| Brayden Zettle | FORM Wealth Advisors | Lake Geneva | CFP | Percentage of assets |
| Clinton Walkner | Walkner Condon Financial Advisors | Verona | Not listed | Percentage of assets, Ongoing planning fee |
| Grace Trewartha | MAPT Capital | Madison | Not listed | Percentage of assets, Flat fee or retainer |
| Griffin Kalepp | Compound | Black Earth | CFP | Percentage of assets, Fixed fees |
| Ian Beardsley | Walkner Condon Financial Advisors | Verona | Not listed | Percentage of assets, Ongoing planning fee |
| James McGlone | KOM Wealth Management | Appleton | CFP | Percentage of assets, Hourly |
| Jesse Schrock | FORM Wealth Advisors | Lake Geneva | CFP | Percentage of assets |
| Keith Poniewaz | Walkner Condon Financial Advisors | Verona | Not listed | Percentage of assets, Ongoing planning fee |
| Kirt Rezek | Professional Financial Management | Appleton | CFP | Percentage of assets, Hourly |
| Lucas Kuchenberg | FORM Wealth Advisors | Lake Geneva | CFP | Percentage of assets |
| Mark Vanderlinden | Professional Financial Management | Appleton | CFP | Percentage of assets, Hourly |
| Mary Jo Staniszewski | Walkner Condon Financial Advisors | Verona | Not listed | Percentage of assets, Ongoing planning fee |
| Nathan Condon | Walkner Condon Financial Advisors | Verona | Not listed | Percentage of assets, Ongoing planning fee |
| Nathan Madill | JMR Financial Group | Superior | CFP | Percentage of assets, Fixed fees |
| Paulina Price | Walkner Condon Financial Advisors | Verona | Not listed | Percentage of assets, Ongoing planning fee |
| Raman Ghei | Tower View Wealth Management | Shorewood | CFA | Percentage of assets, Hourly |
| Richard Otto | KOM Wealth Management | Appleton | CFP | Percentage of assets, Hourly |
| Tahlia Micoley | Walkner Condon Financial Advisors | Verona | Not listed | Percentage of assets, Ongoing planning fee |
| Tyson Ray | FORM Wealth Advisors | Lake Geneva | CFP | Percentage of assets |
| William Lauderdale | FORM Wealth Advisors | Middleton | CFP | Percentage of assets |
| Abbigail Kuna | Highland Investment Advisors | Brookfield | Not listed | Percentage of assets, Fixed fees |
| Carrie Ticali | Review Services | Brookfield | CFP | Percentage of assets, Flat fee or retainer |
| Christopher Rich | EnRich Financial Partners | Madison | CFP | Percentage of assets, Ongoing planning fee |
| Debra Allison-Aasby | Great Lakes Financial Strategies | Oshkosh | Not listed | Percentage of assets, Flat fee or retainer |
| Elaine Rich | EnRich Financial Partners | Madison | CFP | Percentage of assets, Ongoing planning fee |
| Jennifer Deets | Advisors Management Group | La Crosse | CFP | Percentage of assets, Ongoing planning fee |
| Nate Byers Everything we do—from planning to investing—is focused on helping pre‑retirees and retirees confidently navigate the retirement transition and create a dependable retirement income plan. | Calculated Wealth | Madison | CPA | Percentage of assets, Hourly |
| Nathan Deets | Advisors Management Group | La Crosse | CFP | Percentage of assets, Ongoing planning fee |
| Neil Dinndorf | EnRich Financial Partners | Madison | CFP | Percentage of assets, Ongoing planning fee |
| Patricia Kiefer | Review Services | Brookfield | CFP | Percentage of assets, Flat fee or retainer |
| Peter Wolynski Helping people retire and save taxes. | Calculated Wealth | Madison | Not listed | Percentage of assets |
| Tim Konicke | Review Services | Brookfield | CFP | Percentage of assets, Flat fee or retainer |
| Trent Tredinnick | EnRich Financial Partners | Madison | CFP, ChFC | Percentage of assets, Ongoing planning fee |
| Chadwick Oldenburg | Denarius Wealth Management | Appleton | CFP | Percentage of assets |
| Daniel Gresch | Mendota Financial Group | Madison | CFP, ChFC | One-time planning fee |
| David Jordan | Jordan Financial Services | Kenosha | CFP, ChFC | Percentage of assets, Hourly |
| Donald Swain | Professional Financial Management | Appleton | CFA | Percentage of assets, Hourly |
| John Scherer | Trinity Financial Planning | Middleton | CFP | Percentage of assets, Fixed fees |
| Liran Amir | SKP Wealth | Glendale | Not listed | Percentage of assets, Hourly |
| Mariah Magana Mayorga | Tower View Wealth Management | Oshkosh | Not listed | Percentage of assets, Hourly |
| Mark Nicholas | Transform Retirement | Green Bay | Not listed | Flat fee or retainer |
| Nicholas Toman | John F. Suby Wealth Management | Madison | CFP | Percentage of assets, Hourly |
| Bradley O'Loughlin | Resonant Capital Advisors | Madison | CFP, ChFC | Percentage of assets, Hourly |
| Brian Leben | Midwest Wealth Solutions LLC | Brookfield | CFP, CPA, CPA/PFS, MBA | Percentage of assets, Hourly |
| Drew Lanphear | Dickmeyer Boyce Financial Mgmt., Inc. | Milwaukee | CFP, RICP, BA | Percentage of assets, Hourly |
| Freeman Linde | La Crosse Financial Planning Inc. | Onalaska | CFP, EA | Percentage of assets, Fixed fees |
| Hunter Klus Wedel | Atlatl Advisers | Madison | Not listed | Percentage of assets, Hourly |
| Jacob Bartz | Evexia Wealth | Stevens Point | CFP | Percentage of assets, Hourly |
| Jamie Droessler | Direct Financial Care | Black Earth | CFP | Percentage of assets, Hourly |
| Jasper Vaccaro | Atlatl Advisers | Madison | Not listed | Percentage of assets, Hourly |