| Daniel Holdridge | Wedmont Private Capital | Madison | CFP | Fixed fees |
| Eric Heiting | Central Wealth Management | Madison | CFP, ChFC | Percentage of assets, Fixed fees |
| Eric Knudson | Isthmus Partners | Madison | CFP | Percentage of assets, Hourly |
| Joel McNeil | Isthmus Partners | Madison | CFP | Percentage of assets, Hourly |
| Margaret McNeil | Isthmus Partners | Madison | CFP | Percentage of assets, Hourly |
| Michael Smith | T. Anton Investment House | Madison | CFP | Percentage of assets |
| Piotr Wolynski | Calculated Wealth | Madison | CFP | Percentage of assets, Hourly |
| Tracey Anton | T. Anton Investment House | Madison | CFP | Percentage of assets |
| Frank Gambino | Isthmus Partners | Madison | CFA | Percentage of assets, Hourly |
| Noel Goeddel | Isthmus Partners | Madison | CFA | Percentage of assets, Hourly |
| Brenda Sims | T. Anton Investment House | Madison | Not listed | Percentage of assets |
| David Hackworthy | Isthmus Partners | Madison | Not listed | Percentage of assets, Hourly |
| Duncan McKinley | Mckinley Money | Madison | Not listed | Percentage of assets, Hourly |
| John Schroder | Lindenwood Financial | Madison | Not listed | Percentage of assets, Fixed fees |
| Nathan Plumb | Wisconsin Capital Management | Madison | Not listed | Percentage of assets |
| Thomas Plumb | Wisconsin Capital Management | Madison | Not listed | Percentage of assets |
| Victor Rodriguez | Isthmus Partners | Madison | Not listed | Percentage of assets, Hourly |