| Andrew Bucher | Trinity Capital Management | Olympia | CFA | Percentage of assets, Hourly |
| Andrew Loechl | Turloff Financial Consulting | Seattle | CFA | Percentage of assets, Hourly |
| Brett Anderson | Lesa Sroufe & Company | Seattle | CFA | Percentage of assets, Fixed fees |
| Brian Baker | Baker Ellis Asset Management | Vancouver | CFA | Percentage of assets |
| Christopher Lang | Tradewinds Capital Management | Bellingham | CFA | Percentage of assets, Hourly |
| Daniel Barnes | RB Capital Management | Seattle | CFA | Percentage of assets, Hourly |
| Daniel Koerner | James R. Martin Consulting | Vancouver | CFA | Percentage of assets |
| John Kiepe | Kiepe Wealth Management | Spokane Valley | CFA | Percentage of assets, Hourly |
| John Osseward | Avier Wealth Advisors | Bellevue | CFA | Percentage of assets |
| Lesa Sroufe | Lesa Sroufe & Company | Seattle | CFA | Percentage of assets, Fixed fees |
| Li Tang | Bbjs Financial Advisors | Seattle | CFA | Percentage of assets, Hourly |
| Matthew Hawkins | Hawkins Investment Counsel | Port Orchard | CFA | Percentage of assets, Hourly |
| Miki Okamoto-Swanson | Lakeside Advisors | Seattle | CFA | Percentage of assets, Hourly |
| Philip Murphy | Smart Portfolios | Lake Forest Park | CFA | Percentage of assets |
| Ronald Chan | Lakeside Financial | Kirkland | CFA | Percentage of assets, Hourly |
| Ryan Farmin | Quantum Financial Planning Services | Spokane | CFA | Percentage of assets, Hourly |
| Ryan Stevens | Kutscher Benner Barsness & Stevens | Seattle | CFA | Percentage of assets, Hourly |
| Shamus McCarthy | Red Haven Advisors | Seattle | CFA | Percentage of assets, Hourly |
| Thomas Morton | Hawkins Investment Counsel | Puyallup | CFA | Percentage of assets, Hourly |
| William Romig | Strait & Sound | Renton | CFA | Percentage of assets, Hourly |