| William Baxter | Paladin Partners | Hartland | CFP, ChFC | Hourly, One-time planning fee |
| Adam Kierzek | FORM Wealth Advisors | Lake Geneva | CFP | Percentage of assets |
| Andrew Tranel | Rosemeyer Management Group | Platteville | CFP | Percentage of assets, Fixed fees |
| Brayden Zettle | FORM Wealth Advisors | Lake Geneva | CFP | Percentage of assets |
| Charles Allison | LRC Aviation Advisors | Milwaukee | CFP, ChFC | Percentage of assets |
| Griffin Kalepp | Compound | Black Earth | CFP | Percentage of assets, Fixed fees |
| James McGlone | KOM Wealth Management | Appleton | CFP | Percentage of assets, Hourly |
| Jesse Schrock | FORM Wealth Advisors | Lake Geneva | CFP | Percentage of assets |
| Kirt Rezek | Professional Financial Management | Appleton | CFP | Percentage of assets, Hourly |
| Lucas Kuchenberg | FORM Wealth Advisors | Lake Geneva | CFP | Percentage of assets |
| Mark Vanderlinden | Professional Financial Management | Appleton | CFP | Percentage of assets, Hourly |
| Nathan Madill | JMR Financial Group | Superior | CFP | Percentage of assets, Fixed fees |
| Richard Otto | KOM Wealth Management | Appleton | CFP | Percentage of assets, Hourly |
| Tyson Ray | FORM Wealth Advisors | Lake Geneva | CFP | Percentage of assets |
| William Lauderdale | FORM Wealth Advisors | Middleton | CFP | Percentage of assets |
| Alex Brusda | North Star Asset Management | Neenah | CFP, CFA | Percentage of assets |
| Carrie Ticali | Review Services | Brookfield | CFP | Percentage of assets, Flat fee or retainer |
| Christopher Rich | EnRich Financial Partners | Madison | CFP | Percentage of assets, Ongoing planning fee |
| Elaine Rich | EnRich Financial Partners | Madison | CFP | Percentage of assets, Ongoing planning fee |
| Elizabeth Stamatakos | A to Z Financial Planning | Oak Creek | CFP | One-time planning fee, Ongoing planning fee |
| Eric Ludwig | Stockbridge Private Wealth Management | Sun Prairie | CFP | Percentage of assets |
| Jennifer Deets | Advisors Management Group | La Crosse | CFP | Percentage of assets, Ongoing planning fee |
| Michael Rodenbaugh | Boardwalk Financial Strategies | Hartland | CFP, CFA | Percentage of assets |
| Nathan Deets | Advisors Management Group | La Crosse | CFP | Percentage of assets, Ongoing planning fee |
| Neil Dinndorf | EnRich Financial Partners | Madison | CFP | Percentage of assets, Ongoing planning fee |
| Patricia Kiefer | Review Services | Brookfield | CFP | Percentage of assets, Flat fee or retainer |
| Tim Konicke | Review Services | Brookfield | CFP | Percentage of assets, Flat fee or retainer |
| Trent Tredinnick | EnRich Financial Partners | Madison | CFP, ChFC | Percentage of assets, Ongoing planning fee |
| Chadwick Oldenburg | Denarius Wealth Management | Appleton | CFP | Percentage of assets |
| Daniel Gresch | Mendota Financial Group | Madison | CFP, ChFC | One-time planning fee |
| David Jordan | Jordan Financial Services | Kenosha | CFP, ChFC | Percentage of assets, Hourly |
| Jesse Nelson | Copper Harbor Investment Advisors | Appleton | CFP | Percentage of assets, Hourly |
| John Scherer | Trinity Financial Planning | Middleton | CFP | Percentage of assets, Fixed fees |
| Miranda Hoffman | Copper Harbor Investment Advisors | Appleton | CFP | Percentage of assets, Hourly |
| Nicholas Toman | John F. Suby Wealth Management | Madison | CFP | Percentage of assets, Hourly |
| Steven Hooyman | Copper Harbor Investment Advisors | Appleton | CFP | Percentage of assets, Hourly |
| Alicia Theisen | The MilWealth Group | Milwaukee | CFP | Percentage of assets |
| Amy Finley | The MilWealth Group | Milwaukee | CFP | Percentage of assets |
| Angel McClarey | Milestone Investment Advisors | Middleton | CFP | Percentage of assets, Hourly |
| Bradley O'Loughlin | Resonant Capital Advisors | Madison | CFP, ChFC | Percentage of assets, Hourly |
| Brian Leben | Midwest Wealth Solutions LLC | Brookfield | CFP, CPA, CPA/PFS, MBA | Percentage of assets, Hourly |
| Daniel Kauper | Milestone Investment Advisors | Middleton | CFP | Percentage of assets, Hourly |
| Darrin Sharp | Milestone Investment Advisors | Middleton | CFP | Percentage of assets, Hourly |
| David Solheim | Milestone Investment Advisors | Middleton | CFP | Percentage of assets, Hourly |
| Drew Lanphear | Dickmeyer Boyce Financial Mgmt., Inc. | Milwaukee | CFP, RICP, BA | Percentage of assets, Hourly |
| Dylan Lund | Dylan Lund Financial, LLC | Delavan | CFP | Not listed |
| Elliott Appel | Kindness Financial Planning | Madison | CFP, RLP | Percentage of assets, Hourly |
| Freeman Linde | La Crosse Financial Planning Inc. | Onalaska | CFP, EA | Percentage of assets, Fixed fees |
| Jacob Bartz | Evexia Wealth | Stevens Point | CFP | Percentage of assets, Hourly |
| Jacob Hornak | The MilWealth Group | Milwaukee | CFP | Percentage of assets |