| Hannah Katzenstein | Venturi Private Wealth | Boise | Not listed | Percentage of assets, Hourly |
| Jacob Coleman | Continuum Advisory | Eagle | Not listed | Percentage of assets, Hourly |
| Johanna Adleson | Libra Wealth | Boise | Not listed | Hourly, Fixed fees |
| Jon Hendrickson | Berkeley | Boise, | Not listed | Percentage of assets, Hourly |
| Jonathan Warner | Continuum Advisory | Meridian | Not listed | Percentage of assets, Hourly |
| Juan Valdes | Venturi Private Wealth | Boise | Not listed | Percentage of assets, Hourly |
| Justin Boyd | Delta Financial Advisory | Meridian | Not listed | Percentage of assets, Hourly |
| Kent Mitchell | Venturi Private Wealth | Boise | Not listed | Percentage of assets, Hourly |
| Matthew Bishop | The Archer Consulting Group | Boise | Not listed | Percentage of assets, Hourly |
| Matthew Maxcy | Venturi Private Wealth | Boise | Not listed | Percentage of assets, Hourly |
| Nicholas Zinsmeyer | Venturi Private Wealth | Boise | Not listed | Percentage of assets, Hourly |
| Nicolas Ramirez | Venturi Private Wealth | Boise | Not listed | Percentage of assets, Hourly |
| Peter McRae | Mcrae Capital Management | Ketchum | Not listed | Percentage of assets |
| Rachael Wyatt | Venturi Private Wealth | Boise | Not listed | Percentage of assets, Hourly |
| Timothy Brown | Montis Financial | Boise | Not listed | Percentage of assets, Hourly |