| Mark Nortman | Capitol Family Office | Beaverton | Not listed | Percentage of assets |
| Matthew Mathiesen | Integrity Wealth Management | Eugene | CFP | Percentage of assets, Fixed fees |
| Scott Abrahamson | SpringSource Wealth Advisors | Hillsboro | CFP | Percentage of assets, Hourly |
| Scott Sanders | Integrity Wealth Management | Eugene | CFP | Percentage of assets, Fixed fees |
| Steven Jamison | Jamison Hanson | Salem | CFP | Percentage of assets, Hourly |
| Zachary Guffy | Blue Anchor Wealth Advisors | Bend | CFP | Percentage of assets, Hourly |
| Brenda Stein | Pacific Crest Wealth Management | Grant Pass | CFP | Percentage of assets, Hourly |
| Chet Baxter | Axia Wealth Management | Bend | CFP | Percentage of assets, Hourly |
| Douglas Richards | Crest Financial | Elmira | CFP, ChFC | Flat fee or retainer, Hourly |
| Frederick Payne | Swiftwater Capital | Lake Oswego | CFP | Percentage of assets, Hourly |
| Jan Schalkwijk | JPS Global Investments | West Linn | CFA | Hourly, One-time planning fee |
| John Burnside | Burnside and Company | Oregon City | CFP | Flat fee or retainer |
| Ryan Genor | CLS Financial Advisors | Portland | PFS | Percentage of assets, Ongoing planning fee |
| Sarah Lane | CLS Financial Advisors | Portland | PFS | Percentage of assets, Ongoing planning fee |
| William Lewis | W.H. Lewis Financial | Eugene | CFP | Percentage of assets, Hourly |
| Amanda Sletmoe | Skyline Financial NW | Portland | Not listed | Percentage of assets, One-time planning fee |
| Edgar Heissler | Heissler Financial | Gresham | CFP, ChFC | Percentage of assets |
| Emily Zinn | Multnomah Group | Portland | CFP | Percentage of assets, Hourly |
| Goran Ognjenovic | Independent Investment Advisors | Hillsboro | Not listed | Percentage of assets, Hourly |
| Jake Larson | Multnomah Group | Portland | CFP | Percentage of assets, Hourly |
| Jonathan Nagy | Alpine Road Financial | Bend | Not listed | Percentage of assets, Flat fee or retainer |
| Kaleen Anderson | Skyline Financial NW | Portland | Not listed | Percentage of assets, One-time planning fee |
| Keegan Denn | FIDELIS iM | Medford | CFP | Percentage of assets, Fixed fees |
| Melinda Agosta | Farnam Financial | Molalla | Not listed | Percentage of assets |
| Nathan Reagan | Handy & Company Financial Advisors | Lake Oswego | PFS | Percentage of assets, Hourly |
| Nelson Rutherford | Multnomah Group | Portland | CFP, PFS | Percentage of assets, Hourly |
| Timothy Slevin-Vegdahl | Multnomah Group | Portland | CFP | Percentage of assets, Hourly |
| Valerie Tucker | Summa Global Advisors | Clackamas | Not listed | Percentage of assets, Fixed fees |
| Jeffrey Strode | Grange Capital | Beaverton | Not listed | Percentage of assets |
| Katie Martin Hewitt | Cascade Financial Strategies | Bend | Not listed | Percentage of assets, Hourly |
| Kelly McDermott | Serene Point Advisors | Lake Oswego | CFA | Percentage of assets, Hourly |
| Marc Eppinger | Cascade Financial Strategies | Bend | Not listed | Percentage of assets, Hourly |
| Michael Keeton | Grange Capital | Beaverton | Not listed | Percentage of assets |
| Mitchel Ludtke | Grange Capital | Beaverton | Not listed | Percentage of assets |
| Robert Warmkessel | Grange Capital | Beaverton | Not listed | Percentage of assets |
| Selene Sullivan | Pacific Crest Wealth Management | Eugene | PFS | Percentage of assets, Hourly |
| Soojin Hwang | Grange Capital | Beaverton | Not listed | Percentage of assets |
| Stephanie Lum | CLS Financial Advisors | Lake Oswego | Not listed | Percentage of assets, Ongoing planning fee |
| Aaron Nielsen | Shared Prosperity Group | Portland | Not listed | Percentage of assets |
| Ashley Micciche | True North Retirement Advisors | Clackamas | Not listed | Percentage of assets, Fixed fees |
| Autumn Armbruster | MSP Wealth Management | Klamath Falls | Not listed | Percentage of assets, Hourly |
| Benjamin Newell | Miller Financial Group | Portland | Not listed | Percentage of assets |
| Cameron Marzi | Rogue Advisors | Grants Pass | Not listed | Percentage of assets, Hourly |
| Daniel Evans | StrategyCap | Bend | Not listed | Percentage of assets, Hourly |
| David Hofer | Brightwood Ventures | Tigard | CFA | Percentage of assets, Hourly |
| David Wilson | True North Retirement Advisors | Clackamas | Not listed | Percentage of assets, Fixed fees |
| Eli Dollinger | Daniel Dollinger CPA, CFP® | Wilsonville | Not listed | Percentage of assets, Hourly |
| Elizabeth Kombrink | Willamette Wealth Partners | Eugene | Not listed | Percentage of assets |
| Erik Daley | Multnomah Group | Portland | CFA | Percentage of assets, Hourly |
| Fiona Capell | Blue Anchor Wealth Advisors | Bend | Not listed | Percentage of assets, Hourly |