| Mark Fedenia | Atlatl Advisers | Madison | Not listed | Percentage of assets, Hourly |
| Mark Ziety | WisMed Financial, Inc. | Fitchburg | AIF, BS, CFP | Percentage of assets, Hourly |
| Mary Patch | Atlatl Advisers | Madison | Not listed | Percentage of assets, Hourly |
| Matthew Dunham | Dream Lake Financial | Saukville | Not listed | Flat fee or retainer, Ongoing planning fee |
| Pamela Evason | Windermere Wealth Advisors | Elm Grove | CFA | Percentage of assets, Flat fee or retainer |
| Brent Neis | Plus Group Wealth Advisors | Belgium | Not listed | Percentage of assets, Hourly |
| Brian Hellmer | Mendota Financial Group | Madison | CFA | One-time planning fee |
| Brian Koski | JMR Financial Group | Superior | Not listed | Percentage of assets, Fixed fees |
| Jackson Burk | FORM Wealth Advisors | Lake Geneva | Not listed | Percentage of assets |
| Jay Lauer | Plus Group Wealth Advisors | Belgium | Not listed | Percentage of assets, Hourly |
| Joel Yaeger | Compound | Waunakee | Not listed | Percentage of assets, Fixed fees |
| Kaley Klepps | KOM Wealth Management | Appleton | Not listed | Percentage of assets, Hourly |
| Kenneth McGlone | KOM Wealth Management | Appleton | Not listed | Percentage of assets, Hourly |
| Kurt Ahrens | Mendota Financial Group | Madison | ChFC | One-time planning fee |
| Macy Strickland | KOM Wealth Management | Appleton | Not listed | Percentage of assets, Hourly |
| Matthew Dirkse | Plus Group Wealth Advisors | Belgium | Not listed | Percentage of assets, Hourly |
| Michael Ebeling | Mendota Financial Group | Madison | CFA | One-time planning fee |
| Terry Backmann | Jordan Financial Services | Kenosha | ChFC | Percentage of assets, Hourly |
| Thomas Volkmann | Plus Group Wealth Advisors | Belgium | Not listed | Percentage of assets, Hourly |
| Troy Sommerfeld | KOM Wealth Management | Appleton | Not listed | Percentage of assets, Hourly |
| Tyler Rima | FORM Wealth Advisors | Lake Geneva | Not listed | Percentage of assets |
| Ashley Vega | Advisors Management Group | La Crosse | Not listed | Percentage of assets, Ongoing planning fee |
| Colbey Grisar | Boardwalk Financial Strategies | Hartland | Not listed | Percentage of assets |
| Drew Ashland | Milborn Advisors | Milwaukee | Not listed | Percentage of assets, Fixed fees |
| John Bleidorn | Bleidorn Tax & Investment Services | Milwaukee | Not listed | Percentage of assets, Hourly |
| John Kopp | Kopp Financial | Green Bay | Not listed | Ongoing planning fee, Percentage of assets |
| Julie Deets | Advisors Management Group | La Crosse | Not listed | Percentage of assets, Ongoing planning fee |
| Kate Pederson | Advisors Management Group | La Crosse | Not listed | Percentage of assets, Ongoing planning fee |
| Luke Spink | Advisors Management Group | La Crosse | Not listed | Percentage of assets, Ongoing planning fee |
| Mark Hoffman | Milborn Advisors | Milwaukee | Not listed | Percentage of assets, Fixed fees |
| Maxwell Harcey | Advisors Management Group | La Crosse | Not listed | Percentage of assets, Ongoing planning fee |
| Michael Vogel | AZA Capital Management | Waunakee | ChFC | Percentage of assets, Fixed fees |
| Nicholas Letter | Advisors Management Group | Green Bay | Not listed | Percentage of assets, Ongoing planning fee |
| Rebecca Agamaite | Advisors Management Group | La Crosse | Not listed | Percentage of assets, Ongoing planning fee |
| Roger Deets | Advisors Management Group | La Crosse | Not listed | Percentage of assets, Ongoing planning fee |
| Shay Benedict | Advisors Management Group | La Crosse | Not listed | Percentage of assets, Ongoing planning fee |
| Warren Deets | Advisors Management Group | La Crosse | Not listed | Percentage of assets, Ongoing planning fee |
| William Tiedt | A to Z Financial Planning | Oak Creek | Not listed | One-time planning fee, Ongoing planning fee |
| Ana McKinley | Jordan Financial Services | Kenosha | Not listed | Percentage of assets, Hourly |
| Cory Haupt | C.R. Haupt | Eau Claire | Not listed | Percentage of assets |
| Deborah Matz | Design Life's Journey | Appleton | Not listed | Percentage of assets, Fixed fees |
| Ethan Ahrens | Mendota Financial Group | Madison | Not listed | One-time planning fee |
| Nicholas Moore | Trinity Financial Planning | Middleton | Not listed | Percentage of assets, Fixed fees |
| Owen Ahrens | Mendota Financial Group | Madison | Not listed | One-time planning fee |
| Alexandria Bakka | Hoff Private Wealth | Wausau | Not listed | Percentage of assets |
| Benjamin Laws | Evexia Wealth | Stevens Point | Not listed | Percentage of assets, Hourly |
| Daniel Hoff | Hoff Private Wealth | Wausau | Not listed | Percentage of assets |
| Derek Hoff | Hoff Private Wealth | Wausau | Not listed | Percentage of assets |
| Jared Meyer | Red Granite Wealth Management | Manitowoc | Not listed | Percentage of assets, Hourly |
| Jeremy Reif | Point Wealth Management | Wausau | Not listed | Percentage of assets, Hourly |