| Kevin Serrapede | Northwind Financial | Bend | CFP | Percentage of assets, Hourly |
| Kevin Sittner | Sittner & Nelson | Eugene | CFP, CFA | Percentage of assets, Hourly |
| Kirby Kleinsmith | Kleinsmith Resource Management | Bend | CFP, ChFC | Percentage of assets, Hourly |
| Larry Keudell | Keudell Morrison Wealth Management | Salem | CFP | Percentage of assets, Fixed fees |
| Lincoln Bach | Aerodigm Wealth | Lake Oswego | CFP | Percentage of assets, Hourly |
| Maria Malloy | Vision Capital Management | Portland | CFP | Percentage of assets |
| Mark Higgins | Index Fund Advisors | Portland | CFP, CFA | Percentage of assets, Fixed fees |
| Matthew Sheets | Vision Capital Management | Portland | CFP | Percentage of assets |
| Max Elvrom | Keudell Morrison Wealth Management | Salem | CFP | Percentage of assets, Fixed fees |
| Megan Van Den Mar | Alongside Financial Partners | Bend | CFP | Percentage of assets, Fixed fees |
| Micah Child | Sound Investment Management | Tualatin | CFP, CFA | Percentage of assets |
| Michael Blanchard | JGC Tax & Wealth Management | Salem | CFP | Percentage of assets, Hourly |
| Michael Eugenio | Eugenio Financial | Tigard | CFP | Percentage of assets, Hourly |
| Nathan Williams | Practice Financial Group | Jacksonville | CFP | Percentage of assets, Fixed fees |
| Parker Gallagher | Silver Oak Advisory Group | Portland | CFP | Percentage of assets, Hourly |
| Philip Richman | Ciclo Wealth | Portland | CFP | Percentage of assets |
| Rachael Schweiger | Pinnacle Wealth Advisors | Portland | CFP | Percentage of assets, Hourly |
| Ronald Wilkinson | Pinnacle Wealth Advisors | Clackamas | CFP | Percentage of assets, Hourly |
| Ryan Fiegi | Practice Financial Group | Jacksonville | CFP | Percentage of assets, Fixed fees |
| Sarah Brooke | Sittner & Nelson | Eugene | CFP | Percentage of assets, Hourly |
| Sarah Quist | Vision Capital Management | Portland | CFP | Percentage of assets |
| Shane Hunt | CGC Financial Services | Lake Oswego | CFP | Percentage of assets |
| Shaughn Scott | Scott Capital Advisors | Portland | CFP | Percentage of assets, Hourly |
| Shenandoah Sampson | Invera Wealth Advisors | Bend | CFP | Percentage of assets, Hourly |
| Talia Calhoun | Sunnybranch Wealth | Portland | CFP | Percentage of assets, Hourly |
| Teriann Kruse | Tandem Views Investment Services | Lake Oswego | CFP | Percentage of assets, Hourly |
| Thomas Paterson | True Private Wealth Advisors | Mcminnville | CFP | Percentage of assets, Hourly |
| Todd Nelson | Sittner & Nelson | Eugene | CFP | Percentage of assets, Hourly |
| William Hamilton | WBH Financial Services | Lake Oswego | CFP | Percentage of assets, Hourly |