| Jeremy Six | Foster & Wood | Lake Oswego | Not listed | Percentage of assets, Fixed fees |
| Kristen Rajotte | Blue Water Wealth | Portland | Not listed | Percentage of assets, Fixed fees |
| Kristine Stawinski | Blue Water Wealth | Portland | Not listed | Percentage of assets, Fixed fees |
| Laura Steagall-Cissell | Veridan Wealth | West Linn | Not listed | Percentage of assets, Hourly |
| Mathew Wynn | Jamison Hanson | Salem | Not listed | Percentage of assets, Hourly |
| Maximillian Morgan | Lookahead Wealth | West Linn | Not listed | Percentage of assets |
| Melody Rice | Veridan Wealth | West Linn | Not listed | Percentage of assets, Hourly |
| Merlin Arbor | Blue Water Wealth | Portland | Not listed | Percentage of assets, Fixed fees |
| Micah Weiss | Tandem Financial Planning | Springfield | Not listed | Ongoing planning fee |
| Michael Elfers | Allium Financial Advisors | Lake Oswego | Not listed | Percentage of assets, Hourly |
| Michelle Wanless | Allium Financial Advisors | Lake Oswego | Not listed | Percentage of assets, Hourly |
| Neal Richards | Axiom Wealth Strategies | Bend | Not listed | Percentage of assets, Hourly |
| Patrick Haley | Veridan Wealth | West Linn | Not listed | Percentage of assets, Hourly |
| Pieter Conradie | Wealth Advisors Northwest | Portland | Not listed | Percentage of assets, Fixed fees |
| Scott Thompson | Allium Financial Advisors | Lake Oswego | Not listed | Percentage of assets, Hourly |
| Sheree Arntson | Allium Financial Advisors | Lake Oswego | Not listed | Percentage of assets, Hourly |
| Ted Taplett | Strategic Finance | Clackamas | Not listed | Percentage of assets, Fixed fees |
| Teresa Hughes | Integrity Wealth Management | Eugene | Not listed | Percentage of assets, Fixed fees |
| Terrence Scroggin | MSP Wealth Management | Klamath Falls | Not listed | Percentage of assets, Hourly |
| Timothy Wood | Foster & Wood | Lake Oswego | Not listed | Percentage of assets, Fixed fees |
| Toby Wolfe | Wealth Advisors Northwest | Portland | Not listed | Percentage of assets, Fixed fees |
| Todd Newell | Miller Financial Group | Portland | Not listed | Percentage of assets |
| Tyler Johnson | Wealth Advisors Northwest | Portland | Not listed | Percentage of assets, Fixed fees |
| Adam Wachob | Pace Financial Advisors | Hillsboro | Not listed | Percentage of assets, Hourly |
| Andrea Whitmire | Pacific Crest Wealth Management | Eugene | Not listed | Percentage of assets, Hourly |
| Anthony Walther | Pace Financial Advisors | Hillsboro | Not listed | Percentage of assets, Hourly |
| Charles Bales | Whitewater Wealth | Eugene | Not listed | Percentage of assets, Fixed fees |
| Christopher Berry | Pacific Crest Wealth Management | Elmira | Not listed | Percentage of assets, Hourly |
| Christopher Mettee | Pace Financial Advisors | Hillsboro | Not listed | Percentage of assets, Hourly |
| Collin Bryce | Pacific Crest Wealth Management | Eugene | Not listed | Percentage of assets, Hourly |
| Darin Swall | Pacific Crest Wealth Management | Eugene | Not listed | Percentage of assets, Hourly |
| David Ross | Price Financial Group | Portland | Not listed | Percentage of assets, Hourly |
| Donald Watson | Pacific Crest Wealth Management | Medford | Not listed | Percentage of assets, Hourly |
| Erik Dante | Pace Financial Advisors | Hillsboro | Not listed | Percentage of assets, Hourly |
| Grant Lawton | Pace Financial Advisors | Hillsboro | Not listed | Percentage of assets, Hourly |
| Gwendolyn O'Connell | Pacific Crest Wealth Management | Eugene | Not listed | Percentage of assets, Hourly |
| Isabella Ramon | Axia Wealth Management | Bend | Not listed | Percentage of assets, Hourly |
| Jacob Wihtol | Capstone Wealth Advisors | Salem | Not listed | Percentage of assets, Hourly |
| Jason Finnigan | High Road Wealth Advisors | Coos Bay | Not listed | Percentage of assets |
| Jason McMillen | Portland Private Wealth Management | Bend | Not listed | Percentage of assets, Hourly |
| Jason Mitchell | Pace Financial Advisors | Hillsboro | Not listed | Percentage of assets, Hourly |
| Jayden Frank | High Road Wealth Advisors | Coos Bay | Not listed | Percentage of assets |
| Jeremiah Eischen | Pace Financial Advisors | Hillsboro | Not listed | Percentage of assets, Hourly |
| Joseph Opsahl | Defined Wealth Management | Beaverton | Not listed | Ongoing planning fee, One-time planning fee |
| Joshua Snoddy | High Road Wealth Advisors | Coos Bay | Not listed | Percentage of assets |
| Joshua Stroud | Reign Wealth | Eugene | Not listed | Fixed fees |
| Justin Exposito | Price Financial Group | Portland | Not listed | Percentage of assets, Hourly |
| Kevin Mellinger | Pace Financial Advisors | Hillsboro | Not listed | Percentage of assets, Hourly |
| Kibwe Cuffie | Portland Private Wealth Management | Portland | Not listed | Percentage of assets, Hourly |
| Mateusz Sudol | Price Financial Group | Portland | Not listed | Percentage of assets, Hourly |