| Michael Stalker | MCS Family Wealth Advisors | Bend | CFA | Percentage of assets, Hourly |
| Stewart Hayes | Willamette Valley Wealth Management | Salem | PFS | Percentage of assets |
| Wayne Lottinville | Cascadia Investment Consultants | Eugene | CFA | Percentage of assets, Hourly |
| Benjamin Wright | Etesian Wealth Advisors | West Linn | Not listed | Percentage of assets, Hourly |
| Catherine Gill | Phillips and Company Advisors | Portland | Not listed | Percentage of assets, Fixed fees |
| Chad Parlow | Phillips and Company Advisors | Portland | Not listed | Percentage of assets, Fixed fees |
| Christopher Sizemore | Vision Capital Management | Portland | Not listed | Percentage of assets |
| George Macdonald | Phillips and Company Advisors | Portland | Not listed | Percentage of assets, Fixed fees |
| George Taylor | Etesian Wealth Advisors | West Linn | Not listed | Percentage of assets, Hourly |
| Gregory Saliba | Taurus Capital Advisors | Lake Oswego | Not listed | Percentage of assets, Hourly |
| Jacob Scarminach | Etesian Wealth Advisors | West Linn | Not listed | Percentage of assets, Hourly |
| James Smith | Phillips and Company Advisors | Portland | Not listed | Percentage of assets, Fixed fees |
| Jason Herber | True Private Wealth Advisors | Salem | Not listed | Percentage of assets, Hourly |
| Jesse Steele | Etesian Wealth Advisors | West Linn | Not listed | Percentage of assets, Hourly |
| Joseph Alstott | True Private Wealth Advisors | Salem | Not listed | Percentage of assets, Hourly |
| Julie Connor | Taurus Capital Advisors | Lake Oswego | Not listed | Percentage of assets, Hourly |
| Kristen Hughes | Phillips and Company Advisors | Portland | Not listed | Percentage of assets, Fixed fees |
| Landon Davis | True Private Wealth Advisors | Salem | Not listed | Percentage of assets, Hourly |
| Maria Olsen | True Private Wealth Advisors | Mcminnville | Not listed | Percentage of assets, Hourly |
| Marie Taylor | Etesian Wealth Advisors | West Linn | Not listed | Percentage of assets, Hourly |
| Mark Loewen | Phillips and Company Advisors | Portland | Not listed | Percentage of assets, Fixed fees |
| Matthew Schmidt | Phillips and Company Advisors | Portland | Not listed | Percentage of assets, Fixed fees |
| Michael Barr | True Private Wealth Advisors | Salem | Not listed | Percentage of assets, Hourly |
| Michael Davis | True Private Wealth Advisors | Salem | Not listed | Percentage of assets, Hourly |
| Michael Goodrich | Phillips and Company Advisors | Portland | Not listed | Percentage of assets, Fixed fees |
| Michael Hardy | Phillips and Company Advisors | Portland | Not listed | Percentage of assets, Fixed fees |
| Michael Long | True Private Wealth Advisors | Salem | Not listed | Percentage of assets, Hourly |
| Michael Rue | Etesian Wealth Advisors | West Linn | Not listed | Percentage of assets, Hourly |
| Stacy Noll | Phillips and Company Advisors | Portland | Not listed | Percentage of assets, Fixed fees |
| Stanley Lochrie | Etesian Wealth Advisors | West Linn | Not listed | Percentage of assets, Hourly |
| Stephen Altman | True Private Wealth Advisors | Salem | Not listed | Percentage of assets, Hourly |
| Steven Binns | True Private Wealth Advisors | Salem | Not listed | Percentage of assets, Hourly |
| Thomas Edwards | Phillips and Company Advisors | Portland | Not listed | Percentage of assets, Fixed fees |
| Timothy Phillips | Phillips and Company Advisors | Portland | Not listed | Percentage of assets, Fixed fees |
| Todd Gescher | True Private Wealth Advisors | Salem | Not listed | Percentage of assets, Hourly |