| Paul Muzzey | Capital Investment Services of America | Milwaukee | CFA | Percentage of assets |
| Amanda Stark | Operose Advisors | Milwaukee | Not listed | Percentage of assets, Fixed fees |
| Ameet Kamath | Capital Investment Services of America | Milwaukee | Not listed | Percentage of assets |
| Brian Shank | Lsia | Milwaukee | Not listed | Percentage of assets |
| Caroline Jankowski | Operose Advisors | Milwaukee | Not listed | Percentage of assets, Fixed fees |
| David Becker | 1834 Investment Advisors | Milwaukee | Not listed | Percentage of assets, Fixed fees |
| Elizabeth Gauthier | Riverwater Partners | Milwaukee | Not listed | Percentage of assets, Hourly |
| Hussain Fawaz | 1834 Investment Advisors | Milwaukee | Not listed | Percentage of assets, Fixed fees |
| John Doak | Riverwater Partners | Milwaukee | Not listed | Percentage of assets, Hourly |
| John McGregor | Operose Advisors | Milwaukee | Not listed | Percentage of assets, Fixed fees |
| Kristin Stanek | Operose Advisors | Milwaukee | Not listed | Percentage of assets, Fixed fees |
| Kylee Paradowski | Diversified Management | Milwaukee | Not listed | Percentage of assets, Hourly |
| Lucas Cahalane | Operose Advisors | Milwaukee | Not listed | Percentage of assets, Fixed fees |
| Martha Wurzburger | Lsia | Milwaukee | Not listed | Percentage of assets |
| Matthew Drvaric | Riverwater Partners | Milwaukee | Not listed | Percentage of assets, Hourly |
| Matthew Kulakow | Operose Advisors | Milwaukee | Not listed | Percentage of assets, Fixed fees |
| Michael Shone | Operose Advisors | Milwaukee | Not listed | Percentage of assets, Fixed fees |
| Nancy Cleveland | NBT Capital Management | Milwaukee | Not listed | Percentage of assets, Hourly |
| Nathan Fredrick | Riverwater Partners | Milwaukee | Not listed | Percentage of assets, Hourly |
| Nicholas Newkirk | Capital Investment Services of America | Milwaukee | Not listed | Percentage of assets |
| Ruth Benben | Capital Investment Services of America | Milwaukee | Not listed | Percentage of assets |
| Steven Backus | Operose Advisors | Milwaukee | Not listed | Percentage of assets, Fixed fees |
| Thomas Warden | Warden Wealth Management | Milwaukee | Not listed | Percentage of assets, Hourly |