| Shon Anderson | Anderson Financial Strategies | Dayton | CFP, CFA | Percentage of assets, Hourly |
| Andrew Givens | First Fiduciary Investment Counsel | Cleveland | CFA | Percentage of assets, Fixed fees |
| Anita Eisthen | Labrador Investments | Cincinnati | CFA | Percentage of assets, Hourly |
| Brandon Kremer | Heximer Investment Management | Worthington | CFA | Percentage of assets, Hourly |
| Christian Hviid | Concordia Wealth Planning | Powell | CFA | Percentage of assets, Fixed fees |
| Clint Edgington | Beacon Hill Investment Advisory | Dublin | CFA | Percentage of assets, Hourly |
| Colin White | Frazier Financial Advisors | Columbus | CFA | Percentage of assets, Hourly |
| Cory Hinaman | Windsor Advisory Group | Columbus | CFA | Percentage of assets, Fixed fees |
| Eva Gilkey Booher | Rookwood Wealth Management | Cinti | CFA | Percentage of assets, Fixed fees |
| James Blue | Private Harbour Investment Management & Counsel LLC. | Solon | CFA | Percentage of assets |
| James Iverson | 1taxfinancial | Cincinnati | CFA | Hourly |
| Jason Job | Vela Investment Management | New Albany | CFA | Percentage of assets, Fixed fees |
| Jeffrey Spitzmiller | Queen City Capital Management | Cincinnati | CFA | Percentage of assets, Fixed fees |
| John Williams | Constellation Wealth Advisors | Cincinnati | CFA | Percentage of assets, Subscription |
| Kevin Whelan | Opus Capital Management | Cincinnati | CFA | Percentage of assets |
| Kurt Brown | PDS Planning | Dublin | CFA | Fixed fees |
| Kurt Grove | SWS Partners | Columbus | CFA | Percentage of assets, Fixed fees |
| Matthew Woebkenberg | Constellation Wealth Advisors | Cincinnati | CFA | Percentage of assets, Subscription |
| Michael Doherty | Prasad Wealth Partners | Independence | CFA | Percentage of assets, Fixed fees |
| Michael Parker | SWS Partners | Columbus | CFA | Percentage of assets, Fixed fees |
| Michael Rabe | Rabe Investment Consulting Group | Richfield | CFA | Percentage of assets |
| Nathan Bishop | Opus Capital Management | Cincinnati | CFA | Percentage of assets |
| Nicholas Rinker | Vela Investment Management | New Albany | CFA | Percentage of assets, Fixed fees |
| Richard Clemens | Hawk100 | Dublin | CFA | Percentage of assets, Hourly |
| Robert Suttman | Eubel Brady & Suttman | Dayton | CFA | Percentage of assets, Performance-based fees |
| Robert Upton | The Joseph Group Capital Management | Columbus | CFA | Percentage of assets, Fixed fees |
| Ryan Smeltzer | Highland Consulting Associates | Cleveland | CFA | Percentage of assets, Hourly |
| Sasha Kostadinov | Shaker Investments | Beachwood | CFA | Percentage of assets, Performance-based fees |
| Thomas Cirincione | Fourth Dimension Wealth | Middleburg Heights | CFA | Percentage of assets, Hourly |
| Victor Moy | MOY Investment Management | Cincinnati | CFA | Percentage of assets, Hourly |