| Matthew Pickett | Colmina | Seattle | Not listed | Percentage of assets, Hourly |
| Michael Brown | Foresee Wealth Advisors | Bellevue | Not listed | Percentage of assets, Hourly |
| Nathan Dively | Colmina | Seattle | Not listed | Percentage of assets, Hourly |
| Petr Burunov | Ambassador Wealth Management | Vancouver | Not listed | Percentage of assets, Hourly |
| Quentin Rickey | Leonard Rickey Investment Advisors | Yakima | Not listed | Flat fee or retainer, Hourly |
| Robin Lin | Lin Global Advisors | Kirkland | Not listed | Percentage of assets |
| Shabrish Menon | Finomenon | Kirkland | Not listed | Percentage of assets, Hourly |
| Stephen Allen | Blackburn Financial | Cashmere | Not listed | Percentage of assets, Hourly |
| Susan Van Tress | Leonard Rickey Investment Advisors | Yakima | Not listed | Flat fee or retainer, Hourly |
| Ward Williams | Better Tomorrow Financial | Seattle | Not listed | Flat fee or retainer |
| William Hicks | Sapling Wealth Management | Seattle | Not listed | One-time planning fee |
| Anthony Rossi | Integrated Wealth Advisors | Bellevue | Not listed | Percentage of assets, Hourly |
| Austin Collins | Integrated Wealth Advisors | Bellevue | Not listed | Percentage of assets, Hourly |
| Cathie Arthurs | Wayfinding Financial | Lynnwood | Not listed | Percentage of assets, Hourly |
| Charles Cutter | Briarwood Financial | Gig Harbor | Not listed | Ongoing planning fee, One-time planning fee |
| Cody Barney | Garde Capital | Seattle | CFA | Percentage of assets, Hourly |
| Daniel DeWhitt | Waystone Advisors | Redmond | Not listed | Percentage of assets, Hourly |
| Eric Kenney | Kenney Wealth | Issaquah | Not listed | Percentage of assets, Hourly |
| Holly Breeden | Fort Vancouver Investment Management | Vancouver | Not listed | Percentage of assets |
| Jamie Edwards | MYeCFO | Edgewood | Not listed | Percentage of assets, Hourly |
| Jared Rasmussen | Serene Point Advisors | Ridgefield | Not listed | Percentage of assets, Hourly |
| Jennifer Traynor | Inland Financial Planning | Spokane | Not listed | Percentage of assets, Hourly |
| Joseph Fondahn | Fondahn CPA | Walla Walla | Not listed | Percentage of assets, Hourly |
| Robert Fairbrook | Wise Planning | Seattle | Not listed | Ongoing planning fee |
| Robert Vickers | Capital Advisors Wealth Management | Yakima | ChFC | Percentage of assets, Hourly |
| Roy Hsu | Evoke Financial Services | Seattle | Not listed | Percentage of assets, Hourly |
| Shubham Acharya | Ninja Wealth Advisors | Federal Way | Not listed | Percentage of assets, Hourly |
| Todd Wathey | Hamrick Investment Counsel | Seattle | Not listed | Percentage of assets |
| Trent O'Neal | Wayfinding Financial | Lynnwood | Not listed | Percentage of assets, Hourly |
| Benjamin Addink | Columbia River Advisors | Tacoma | Not listed | Percentage of assets, Hourly |
| Bennett Wood | Surience Private Wealth | Yakima | Not listed | Percentage of assets, Hourly |
| Callie Hudson | Financial Forum | Spokane | Not listed | Percentage of assets, Hourly |
| Cassidy Stevick | Columbia River Advisors | Olympia | Not listed | Percentage of assets, Hourly |
| Chase Munoz | Rainier Capital Investment | Olympia | Not listed | Percentage of assets, Hourly |
| Chris Wheeler | Intirety | Bellevue | Not listed | Flat fee or retainer, Percentage of assets |
| David Schneider | Waycross Investment Management Company | Bellingham | Not listed | Percentage of assets, Hourly |
| Donald Foy | Columbia River Advisors | Burien | Not listed | Percentage of assets, Hourly |
| Ethan Meikle | Intirety | Bellevue | Not listed | Flat fee or retainer, Percentage of assets |
| George Sisti | On Course Financial Planning | Woodinville | Not listed | Percentage of assets |
| Jeffrey Comstock | Financial Forum | Spokane | Not listed | Percentage of assets, Hourly |
| Jeffrey Kauffman | Summit Family Office Services | Woodinville | Not listed | Percentage of assets, Hourly |
| Joseph Fleischmann | Multnomah Group | Bellingham | Not listed | Percentage of assets, Hourly |
| Landy Comstock | Financial Forum | Spokane | Not listed | Percentage of assets, Hourly |
| Lino Marioni | Waycross Investment Management Company | Bellingham | Not listed | Percentage of assets, Hourly |
| Luther Hodges | Waycross Investment Management Company | Bellingham | Not listed | Percentage of assets, Hourly |
| Michael Herr | Summit Family Office Services | Bellevue | Not listed | Percentage of assets, Hourly |
| Michael Ryan | Waycross Investment Management Company | Bellingham | Not listed | Percentage of assets, Hourly |
| Samuel Khalil | Wide Eye Capital | Vancouver | Not listed | Ongoing planning fee |
| Shireen Sharma | Intirety | Bellevue | Not listed | Flat fee or retainer, Percentage of assets |
| William Ironmonger | Intirety | Bellevue | Not listed | Flat fee or retainer, Percentage of assets |