| 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 |
| 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 |
| Caryn Sanchez | Multnomah Group | Portland | Not listed | Percentage of assets, Hourly |
| Charles Warren | Multnomah Group | Gresham | Not listed | Percentage of assets, Hourly |
| Christopher Acquaviva | Cross Financial | Portland | Not listed | Percentage of assets, Hourly |
| Eric Albertson | Viento Financial Group | Hood River | Not listed | Percentage of assets |
| George Zimmerman | RIO Financial Planning | Portland | Not listed | Percentage of assets, Hourly |
| Gregory Walsh | Greenbridge Investment Management | Lake Oswego | Not listed | Percentage of assets, Hourly |
| Hailey Fields | Multnomah Group | Portland | Not listed | Percentage of assets, Hourly |
| Nathan Schorsch | Head to Toe | Hillsboro | Not listed | Percentage of assets, Hourly |
| Scott Roberts | VergePointe | Lake Oswego | Not listed | Percentage of assets, Hourly |
| Stephen Mallery | Mallery Financial | Eugene | Not listed | Percentage of assets, Hourly |
| Andrew Bennison | JGP Wealth Management | Portland | Not listed | Percentage of assets, Hourly |
| Cynthia Aschbacher | Mengis Capital Management | Portland | Not listed | Percentage of assets, Hourly |
| 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 |
| 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 |
| Joseph Mengis | Mengis Capital Management | Portland | Not listed | Percentage of assets, Hourly |
| Kendra Biller | JGP Wealth Management | Portland | Not listed | Percentage of assets, Hourly |
| Kevin Sanger | JGP Wealth Management | Portland | Not listed | Percentage of assets, Hourly |
| Lindsay Fromhart | Mengis Capital Management | Portland | Not listed | Percentage of assets, Hourly |
| Martin Bats | Mengis Capital Management | Portland | Not listed | Percentage of assets, Hourly |
| Michael Sorem | Mengis Capital Management | Portland | Not listed | Percentage of assets, Hourly |
| 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 |
| Amy Oh | Taurus Capital Advisors | Lake Oswego | CFP | Percentage of assets, Hourly |
| Barrigan Nelson | Capital Financial Planners | Salem | CFP | Percentage of assets, Hourly |
| Brent Hunsberger | Silver Oak Advisory Group | Portland | CFP | Percentage of assets, Hourly |
| Catherine Woodman | Holon Wealth Management | Eugene | CFP | Percentage of assets, Hourly |
| Chad Campbell | Capital Financial Planners | Salem | CFP | Percentage of assets, Hourly |
| Charles Dobson | Dobson Asset Management | Portland | CFP | Percentage of assets, Hourly |
| Chris Dudley | Filigree Wealth Advisors | Sisters | 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 |
| Elizabeth Roach | Aerodigm Wealth | Lake Oswego | CFP | Percentage of assets, Hourly |
| Fred Littlejohn | Littlejohn Financial Services | Roseburg | CFP | Percentage of assets, Hourly |
| Freddie Sittner | Sittner & Nelson | Eugene | CFP | Percentage of assets, Hourly |