| Jeremy Six | Foster & Wood | Lake Oswego | Not listed | Percentage of assets, Fixed fees |
| Laura Steagall-Cissell | Veridan Wealth | West Linn | Not listed | Percentage of assets, Hourly |
| Maria Bell | Human Investing | Lake Oswego | Not listed | Percentage of assets |
| Mathew Wynn | Jamison Hanson | Salem | Not listed | Percentage of assets, Hourly |
| Melody Rice | Veridan Wealth | West Linn | Not listed | Percentage of assets, Hourly |
| Michael Elfers | Allium Financial Advisors | Lake Oswego | Not listed | Percentage of assets, Hourly |
| Michelle Wanless | Allium Financial Advisors | Lake Oswego | Not listed | Percentage of assets, Hourly |
| Mitchell Chilcott | Human Investing | Lake Oswego | Not listed | Percentage of assets |
| Nicole Lindblom | Human Investing | Lake Oswego | Not listed | Percentage of assets |
| Patrick Haley | Veridan Wealth | West Linn | Not listed | Percentage of assets, Hourly |
| Rebecca Rohleder | Human Investing | Lake Oswego | Not listed | Percentage of assets |
| Robin Donovan | Human Investing | Lake Oswego | Not listed | Percentage of assets |
| Scott Thompson | Allium Financial Advisors | Lake Oswego | Not listed | Percentage of assets, Hourly |
| Sheree Arntson | Allium Financial Advisors | Lake Oswego | Not listed | Percentage of assets, Hourly |
| Timothy Wood | Foster & Wood | Lake Oswego | Not listed | Percentage of assets, Fixed fees |
| Charles Bales | Whitewater Wealth | Eugene | Not listed | Percentage of assets, Fixed fees |
| Farrell Griswold | Aspire Wealth Advisors | Bend | Not listed | Percentage of assets, Hourly |
| Jason Finnigan | High Road Wealth Advisors | Coos Bay | Not listed | Percentage of assets |
| Jayden Frank | High Road Wealth Advisors | Coos Bay | Not listed | Percentage of assets |
| Joshua Snoddy | High Road Wealth Advisors | Coos Bay | Not listed | Percentage of assets |
| Eric Albertson | Viento Financial Group | Hood River | Not listed | Percentage of assets |
| William Ross | North Forty Two & | Lake Oswego | Not listed | Percentage of assets |
| Cameron Hunt | Alpha Zero | Wilsonville | Not listed | Percentage of assets, Fixed fees |
| Carson Hansen | Painted Porch Advisors | Portland | Not listed | Percentage of assets, Fixed fees |
| Devon Frazier | Painted Porch Advisors | Bend | Not listed | Percentage of assets, Fixed fees |
| Amanda Harvey | Uplevel Wealth | Portland | CFP | Percentage of assets, Fixed fees |
| Amy Oh | Taurus Capital Advisors | Lake Oswego | CFP | Percentage of assets, Hourly |
| Brent Hunsberger | Silver Oak Advisory Group | Portland | CFP | Percentage of assets, Hourly |
| Catherine Woodman | Holon Wealth Management | Eugene | CFP | Percentage of assets, Hourly |
| Charles Dobson | Dobson Asset Management | Portland | CFP | Percentage of assets, Hourly |
| Chris Dudley | Filigree Wealth Advisors | Sisters | CFP | Percentage of assets, Hourly |
| Freddie Sittner | Sittner & Nelson | Eugene | CFP | Percentage of assets, Hourly |
| Gina Jacobson | Vision Capital Management | Portland | CFP | Percentage of assets |
| Jessica Howe | Silver Oak Advisory Group | Portland | CFP | Percentage of assets, Hourly |
| Katelyn Cummings | Vision Capital Management | Portland | CFP | Percentage of assets |
| Kevin Sittner | Sittner & Nelson | Eugene | CFP, CFA | 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 |
| Parker Gallagher | Silver Oak Advisory Group | Portland | CFP | Percentage of assets, Hourly |
| Sarah Brooke | Sittner & Nelson | Eugene | CFP | Percentage of assets, Hourly |
| Sarah Quist | Vision Capital Management | Portland | CFP | Percentage of assets |
| Talia Calhoun | Sunnybranch Wealth | Portland | 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 |
| George Myers | Phillips and Company Advisors | Portland | CFA | Percentage of assets, Fixed fees |
| Jeffrey Schmidt | Vision Capital Management | Portland | CFA | Percentage of assets |
| John LaBarca | Vision Capital Management | Portland | CFA | Percentage of assets |
| Marina Johnson | Vision Capital Management | Portland | CFA | Percentage of assets |