| Matthew Dunn | ARQ Wealth Advisors | Hudson | CFA | Percentage of assets, Fixed fees |
| Matthew Swendiman | Crew Capital | Cincinnati | ChFC, CFA | Percentage of assets |
| Peter Baden | Crew Capital | Cincinnati | CFA | Percentage of assets |
| Richard Carroll | Bell City Wealth | Hillsboro | CFP | Percentage of assets, Hourly |
| Robert Jung | Crew Capital | Cincinnati | CFA | Percentage of assets |
| Sean Paddock | Wealth Dimensions Group | Cincinnati | Not listed | Percentage of assets, Hourly |
| Stephen Jimenez | Peerless Wealth | Columbus | Not listed | Percentage of assets, Hourly |
| Steven Zangmeister | Aspire Growth Partners | Medina | ChFC | 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 |
| Douglas Mackay | Broadleaf Partners | Peninsula | CFA | Percentage of assets |
| Garrett Thompson | Sky Vision Wealth | Columbus | Not listed | Percentage of assets |
| James Myers | Journey Wealth | Cleveland | Not listed | Percentage of assets, Fixed fees |
| 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 |
| Mitchell Knotek | Journey Wealth | Cleveland | Not listed | Percentage of assets, Fixed fees |
| Mitchell Towne | LeClair Wealth Partners | Dublin | Not listed | Percentage of assets, Flat fee or retainer |
| 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 |
| Roman Skurdal | Ceva Advisors | Beavercreek | 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 |
| Adam Croll | Crew Capital | Cincinnati | Not listed | Percentage of assets |
| Jason Zangmeister | Aspire Growth Partners | Medina | Not listed | Percentage of assets, Hourly |
| Michael Kostelnik | Family Life Financial Planning | Mentor | Not listed | Percentage of assets, Hourly |
| Ryan Cass | Beacon Financial Partners | Cleveland | Not listed | Percentage of assets, Hourly |
| Alex Holtmeier | Union Strategic Advisors | Blue Ash | Not listed | Percentage of assets, Fixed fees |
| Anastasiya Sembay | Cornerstone Wealth Management | Westlake | Not listed | Percentage of assets, Hourly |
| Augustine Matheson | Cornerstone Wealth Management | Westlake | Not listed | Percentage of assets, Hourly |
| Danny Colburn | Colburn Wealth Management, LLC. | Grove City | Not listed | Percentage of assets, Hourly |
| Edmund Malone | Cornerstone Wealth Management | Westlake | Not listed | Percentage of assets, Hourly |
| Edward Daniels | Colburn Wealth Management, LLC. | Grove City | Not listed | Percentage of assets, Hourly |
| Jared Hoffman | Broadleaf Partners | Hudson | Not listed | Percentage of assets |
| Jonathan Yarger | Yarger Wealth Strategies | Westerville | Not listed | Percentage of assets, Fixed fees |
| Naomi Roberts | Yarger Wealth Strategies | Westerville | Not listed | Percentage of assets, Fixed fees |
| 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 |
| Ryan Coulter | Demming Financial Services | Aurora | Not listed | Percentage of assets, Ongoing planning fee |
| 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 |
| William Hoover | Broadleaf Partners | Hudson | Not listed | Percentage of assets |
| Zachary Holtmeier | Union Strategic Advisors | Blue Ash | 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 |