| Christopher Pawlowski | SpringSource Wealth Advisors | Hillsboro | CFP | Percentage of assets, Hourly |
| Christopher Winn | Interactive Wealth Advisors | Portland | CFP | Percentage of assets |
| Cindy Kleiner | Guiding Financial | Eugene | CFP | Percentage of assets, Hourly |
| Daniel Dollinger | Daniel Dollinger CPA, CFP® | Wilsonville | CFP | Percentage of assets, Hourly |
| Daniel Jacobson | Gabriel Capital | Portland | CFP | Percentage of assets, Hourly |
| David Anderson | Human Investing | Lake Oswego | CFP | Percentage of assets |
| David Foster | Foster & Wood | Lake Oswego | CFP | Percentage of assets, Fixed fees |
| Diana Harrison | Financial Investment Team | Portland | CFP | Percentage of assets, Hourly |
| Elijah Lyons | Lookahead Wealth | West Linn | CFP | Percentage of assets |
| Erik Miller | Interactive Wealth Advisors | Portland | CFP | Percentage of assets |
| Jacqueline Thompson | Allium Financial Advisors | Lake Oswego | CFP | Percentage of assets, Hourly |
| Jennifer De Thomas | Birch Elliott Financial | Portland | CFP | One-time planning fee |
| Jesse Coffee | Integrity Wealth Management | Eugene | CFP | Percentage of assets, Fixed fees |
| Locke Bielefeldt | Willamette Wealth Partners | Eugene | CFP | Percentage of assets |
| Marc Kadomatsu | Human Investing | Lake Oswego | CFP, ChFC | Percentage of assets |
| Matthew Mathiesen | Integrity Wealth Management | Eugene | CFP | Percentage of assets, Fixed fees |
| Nancy Congdon | Blue Water Wealth | Portland | CFP | Percentage of assets, Fixed fees |
| Pradeep Tempalli | Allium Financial Advisors | Lake Oswego | CFP, CFA | Percentage of assets, Hourly |
| Scott Abrahamson | SpringSource Wealth Advisors | Hillsboro | CFP | Percentage of assets, Hourly |
| Scott Sanders | Integrity Wealth Management | Eugene | CFP | Percentage of assets, Fixed fees |
| Steven Jamison | Jamison Hanson | Salem | CFP | Percentage of assets, Hourly |
| William Kellar | Human Investing | Lake Oswego | CFP | Percentage of assets |
| Zachary Guffy | Blue Anchor Wealth Advisors | Bend | CFP | Percentage of assets, Hourly |
| Alix Demartino | Defined Wealth Management | Beaverton | CFP | Ongoing planning fee, One-time planning fee |
| Andrea Easterling | Fruitful | Portland | CFP | Percentage of assets, Ongoing planning fee |
| Brenda Stein | Pacific Crest Wealth Management | Grant Pass | CFP | Percentage of assets, Hourly |
| Casie Dunning | Rain or Shine Planning | Portland | CFP | Percentage of assets, Hourly |
| Chet Baxter | Axia Wealth Management | Bend | CFP | Percentage of assets, Hourly |
| Christopher Hatfield | Defined Wealth Management | Beaverton | CFP | Ongoing planning fee, One-time planning fee |
| David Case | Planful Finance | Lake Oswego | CFP | Percentage of assets, One-time planning fee |
| Douglas Richards | Crest Financial | Elmira | CFP, ChFC | Flat fee or retainer, Hourly |
| Frederick Payne | Swiftwater Capital | Lake Oswego | CFP | Percentage of assets, Hourly |
| Hugo Sanchez | Koenig Investment Advisory | Ashland | CFP | Percentage of assets |
| Jacob Becker | Portland Private Wealth Management | Portland | CFP | Percentage of assets, Hourly |
| Jeffrey McCullough | Koenig Investment Advisory | Ashland | CFP | Percentage of assets |
| John Burnside | Burnside and Company | Oregon City | CFP | Flat fee or retainer |
| Lorrie Anne Miller | Koenig Investment Advisory | Ashland | CFP | Percentage of assets |
| Scott Frey | Planful Finance | Lake Oswego | CFP | Percentage of assets, One-time planning fee |
| Sean Burgess | Burgess Financial Planning | Portland | CFP | Hourly |
| William Lewis | W.H. Lewis Financial | Eugene | CFP | Percentage of assets, Hourly |
| Cameron Tonning | 2260 West | Bend | CFP | Hourly |
| Craig Olson | VergePointe | Lake Oswego | CFP | Percentage of assets, Hourly |
| David Walters | Palisades Hudson Financial Group | Hillsboro | CFP | Percentage of assets, Fixed fees |
| Edgar Heissler | Heissler Financial | Gresham | CFP, ChFC | Percentage of assets |
| Emily Zinn | Multnomah Group | Portland | CFP | Percentage of assets, Hourly |
| Jake Larson | Multnomah Group | Portland | CFP | Percentage of assets, Hourly |
| Keegan Denn | FIDELIS iM | Medford | CFP | Percentage of assets, Fixed fees |
| Kyle Dover | 2260 West | Bend | CFP | Hourly |
| Matthew Vance | VergePointe | Lake Oswego | CFP | Percentage of assets, Hourly |
| Megan Buchanan | Horizons Sustainable Financial Services | Milwaukie | CFP | Percentage of assets, Hourly |