| Nicholas Letter | Advisors Management Group | Green Bay | Not listed | Percentage of assets, Ongoing planning fee |
| Patrick Collar | Collar Capital Management | Appleton | Not listed | Percentage of assets, Fixed fees |
| 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 |
| Amy Butrymowicz | John F. Suby Wealth Management | Madison | Not listed | Percentage of assets, Hourly |
| Ana McKinley | Jordan Financial Services | Kenosha | Not listed | Percentage of assets, Hourly |
| Carl Valimont | Denali Wealth Management | Mequon | Not listed | Percentage of assets |
| 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 |
| 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 |
| 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 |
| Scott Sanborn | Retire Agile | Mercer | Not listed | Percentage of assets, Fixed fees |
| Benjamin Dickey | Resonant Capital Advisors | Madison | Not listed | Percentage of assets, Hourly |
| Benjamin Laws | Evexia Wealth | Stevens Point | Not listed | Percentage of assets, Hourly |
| Carlton Dewey | Resonant Capital Advisors | Madison | Not listed | Percentage of assets, Hourly |
| Colton Tubbs | Resonant Capital Advisors | Madison | Not listed | Percentage of assets, Hourly |
| Daniel Blake | Resonant Capital Advisors | Madison | Not listed | Percentage of assets, Hourly |
| David Devito | Resonant Capital Advisors | Madison | Not listed | Percentage of assets, Hourly |
| Ian Joyce | Resonant Capital Advisors | Madison | Not listed | Percentage of assets, Hourly |
| Isaac Gard | Resonant Capital Advisors | Madison | Not listed | Percentage of assets, Hourly |
| Jeremy Reif | Point Wealth Management | Wausau | Not listed | Percentage of assets, Hourly |
| Joel Revak | Evexia Wealth | Eau Claire | Not listed | Percentage of assets, Hourly |
| Justin Kelly | Evexia Wealth | Stevens Point | Not listed | Percentage of assets, Hourly |
| Keturah Cox | Resonant Capital Advisors | Madison | Not listed | Percentage of assets, Hourly |
| Kyler Ernst | Evexia Wealth | Stevens Point | Not listed | Percentage of assets, Hourly |
| Nathan Alexander | Resonant Capital Advisors | Brookfield | Not listed | Percentage of assets, Hourly |
| Samantha Williams | Resonant Capital Advisors | Madison | Not listed | Percentage of assets, Hourly |
| Thomas Marini | Resonant Capital Advisors | Brookfield | Not listed | Percentage of assets, Hourly |
| Abbey Spoo | 808 Investments | Ellsworth | CFP | Percentage of assets, Fixed fees |
| Adam Sweet | Jacobson & Schmitt Advisors | Middleton | CFP, CFA | Percentage of assets, Fixed fees |
| Amanda Nowaczynski | Operose Advisors | Milwaukee | CFP | Percentage of assets, Fixed fees |
| Amy Bremmer | Ellenbecker Investment Group | Waukesha | CFP | Percentage of assets, Fixed fees |
| Ann Megan | NBT Capital Management | Milwaukee | CFP | Percentage of assets, Hourly |
| Austin Nelson | Toptier Wealth Management | Muskego | CFP | Percentage of assets, Fixed fees |
| Baylee Saladis | MBE Wealth Management | Reedsburg | CFP | Percentage of assets, Hourly |
| Benjamin L'Empereur | Ellenbecker Investment Group | Waukesha | CFP | Percentage of assets, Fixed fees |
| Brandon Cloete | Isthmus Partners | Madison | CFP | Percentage of assets, Hourly |
| Chad Thistle | Diversified Management | Milwaukee | CFP | Percentage of assets, Hourly |
| Christopher Evers | Operose Advisors | Milwaukee | CFP | Percentage of assets, Fixed fees |
| Craig Ratz | Calculated Wealth | Madison | CFP | Percentage of assets, Hourly |
| Daniel Holdridge | Wedmont Private Capital | Madison | CFP | Fixed fees |
| David Jones | Jones Financial Consulting | Eau Claire | CFP | Percentage of assets, Hourly |
| Eric Heiting | Central Wealth Management | Madison | CFP, ChFC | Percentage of assets, Fixed fees |
| Eric Knudson | Isthmus Partners | Madison | CFP | Percentage of assets, Hourly |