| CHRISTOPHER M GIOVINAZZO | n/a | ALISO VIEJO, CA | 3 | 14 | 1 | no |
| GLENN MARK CASSIDY | n/a | Phoenix, AZ | ALISO VIEJO, CA | 3 | 21 | 3 | no |
| PHILLIP ANTHONY MATHESON | n/a | ALISO VIEJO, CA | 3 | 28 | 7 | no |
| CONOR KENNETH WEIR | Certified Financial Planner | Long Beach, CA | ALISO VIEJO, CA | 3 | 14 | 4 | no |
| ERIC CARL CARLSON | Certified Financial Planner | Riverside, CA | ALISO VIEJO, CA | 3 | 16 | 3 | no |
| THOMAS PATRICK FREISMUTH | Chartered Financial Consultant | San Diego, CA | ALISO VIEJO, CA | 3 | 41 | 6 | no |
| WILLIAM ZACH FRIEDRICH | Certified Financial Planner | Ellicott City, MD | ALISO VIEJO, CA | 3 | 13 | 2 | no |
| Jared Hollands | Chartered Financial Consultant | Charlotte, NC | ALISO VIEJO, CA | 3 | 11 | 1 | no |
| Sophois Sokhom | Certified Financial Planner | Long Beach, CA | ALISO VIEJO, CA | 3 | 15 | 4 | no |
| TIMOTHY CHRISTOPHER THURSTON | n/a | Dallas, TX | ALISO VIEJO, CA | 3 | 24 | 6 | no |
| SARA DOROTHY JOHNSON | n/a | ALISO VIEJO, CA | Scottsdale, AZ | 2 | 12 | n/a | no |
| LLOYD JON ENGLEMAN | n/a | Corona, CA | ALISO VIEJO, CA | 2 | 26 | 4 | no |
| Steven James Heussner | Chartered Financial Consultant | ALISO VIEJO, CA | McKinney, TX | 2 | 38 | 1 | yes |
| STUART HENRY SCHOLTEN | n/a | ALISO VIEJO, CA | Aliso Viejo, CA | 2 | 14 | 1 | no |
| JARED MICHAEL SHAFT | n/a | Aliso Viejo, CA | ALISO VIEJO, CA | 1 | 18 | 1 | no |
| John McQuade Cole | n/a | Newton, MA | ALISO VIEJO, CA | 1 | 19 | 3 | no |
| Jordan Smith | n/a | Newton, MA | ALISO VIEJO, CA | 1 | 13 | 2 | no |
| MICHAEL FRANCIS SHEARON | n/a | ALISO VIEJO, CA | Brighton, MI | 1 | 27 | 3 | no |
| JENNIFER BOROWIEC JONES | Certified Financial Planner | ALISO VIEJO, CA | Brighton, MI | 1 | 21 | 3 | no |
| MICHAEL JOSEPH SHEARON | Certified Financial Planner | ALISO VIEJO, CA | Campbell, CA | 1 | 11 | 2 | no |
| BLAIR CLARK STIENTJES | n/a | ALISO VIEJO, CA | Walnut Creek, CA | 1 | 18 | 2 | no |
| RON SCOTT KIRKPATRICK | n/a | Snohomish, WA | ALISO VIEJO, CA | 1 | 26 | 3 | no |
| JONATHAN JOSEPH BEBE | n/a | Portland, OR | ALISO VIEJO, CA | 1 | 32 | 1 | no |
| Angel Eduardo Rodas Pablo | n/a | Corona, CA | ALISO VIEJO, CA | 0 | 11 | n/a | no |
| JEFFERY TODD SUTTON | Certified Financial Planner | ALISO VIEJO, CA | Burlington, MA | 0 | 30 | 2 | no |