| Nathan Oakley | Mountain Pacific Investment Advisers | Boise | CFA | Percentage of assets, Fixed fees |
| Paul White | Berkeley | Boise | CFA | Percentage of assets, Hourly |
| Richard Banks | Venturi Private Wealth | Boise | CFA | Percentage of assets, Hourly |
| Amanda Writer | Wood Tarver Financial | Boise | Not listed | Percentage of assets, Hourly |
| Bruce Reeder | Mountain Pacific Investment Advisers | Boise | Not listed | Percentage of assets, Fixed fees |
| Caleb Howard | Weigelfam | Boise | Not listed | Percentage of assets, Fixed fees |
| Cole Edmiston | Venturi Private Wealth | Boise | Not listed | Percentage of assets, Hourly |
| David Tarver | Wood Tarver Financial | Boise | Not listed | Percentage of assets, Hourly |
| Donovan Shekhdar | Venturi Private Wealth | Boise | Not listed | Percentage of assets, Hourly |
| Emily McCracken | Venturi Private Wealth | Boise | Not listed | Percentage of assets, Hourly |
| Eric Tarver | Wood Tarver Financial | Boise | Not listed | Percentage of assets, Hourly |
| George Clark | Venturi Private Wealth | Boise | Not listed | Percentage of assets, Hourly |
| Grant Kinchen | Venturi Private Wealth | Boise | Not listed | Percentage of assets, Hourly |
| Hannah Katzenstein | Venturi Private Wealth | Boise | Not listed | Percentage of assets, Hourly |
| Johanna Adleson | Libra Wealth | Boise | Not listed | Hourly, Fixed fees |
| Jon Hendrickson | Berkeley | Boise, | Not listed | Percentage of assets, Hourly |
| Jordan Boyd | Wood Tarver Financial | Boise | Not listed | Percentage of assets, Hourly |
| Juan Valdes | Venturi Private Wealth | Boise | Not listed | Percentage of assets, Hourly |
| Kent Mitchell | Venturi Private Wealth | Boise | Not listed | Percentage of assets, Hourly |
| Matthew Bishop | The Archer Consulting Group | Boise | Not listed | Percentage of assets, Hourly |
| Matthew Lindstrom | Mountain Pacific Investment Advisers | Boise | Not listed | Percentage of assets, Fixed fees |
| Matthew Maxcy | Venturi Private Wealth | Boise | Not listed | Percentage of assets, Hourly |
| Nicholas Zinsmeyer | Venturi Private Wealth | Boise | Not listed | Percentage of assets, Hourly |
| Nicolas Ramirez | Venturi Private Wealth | Boise | Not listed | Percentage of assets, Hourly |
| Rachael Wyatt | Venturi Private Wealth | Boise | Not listed | Percentage of assets, Hourly |
| Rashe Elliott | Mountain Pacific Investment Advisers | Boise | Not listed | Percentage of assets, Fixed fees |
| Richard Lee | Truenorth Wealth | Boise | Not listed | Percentage of assets, Hourly |
| Roger Nicholls | Best Life Infinity | Boise | Not listed | Percentage of assets, Hourly |
| Timothy Brown | Montis Financial | Boise | Not listed | Percentage of assets, Hourly |
| William Palumbo | Mountain Pacific Investment Advisers | Boise | Not listed | Percentage of assets, Fixed fees |