| Aaron Muhs | Catalyst Financial NW | Gresham | Not listed | Percentage of assets |
| Caryn Sanchez | Multnomah Group | Portland | Not listed | Percentage of assets, Hourly |
| Charles Warren | Multnomah Group | Gresham | Not listed | Percentage of assets, Hourly |
| Christopher Acquaviva | Cross Financial | Portland | Not listed | Percentage of assets, Hourly |
| David Rasmussen | Catalyst Financial NW | Gresham | Not listed | Percentage of assets |
| George Zimmerman | RIO Financial Planning | Portland | Not listed | Percentage of assets, Hourly |
| Hailey Fields | Multnomah Group | Portland | Not listed | Percentage of assets, Hourly |
| Robert Fenili | Northwest Quadrant Wealth | Bend | Not listed | Percentage of assets, Fixed fees |
| Tyler Simones | Northwest Quadrant Wealth | Bend | Not listed | Percentage of assets, Fixed fees |