| Jacob Smail | Demming Financial Services | Aurora | CFP | Percentage of assets, Ongoing planning fee |
| James Oliger | Wealthquest | Cincinnati | CFP | Percentage of assets, Fixed fees |
| Jason Eliason | Waller Financial Planning Group | Columbus | CFP, ChFC, CFA | Percentage of assets, Hourly |
| Jason Farris | Waller Financial Planning Group | Columbus | CFP | Percentage of assets, Hourly |
| Jeff Rovnak | Signal Tree Financial Partners | Copley | CFP | Percentage of assets, Fixed fees |
| Jenny Burns | Wealthquest | Cincinnati | CFP | Percentage of assets, Fixed fees |
| John May | Ruggaard & Associates | Hudson | CFP | Percentage of assets, Performance-based fees |
| Katherine Kincaid | Waller Financial Planning Group | Columbus | CFP | Percentage of assets, Hourly |
| Kevin Coholan | Demming Financial Services | Aurora | CFP | Percentage of assets, Ongoing planning fee |
| Luke Nordman | Wealthquest | Cincinnati | CFP | Percentage of assets, Fixed fees |
| Mark Bates | Wealthquest | Cincinnati | CFP | Percentage of assets, Fixed fees |
| Megan Hammann | Wealthquest | Cincinnati | CFP | Percentage of assets, Fixed fees |
| Michael Griesmeyer | Wealth Management Group | Tipp City | CFP | Percentage of assets, Hourly |
| Michael Kelley | Cornerstone Wealth Management | Westlake | CFP | Percentage of assets, Hourly |
| Michael Riney | Wealthquest | Cincinnati | CFP | Percentage of assets, Fixed fees |
| Michael Stoner | True North Financial Advisors | Hilliard | CFP | Percentage of assets, Fixed fees |
| Nicholas Kaplan | Cornerstone Wealth Management | Westlake | CFP | Percentage of assets, Hourly |
| Parker Vaughan | Financial Counseling | Springboro | CFP | Percentage of assets, Hourly |
| Roger Southward | Southward Financial Services | Pickerington | CFP | Hourly, Ongoing planning fee |
| Scott Rendle | Waller Financial Planning Group | Columbus | CFP | Percentage of assets, Hourly |
| Stephen King | Wealthquest | Cincinnati | CFP | Percentage of assets, Fixed fees |
| Terrie Austin | Milestone Wealth Strategies | Columbus | CFP | Percentage of assets, Hourly |
| Theodore Winders | Yarger Wealth Strategies | Westerville | CFP, CFA | Percentage of assets, Fixed fees |
| W. Kern | Wealthquest | Cincinnati | CFP | Percentage of assets, Fixed fees |
| Wade Daniel | Wealthquest | Cincinnati | CFP | Percentage of assets, Fixed fees |
| Brent Casto | AdviceOne | Medina | CFP | Percentage of assets, Fixed fees |
| Callie Jacoby | Gryphon Financial Partners | Toledo | CFP | Percentage of assets, Hourly |
| Curtis Reed | Welspire | Upper Arlington | CFP | Percentage of assets, Fixed fees |
| Huaiyu Chen | MEV Value | Hudson | CFP | Percentage of assets, Hourly |
| Ian Hundley | Gryphon Financial Partners | Columbus | CFP | Percentage of assets, Hourly |
| Jeffrey Lagusch | Gryphon Financial Partners | Columbus | CFP | Percentage of assets, Hourly |
| Jennifer Poirier | Gryphon Financial Partners | Toledo | CFP | Percentage of assets, Hourly |
| Jordan Shaw | Hixon Zuercher Capital Management | Findlay | CFP | Percentage of assets, Hourly |
| Katelyn Goepferich | Jarvis Global Investments | Loveland | CFP | Percentage of assets |
| Michael Solik | Gryphon Financial Partners | Columbus | CFP | Percentage of assets, Hourly |
| Peter Schmitt | Schmitt Wealth Advisers | Cincinnati | CFP | Percentage of assets, Hourly |
| Richard Carroll | Bell City Wealth | Hillsboro | CFP | Percentage of assets, Hourly |
| Robert Swansboro | Gryphon Financial Partners | Toledo | CFP | Percentage of assets, Hourly |
| Terry Davis | Gryphon Financial Partners | Columbus | CFP | Percentage of assets, Hourly |
| Thomas Regan | Gryphon Financial Partners | Cincinnati | CFP | Percentage of assets, Hourly |
| Brian Becker | Chapters To Wealth | Lewis Center | CFP | Hourly, Fixed fees |
| Britta Koepf | Tranquil Path Financial Planning, LLC | Independence | CFP | Fixed fees |
| Cameron Kaser | KMG Fiduciary Partners | Toledo | CFP | Percentage of assets, Fixed fees |
| Carolyn Cook | What About Us Financial, LLC | Bellbrook | CFP, CRPC, MBA | Percentage of assets, Hourly |
| Danya Karram | Brilliant Advice™ Wealth Management | Cincinnati | CFP | Percentage of assets |
| Dave Flegal | Flegal Financial Planning | Berea | CFP, CPA, MBA | Percentage of assets, Hourly |
| David Kaser | KMG Fiduciary Partners | Toledo | CFP | Percentage of assets, Fixed fees |
| David Stone | Personal Financial Advisors, Inc. | Pickerington | CFP | Percentage of assets |
| Derek Tinnin | Altiora Financial Group | Lebanon | CFP | Percentage of assets, Fixed fees |
| Eric Laub | Finance 180, LLC | Columbus | CFP | Percentage of assets, Fixed fees |