| Mark Vanderlinden | Professional Financial Management | Appleton | CFP | Percentage of assets, Hourly |
| Mary Jo Staniszewski | Walkner Condon Financial Advisors | Verona | Not listed | Percentage of assets, Ongoing planning fee |
| Nathan Condon | Walkner Condon Financial Advisors | Verona | Not listed | Percentage of assets, Ongoing planning fee |
| Nathan Madill | JMR Financial Group | Superior | CFP | Percentage of assets, Fixed fees |
| Paulina Price | Walkner Condon Financial Advisors | Verona | Not listed | Percentage of assets, Ongoing planning fee |
| Raman Ghei | Tower View Wealth Management | Shorewood | CFA | Percentage of assets, Hourly |
| Richard Otto | KOM Wealth Management | Appleton | CFP | Percentage of assets, Hourly |
| Tahlia Micoley | Walkner Condon Financial Advisors | Verona | Not listed | Percentage of assets, Ongoing planning fee |
| Trent Hinton | Canopy Wealth Management | Middleton | Not listed | Percentage of assets |
| Tyson Ray | FORM Wealth Advisors | Lake Geneva | CFP | Percentage of assets |
| William Lauderdale | FORM Wealth Advisors | Middleton | CFP | Percentage of assets |
| Abbigail Kuna | Highland Investment Advisors | Brookfield | Not listed | Percentage of assets, Fixed fees |
| Debra Allison-Aasby | Great Lakes Financial Strategies | Oshkosh | Not listed | Percentage of assets, Flat fee or retainer |
| Matthew Buehler | Erenda Capital Management | Glendale | Not listed | Percentage of assets |
| Chadwick Oldenburg | Denarius Wealth Management | Appleton | CFP | Percentage of assets |
| Donald Swain | Professional Financial Management | Appleton | CFA | Percentage of assets, Hourly |
| Jacob Sheaf | LRC Aviation Advisors | Milwaukee | ChFC | Percentage of assets |
| 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 |
| Richard Schiller | Pavlic Investment Advisors | Delafield | CFA | Percentage of assets |
| William Warnke | Pavlic Investment Advisors | Delafield | CFA | Percentage of assets |
| Hunter Klus Wedel | Atlatl Advisers | Madison | Not listed | Percentage of assets, Hourly |
| Jasper Vaccaro | Atlatl Advisers | Madison | Not listed | Percentage of assets, Hourly |
| Mark Fedenia | Atlatl Advisers | Madison | Not listed | Percentage of assets, Hourly |
| Mary Patch | Atlatl Advisers | Madison | Not listed | Percentage of assets, Hourly |
| Benjamin Kebbekus | LRC Aviation Advisors | Milwaukee | Not listed | Percentage of assets |
| Brent Neis | Plus Group Wealth Advisors | Belgium | Not listed | Percentage of assets, Hourly |
| Brent Schneider | LRC Aviation Advisors | Milwaukee | Not listed | Percentage of assets |
| Brian Koski | JMR Financial Group | Superior | Not listed | Percentage of assets, Fixed fees |
| Brooklyn Flanagan | Rosemeyer Management Group | Platteville | Not listed | Percentage of assets, Fixed fees |
| Carter Abbott | LRC Aviation Advisors | Milwaukee | Not listed | Percentage of assets |
| Carter Klaas | Rosemeyer Management Group | Platteville | Not listed | Percentage of assets, Fixed fees |
| Clare Manning | Rosemeyer Management Group | Platteville | Not listed | Percentage of assets, Fixed fees |
| Derek Pawlak | LRC Aviation Advisors | Milwaukee | Not listed | Percentage of assets |
| Dylan Rasmason | Rosemeyer Management Group | Platteville | Not listed | Percentage of assets, Fixed fees |
| Eric Suttmiller | LRC Aviation Advisors | Milwaukee | Not listed | Percentage of assets |
| Frank Ortiz | Rosemeyer Management Group | Platteville | Not listed | Percentage of assets, Fixed fees |
| Jackson Burk | FORM Wealth Advisors | Lake Geneva | Not listed | Percentage of assets |
| Jaclyn Gruber | LRC Aviation Advisors | Milwaukee | Not listed | Percentage of assets |
| Jacob Rosemeyer | Rosemeyer Management Group | Platteville | Not listed | Percentage of assets, Fixed fees |
| Jake Miller | Rosemeyer Management Group | Platteville | Not listed | Percentage of assets, Fixed fees |
| Jay Lauer | Plus Group Wealth Advisors | Belgium | Not listed | Percentage of assets, Hourly |
| John Drefcinski | Rosemeyer Management Group | Platteville | Not listed | Percentage of assets, Fixed fees |
| Joseph Schultz | Rosemeyer Management Group | Platteville | Not listed | Percentage of assets, Fixed fees |
| Joshua Bruckert | LRC Aviation Advisors | Milwaukee | Not listed | Percentage of assets |
| Kaley Bockhop | Rosemeyer Management Group | Platteville | Not listed | Percentage of assets, Fixed fees |
| Kaley Klepps | KOM Wealth Management | Appleton | Not listed | Percentage of assets, Hourly |
| Kenneth McGlone | KOM Wealth Management | Appleton | Not listed | Percentage of assets, Hourly |
| Kurt Mihelich | LRC Aviation Advisors | Milwaukee | Not listed | Percentage of assets |
| Macy Strickland | KOM Wealth Management | Appleton | Not listed | Percentage of assets, Hourly |