| Jason Kausalik | Operose Advisors | Milwaukee | CFA | Percentage of assets, Fixed fees |
| Jeffrey Allsop | Capital Investment Services of America | Milwaukee | CFA | Percentage of assets |
| Joseph Frohna | 1492 Capital Management | Milwaukee | CFA | Percentage of assets, Fixed fees |
| Mark Shank | Lsia | Milwaukee | CFA | Percentage of assets |
| Mark Sprtel | Schaper Benz & Wise Investment Counsel | Neenah | CFA | Percentage of assets, Hourly |
| Nicholas Bauer | Operose Advisors | Milwaukee | CFA | Percentage of assets, Fixed fees |
| Paul Muzzey | Capital Investment Services of America | Milwaukee | CFA | Percentage of assets |
| Thomas Rippl | Schaper Benz & Wise Investment Counsel | Neenah | CFA | Percentage of assets, Hourly |
| Amanda Stark | Operose Advisors | Milwaukee | Not listed | Percentage of assets, Fixed fees |
| Ameet Kamath | Capital Investment Services of America | Milwaukee | Not listed | Percentage of assets |
| Anthony Seashore | Schaper Benz & Wise Investment Counsel | Neenah | Not listed | Percentage of assets, Hourly |
| Brian Shank | Lsia | Milwaukee | Not listed | Percentage of assets |
| Caroline Jankowski | Operose Advisors | Milwaukee | Not listed | Percentage of assets, Fixed fees |
| Daniel Sullivan | Schaper Benz & Wise Investment Counsel | Neenah | Not listed | Percentage of assets, Hourly |
| David Becker | 1834 Investment Advisors | Milwaukee | Not listed | Percentage of assets, Fixed fees |
| Elizabeth Gauthier | Riverwater Partners | Milwaukee | Not listed | Percentage of assets, Hourly |
| Hussain Fawaz | 1834 Investment Advisors | Milwaukee | Not listed | Percentage of assets, Fixed fees |
| Jack Fischer | Schaper Benz & Wise Investment Counsel | Neenah | Not listed | Percentage of assets, Hourly |
| John Doak | Riverwater Partners | Milwaukee | Not listed | Percentage of assets, Hourly |
| John McGregor | Operose Advisors | Milwaukee | Not listed | Percentage of assets, Fixed fees |
| Kimberly Petersen | Schaper Benz & Wise Investment Counsel | Neenah | Not listed | Percentage of assets, Hourly |
| Kristin Stanek | Operose Advisors | Milwaukee | Not listed | Percentage of assets, Fixed fees |
| Kylee Paradowski | Diversified Management | Milwaukee | Not listed | Percentage of assets, Hourly |
| Laura Guy | Schaper Benz & Wise Investment Counsel | Neenah | Not listed | Percentage of assets, Hourly |
| Lucas Cahalane | Operose Advisors | Milwaukee | Not listed | Percentage of assets, Fixed fees |
| Martha Wurzburger | Lsia | Milwaukee | Not listed | Percentage of assets |
| Matthew Drvaric | Riverwater Partners | Milwaukee | Not listed | Percentage of assets, Hourly |
| Matthew Kulakow | Operose Advisors | Milwaukee | Not listed | Percentage of assets, Fixed fees |
| Michael Shone | Operose Advisors | Milwaukee | Not listed | Percentage of assets, Fixed fees |
| Nancy Cleveland | NBT Capital Management | Milwaukee | Not listed | Percentage of assets, Hourly |
| Nathan Fredrick | Riverwater Partners | Milwaukee | Not listed | Percentage of assets, Hourly |
| Nathan Plumb | Wisconsin Capital Management | Madison | Not listed | Percentage of assets |
| Nicholas Newkirk | Capital Investment Services of America | Milwaukee | Not listed | Percentage of assets |
| Randall Miller | Financial Planning Center | Sheboygan | Not listed | Percentage of assets |
| Ruth Benben | Capital Investment Services of America | Milwaukee | Not listed | Percentage of assets |
| Shane Wiegert | Schaper Benz & Wise Investment Counsel | Neenah | Not listed | Percentage of assets, Hourly |
| Spencer Schultz | Schaper Benz & Wise Investment Counsel | Neenah | Not listed | Percentage of assets, Hourly |
| Steven Backus | Operose Advisors | Milwaukee | Not listed | Percentage of assets, Fixed fees |
| Thomas Plumb | Wisconsin Capital Management | Madison | Not listed | Percentage of assets |
| Trevor Rabbach | Schaper Benz & Wise Investment Counsel | Neenah | Not listed | Percentage of assets, Hourly |