| Jean Range | Ellenbecker Investment Group | Waukesha | CFP | Percentage of assets, Fixed fees |
| Jeremy Lipinski | Lifelong Wealth Advisors | Hudson | CFP | Percentage of assets, Fixed fees |
| Joel McNeil | Isthmus Partners | Madison | CFP | Percentage of assets, Hourly |
| John Weninger | Endowment Wealth Management | Appleton | CFP | Percentage of assets, Hourly |
| Joseph Dailey | Broadview Financial Management | Wauwatosa | CFP | Percentage of assets, Hourly |
| Joseph Martin | Goalbridge Wealth Management | Appleton | CFP, CFA | Percentage of assets, Fixed fees |
| Julie Ellenbecker-Lipsky | Ellenbecker Investment Group | Waukesha | CFP | Percentage of assets, Fixed fees |
| Kathryn Schaller | Jacobson & Schmitt Advisors | Middleton | CFP | Percentage of assets, Fixed fees |
| Keith Peters | Mcglone Suttner Wealth Management | Appleton | CFP | Percentage of assets, Hourly |
| Kevin Reardon | Shakespeare Wealth Management | Pewaukee | CFP | Percentage of assets |
| Kristina Schnuckel | Ellenbecker Investment Group | Waukesha | CFP | Percentage of assets, Fixed fees |
| Lisa Dregne | Broadview Financial Management | Wauwatosa | CFP | Percentage of assets, Hourly |
| Lucy Cuff | Jacobson & Schmitt Advisors | Middleton | CFP | Percentage of assets, Fixed fees |
| Margaret McNeil | Isthmus Partners | Madison | CFP | Percentage of assets, Hourly |
| Mark Albers | Verus Wealth Management | De Pere | CFP | Percentage of assets, Fixed fees |
| Mark Siekierski | Blue Chip Financial Planning | Oxford | CFP | Percentage of assets |
| Matthew Goihl | Broadview Financial Management | Wauwatosa | CFP | Percentage of assets, Hourly |
| Matthew Krueger | Mcglone Suttner Wealth Management | Appleton | CFP | Percentage of assets, Hourly |
| Matthew Ottusch | Cushing Capital Partners | Delafield | CFP | Percentage of assets, Fixed fees |
| Michael Egan | Diversified Management | Milwaukee | CFP | Percentage of assets, Hourly |
| Michael Pruitt | MBE Wealth Management | Sun Prairie | CFP | Percentage of assets, Hourly |
| Michael Rottier | Endowment Wealth Management | Appleton | CFP | Percentage of assets, Hourly |
| Michael Schmidt | Diversified Management | Milwaukee | CFP | Percentage of assets, Hourly |
| Michael Smith | T. Anton Investment House | Madison | CFP | Percentage of assets |
| Mitchell Carlson | Capital Investment Services of America | Milwaukee | CFP, CFA | Percentage of assets |
| Nathan Turcotte | Broadview Financial Management | Wauwatosa | CFP | Percentage of assets, Hourly |
| Nikita Kibardin | Ellenbecker Investment Group | Waukesha | CFP | Percentage of assets, Fixed fees |
| Patrick Weyer | Operose Advisors | Milwaukee | CFP | Percentage of assets, Fixed fees |
| Peter Van Beek | Mcglone Suttner Wealth Management | Appleton | CFP, ChFC | Percentage of assets, Hourly |
| Piotr Wolynski | Calculated Wealth | Madison | CFP | Percentage of assets, Hourly |
| Rebekah Allison | Allison & Company Financial Counselors | Glendale | CFP | Percentage of assets, Hourly |
| Ricky Pickle | Pro Advisors, LTD. DBA R J Pickle Financial Services | Prescott | CFP | Percentage of assets |
| Robert Riedl | Endowment Wealth Management | Appleton | CFP | Percentage of assets, Hourly |
| Ronald Kolash | Kolash Wealth Strategies | Appleton | CFP | Percentage of assets, Hourly |
| Ryan Rink | Shakespeare Wealth Management | Pewaukee | CFP, ChFC | Percentage of assets |
| Samuel Moore | Endowment Wealth Management | Appleton | CFP | Percentage of assets, Hourly |
| Steven Muzzey | Capital Investment Services of America | Milwaukee | CFP | Percentage of assets |
| Thomas Kiernan | Financial Service Group | Mount Pleasant | CFP | Hourly, Fixed fees |
| Thomas Suttner | Mcglone Suttner Wealth Management | Appleton | CFP, ChFC | Percentage of assets, Hourly |
| Tracey Anton | T. Anton Investment House | Madison | CFP | Percentage of assets |
| Vincent Tortorici | Financial Service Group | Mount Pleasant | CFP | Hourly, Fixed fees |
| Wendy Peperkorn | Financial Service Group | Mount Pleasant | CFP | Hourly, Fixed fees |