| Gerrin Degroot | MSP Wealth Management | Klamath Falls | Not listed | Percentage of assets, Hourly |
| Grant Finter | Axiom Wealth Strategies | Bend | Not listed | Percentage of assets, Hourly |
| Ian Skurdal | RiskBridge Advisors | Eugene | Not listed | Percentage of assets, Hourly |
| Jared Pearson | StrategyCap | Bend | Not listed | Percentage of assets, Hourly |
| Jennifer Paterson | Integrity Wealth Management | Eugene | Not listed | Percentage of assets, Fixed fees |
| Mathew Wynn | Jamison Hanson | Salem | Not listed | Percentage of assets, Hourly |
| Maximillian Morgan | Lookahead Wealth | West Linn | Not listed | Percentage of assets |
| Micah Weiss | Tandem Financial Planning | Springfield | Not listed | Ongoing planning fee |
| Michael Handy | Handy & Company Financial Advisors | Lake Oswego | Not listed | Percentage of assets, Hourly |
| Neal Richards | Axiom Wealth Strategies | Bend | Not listed | Percentage of assets, Hourly |
| Rebecca Dobson | Multnomah Group | Portland | CFA | Percentage of assets, Hourly |
| Scott Cameron | Multnomah Group | Portland | CFA | 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 |
| Todd Micciche | True North Retirement Advisors | Clackamas | Not listed | Percentage of assets, Fixed fees |
| Todd Newell | Miller Financial Group | Portland | Not listed | Percentage of assets |
| Todd Thompson | Rogue Advisors | Grants Pass | Not listed | Percentage of assets, Hourly |
| Adam Wachob | Pace Financial Advisors | Hillsboro | Not listed | Percentage of assets, Hourly |
| Adrian Guzman Pena | Nexus Strategic Wealth | Tualatin | 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 |
| Jason Finnigan | High Road Wealth Advisors | Coos Bay | Not listed | Percentage of assets |
| 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 |
| 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 |
| Mateusz Sudol | Price Financial Group | Portland | Not listed | Percentage of assets, Hourly |
| Matthew Mai | Price Financial Group | Portland | Not listed | Percentage of assets, Hourly |
| Mikela Rapattoni | Price Financial Group | Portland | Not listed | Percentage of assets, Hourly |
| Nancy Wakefield | Serene Point Advisors | Lake Oswego | Not listed | Percentage of assets, Hourly |
| Nathan Bauer | Pace Financial Advisors | Hillsboro | Not listed | Percentage of assets, Hourly |
| Richard Ambrose | Axia Wealth Management | Bend | Not listed | Percentage of assets, Hourly |
| Seth Swenson | Orchid Wealth Management | Portland | Not listed | Percentage of assets |
| Stacee Love-Malcolm | Nexus Strategic Wealth | Tualatin | Not listed | Percentage of assets, Hourly |
| Zachary Moore | Pace Financial Advisors | Hillsboro | Not listed | Percentage of assets, Hourly |