| Steven Jamison | Jamison Hanson | Salem | CFP | Percentage of assets, Hourly |
| William Kellar | Human Investing | Lake Oswego | CFP | Percentage of assets |
| Zachary Guffy | Blue Anchor Wealth Advisors | Bend | CFP | Percentage of assets, Hourly |
| Brenda Stein | Pacific Crest Wealth Management | Grant Pass | CFP | Percentage of assets, Hourly |
| Casie Dunning | Rain or Shine Planning | Portland | CFP | Percentage of assets, Hourly |
| Chet Baxter | Axia Wealth Management | Bend | CFP | Percentage of assets, Hourly |
| David Case | Planful Finance | Lake Oswego | CFP | Percentage of assets, One-time planning fee |
| Douglas Richards | Crest Financial | Elmira | CFP, ChFC | Flat fee or retainer, Hourly |
| Frederick Payne | Swiftwater Capital | Lake Oswego | CFP | Percentage of assets, Hourly |
| Jacob Becker | Portland Private Wealth Management | Portland | CFP | Percentage of assets, Hourly |
| Jan Schalkwijk | JPS Global Investments | West Linn | CFA | Hourly, One-time planning fee |
| Ryan Genor | CLS Financial Advisors | Portland | PFS | Percentage of assets, Ongoing planning fee |
| Sarah Lane | CLS Financial Advisors | Portland | PFS | Percentage of assets, Ongoing planning fee |
| Scott Frey | Planful Finance | Lake Oswego | CFP | Percentage of assets, One-time planning fee |
| Sean Burgess | Burgess Financial Planning | Portland | CFP | Hourly |
| William Lewis | W.H. Lewis Financial | Eugene | CFP | Percentage of assets, Hourly |
| Alexander Bowers | Pinestar Capital Advisors | Portland | Not listed | Percentage of assets, Hourly |
| Amanda Sletmoe | Skyline Financial NW | Portland | Not listed | Percentage of assets, One-time planning fee |
| Andrew Gladhill | Human Investing | Lake Oswego | CFA | Percentage of assets |
| Cameron Tonning | 2260 West | Bend | CFP | Hourly |
| Craig Olson | VergePointe | Lake Oswego | CFP | Percentage of assets, Hourly |
| Emily Zinn | Multnomah Group | Portland | CFP | Percentage of assets, Hourly |
| Goran Ognjenovic | Independent Investment Advisors | Hillsboro | Not listed | Percentage of assets, Hourly |
| Jake Larson | Multnomah Group | Portland | CFP | Percentage of assets, Hourly |
| Jonathan Nagy | Alpine Road Financial | Bend | Not listed | Percentage of assets, Flat fee or retainer |
| Jordan Fee | Allium Financial Advisors | Lake Oswego | CFA | Percentage of assets, Hourly |
| Kaleen Anderson | Skyline Financial NW | Portland | Not listed | Percentage of assets, One-time planning fee |
| Kyle Dover | 2260 West | Bend | CFP | Hourly |
| Lance Johnson | ROI Financial Advisors | Beaverton | Not listed | Flat fee or retainer, Hourly |
| Matthew Vance | VergePointe | Lake Oswego | CFP | Percentage of assets, Hourly |
| Megan Buchanan | Horizons Sustainable Financial Services | Milwaukie | CFP | Percentage of assets, Hourly |
| Melinda Agosta | Farnam Financial | Molalla | Not listed | Percentage of assets |
| Nathan Reagan | Handy & Company Financial Advisors | Lake Oswego | PFS | Percentage of assets, Hourly |
| Nelson Rutherford | Multnomah Group | Portland | CFP, PFS | Percentage of assets, Hourly |
| Paige Clausen | 2260 West | Bend | CFP | Hourly |
| Ronald Colson | Viento Financial Group | Hood River | CFP | Percentage of assets |
| 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 |
| 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 |
| Jeffrey Strode | Grange Capital | Beaverton | Not listed | Percentage of assets |
| Jeffrey Yamada | MCS Family Wealth Advisors | Bend | BA, CDFA, CFP, MBA | Percentage of assets, Hourly |
| 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 |