| Kendra Biller | JGP Wealth Management | Portland | Not listed | Percentage of assets, Hourly |
| Kevin Sanger | JGP Wealth Management | Portland | Not listed | Percentage of assets, Hourly |
| Michael Poe | Connected Wealth Solutions | La Grande | Not listed | Percentage of assets |
| Michelle Benedict | JGP Wealth Management | Bend | Not listed | Percentage of assets, Hourly |
| Scott Browning | Browning Capital Management | Sisters | Not listed | Percentage of assets, One-time planning fee |
| Steven Curtis | Insight Tax Solutions | Eugene | Not listed | Percentage of assets, Hourly |
| Tiffany Forste | Capstone Wealth Management Group | Bend | Not listed | Hourly |
| Barrigan Nelson | Capital Financial Planners | Salem | CFP | Percentage of assets, Hourly |
| Chad Campbell | Capital Financial Planners | Salem | CFP | Percentage of assets, Hourly |
| Danae Johnson | Capital Financial Planners | Salem | CFP | Percentage of assets, Hourly |
| Dean Bardon | Apple & Associates | Bend | CFP | Percentage of assets, Hourly |
| Ekaterina Kostenko | Practice Financial Group | Jacksonville | CFP | Percentage of assets, Fixed fees |
| Fred Littlejohn | Littlejohn Financial Services | Roseburg | CFP | Percentage of assets, Hourly |
| Garth Shinn | Aluman | Portland | CFP | Percentage of assets, Hourly |
| Gretchen Stangier | Stangier Wealth Management | Clackamas | CFP | Percentage of assets |
| Jessica Higgins | Invera Wealth Advisors | Bend | CFP | Percentage of assets, Hourly |
| Joseph Morelli | Keudell Morrison Wealth Management | Salem | CFP | Percentage of assets, Fixed fees |
| Justin Curtiss | Continuity Wealth Management | Portland | CFP | Percentage of assets |
| Kevin Groves | Oregon Pacific Wealth Management | Florence | CFP | Percentage of assets, Hourly |
| Kevin Serrapede | Northwind Financial | Bend | CFP | 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 |
| 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 |
| 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 |
| 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 |
| Shane Hunt | CGC Financial Services | Lake Oswego | CFP | Percentage of assets |
| Shenandoah Sampson | Invera Wealth Advisors | Bend | CFP | Percentage of assets, Hourly |
| Teriann Kruse | Tandem Views Investment Services | Lake Oswego | CFP | Percentage of assets, Hourly |
| Bradley Boeck | Northwind Financial | Bend | ChFC | Percentage of assets, Hourly |
| Sean Ealy | Welch Investment Group | Grants Pass | CFA | Percentage of assets |
| Todd Meier | BOZ & Company | Lake Oswego | CFA | Percentage of assets, Hourly |
| William Baldwin | Continuity Wealth Management | Portland | ChFC | Percentage of assets |
| Aidan Randall | CGC Financial Services | Lake Oswego | Not listed | Percentage of assets |
| Alena Zaffery | Clarity Wealth Development | Corvallis | Not listed | Percentage of assets, Hourly |
| Amanda Shine | Keudell Morrison Wealth Management | Salem | Not listed | Percentage of assets, Fixed fees |
| Andreas Steven | Practice Financial Group | Jacksonville | Not listed | Percentage of assets, Fixed fees |
| Andrew Corradetti | Oregon Pacific Wealth Management | Medford | Not listed | Percentage of assets, Hourly |
| Audrey Creak | Oregon Pacific Wealth Management | Medford | Not listed | Percentage of assets, Hourly |
| Bradley Atherton | AIM Advisors | Beaverton | Not listed | Percentage of assets, Fixed fees |
| Brian Timm | Pinnacle Wealth Advisors | Clackamas | Not listed | Percentage of assets, Hourly |
| Carl Marker | Pinnacle Wealth Advisors | Clackamas | Not listed | Percentage of assets, Hourly |
| Carol Young | Stangier Wealth Management | Clackamas | Not listed | Percentage of assets |
| Case Roos | Stewardship Investment Services | Beaver | Not listed | Percentage of assets |
| Christopher Magana | Pinnacle Wealth Advisors | Clackamas | Not listed | Percentage of assets, Hourly |