| 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 |
| Amanda Harvey | Uplevel Wealth | Portland | CFP | Percentage of assets, Fixed fees |
| Brent Hunsberger | Silver Oak Advisory Group | Portland | CFP | Percentage of assets, Hourly |
| Charles Dobson | Dobson Asset Management | Portland | CFP | Percentage of assets, Hourly |
| Garth Shinn | Aluman | Portland | CFP | Percentage of assets, Hourly |
| Gina Jacobson | Vision Capital Management | Portland | CFP | Percentage of assets |
| Jessica Howe | Silver Oak Advisory Group | Portland | CFP | Percentage of assets, Hourly |
| Justin Curtiss | Continuity Wealth Management | Portland | CFP | Percentage of assets |
| Katelyn Cummings | Vision Capital Management | Portland | CFP | Percentage of assets |
| Maria Malloy | Vision Capital Management | Portland | CFP | Percentage of assets |
| Mark Higgins | Index Fund Advisors | Portland | CFP, CFA | Percentage of assets, Fixed fees |
| Matthew Sheets | Vision Capital Management | Portland | CFP | Percentage of assets |
| Parker Gallagher | Silver Oak Advisory Group | Portland | CFP | Percentage of assets, Hourly |
| Philip Richman | Ciclo Wealth | Portland | CFP | Percentage of assets |
| Rachael Schweiger | Pinnacle Wealth Advisors | Portland | CFP | Percentage of assets, Hourly |
| Sarah Quist | Vision Capital Management | Portland | CFP | Percentage of assets |
| Shaughn Scott | Scott Capital Advisors | Portland | CFP | Percentage of assets, Hourly |
| Talia Calhoun | Sunnybranch Wealth | Portland | CFP | Percentage of assets, Hourly |
| George Myers | Phillips and Company Advisors | Portland | CFA | Percentage of assets, Fixed fees |
| Jeffrey Schmidt | Vision Capital Management | Portland | CFA | Percentage of assets |
| John LaBarca | Vision Capital Management | Portland | CFA | Percentage of assets |
| Marina Johnson | Vision Capital Management | Portland | CFA | Percentage of assets |
| William Baldwin | Continuity Wealth Management | Portland | ChFC | Percentage of assets |
| Brooke Golosinskiy | Scott Capital Advisors | Portland | Not listed | Percentage of assets, Hourly |
| Casey Scott | Scott Capital Advisors | Portland | Not listed | Percentage of assets, Hourly |
| Catherine Gill | Phillips and Company Advisors | Portland | Not listed | Percentage of assets, Fixed fees |
| Chad Parlow | Phillips and Company Advisors | Portland | Not listed | Percentage of assets, Fixed fees |
| Christopher Sizemore | Vision Capital Management | Portland | Not listed | Percentage of assets |
| George Macdonald | Phillips and Company Advisors | Portland | Not listed | Percentage of assets, Fixed fees |
| James Smith | Phillips and Company Advisors | Portland | Not listed | Percentage of assets, Fixed fees |
| Jeannie Matza | Compass Investment Advisers | Portland | Not listed | Percentage of assets, Hourly |
| Jennifer Rice | Scott Capital Advisors | Portland | Not listed | Percentage of assets, Hourly |
| Jennifer Scott | Scott Capital Advisors | Portland | Not listed | Percentage of assets, Hourly |
| Jonathan Mueller | Scott Capital Advisors | Portland | Not listed | Percentage of assets, Hourly |
| Karan Narayan Iraddi | Magnolia Growth Capital | Portland | Not listed | Percentage of assets |
| Kristen Hughes | Phillips and Company Advisors | Portland | Not listed | Percentage of assets, Fixed fees |
| Mark Loewen | Phillips and Company Advisors | Portland | Not listed | Percentage of assets, Fixed fees |
| Matthew Schmidt | Phillips and Company Advisors | Portland | Not listed | Percentage of assets, Fixed fees |
| Michael Goodrich | Phillips and Company Advisors | Portland | Not listed | Percentage of assets, Fixed fees |
| Michael Hardy | Phillips and Company Advisors | Portland | Not listed | Percentage of assets, Fixed fees |
| Paul Vermilya | Compass Investment Advisers | Portland | Not listed | Percentage of assets, Hourly |
| Stacy Noll | Phillips and Company Advisors | Portland | Not listed | Percentage of assets, Fixed fees |
| Ted Guerin | Blueprint Financial Advisors | Portland | Not listed | Percentage of assets, Hourly |
| Thomas Edwards | Phillips and Company Advisors | Portland | Not listed | Percentage of assets, Fixed fees |