| Edward Daniels | Colburn Wealth Management, LLC. | Grove City | Not listed | Percentage of assets, Hourly |
| James Grable | Signal Tree Financial Partners | Copley | Not listed | Percentage of assets, Fixed fees |
| Jared Hoffman | Broadleaf Partners | Hudson | Not listed | Percentage of assets |
| Nick Dionisos | Cornerstone Wealth Management | Westlake | Not listed | Percentage of assets, Hourly |
| 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 |
| William Hoover | Broadleaf Partners | Hudson | Not listed | Percentage of assets |
| Andrew Schmitt | Schmitt Wealth Advisers | Cincinnati | Not listed | Percentage of assets, Hourly |
| Kristine O'Brien | Wealth Transitions Financial Planning | Cincinnati | Not listed | Percentage of assets, Fixed fees |
| Lawrence Zimmerman | Zimmerman Advisory Group | Dublin | Not listed | Percentage of assets, Fixed fees |
| Steve Schaefer | Eagle Eye Advisory | Westerville | Not listed | Percentage of assets |
| Matthew Taub | Taub Investment Planning Services | Beachwood | Not listed | Percentage of assets, Hourly |