| Jenna Laws | Evexia Wealth | Stevens Point | CFP, CFA | Percentage of assets, Hourly |
| Jose Alvarez | Harvest Horizon Wealth | Amery | CFP, MBA | Percentage of assets, Hourly |
| Joseph Watson | Evexia Wealth | Stevens Point | CFP | Percentage of assets, Hourly |
| Joshua Zahn | Resonant Capital Advisors | Brookfield | CFP, CFA | Percentage of assets, Hourly |
| Justus Morgan | Financial Justus LLC | Racine | CFP, EA, RICP | Percentage of assets, Fixed fees |
| K Robert Batchelor | Entasis Asset Management, LLC | Brookfield | CFA, CFP, MBA | Percentage of assets, Fixed fees |
| Kelsey Wagner | PJS Investment Management | Cedarburg | CFP, AEP, CFA, M.Ed. | Percentage of assets, Fixed fees |
| Logan Knecht | Resonant Capital Advisors | Madison | CFP | Percentage of assets, Hourly |
| 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 |
| Richard Thompson | Resonant Capital Advisors | Madison | CFP, CFA | 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 |
| Brooklyn Flanagan | Rosemeyer Management Group | Platteville | Not listed | Percentage of assets, Fixed fees |
| Carter Klaas | Rosemeyer Management Group | Platteville | Not listed | Percentage of assets, Fixed fees |
| Clare Manning | Rosemeyer Management Group | Platteville | Not listed | Percentage of assets, Fixed fees |
| Dylan Rasmason | Rosemeyer Management Group | Platteville | Not listed | Percentage of assets, Fixed fees |
| Frank Ortiz | Rosemeyer Management Group | Platteville | Not listed | Percentage of assets, Fixed fees |
| Jackson Burk | FORM Wealth Advisors | Lake Geneva | Not listed | Percentage of assets |
| Jacob Rosemeyer | Rosemeyer Management Group | Platteville | Not listed | Percentage of assets, Fixed fees |
| Jake Miller | Rosemeyer Management Group | Platteville | Not listed | Percentage of assets, Fixed fees |
| Joel Yaeger | Compound | Waunakee | Not listed | Percentage of assets, Fixed fees |
| John Drefcinski | Rosemeyer Management Group | Platteville | Not listed | Percentage of assets, Fixed fees |
| Joseph Schultz | Rosemeyer Management Group | Platteville | Not listed | Percentage of assets, Fixed fees |
| Kaley Bockhop | Rosemeyer Management Group | Platteville | 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 |
| Michael Ebeling | Mendota Financial Group | Madison | CFA | One-time planning fee |
| Payton Simon | Rosemeyer Management Group | Platteville | Not listed | Percentage of assets, Fixed fees |
| Regan Shipp | Rosemeyer Management Group | Platteville | Not listed | Percentage of assets, Fixed fees |
| Terry Backmann | Jordan Financial Services | Kenosha | ChFC | 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 |
| Christopher Collar | Collar Capital Management | Appleton | Not listed | Percentage of assets, Fixed fees |
| Drew Ashland | Milborn Advisors | Milwaukee | Not listed | Percentage of assets, Fixed fees |
| Gregory Pierce | Windward Wealth Strategies | Oshkosh | Not listed | Percentage of assets, Hourly |
| John Bleidorn | Bleidorn Tax & Investment Services | Milwaukee | Not listed | Percentage of assets, Hourly |
| 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 |
| Kim Molitor | Windward Wealth Strategies | Oshkosh | Not listed | Percentage of assets, Hourly |
| 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 |