| Seth Deal | LifeFocus Financial Advisors | Walla Walla | Not listed | Percentage of assets, Ongoing planning fee |
| Aaron Terwedo | TFS Advisors | Edmonds | ChFC | Percentage of assets, Hourly |
| Kaleigh Prentice | Prentice Financial Planning | Olympia | Not listed | Percentage of assets, Fixed fees |
| Melissa Johnson | Prentice Financial Planning | Olympia | Not listed | Percentage of assets, Fixed fees |
| Ronald Peck | Fearless Wealth | Kirkland | CFP | Percentage of assets |
| Steven Fox-Middleton | SFM Financial Advisors | Vancouver | CFP | Percentage of assets |
| Stuart Quint | Ambassador Wealth Management | Vancouver | CFA | Percentage of assets, Hourly |
| Wendy Wyatt | Prentice Financial Planning | Olympia | Not listed | Percentage of assets, Fixed fees |
| Benjamin Englund | Ceva Advisors | Woodinville | Not listed | Percentage of assets, Hourly |
| Garrick Russell | HFG Trust | Kennewick | Not listed | Percentage of assets, Hourly |
| Preston Eder | HFG Trust | Kennewick | Not listed | Percentage of assets, Hourly |
| Ruchi Sengar | Better Financial Services | Federal Way | Not listed | Percentage of assets, Hourly |
| Scott Caufield | Sophos Wealth Management | Woodinville | Not listed | Percentage of assets |
| Shaina Englund | Ceva Advisors | Woodinville | Not listed | Percentage of assets, Hourly |
| Timothy Mosier | Cairn Wealth Management | Vancouver | Not listed | Percentage of assets, Hourly |
| Tyson Farmer | Vega Financial | Mercer Island | Not listed | Percentage of assets, Hourly |
| Andrew McDirmid | Lodestone Wealth Management | Spokane | Not listed | Percentage of assets, Fixed fees |
| Benjamin Lies | Delphi Advisers | Vancouver | Not listed | Percentage of assets, One-time planning fee |
| Bruce Herbert | Newground Social Investment | Seattle | Not listed | Percentage of assets, Hourly |
| Cody Gunn | Arrowstone Wealth | Malaga | Not listed | Percentage of assets |
| David Ream | Blue Water Wealth | Seattle | Not listed | Percentage of assets, Fixed fees |
| David Williams | Multnomah Group | Port Orchard | CFA | Percentage of assets, Hourly |
| Dustin Allbery | Northwest Planning Advisors | Spokane | Not listed | Percentage of assets, Hourly |
| Jamie Langlow | TrueWealth Financial Partners San Diego | Bellevue | Not listed | Percentage of assets, Fixed fees |
| Martin Link | Blue Water Wealth | Seattle | Not listed | Percentage of assets, Fixed fees |
| Patrick Severson | TrueWealth Financial Partners San Diego | Bellevue | Not listed | Percentage of assets, Fixed fees |
| Petr Burunov | Ambassador Wealth Management | Vancouver | Not listed | Percentage of assets, Hourly |
| Samuel Wisneski | TrueWealth Financial Partners San Diego | Bellevue | Not listed | Percentage of assets, Fixed fees |
| Wayne Best | Tamalpais Asset Management | La Conner | Not listed | Percentage of assets |
| Joseph Fleischmann | Multnomah Group | Bellingham | Not listed | Percentage of assets, Hourly |
| Peter Finn | Finn Wealth | Spokane | Not listed | Percentage of assets |
| Susanna Fraser | Asset One | Bellevue | Not listed | Percentage of assets |