| 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 |
| Matthew Dunham | Dream Lake Financial | Saukville | Not listed | Flat fee or retainer, Ongoing planning fee |
| Benjamin Kebbekus | LRC Aviation Advisors | Milwaukee | Not listed | Percentage of assets |
| Brent Schneider | LRC Aviation Advisors | Milwaukee | Not listed | Percentage of assets |
| Brian Hellmer | Mendota Financial Group | Madison | CFA | One-time planning fee |
| 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 |
| 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 Ahrens | Mendota Financial Group | Madison | ChFC | One-time planning fee |
| Kurt Mihelich | LRC Aviation Advisors | Milwaukee | Not listed | Percentage of assets |
| Macy Strickland | KOM Wealth Management | Appleton | Not listed | Percentage of assets, Hourly |
| Michael Ebeling | Mendota Financial Group | Madison | CFA | One-time planning fee |
| Payton Simon | Rosemeyer Management Group | Platteville | Not listed | Percentage of assets, Fixed fees |
| Peter Lautmann | LRC Aviation Advisors | Milwaukee | Not listed | Percentage of assets |
| Peter Schumacher | LRC Aviation Advisors | Milwaukee | Not listed | Percentage of assets |
| Regan Shipp | Rosemeyer Management Group | Platteville | Not listed | Percentage of assets, Fixed fees |
| Robert Phelps | LRC Aviation Advisors | Milwaukee | Not listed | Percentage of assets |
| Terry Backmann | Jordan Financial Services | Kenosha | ChFC | Percentage of assets, Hourly |
| Troy Sommerfeld | KOM Wealth Management | Appleton | Not listed | Percentage of assets, Hourly |
| Tyler Rima | FORM Wealth Advisors | Lake Geneva | Not listed | Percentage of assets |
| Tyler Skutnik | LRC Aviation Advisors | Milwaukee | Not listed | Percentage of assets |
| Drew Ashland | Milborn Advisors | Milwaukee | Not listed | Percentage of assets, Fixed fees |
| Gregory Pierce | Windward Wealth Strategies | Oshkosh | Not listed | Percentage of assets, Hourly |
| Kim Molitor | Windward Wealth Strategies | Oshkosh | Not listed | Percentage of assets, Hourly |
| Mark Hoffman | Milborn Advisors | Milwaukee | Not listed | Percentage of assets, Fixed fees |
| Thomas Ludwig | Stockbridge Private Wealth Management | Sun Prairie | Not listed | Percentage of assets |
| William Tiedt | A to Z Financial Planning | Oak Creek | Not listed | One-time planning fee, Ongoing planning fee |
| Amy Butrymowicz | John F. Suby Wealth Management | Madison | Not listed | Percentage of assets, Hourly |
| Ana McKinley | Jordan Financial Services | Kenosha | Not listed | Percentage of assets, Hourly |
| Carl Valimont | Denali Wealth Management | Mequon | Not listed | Percentage of assets |
| Cory Haupt | C.R. Haupt | Eau Claire | Not listed | Percentage of assets |