| Erik Barker | Jacobson & Schmitt Advisors | Middleton | CFP | Percentage of assets, Fixed fees |
| Garren Agle | Diversified Management | Milwaukee | CFP | Percentage of assets, Hourly |
| Gary Brewton | Titletown Wealth Management | Green Bay | CFP | Percentage of assets, Hourly |
| Guy Eckman | Diversified Management | Milwaukee | CFP | Percentage of assets, Hourly |
| Jacob Krueger | MBE Wealth Management | Reedsburg | CFP | Percentage of assets, Hourly |
| Jacob Mayer | Cushing Capital Partners | Delafield | CFP | Percentage of assets, Fixed fees |
| Jacob Shamban | Fiduciary Financial Planning Network | Onalaska | CFP | Percentage of assets, Fixed fees |
| James Cantrell | Financial Strategies | Brookfield | CFP | Percentage of assets, Hourly |
| Jason Henrich | MBE Wealth Management | Tomah | CFP | Percentage of assets, Hourly |
| Jason Lacey | PJS Wealth Partners | Cedarburg | CFP | Percentage of assets, Fixed fees |
| Jason Mc Glone | Mcglone Suttner Wealth Management | Appleton | CFP | Percentage of assets, Hourly |
| Jean Range | Ellenbecker Investment Group | Waukesha | CFP | Percentage of assets, Fixed fees |
| Jeremy Lipinski | Lifelong Wealth Advisors | Hudson | CFP | Percentage of assets, Fixed fees |
| Joel McNeil | Isthmus Partners | Madison | CFP | Percentage of assets, Hourly |
| John Weninger | Endowment Wealth Management | Appleton | CFP | Percentage of assets, Hourly |
| Joseph Martin | Goalbridge Wealth Management | Appleton | CFP, CFA | Percentage of assets, Fixed fees |
| Julie Ellenbecker-Lipsky | Ellenbecker Investment Group | Waukesha | CFP | Percentage of assets, Fixed fees |
| Kathryn Schaller | Jacobson & Schmitt Advisors | Middleton | CFP | Percentage of assets, Fixed fees |
| Keith Peters | Mcglone Suttner Wealth Management | Appleton | CFP | Percentage of assets, Hourly |
| Kristina Schnuckel | Ellenbecker Investment Group | Waukesha | CFP | Percentage of assets, Fixed fees |
| Lucy Cuff | Jacobson & Schmitt Advisors | Middleton | CFP | Percentage of assets, Fixed fees |
| Margaret McNeil | Isthmus Partners | Madison | CFP | Percentage of assets, Hourly |
| Mark Albers | Verus Wealth Management | De Pere | CFP | Percentage of assets, Fixed fees |
| Matthew Krueger | Mcglone Suttner Wealth Management | Appleton | CFP | Percentage of assets, Hourly |
| Matthew Ottusch | Cushing Capital Partners | Delafield | CFP | Percentage of assets, Fixed fees |
| Michael Egan | Diversified Management | Milwaukee | CFP | Percentage of assets, Hourly |
| Michael Pruitt | MBE Wealth Management | Sun Prairie | CFP | Percentage of assets, Hourly |
| Michael Rottier | Endowment Wealth Management | Appleton | CFP | Percentage of assets, Hourly |
| Michael Schmidt | Diversified Management | Milwaukee | CFP | Percentage of assets, Hourly |
| Nikita Kibardin | Ellenbecker Investment Group | Waukesha | CFP | Percentage of assets, Fixed fees |
| Patrick Weyer | Operose Advisors | Milwaukee | CFP | Percentage of assets, Fixed fees |
| Peter Van Beek | Mcglone Suttner Wealth Management | Appleton | CFP, ChFC | Percentage of assets, Hourly |
| Piotr Wolynski | Calculated Wealth | Madison | CFP | Percentage of assets, Hourly |
| Robert Riedl | Endowment Wealth Management | Appleton | CFP | Percentage of assets, Hourly |
| Ronald Kolash | Kolash Wealth Strategies | Appleton | CFP | Percentage of assets, Hourly |
| Samuel Moore | Endowment Wealth Management | Appleton | CFP | Percentage of assets, Hourly |
| Thomas Kiernan | Financial Service Group | Mount Pleasant | CFP | Hourly, Fixed fees |
| Thomas Suttner | Mcglone Suttner Wealth Management | Appleton | CFP, ChFC | Percentage of assets, Hourly |
| Vincent Tortorici | Financial Service Group | Mount Pleasant | CFP | Hourly, Fixed fees |
| Wendy Peperkorn | Financial Service Group | Mount Pleasant | CFP | Hourly, Fixed fees |
| Adam France | 1492 Capital Management | Milwaukee | CFA | Percentage of assets, Fixed fees |
| Ashley Fredricks | Entasis Asset Management | Brookfield | PFS | Percentage of assets, Fixed fees |
| Blake Bartlett | Schaper Benz & Wise Investment Counsel | Neenah | CFA | Percentage of assets, Hourly |
| Bradley Benz | Schaper Benz & Wise Investment Counsel | Neenah | CFA | Percentage of assets, Hourly |
| Charles Batchelor | Entasis Asset Management | Brookfield | CFA | Percentage of assets, Fixed fees |
| Christi Salm | Schaper Benz & Wise Investment Counsel | Neenah | CFA | Percentage of assets, Hourly |
| Daniel Stier | Operose Advisors | Milwaukee | CFA | Percentage of assets, Fixed fees |
| Frank Gambino | Isthmus Partners | Madison | CFA | Percentage of assets, Hourly |
| Jamie Brown | Endowment Wealth Management | Appleton | CFA | Percentage of assets, Hourly |
| Jason Kausalik | Operose Advisors | Milwaukee | CFA | Percentage of assets, Fixed fees |