| Chadwick Oldenburg | Denarius Wealth Management | Appleton | CFP | Percentage of assets |
| David Jordan | Jordan Financial Services | Kenosha | CFP, ChFC | Percentage of assets, Hourly |
| Donald Swain | Professional Financial Management | Appleton | CFA | Percentage of assets, Hourly |
| Jesse Nelson | Copper Harbor Investment Advisors | Appleton | CFP | Percentage of assets, Hourly |
| 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 |
| Miranda Hoffman | Copper Harbor Investment Advisors | Appleton | CFP | Percentage of assets, Hourly |
| Nicholas Toman | John F. Suby Wealth Management | Madison | CFP | Percentage of assets, Hourly |
| Steven Hooyman | Copper Harbor Investment Advisors | Appleton | CFP | Percentage of assets, Hourly |
| Angel McClarey | Milestone Investment Advisors | Middleton | 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 |
| Candice Genrich | BREAKTHRU Family | Muskego | Not listed | Percentage of assets, Hourly |
| Daniel Kauper | Milestone Investment Advisors | Middleton | CFP | Percentage of assets, Hourly |
| Darrin Sharp | Milestone Investment Advisors | Middleton | CFP | Percentage of assets, Hourly |
| David Solheim | Milestone Investment Advisors | Middleton | CFP | Percentage of assets, Hourly |
| Drew Lanphear | Dickmeyer Boyce Financial Mgmt., Inc. | Milwaukee | CFP, RICP, BA | Percentage of assets, Hourly |
| Elliott Appel | Kindness Financial Planning | Madison | CFP, RLP | Percentage of assets, Hourly |
| 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 |
| Jenna Laws | Evexia Wealth | Stevens Point | CFP, CFA | Percentage of assets, Hourly |
| Jonathan Wilson | Milestone Investment Advisors | Middleton | CFP | 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 |
| 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 |
| 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 |
| Robert Armstrong | Milestone Investment Advisors | Middleton | CFP | Percentage of assets, Hourly |
| Sarah Kopesky | BREAKTHRU Family | Muskego | Not listed | Percentage of assets, Hourly |
| Brent Neis | Plus Group Wealth Advisors | Belgium | Not listed | Percentage of assets, Hourly |
| Jay Lauer | Plus Group Wealth Advisors | Belgium | Not listed | Percentage of assets, Hourly |
| Kaley Klepps | KOM Wealth Management | Appleton | Not listed | Percentage of assets, Hourly |
| Kenneth McGlone | KOM Wealth Management | Appleton | Not listed | Percentage of assets, Hourly |
| Macy Strickland | KOM Wealth Management | Appleton | Not listed | Percentage of assets, Hourly |
| Matthew Dirkse | Plus Group Wealth Advisors | Belgium | Not listed | Percentage of assets, Hourly |
| Terry Backmann | Jordan Financial Services | Kenosha | ChFC | Percentage of assets, Hourly |
| Thomas Volkmann | Plus Group Wealth Advisors | Belgium | Not listed | Percentage of assets, Hourly |
| Troy Sommerfeld | KOM Wealth Management | Appleton | Not listed | Percentage of assets, Hourly |
| Ashley Vega | Advisors Management Group | La Crosse | Not listed | Percentage of assets, Ongoing planning fee |
| Christopher Grant | Grant Koehler & Levin | Mequon | Not listed | Percentage of assets |
| Colbey Grisar | Boardwalk Financial Strategies | Hartland | Not listed | Percentage of assets |
| 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 |