| Payton Simon | Rosemeyer Management Group | Platteville | Not listed | Percentage of assets, Fixed fees |
| Peter Lautmann | LRC Aviation Advisors | Milwaukee | Not listed | Percentage of assets |
| Peter Schumacher | LRC Aviation Advisors | Milwaukee | Not listed | Percentage of assets |
| Regan Shipp | Rosemeyer Management Group | Platteville | Not listed | Percentage of assets, Fixed fees |
| Robert Phelps | LRC Aviation Advisors | Milwaukee | Not listed | Percentage of assets |
| Tyler Skutnik | LRC Aviation Advisors | Milwaukee | Not listed | Percentage of assets |
| Brian Donley | Walleye Partners | Madison | PFS | Percentage of assets |
| Christopher Collar | Collar Capital Management | Appleton | Not listed | Percentage of assets, Fixed fees |
| Cole Seigworth | North Star Asset Management | Neenah | Not listed | Percentage of assets |
| Gregory Pierce | Windward Wealth Strategies | Oshkosh | Not listed | Percentage of assets, Hourly |
| Jonathan Wilburn | North Star Asset Management | Neenah | Not listed | Percentage of assets |
| Kim Molitor | Windward Wealth Strategies | Oshkosh | Not listed | Percentage of assets, Hourly |
| Mark Reilly | North Star Asset Management | Neenah | Not listed | Percentage of assets |
| Matthew Goetzke | Walleye Partners | Madison | CFA | Percentage of assets |
| Nathaniel Penn | North Star Asset Management | Neenah | Not listed | Percentage of assets |
| Patrick Collar | Collar Capital Management | Appleton | Not listed | Percentage of assets, Fixed fees |
| Thomas Ludwig | Stockbridge Private Wealth Management | Sun Prairie | Not listed | Percentage of assets |
| Carl Valimont | Denali Wealth Management | Mequon | Not listed | Percentage of assets |
| Jeffrey Rochon | Denali Wealth Management | Mequon | Not listed | Percentage of assets |
| Lane Valimont | Denali Wealth Management | Mequon | Not listed | Percentage of assets |
| Mark Wierichs | Denali Wealth Management | Mequon | Not listed | Percentage of assets |
| Scott Sanborn | Retire Agile | Mercer | Not listed | Percentage of assets, Fixed fees |
| Corbin McGuire | Walleye Partners | Madison | Not listed | Percentage of assets |
| Michael Arbet | Milestone Investment Advisors | Middleton | Not listed | Percentage of assets, Hourly |
| 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 Taylor | Broadview Financial Management | Wauwatosa | CFP | Percentage of assets, Hourly |
| Amy Bremmer | Ellenbecker Investment Group | Waukesha | CFP | Percentage of assets, Fixed fees |
| Benjamin L'Empereur | Ellenbecker Investment Group | Waukesha | CFP | Percentage of assets, Fixed fees |
| Brandon Cloete | Isthmus Partners | Madison | CFP | Percentage of assets, Hourly |
| Craig Peterman | Prism Wealth Management | Middleton | CFP, CFA | Percentage of assets |
| Eric Knudson | Isthmus Partners | Madison | CFP | Percentage of assets, Hourly |
| Erik Barker | Jacobson & Schmitt Advisors | Middleton | CFP | Percentage of assets, Fixed fees |
| Jason Lacey | PJS Wealth Partners | Cedarburg | CFP | Percentage of assets, Fixed fees |
| Jean Range | Ellenbecker Investment Group | Waukesha | CFP | Percentage of assets, Fixed fees |
| Joel McNeil | Isthmus Partners | Madison | CFP | Percentage of assets, Hourly |
| Joseph Dailey | Broadview Financial Management | Wauwatosa | CFP | Percentage of assets, Hourly |
| 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 |
| 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 |
| Matthew Goihl | Broadview Financial Management | Wauwatosa | CFP | Percentage of assets, Hourly |
| Nathan Turcotte | Broadview Financial Management | Wauwatosa | CFP | Percentage of assets, Hourly |
| Nikita Kibardin | Ellenbecker Investment Group | Waukesha | CFP | Percentage of assets, Fixed fees |
| Frank Gambino | Isthmus Partners | Madison | CFA | Percentage of assets, Hourly |
| Noel Goeddel | Isthmus Partners | Madison | CFA | Percentage of assets, Hourly |
| Richard Vanden Boogard | Jacobson & Schmitt Advisors | Middleton | CFA | Percentage of assets, Fixed fees |