| Ian Hundley | Gryphon Financial Partners | Columbus | CFP | Percentage of assets, Hourly |
| Jeffrey Lagusch | Gryphon Financial Partners | Columbus | CFP | Percentage of assets, Hourly |
| Jennifer Poirier | Gryphon Financial Partners | Toledo | CFP | Percentage of assets, Hourly |
| Matthew Dunn | ARQ Wealth Advisors | Hudson | CFA | Percentage of assets, Fixed fees |
| Michael Solik | Gryphon Financial Partners | Columbus | CFP | Percentage of assets, Hourly |
| Robert Swansboro | Gryphon Financial Partners | Toledo | CFP | Percentage of assets, Hourly |
| Sean Paddock | Wealth Dimensions Group | Cincinnati | Not listed | Percentage of assets, Hourly |
| Stephen Jimenez | Peerless Wealth | Columbus | Not listed | Percentage of assets, Hourly |
| Terry Davis | Gryphon Financial Partners | Columbus | CFP | Percentage of assets, Hourly |
| Thomas Regan | Gryphon Financial Partners | Cincinnati | CFP | Percentage of assets, Hourly |
| Trent Dysert | James Investment | Xenia | CFA | Percentage of assets, Hourly |
| Amy White | Journey Wealth | Cleveland | Not listed | Percentage of assets, Fixed fees |
| Anthony Gargano | Journey Wealth | Cleveland | Not listed | Percentage of assets, Fixed fees |
| Benjamin Hunter | Harvest Financial Advisors | West Chester | Not listed | Percentage of assets, Hourly |
| Bruce Mason | Harvest Financial Advisors | Cincinnati | Not listed | Percentage of assets, Hourly |
| Charles Hruby | Journey Wealth | Cleveland | Not listed | Percentage of assets, Fixed fees |
| Danijel Romic | Journey Wealth | Cleveland | Not listed | Percentage of assets, Fixed fees |
| Garrett Thompson | Sky Vision Wealth | Columbus | Not listed | Percentage of assets |
| James Myers | Journey Wealth | Cleveland | Not listed | Percentage of assets, Fixed fees |
| Kara Downing | Endeavor Wealth Advisors | Pepper Pike | CFP | Percentage of assets, Hourly |
| Mark Schutter | Blake Schutter Theil Wealth Advisors | Dayton | Not listed | Percentage of assets, Hourly |
| Matthew Burnham | Journey Wealth | Cleveland | Not listed | Percentage of assets, Fixed fees |
| Matthew Savoti | Harvest Financial Advisors | West Chester | Not listed | Percentage of assets, Hourly |
| Matthew Theil | Blake Schutter Theil Wealth Advisors | Dayton | Not listed | Percentage of assets, Hourly |
| Mitchell Knotek | Journey Wealth | Cleveland | Not listed | Percentage of assets, Fixed fees |
| Molly Balunek | Endeavor Wealth Advisors | Pepper Pike | CFP | Percentage of assets, Hourly |
| Nicholas Paterniti | Journey Wealth | Cleveland | Not listed | Percentage of assets, Fixed fees |
| Paul Burgdorf | Harvest Financial Advisors | West Chester | Not listed | Percentage of assets, Hourly |
| Ryan Motsinger | Harvest Financial Advisors | West Chester | Not listed | Percentage of assets, Hourly |
| Terence Gliha | Journey Wealth | Cleveland | Not listed | Percentage of assets, Fixed fees |
| William Root | Keeler & Nadler | Dublin | Not listed | Percentage of assets, Hourly |
| Annette Quinter | James Investment | Xenia | Not listed | Percentage of assets, Hourly |
| Craig Steinbrink | St. Clair Advisors | Mayfield Heights | Not listed | Percentage of assets, Hourly |
| David McGowan | James Investment | Xenia | Not listed | Percentage of assets, Hourly |
| David Sommer | St. Clair Advisors | Mayfield Heights | Not listed | Percentage of assets, Hourly |
| Diane Rose | James Investment | Xenia | Not listed | Percentage of assets, Hourly |
| Fred Botek | St. Clair Advisors | Mayfield Heights | Not listed | Percentage of assets, Hourly |
| Mark Fleming | Gryphon Financial Partners | Columbus | CFA | Percentage of assets, Hourly |
| Perry Jeffries | Diamond Equity Advisors | Columbus | Not listed | Ongoing planning fee |
| Richard Culpepper | James Investment | Xenia | Not listed | Percentage of assets, Hourly |
| Ryan Post | James Investment | Xenia | Not listed | Percentage of assets, Hourly |
| Alex Holtmeier | Union Strategic Advisors | Blue Ash | Not listed | Percentage of assets, Fixed fees |
| Danny Colburn | Colburn Wealth Management, LLC. | Grove City | Not listed | Percentage of assets, Hourly |
| David Eltringham | Benchmark Wealth | Cincinnati | Not listed | Percentage of assets, Fixed fees |
| Edward Daniels | Colburn Wealth Management, LLC. | Grove City | Not listed | Percentage of assets, Hourly |
| Jonathan Yarger | Yarger Wealth Strategies | Westerville | Not listed | Percentage of assets, Fixed fees |
| Matthew Eltringham | Benchmark Wealth | Cincinnati | Not listed | Percentage of assets, Fixed fees |
| Naomi Roberts | Yarger Wealth Strategies | Westerville | Not listed | Percentage of assets, Fixed fees |
| Paul Chapman | Colburn Wealth Management, LLC. | Grove City | Not listed | Percentage of assets, Hourly |
| Robert Gabel | Colburn Wealth Management, LLC. | Grove City | Not listed | Percentage of assets, Hourly |