| Benjamin Kebbekus | LRC Aviation Advisors | Milwaukee | Not listed | Percentage of assets |
| Brent Neis | Plus Group Wealth Advisors | Belgium | Not listed | Percentage of assets, Hourly |
| Brent Schneider | LRC Aviation Advisors | Milwaukee | Not listed | Percentage of assets |
| Brooklyn Flanagan | Rosemeyer Management Group | Platteville | Not listed | Percentage of assets, Fixed fees |
| Carter Abbott | LRC Aviation Advisors | Milwaukee | Not listed | Percentage of assets |
| Carter Klaas | Rosemeyer Management Group | Platteville | Not listed | Percentage of assets, Fixed fees |
| Clare Manning | Rosemeyer Management Group | Platteville | Not listed | Percentage of assets, Fixed fees |
| Derek Pawlak | LRC Aviation Advisors | Milwaukee | Not listed | Percentage of assets |
| Dylan Rasmason | Rosemeyer Management Group | Platteville | Not listed | Percentage of assets, Fixed fees |
| Eric Suttmiller | LRC Aviation Advisors | Milwaukee | Not listed | Percentage of assets |
| Frank Ortiz | Rosemeyer Management Group | Platteville | Not listed | Percentage of assets, Fixed fees |
| Jackson Burk | FORM Wealth Advisors | Lake Geneva | Not listed | Percentage of assets |
| Jaclyn Gruber | LRC Aviation Advisors | Milwaukee | Not listed | Percentage of assets |
| Jacob Rosemeyer | Rosemeyer Management Group | Platteville | Not listed | Percentage of assets, Fixed fees |
| Jake Miller | Rosemeyer Management Group | Platteville | Not listed | Percentage of assets, Fixed fees |
| Jay Lauer | Plus Group Wealth Advisors | Belgium | Not listed | Percentage of assets, Hourly |
| John Drefcinski | Rosemeyer Management Group | Platteville | Not listed | Percentage of assets, Fixed fees |
| Joseph Schultz | Rosemeyer Management Group | Platteville | Not listed | Percentage of assets, Fixed fees |
| Joshua Bruckert | LRC Aviation Advisors | Milwaukee | Not listed | Percentage of assets |
| Kaley Bockhop | Rosemeyer Management Group | Platteville | Not listed | Percentage of assets, Fixed fees |
| Kurt Mihelich | LRC Aviation Advisors | Milwaukee | Not listed | Percentage of assets |
| Matthew Dirkse | Plus Group Wealth Advisors | Belgium | Not listed | Percentage of assets, Hourly |
| Payton Simon | Rosemeyer Management Group | Platteville | Not listed | Percentage of assets, Fixed fees |
| Peter Lautmann | LRC Aviation Advisors | Milwaukee | Not listed | Percentage of assets |
| Peter Schumacher | LRC Aviation Advisors | Milwaukee | Not listed | Percentage of assets |
| Regan Shipp | Rosemeyer Management Group | Platteville | Not listed | Percentage of assets, Fixed fees |
| Robert Phelps | LRC Aviation Advisors | Milwaukee | Not listed | Percentage of assets |
| Terry Backmann | Jordan Financial Services | Kenosha | ChFC | Percentage of assets, Hourly |
| Thomas Volkmann | Plus Group Wealth Advisors | Belgium | Not listed | Percentage of assets, Hourly |
| Tyler Rima | FORM Wealth Advisors | Lake Geneva | Not listed | Percentage of assets |
| Tyler Skutnik | LRC Aviation Advisors | Milwaukee | Not listed | Percentage of assets |
| Ashley Vega | Advisors Management Group | La Crosse | Not listed | Percentage of assets, Ongoing planning fee |
| Drew Ashland | Milborn Advisors | Milwaukee | Not listed | Percentage of assets, Fixed fees |
| Julie Deets | Advisors Management Group | La Crosse | Not listed | Percentage of assets, Ongoing planning fee |
| Kate Pederson | Advisors Management Group | La Crosse | Not listed | Percentage of assets, Ongoing planning fee |
| Luke Spink | Advisors Management Group | La Crosse | Not listed | Percentage of assets, Ongoing planning fee |
| Mark Hoffman | Milborn Advisors | Milwaukee | Not listed | Percentage of assets, Fixed fees |
| Maxwell Harcey | Advisors Management Group | La Crosse | Not listed | Percentage of assets, Ongoing planning fee |
| Nicholas Letter | Advisors Management Group | Green Bay | Not listed | Percentage of assets, Ongoing planning fee |
| Rebecca Agamaite | Advisors Management Group | La Crosse | Not listed | Percentage of assets, Ongoing planning fee |
| Roger Deets | Advisors Management Group | La Crosse | Not listed | Percentage of assets, Ongoing planning fee |
| Shay Benedict | Advisors Management Group | La Crosse | Not listed | Percentage of assets, Ongoing planning fee |
| Thomas Ludwig | Stockbridge Private Wealth Management | Sun Prairie | Not listed | Percentage of assets |
| Warren Deets | Advisors Management Group | La Crosse | Not listed | Percentage of assets, Ongoing planning fee |
| Ana McKinley | Jordan Financial Services | Kenosha | Not listed | Percentage of assets, Hourly |
| Nicholas Moore | Trinity Financial Planning | Middleton | Not listed | Percentage of assets, Fixed fees |
| Alexandria Bakka | Hoff Private Wealth | Wausau | Not listed | Percentage of assets |
| Daniel Hoff | Hoff Private Wealth | Wausau | Not listed | Percentage of assets |
| Derek Hoff | Hoff Private Wealth | Wausau | Not listed | Percentage of assets |
| Jeremy Reif | Point Wealth Management | Wausau | Not listed | Percentage of assets, Hourly |