| Ryan Coulter | Demming Financial Services | Aurora | Not listed | Percentage of assets, Ongoing planning fee |
| Ryan Hoskins | Benchmark Wealth | Cincinnati | Not listed | Percentage of assets, Fixed fees |
| Timothy Recker | Union Strategic Advisors | Blue Ash | Not listed | Percentage of assets, Fixed fees |
| Timothy Scholten | Yarger Wealth Strategies | Westerville | Not listed | Percentage of assets, Fixed fees |
| Zachary Holtmeier | Union Strategic Advisors | Blue Ash | Not listed | Percentage of assets, Fixed fees |
| Catherine Cory | Gryphon Financial Partners | Columbus | Not listed | Percentage of assets, Hourly |
| Charles Saunders | Gryphon Financial Partners | Columbus | Not listed | Percentage of assets, Hourly |
| Craig Sumerel | Gryphon Financial Partners | Columbus | Not listed | Percentage of assets, Hourly |
| Joel Guth | Gryphon Financial Partners | Columbus | Not listed | Percentage of assets, Hourly |
| Kristen Nicholson | Gryphon Financial Partners | Toledo | Not listed | Percentage of assets, Hourly |
| Randi Bellner | Gryphon Financial Partners | Columbus | Not listed | Percentage of assets, Hourly |
| Matthew Taub | Taub Investment Planning Services | Beachwood | Not listed | Percentage of assets, Hourly |