO | Murrieta, CA | 0 | 19 | 1 | yes |
| Sally DeWitt | n/a | WASHINGTON, DC | Seattle, WA | 0 | 23 | 6 | yes |
| Katherine Marie Espinosa | Certified Financial Planner | Corona del Mar, CA | Murrieta, CA | 0 | 15 | 2 | yes |
| Keith Douglas Penewit | Certified Financial Planner | Murrieta, CA | Tacoma, WA | 0 | 22 | 2 | yes |
| Nadia Omar Schmidt | n/a | Hoover, AL | WASHINGTON, DC | 0 | 10 | 1 | yes |
| JAMES WILLIAM COLLINS | Certified Financial Planner | Murrieta, CA | SACRAMENTO, CA | 0 | 26 | 1 | yes |
| Shannon C Boyle | Certified Financial Planner | Kissimmee, FL | Havertown, PA | 0 | 12 | 4 | yes |
| DANIEL VAZQUEZ | Certified Financial Planner | Coral Springs, FL | Havertown, PA | 0 | 10 | 3 | yes |
| MARK HAROLD HUSTON | Certified Financial Planner | LONGWOOD, FL | Havertown, PA | 0 | 30 | 4 | yes |
| BRIAN DARRELL FYLAK | Certified Financial Planner | Huntersville, NC | Havertown, PA | 0 | 39 | 3 | yes |
| Maria Antoinette Kersey | Certified Financial Planner | Sterling, VA | Havertown, PA | 0 | 31 | 2 | yes |
| ROBIN LYNN TUGWELL | Certified Financial Planner | Williamsburg, VA | Havertown, PA | 0 | 19 | 4 | yes |
| DANIEL JAMES FLOWERS | n/a | WASHINGTON, DC | Richmond, VA | 0 | 11 | 1 | yes |
| SCOTT EUGENE MONSON | Certified Financial Planner | Saratoga Springs, UT | Murrieta, CA | 0 | 30 | 3 | yes |
| ERIC WALTER DOBRZYNSKI | Certified Financial Planner | Scottsdale, AZ | Murrieta, CA | 0 | 17 | 4 | yes |
| Druery Thorn Holloway | n/a | Naperville, IL | WASHINGTON, DC | 0 | 14 | 3 | yes |
| JASON CHARLES CLARK | Certified Financial Planner | WASHINGTON, DC | 0 | 32 | 1 | yes |
| SCOTT MICHAEL EASON | Certified Financial Planner|Chartered Financial Consultant | WASHINGTON, DC | Murrieta, CA | 0 | 28 | 4 | yes |
| FRANCIS LAWRENCE BARBIERI | Certified Financial Planner | Havertown, PA | WASHINGTON, DC | 0 | 24 | 1 | yes |