| Alexis Brown | Ellenbecker Investment Group | Waukesha | Not listed | Percentage of assets, Fixed fees |
| Angela Behm | Jacobson & Schmitt Advisors | Middleton | Not listed | Percentage of assets, Fixed fees |
| Brooke Wolverton | Jacobson & Schmitt Advisors | Middleton | Not listed | Percentage of assets, Fixed fees |
| Catherine Watson | Ellenbecker Investment Group | Waukesha | Not listed | Percentage of assets, Fixed fees |
| Colin Oquist | Ellenbecker Investment Group | Waukesha | Not listed | Percentage of assets, Fixed fees |
| Courtney Witthuhn | Ellenbecker Investment Group | Waukesha | Not listed | Percentage of assets, Fixed fees |
| Daniel Zawidowski | Jacobson & Schmitt Advisors | Middleton | Not listed | Percentage of assets, Fixed fees |
| David Hackworthy | Isthmus Partners | Madison | Not listed | Percentage of assets, Hourly |
| Devin Goetsch | PJS Wealth Partners | Cedarburg | Not listed | Percentage of assets, Fixed fees |
| Emma Curtsinger | PJS Wealth Partners | Cedarburg | Not listed | Percentage of assets, Fixed fees |
| Haley Fuhrmann | Ellenbecker Investment Group | Waukesha | Not listed | Percentage of assets, Fixed fees |
| Heather Deaton | Ellenbecker Investment Group | Waukesha | Not listed | Percentage of assets, Fixed fees |
| Isaac Schroeder | Ellenbecker Investment Group | Waukesha | Not listed | Percentage of assets, Fixed fees |
| Jamie Williams | Ellenbecker Investment Group | Waukesha | Not listed | Percentage of assets, Fixed fees |
| Justin Bertzyk | Ellenbecker Investment Group | Waukesha | Not listed | Percentage of assets, Fixed fees |
| Karen Ellenbecker | Ellenbecker Investment Group | Waukesha | Not listed | Percentage of assets, Fixed fees |
| Katie Murphy | Ellenbecker Investment Group | Waukesha | Not listed | Percentage of assets, Fixed fees |
| Kelly Merten | PJS Wealth Partners | Cedarburg | Not listed | Percentage of assets, Fixed fees |
| Kirk Spano | Bluemound Asset Management | Franklin | Not listed | Percentage of assets, Hourly |
| Leah Halvorson | Jacobson & Schmitt Advisors | Middleton | Not listed | Percentage of assets, Fixed fees |
| Michele Brehm | Ellenbecker Investment Group | Waukesha | Not listed | Percentage of assets, Fixed fees |
| Patrick Sommerfield | PJS Wealth Partners | Cedarburg | Not listed | Percentage of assets, Fixed fees |
| Sandra Miller | Ellenbecker Investment Group | Waukesha | Not listed | Percentage of assets, Fixed fees |
| Scott Conger | PJS Wealth Partners | Cedarburg | Not listed | Percentage of assets, Fixed fees |
| Tammy Niemann | Ellenbecker Investment Group | Waukesha | Not listed | Percentage of assets, Fixed fees |
| Terri Van Den Einde | Jacobson & Schmitt Advisors | Middleton | Not listed | Percentage of assets, Fixed fees |
| Victor Rodriguez | Isthmus Partners | Madison | Not listed | Percentage of assets, Hourly |