| Richard Fein | Fein Advisor | Cincinnati | CFP | Flat fee or retainer |
| Robert Hansen | Financial Rounds | Cincinnati | CFP | Ongoing planning fee |
| Ryan Leary | asendo wealth | Columbus | CFP | Percentage of assets, Hourly |
| Sharon Miller | Financial Rounds | Cincinnati | CFP | Ongoing planning fee |
| Steven Clifford | Share The Harvest Partners | Canton | CFP | Percentage of assets, Hourly |
| Timothy Burkett | Keeler & Nadler | Dublin | CFP | Percentage of assets, Hourly |
| Tony Newman | Quest Wealth Solutions | Mansfield | CFP | Percentage of assets |
| Alexander Doll | Anfield Wealth Management | Cleveland | CFP | Percentage of assets, Ongoing planning fee |
| Andrew Doepker | Wellspring Family Office | Cleveland | CFP | Percentage of assets, Fixed fees |
| Andrew Siciliano | Wellspring Family Office | Cleveland | CFP | Percentage of assets, Fixed fees |
| Anna Vitale | Wellspring Family Office | Cleveland | CFP | Percentage of assets, Fixed fees |
| Benjamin Hartings | Trinity Financial Advisors | Columbus | CFP | Percentage of assets, Fixed fees |
| Beth Verdoorn | C.H. Dean | Beavercreek | CFP | Percentage of assets |
| Bryan Glancy | Spinnaker Financial Group | Independence | CFP | Percentage of assets, Fixed fees |
| Christopher Cook | McCarley & Cook | Cincinnati | CFP | Percentage of assets, Hourly |
| Christopher Oberholzer | Infinity Wealth Counsel | Loveland | CFP | One-time planning fee, Percentage of assets |
| Daniel Doyle | Oak Park Wealth Management | Lakewood | CFP | Percentage of assets, Hourly |
| David Frazier | Kapstone Financial Advisors | Lebanon | CFP | Percentage of assets |
| David Kronour | Kapstone Financial Advisors | Lebanon | CFP | Percentage of assets |
| Eric Hanna | Wellspring Family Office | Fairview Park | CFP | Percentage of assets, Fixed fees |
| Geoffrey Biehn | Trinity Financial Advisors | Columbus | CFP | Percentage of assets, Fixed fees |
| Gregory Middendorf | HCM Wealth Advisors | Cincinnati | CFP | Percentage of assets, Fixed fees |
| Jake Butcher | HCM Wealth Advisors | Cincinnati | CFP | Percentage of assets, Fixed fees |
| James Dunphy | Dunphy Wealth Management | Cincinnati | CFP | Percentage of assets |
| James Eutsler | HCM Wealth Advisors | Cincinnati | CFP | Percentage of assets, Fixed fees |
| Jason Bernal | Blue Jay Financial Group | Defiance | CFP | Percentage of assets |
| Jennifer Staton | Wellspring Family Office | Cleveland | CFP | Percentage of assets, Fixed fees |
| Joshua Melda | Cleveland Retirement Planning | Westlake | CFP | Percentage of assets, Fixed fees |
| Kathryn Madzsar | Wellspring Family Office | Cleveland | CFP | Percentage of assets, Fixed fees |
| Marnie Randel | Paradigm Wealth Management | Westlake | CFP | Percentage of assets, Hourly |
| Matthew Calme | HCM Wealth Advisors | Cincinnati | CFP | Percentage of assets, Fixed fees |
| Matthew Oberholzer | Infinity Wealth Counsel | Loveland | CFP | One-time planning fee, Percentage of assets |
| Ronald Bates | St. Clair Advisors | Mayfield Heights | CFP, PFS | Percentage of assets, Hourly |
| Sandria Calio | Providence Financial Services | Rocky River | CFP, PFS | Percentage of assets, Hourly |
| Stephanie Sandle | Bluestone Private Wealth | Cleveland | CFP | Percentage of assets |
| Steven Hengehold | HCM Wealth Advisors | Cincinnati | CFP | Percentage of assets, Fixed fees |
| Tyler Keenan | Fiducia Wealth Management | Upper Arlington | CFP, ChFC | Ongoing planning fee |
| Vaughn Kellerman | Gannett Wealth Advisors | Cleve | CFP | Percentage of assets, Fixed fees |
| William Ambrogio | Wellspring Family Office | Cleveland | CFP | Percentage of assets, Fixed fees |
| Addison Fluent | Iron Gate Wealth Advisors | Poland | CFP | Percentage of assets, Hourly |
| Amanda Blankenship | Signal Tree Financial Partners | Copley | CFP | Percentage of assets, Fixed fees |
| Christina Fanourakis | Cornerstone Wealth Management | Westlake | CFP | Percentage of assets, Hourly |
| Christopher Olsgard | Waller Financial Planning Group | Columbus | CFP | Percentage of assets, Hourly |
| Colin Bishop | Fruitful | Columbus | CFP | Percentage of assets, Ongoing planning fee |
| Daniel Larson | Wealthquest | Cincinnati | CFP | Percentage of assets, Fixed fees |
| David Demming | Demming Financial Services | Auroara | CFP | Percentage of assets, Ongoing planning fee |
| David Demming | Demming Financial Services | Aurora | CFP | Percentage of assets, Ongoing planning fee |
| David Massare | Signal Tree Financial Partners | Copley | CFP | Percentage of assets, Fixed fees |
| Elizabeth Scheiderer | Signal Tree Financial Partners | Copley | CFP | Percentage of assets, Fixed fees |
| Jacob Kipi | Kipi Financial Planning | Columbus | CFP | Percentage of assets |