| Scott Roberts | VergePointe | Lake Oswego | Not listed | Percentage of assets, Hourly |
| William Ross | North Forty Two & | Lake Oswego | Not listed | Percentage of assets |
| Amy Oh | Taurus Capital Advisors | Lake Oswego | CFP | Percentage of assets, Hourly |
| Elizabeth Roach | Aerodigm Wealth | Lake Oswego | CFP | Percentage of assets, Hourly |
| Lincoln Bach | Aerodigm Wealth | Lake Oswego | CFP | Percentage of assets, Hourly |
| Shane Hunt | CGC Financial Services | Lake Oswego | CFP | Percentage of assets |
| Teriann Kruse | Tandem Views Investment Services | Lake Oswego | CFP | Percentage of assets, Hourly |
| William Hamilton | WBH Financial Services | Lake Oswego | CFP | Percentage of assets, Hourly |
| Benjamin Mahon | Aerodigm Wealth | Lake Oswego | CFA | Percentage of assets, Hourly |
| Donald Mattersdorff | D. Mattersdorff | Lake Oswego | CFA | Percentage of assets, Hourly |
| Todd Meier | BOZ & Company | Lake Oswego | CFA | Percentage of assets, Hourly |
| Aidan Randall | CGC Financial Services | Lake Oswego | Not listed | Percentage of assets |
| Davena Yee | CGC Financial Services | Lake Oswego | Not listed | Percentage of assets |
| David DeLap | Aerodigm Wealth | Lake Oswego | Not listed | Percentage of assets, Hourly |
| Glen Clemans | CGC Financial Services | Lake Oswego | Not listed | Percentage of assets |
| Gregory Saliba | Taurus Capital Advisors | Lake Oswego | Not listed | Percentage of assets, Hourly |
| Jared Siegel | Aerodigm Wealth | Lake Oswego | Not listed | Percentage of assets, Hourly |
| Julie Connor | Taurus Capital Advisors | Lake Oswego | Not listed | Percentage of assets, Hourly |
| Kobe Gustafson | CGC Financial Services | Lake Oswego | Not listed | Percentage of assets |
| Maximus Molyneux | CGC Financial Services | Lake Oswego | Not listed | Percentage of assets |
| Noah Steinbrenner | CGC Financial Services | Lake Oswego | Not listed | Percentage of assets |