| Michael Scalise | Summit Financial Management | Mequon | CFA | Percentage of assets, Hourly |
| Nicholas Bauer | Operose Advisors | Milwaukee | CFA | Percentage of assets, Fixed fees |
| Noel Goeddel | Isthmus Partners | Madison | CFA | Percentage of assets, Hourly |
| Paul Muzzey | Capital Investment Services of America | Milwaukee | CFA | Percentage of assets |
| Prateek Mehrotra | Endowment Wealth Management | Appleton | CFA | Percentage of assets, Hourly |
| Richard Vanden Boogard | Jacobson & Schmitt Advisors | Middleton | CFA | Percentage of assets, Fixed fees |
| Robert Riedl | Endowment Wealth Management | Appleton | CFA | Percentage of assets, Hourly |
| Ross Leinweber | Cedar Road Capital | Whitefish Bay | CFA | Percentage of assets, Hourly |
| Thomas Rippl | Schaper Benz & Wise Investment Counsel | Neenah | CFA | Percentage of assets, Hourly |