| Joseph Frohna | 1492 Capital Management | Milwaukee | CFA | Percentage of assets, Fixed fees |
| Mark Sprtel | Schaper Benz & Wise Investment Counsel | Neenah | CFA | Percentage of assets, Hourly |
| Michael Peters | Entasis Asset Management | Brookfield | CFA | Percentage of assets, Fixed fees |
| Michael Scalise | Summit Financial Management | Mequon | CFA | Percentage of assets, Hourly |
| Nicholas Bauer | Operose Advisors | Milwaukee | CFA | Percentage of assets, Fixed fees |
| Noel Goeddel | Isthmus Partners | Madison | CFA | Percentage of assets, Hourly |
| Prateek Mehrotra | Endowment Wealth Management | Appleton | CFA | Percentage of assets, Hourly |
| Richard Vanden Boogard | Jacobson & Schmitt Advisors | Middleton | CFA | Percentage of assets, Fixed fees |
| Robert Riedl | Endowment Wealth Management | Appleton | CFA | Percentage of assets, Hourly |
| Ross Leinweber | Cedar Road Capital | Whitefish Bay | CFA | Percentage of assets, Hourly |
| Thomas Rippl | Schaper Benz & Wise Investment Counsel | Neenah | CFA | Percentage of assets, Hourly |
| Adam Gafner | Titletown Wealth Management | Green Bay | Not listed | Percentage of assets, Hourly |
| Alexis Brown | Ellenbecker Investment Group | Waukesha | Not listed | Percentage of assets, Fixed fees |
| Amanda Stark | Operose Advisors | Milwaukee | Not listed | Percentage of assets, Fixed fees |
| Angela Behm | Jacobson & Schmitt Advisors | Middleton | Not listed | Percentage of assets, Fixed fees |
| Angela Tille | Portfolio Design Services | River Falls | Not listed | Percentage of assets, Hourly |
| Anthony Seashore | Schaper Benz & Wise Investment Counsel | Neenah | Not listed | Percentage of assets, Hourly |
| Austin Lins | MBE Wealth Management | Sauk City | Not listed | Percentage of assets, Hourly |
| Austin Luedtke | Luedtke & Associates | Adell | Not listed | Percentage of assets, Hourly |
| Benjamin Gibson | Fiduciary Financial Planning Network | Onalaska | Not listed | Percentage of assets, Fixed fees |
| Benjamin Gilkay | Endowment Wealth Management | Appleton | Not listed | Percentage of assets, Hourly |
| Bradley Olson | Portfolio Design Services | River Falls | Not listed | Percentage of assets, Hourly |
| Brent Brinker | MBE Wealth Management | Tomah | Not listed | Percentage of assets, Hourly |
| Brooke Wolverton | Jacobson & Schmitt Advisors | Middleton | Not listed | Percentage of assets, Fixed fees |
| Calvin Peterson | MBE Wealth Management | Tomah | Not listed | Percentage of assets, Hourly |
| Cari Domask | Luedtke & Associates | Adell | Not listed | Percentage of assets, Hourly |
| Caroline Jankowski | Operose Advisors | Milwaukee | Not listed | Percentage of assets, Fixed fees |
| Catherine Watson | Ellenbecker Investment Group | Waukesha | Not listed | Percentage of assets, Fixed fees |
| Chadwick Gaffney | MBE Wealth Management | Tomah | Not listed | Percentage of assets, Hourly |
| Cole Fleischmann | Endowment Wealth Management | Appleton | Not listed | Percentage of assets, Hourly |
| Colin Oquist | Ellenbecker Investment Group | Waukesha | Not listed | Percentage of assets, Fixed fees |
| Courtney Witthuhn | Ellenbecker Investment Group | Waukesha | Not listed | Percentage of assets, Fixed fees |
| Craig Gonn | Vision Financial Services | Grafton | Not listed | Percentage of assets, Hourly |
| Daniel Fox | Endowment Wealth Management | Appleton | Not listed | Percentage of assets, Hourly |
| Daniel Sullivan | Schaper Benz & Wise Investment Counsel | Neenah | Not listed | Percentage of assets, Hourly |
| Daniel Zawidowski | Jacobson & Schmitt Advisors | Middleton | Not listed | Percentage of assets, Fixed fees |
| David Becker | 1834 Investment Advisors | Milwaukee | Not listed | Percentage of assets, Fixed fees |
| David Hackworthy | Isthmus Partners | Madison | Not listed | Percentage of assets, Hourly |
| David Lacroix | Entasis Asset Management | Brookfield | Not listed | Percentage of assets, Fixed fees |
| Devin Goetsch | PJS Wealth Partners | Cedarburg | Not listed | Percentage of assets, Fixed fees |
| Emma Curtsinger | PJS Wealth Partners | Cedarburg | Not listed | Percentage of assets, Fixed fees |
| Haley Fuhrmann | Ellenbecker Investment Group | Waukesha | Not listed | Percentage of assets, Fixed fees |
| Heather Deaton | Ellenbecker Investment Group | Waukesha | Not listed | Percentage of assets, Fixed fees |
| Hussain Fawaz | 1834 Investment Advisors | Milwaukee | Not listed | Percentage of assets, Fixed fees |
| Isaac Schroeder | Ellenbecker Investment Group | Waukesha | Not listed | Percentage of assets, Fixed fees |
| Jack Fischer | Schaper Benz & Wise Investment Counsel | Neenah | Not listed | Percentage of assets, Hourly |
| Jamie Williams | Ellenbecker Investment Group | Waukesha | Not listed | Percentage of assets, Fixed fees |
| Jaydon Wargin | Liberty Financial Group | Elm Grove | Not listed | Percentage of assets, Hourly |
| Jeremiah Olson | Diamond Wealth Partners | Lodi | Not listed | Percentage of assets, Hourly |
| John McGregor | Operose Advisors | Milwaukee | Not listed | Percentage of assets, Fixed fees |