- Accrued Benefit Administrators
 - Santa Barbara - Complete Business & Tax Services
- Santa Barbara - Saving small to medium sized businesses money through experienced and affordable accounting, bookkeeping, tax preparation and business services.
- Ellsworth, Sterling R. CPA
- Santa Barbara
- Glenn, Burdette, Phillips & Bryson
- San Luis Obispo - CPAs whose services include taxes, estates and trusts, audits and reviews, litigation support, and business valuations.
- Monterey Federal Credit Union
- Monterey
- Phoenix Recordkeeping Group
- Salinas - Data processing services for 401(k) plans invested in single family mutual funds.
- Santa Barbara County Federal Credit Union
- Santa Barbara
- Santa Barbara Leasing
- Santa Barbara - Creating solutions for business and industry through lease financing of equipment needs.
- Stamper Capital & Investments, Inc.
- Monterey - Five star, risk-adjusted performance strategies for taxable and tax-free fixed-income investments.
- Tostevin Accountancy Corporation
- Monterey
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