| Joel McNeil | Isthmus Partners | Madison | CFP | Percentage of assets, Hourly |
| John Weninger | Endowment Wealth Management | Appleton | CFP | Percentage of assets, Hourly |
| Joseph Dailey | Broadview Financial Management | Wauwatosa | CFP | Percentage of assets, Hourly |
| Keith Peters | Mcglone Suttner Wealth Management | Appleton | CFP | Percentage of assets, Hourly |
| Lisa Dregne | Broadview Financial Management | Wauwatosa | CFP | Percentage of assets, Hourly |
| Margaret McNeil | Isthmus Partners | Madison | CFP | Percentage of assets, Hourly |
| Matthew Goihl | Broadview Financial Management | Wauwatosa | CFP | Percentage of assets, Hourly |
| Matthew Krueger | Mcglone Suttner Wealth Management | Appleton | CFP | Percentage of assets, Hourly |
| 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 |
| Nathan Turcotte | Broadview Financial Management | Wauwatosa | CFP | Percentage of assets, Hourly |
| Peter Van Beek | Mcglone Suttner Wealth Management | Appleton | CFP, ChFC | Percentage of assets, Hourly |
| Piotr Wolynski | Calculated Wealth | Madison | CFP | Percentage of assets, Hourly |
| Rebekah Allison | Allison & Company Financial Counselors | Glendale | 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 Peck | Riverwater Partners | Milwaukee | CFA | Percentage of assets, Hourly |
| 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 |
| Christi Salm | Schaper Benz & Wise Investment Counsel | Neenah | CFA | Percentage of assets, Hourly |
| Frank Gambino | Isthmus Partners | Madison | CFA | Percentage of assets, Hourly |
| Jamie Brown | Endowment Wealth Management | Appleton | CFA | Percentage of assets, Hourly |
| Mark Sprtel | Schaper Benz & Wise Investment Counsel | Neenah | CFA | Percentage of assets, Hourly |
| Michael Scalise | Summit Financial Management | Mequon | CFA | Percentage of assets, Hourly |
| Noel Goeddel | Isthmus Partners | Madison | CFA | Percentage of assets, Hourly |
| Prateek Mehrotra | Endowment Wealth Management | Appleton | CFA | Percentage of assets, Hourly |
| 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 |
| 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 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 |
| Caleb Franson | Franson Financial | Hayward | Not listed | Percentage of assets, Hourly |
| Calvin Peterson | MBE Wealth Management | Tomah | Not listed | Percentage of assets, Hourly |
| Cari Domask | Luedtke & Associates | Adell | Not listed | Percentage of assets, Hourly |
| Carilu Robinson | Prophet Wealth Management | Kenosha | Not listed | Percentage of assets, Hourly |
| Chadwick Gaffney | MBE Wealth Management | Tomah | Not listed | Percentage of assets, Hourly |
| Cole Fleischmann | Endowment Wealth Management | Appleton | Not listed | Percentage of assets, Hourly |