| Darin Swall | Pacific Crest Wealth Management | Eugene | Not listed | Percentage of assets, Hourly |
| David Ross | Price Financial Group | Portland | Not listed | Percentage of assets, Hourly |
| Donald Watson | Pacific Crest Wealth Management | Medford | Not listed | Percentage of assets, Hourly |
| Edward Truax | Horst & Graben Wealth Management | Portland | ChFC | Percentage of assets, Hourly |
| Erik Dante | Pace Financial Advisors | Hillsboro | Not listed | Percentage of assets, Hourly |
| Grant Lawton | Pace Financial Advisors | Hillsboro | Not listed | Percentage of assets, Hourly |
| Gwendolyn O'Connell | Pacific Crest Wealth Management | Eugene | Not listed | Percentage of assets, Hourly |
| Isabella Ramon | Axia Wealth Management | Bend | Not listed | Percentage of assets, Hourly |
| Jacob Wihtol | Capstone Wealth Advisors | Salem | Not listed | Percentage of assets, Hourly |
| Jason McMillen | Portland Private Wealth Management | Bend | Not listed | Percentage of assets, Hourly |
| Jason Mitchell | Pace Financial Advisors | Hillsboro | Not listed | Percentage of assets, Hourly |
| Jeremiah Eischen | Pace Financial Advisors | Hillsboro | Not listed | Percentage of assets, Hourly |
| Joseph Opsahl | Defined Wealth Management | Beaverton | Not listed | Ongoing planning fee, One-time planning fee |
| Justin Exposito | Price Financial Group | Portland | Not listed | Percentage of assets, Hourly |
| Katia Prochovnic | JGP Wealth Management | Portland | CFA | Percentage of assets, Hourly |
| Kevin Mellinger | Pace Financial Advisors | Hillsboro | Not listed | Percentage of assets, Hourly |
| Kibwe Cuffie | Portland Private Wealth Management | Portland | Not listed | Percentage of assets, Hourly |
| Linden Cornett | Seagrass Financial | Portland | Not listed | Ongoing planning fee, One-time planning fee |
| Lindsey Cole | Venture Forth Financial | Portland | Not listed | Percentage of assets, Hourly |
| Mateusz Sudol | Price Financial Group | Portland | Not listed | Percentage of assets, Hourly |
| Matthew Mai | Price Financial Group | Portland | Not listed | Percentage of assets, Hourly |
| Mikela Rapattoni | Price Financial Group | Portland | Not listed | Percentage of assets, Hourly |
| Nancy Wakefield | Serene Point Advisors | Lake Oswego | Not listed | Percentage of assets, Hourly |
| Nathan Bauer | Pace Financial Advisors | Hillsboro | Not listed | Percentage of assets, Hourly |
| Richard Ambrose | Axia Wealth Management | Bend | Not listed | Percentage of assets, Hourly |
| Robert Norton | Capstone Wealth Advisors | Salem | Not listed | Percentage of assets, Hourly |
| Stacee Love-Malcolm | Nexus Strategic Wealth | Tualatin | Not listed | Percentage of assets, Hourly |
| Victor Schramm | Chaim Investment Advisors | Eugene | Not listed | Percentage of assets, Hourly |
| Zachary Moore | Pace Financial Advisors | Hillsboro | Not listed | Percentage of assets, Hourly |
| Aaron Muhs | Catalyst Financial NW | Gresham | Not listed | Percentage of assets |
| Brent Pearson | Keychain Asset Management | Oregon City | Not listed | Percentage of assets, Hourly |
| Brett Sherman | Madrona Wealth Management | Happy Valley | Not listed | Percentage of assets, Hourly |
| Christopher Acquaviva | Cross Financial | Portland | Not listed | Percentage of assets, Hourly |
| David Rasmussen | Catalyst Financial NW | Gresham | Not listed | Percentage of assets |
| George Zimmerman | RIO Financial Planning | Portland | Not listed | Percentage of assets, Hourly |
| Nathan Schorsch | Head to Toe | Hillsboro | Not listed | Percentage of assets, Hourly |
| Robert Fenili | Northwest Quadrant Wealth | Bend | Not listed | Percentage of assets, Fixed fees |
| Stephen Mallery | Mallery Financial | Eugene | Not listed | Percentage of assets, Hourly |
| Tyler Simones | Northwest Quadrant Wealth | Bend | Not listed | Percentage of assets, Fixed fees |
| Youri Bujko | Thalassa Capital | Bend | Not listed | Percentage of assets |
| Andrew Bennison | JGP Wealth Management | Portland | Not listed | Percentage of assets, Hourly |
| Brent Gunderson | Connected Wealth Solutions | La Grande | Not listed | Percentage of assets |
| Danica Sachs | Horst & Graben Wealth Management | Portland | Not listed | Percentage of assets, Hourly |
| David Paustian | JGP Wealth Management | Portland | Not listed | Percentage of assets, Hourly |
| Devon Gaines | Capstone Wealth Management Group | Bend | Not listed | Hourly |
| Dylan Browning | Browning Capital Management | Sisters | Not listed | Percentage of assets, One-time planning fee |
| Garrett Bergby | Treeline Financial Planning | Bend | Not listed | Ongoing planning fee, One-time planning fee |
| Jamieson Grabenhorst | Horst & Graben Wealth Management | Portland | Not listed | Percentage of assets, Hourly |
| Jessica Henrickson | Evexia Wealth | Oregon City | Not listed | Percentage of assets, Hourly |
| Joseph Gross | JGP Wealth Management | Portland | Not listed | Percentage of assets, Hourly |