| 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 Keeton | Grange Capital | Beaverton | Not listed | Percentage of assets |
| Michael McCabe | Kera Capital | Bend | Not listed | Percentage of assets, Hourly |
| Mitchel Ludtke | Grange Capital | Beaverton | Not listed | Percentage of assets |
| Peter De Graff | Taurus Capital Advisors | Lake Oswego | CFA, CFP, MBA | Percentage of assets, Hourly |
| Rebecca Phillips | Horst & Graben Wealth Management | Portland | CFP | Percentage of assets, Hourly |
| Robert Warmkessel | Grange Capital | Beaverton | Not listed | Percentage of assets |
| 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 |
| Soojin Hwang | Grange Capital | Beaverton | Not listed | Percentage of assets |
| 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 |
| Todd Porterfield | Fairchild Capital LLC | Portland | CFP, RICP | 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 |
| Aaron Rivers | Living Earth Investments | Bend | Not listed | Percentage of assets |
| Amanda Earlywine | Human Investing | Lake Oswego | Not listed | Percentage of assets |
| Andrew Nelson | Human Investing | Lake Oswego | Not listed | Percentage of assets |
| Austin Pearce | Human Investing | Lake Oswego | Not listed | Percentage of assets |
| Autumn Armbruster | MSP Wealth Management | Klamath Falls | Not listed | Percentage of assets, Hourly |
| Benjamin Newell | Miller Financial Group | Portland | Not listed | Percentage of assets |
| Cameron Marzi | Rogue Advisors | Grants Pass | Not listed | Percentage of assets, Hourly |
| 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 Hofer | Brightwood Ventures | Tigard | CFA | Percentage of assets, Hourly |
| Drayton Carlberg | Human Investing | Lake Oswego | Not listed | Percentage of assets |
| Dustin Fadenrecht | Veridan Wealth | West Linn | Not listed | Percentage of assets, Hourly |
| Eli Dollinger | Daniel Dollinger CPA, CFP® | Wilsonville | Not listed | Percentage of assets, Hourly |
| Elizabeth Kombrink | Willamette Wealth Partners | Eugene | Not listed | Percentage of assets |
| Erik Daley | Multnomah Group | Portland | CFA | Percentage of assets, Hourly |
| Fiona Capell | Blue Anchor Wealth Advisors | Bend | Not listed | 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 |
| Jared Pearson | StrategyCap | Bend | Not listed | Percentage of assets, Hourly |
| Laura Steagall-Cissell | Veridan Wealth | West Linn | Not listed | Percentage of assets, Hourly |
| Maria Bell | Human Investing | Lake Oswego | Not listed | Percentage of assets |
| Mathew Wynn | Jamison Hanson | Salem | Not listed | Percentage of assets, Hourly |
| Melody Rice | Veridan Wealth | West Linn | Not listed | Percentage of assets, Hourly |
| Micah Weiss | Tandem Financial Planning | Springfield | Not listed | Ongoing planning fee |
| Michael Elfers | Allium Financial Advisors | Lake Oswego | Not listed | Percentage of assets, Hourly |