| Scott Theodorson | VergePointe | Lake Oswego | CFP | Percentage of assets, Hourly |
| Timothy Slevin-Vegdahl | Multnomah Group | Portland | CFP | Percentage of assets, Hourly |
| Trevor Bruno | ROI Financial Advisors | Beaverton | Not listed | Flat fee or retainer, Hourly |
| Valerie Tucker | Summa Global Advisors | Clackamas | Not listed | Percentage of assets, Fixed fees |
| Alejandra Peña | Modernist Financial | Portland | Not listed | Percentage of assets, Hourly |
| Andrew Jamison | Main Avenue Financial Services, LLC | Beaverton | CFP | Percentage of assets, Hourly |
| Bernard Tan | Modernist Financial | Portland | Not listed | Percentage of assets, Hourly |
| Casey Cleveland | Horst & Graben Wealth Management | Portland | CFP, ChFC | Percentage of assets, Hourly |
| Christopher Jones | JGP Wealth Management | Bend | CFP | Percentage of assets, Hourly |
| James Conrads | Capstone Wealth Management Group | Bend | CFP | Hourly |
| Jefferson Withnell | JGP Wealth Management | Bend | CFP | Percentage of assets, Hourly |
| Jeremy Watson | Davidson & Watson Financial | Lake Oswego | CFP | Percentage of assets, Fixed fees |
| Jerry Davis | Rain or Shine Planning | Portland | PFS | Percentage of assets, Hourly |
| Katie Martin Hewitt | Cascade Financial Strategies | Bend | Not listed | Percentage of assets, Hourly |
| Kay Dee Cole | Clarity Wealth Development | Corvallis | CeFT, CFP, RLP, PhD | Percentage of assets, Hourly |
| Kelly McDermott | Serene Point Advisors | Lake Oswego | CFA | Percentage of assets, Hourly |
| Kim Hall | Clarity Wealth Development | Corvallis | CFP | Percentage of assets, Hourly |
| Loren Gard | Capstone Wealth Management Group | Bend | CFP | Hourly |
| Marc Eppinger | Cascade Financial Strategies | Bend | Not listed | Percentage of assets, Hourly |
| Michael McCabe | Kera Capital | Bend | Not listed | Percentage of assets, Hourly |
| Rebecca Phillips | Horst & Graben Wealth Management | Portland | CFP | Percentage of assets, Hourly |
| Rowan Colby | JGP Wealth Management | Portland | CFP | Percentage of assets, Hourly |
| Ryan Coffee | JGP Wealth Management | Portland | CFP | Percentage of assets, Hourly |
| Sarinah Gigliotti | JGP Wealth Management | Portland | CFP | Percentage of assets, Hourly |
| Selene Sullivan | Pacific Crest Wealth Management | Eugene | PFS | Percentage of assets, Hourly |
| Shannon Jones | JGP Wealth Management | Bend | CFP, CFA | Percentage of assets, Hourly |
| Stephanie Lum | CLS Financial Advisors | Lake Oswego | Not listed | Percentage of assets, Ongoing planning fee |
| Todd Brundage | Pacific Capital Works | Portland | CFP, ChFC, MBA | Percentage of assets, Hourly |
| William Carmichael | JGP Wealth Management | Portland | CFP | Percentage of assets, Hourly |
| William Paustian | JGP Wealth Management | Portland | CFP | Percentage of assets, Hourly |
| Amanda Earlywine | Human Investing | Lake Oswego | Not listed | Percentage of assets |
| Andrew Nelson | Human Investing | Lake Oswego | Not listed | Percentage of assets |
| Ashley Micciche | True North Retirement Advisors | Clackamas | Not listed | Percentage of assets, Fixed fees |
| Austin Pearce | Human Investing | Lake Oswego | Not listed | Percentage of assets |
| Autumn Armbruster | MSP Wealth Management | Klamath Falls | Not listed | Percentage of assets, Hourly |
| Cameron Marzi | Rogue Advisors | Grants Pass | Not listed | Percentage of assets, Hourly |
| Carrie Jorgensen | Wealth Advisors Northwest | Portland | Not listed | Percentage of assets, Fixed fees |
| Cole Thomas | Human Investing | Lake Oswego | Not listed | Percentage of assets |
| Cort Morris | Human Investing | Lake Oswego | Not listed | Percentage of assets |
| Daniel Evans | StrategyCap | Bend | Not listed | Percentage of assets, Hourly |
| David Wilson | True North Retirement Advisors | Clackamas | Not listed | Percentage of assets, Fixed fees |
| Drake Dunlap | Wealth Advisors Northwest | Portland | Not listed | Percentage of assets, Fixed fees |
| Drayton Carlberg | Human Investing | Lake Oswego | Not listed | Percentage of assets |
| Dustin Fadenrecht | Veridan Wealth | West Linn | Not listed | Percentage of assets, Hourly |
| Erik Daley | Multnomah Group | Portland | CFA | Percentage of assets, Hourly |
| Gerrin Degroot | MSP Wealth Management | Klamath Falls | Not listed | Percentage of assets, Hourly |
| Grant Finter | Axiom Wealth Strategies | Bend | Not listed | Percentage of assets, Hourly |
| Holly Huddleson | Human Investing | Lake Oswego | Not listed | Percentage of assets |
| Ian Skurdal | RiskBridge Advisors | Eugene | Not listed | Percentage of assets, Hourly |
| Jada Fouch | Blue Water Wealth | Portland | Not listed | Percentage of assets, Fixed fees |