| Johann Simpson | Aspen Capital Management | Boise | Not listed | Percentage of assets, Fixed fees |
| Maranda Barnhart | Aspen Capital Management | Boise | Not listed | Percentage of assets, Fixed fees |
| Mark Dougal | Pacific Crest Wealth Management | Nampa | Not listed | Percentage of assets, Hourly |
| Michael Keller | Aspen Capital Management | Boise | Not listed | Percentage of assets, Fixed fees |
| Mike Mers | Aspen Capital Management | Boise | Not listed | Percentage of assets, Fixed fees |
| Nathan Burman | Aspen Capital Management | Boise | Not listed | Percentage of assets, Fixed fees |
| Rachel Lysne | Aspen Capital Management | Boise | Not listed | Percentage of assets, Fixed fees |
| Scott Warner | Aspen Capital Management | Boise | Not listed | Percentage of assets, Fixed fees |
| Trevor Hotmer | Aspen Capital Management | Boise | Not listed | Percentage of assets, Fixed fees |
| Amity Raia | AdviceOne | Nampa | Not listed | Percentage of assets, Fixed fees |
| Kim Miller | Viewpoint Advisory | Meridian | Not listed | Percentage of assets |
| Steven Levenson | Western Financial | Eagle | Not listed | Percentage of assets |