| Jacqueline Schneider | The MilWealth Group | Milwaukee | CFP | Percentage of assets |
| Jamie Droessler | Direct Financial Care | Black Earth | CFP | Percentage of assets, Hourly |
| Jenna Laws | Evexia Wealth | Stevens Point | CFP, CFA | Percentage of assets, Hourly |
| Jonathan Wilson | Milestone Investment Advisors | Middleton | CFP | Percentage of assets, Hourly |
| Jose Alvarez | Harvest Horizon Wealth | Amery | CFP, MBA | Percentage of assets, Hourly |
| Joseph Watson | Evexia Wealth | Stevens Point | CFP | Percentage of assets, Hourly |
| Joshua Zahn | Resonant Capital Advisors | Brookfield | CFP, CFA | Percentage of assets, Hourly |
| Justus Morgan | Financial Justus LLC | Racine | CFP, EA, RICP | Percentage of assets, Fixed fees |
| K Robert Batchelor | Entasis Asset Management, LLC | Brookfield | CFA, CFP, MBA | Percentage of assets, Fixed fees |
| Kelsey Wagner | PJS Investment Management | Cedarburg | CFP, AEP, CFA, M.Ed. | Percentage of assets, Fixed fees |
| Logan Knecht | Resonant Capital Advisors | Madison | CFP | Percentage of assets, Hourly |
| Mark Ziety | WisMed Financial, Inc. | Fitchburg | AIF, BS, CFP | Percentage of assets, Hourly |
| Matthew Miler | The MilWealth Group | Milwaukee | CFP | Percentage of assets |
| Richard Thompson | Resonant Capital Advisors | Madison | CFP, CFA | Percentage of assets, Hourly |
| Robert Armstrong | Milestone Investment Advisors | Middleton | CFP | Percentage of assets, Hourly |
| Abbey Spoo | 808 Investments | Ellsworth | CFP | Percentage of assets, Fixed fees |
| Adam Dodge | Broadview Financial Management | Wauwatosa | CFP | Percentage of assets, Hourly |
| Adam Sweet | Jacobson & Schmitt Advisors | Middleton | CFP, CFA | Percentage of assets, Fixed fees |
| Amanda Nowaczynski | Operose Advisors | Milwaukee | CFP | Percentage of assets, Fixed fees |
| Amanda Taylor | Broadview Financial Management | Wauwatosa | CFP | Percentage of assets, Hourly |
| Amy Bremmer | Ellenbecker Investment Group | Waukesha | CFP | Percentage of assets, Fixed fees |
| Andrea Bulen | Shakespeare Wealth Management | Pewaukee | CFP | Percentage of assets |
| Ann Megan | NBT Capital Management | Milwaukee | CFP | Percentage of assets, Hourly |
| Austin Nelson | Toptier Wealth Management | Muskego | CFP | Percentage of assets, Fixed fees |
| Baylee Saladis | MBE Wealth Management | Reedsburg | CFP | Percentage of assets, Hourly |
| Benjamin L'Empereur | Ellenbecker Investment Group | Waukesha | CFP | Percentage of assets, Fixed fees |
| Blaine Bancker | Capital Investment Services of America | Milwaukee | CFP | Percentage of assets |
| Bradley Bodus | Capital Investment Services of America | Milwaukee | CFP | Percentage of assets |
| Brandon Cloete | Isthmus Partners | Madison | CFP | Percentage of assets, Hourly |
| Brian Ellenbecker | Shakespeare Wealth Management | Pewaukee | CFP | Percentage of assets |
| Brian Gigl | Riverwater Partners | Milwaukee | CFP | Percentage of assets, Hourly |
| Chad Thistle | Diversified Management | Milwaukee | CFP | Percentage of assets, Hourly |
| Christopher Evers | Operose Advisors | Milwaukee | CFP | Percentage of assets, Fixed fees |
| Craig Peterman | Prism Wealth Management | Middleton | CFP, CFA | Percentage of assets |
| Craig Ratz | Calculated Wealth | Madison | CFP | Percentage of assets, Hourly |
| Daniel Holdridge | Wedmont Private Capital | Madison | CFP | Fixed fees |
| David Jones | Jones Financial Consulting | Eau Claire | CFP | Percentage of assets, Hourly |
| Eric Heiting | Central Wealth Management | Madison | CFP, ChFC | Percentage of assets, Fixed fees |
| Eric Knudson | Isthmus Partners | Madison | CFP | Percentage of assets, Hourly |
| Erik Barker | Jacobson & Schmitt Advisors | Middleton | CFP | Percentage of assets, Fixed fees |
| Garren Agle | Diversified Management | Milwaukee | CFP | Percentage of assets, Hourly |
| Gary Brewton | Titletown Wealth Management | Green Bay | CFP | Percentage of assets, Hourly |
| Guy Eckman | Diversified Management | Milwaukee | CFP | Percentage of assets, Hourly |
| Jacob Krueger | MBE Wealth Management | Reedsburg | CFP | Percentage of assets, Hourly |
| Jacob Mayer | Cushing Capital Partners | Delafield | CFP | Percentage of assets, Fixed fees |
| Jacob Shamban | Fiduciary Financial Planning Network | Onalaska | CFP | Percentage of assets, Fixed fees |
| James Cantrell | Financial Strategies | Brookfield | CFP | Percentage of assets, Hourly |
| Jason Henrich | MBE Wealth Management | Tomah | CFP | Percentage of assets, Hourly |
| Jason Lacey | PJS Wealth Partners | Cedarburg | CFP | Percentage of assets, Fixed fees |
| Jason Mc Glone | Mcglone Suttner Wealth Management | Appleton | CFP | Percentage of assets, Hourly |