| James Smith | Vitality Wealth | Idaho Falls | CFP | Percentage of assets |
| James Weeks | Allegiance Financial Planning | Eagle | CFP | Hourly |
| Jay Willcox | Venturi Private Wealth | Boise | CFP | Percentage of assets, Hourly |
| Jerald Lewis | HRC Wealth Management | Moscow | CFP, PFS | Percentage of assets |
| John Roslund | Roslund, John Cabell | Meridian | CFP | Percentage of assets, Hourly |
| John Schannep | Archer Wealth Advisors | Coeur D'Alene | CFP | Percentage of assets, Hourly |
| Jonathan Petersen | Onyx Financial Advisors | Idaho Falls | CFP | Percentage of assets, Fixed fees |
| Nathan Tarver | Wood Tarver Financial | Boise | CFP | Percentage of assets, Hourly |
| Orrin Cellan | Onyx Financial Advisors | Idaho Falls | CFP | Percentage of assets, Fixed fees |
| Russell Norwood | Venturi Private Wealth | Boise | CFP | Percentage of assets, Hourly |
| Thomas Nelson | Sky-Mountain Capital Management | Ketchum | CFP | Percentage of assets, Hourly |
| William Overton | Advanced Financial Solutions | Boise | CFP | Percentage of assets, Fixed fees |