| Hannah Fitzpatrick | Summit Financial Strategies, Inc. | Columbus | CFP, ChFC, BS, JD | Percentage of assets |
| Jacob Rieger | Vaultis Private Wealth | Cincinnati | CFP | Percentage of assets |
| James Blue | Blue Advisors | Upper Arlington | CFP | Percentage of assets, Hourly |
| James Evans | TTG Financial Inc | Canton | CFP | Percentage of assets, Hourly |
| John Meyer | Meyer Capital Management | Cincinnati | CFP | Percentage of assets |
| Jordan Ranly | Nvest Wealth Strategies | Powell | CFP | Percentage of assets |
| Joseph Eck | Stage Ready Financial Planning | Dayton | CFP | Percentage of assets, Fixed fees |
| Joseph Perin | Coordinated Financial Planning | Cincinnati | CFP | Percentage of assets |
| Justin Rush | JGR Financial Solutions, LLC | North Canton | CFP | Percentage of assets, Fixed fees |
| Kara Downing | Endeavor Wealth Advisors | Pepper Pike | CFP | Percentage of assets, Hourly |
| Kevin Barto | Coordinated Financial Planning | Cincinnati | CFP | Percentage of assets |
| Matt Hofacre | Pay It Forward Financial Planning | Worthington | CFP, EA, CRPC, APMA | Fixed fees |
| Matthew Beamer | Coordinated Financial Planning | Cincinnati | CFP | Percentage of assets |
| Michael Kleinfelder | Kleinfelder Capital | Cincinnati | CFP | Percentage of assets, Hourly |
| Molly Balunek | Endeavor Wealth Advisors | Pepper Pike | CFP | Percentage of assets, Hourly |
| Nick George | ClearMind Capital | Columbus | CFP, ChFC | Percentage of assets, Fixed fees |
| Richard Kaser | KMG Fiduciary Partners | Toledo | CFP | Percentage of assets, Fixed fees |
| Samuel McCoy | Tenacity Private Wealth | Powell | CFP | Percentage of assets, Hourly |
| Scott Haley | Prelude Financial, LLC | Doylestown | CFP | Percentage of assets, Hourly |
| Tim Baker | Your Financial Pharmacist | New Albany | CFP | Not listed |
| Tim Hamilton | FinancialFamilies | Carroll | CFP, MBA | Fixed fees |
| William Leuby | Hamilton Capital, LLC | Columbus | CFP, CPA, JD | Percentage of assets, Hourly |
| Aaron Simpson | Alpha Planning and Financial Services | Solon | CFP, ChFC | Percentage of assets, Hourly |
| Aaron Vaughn | Defiant Financial Services | Westlake | CFP | Percentage of assets, Hourly |
| Adam Edwards | PEB Capital Management | Columbus | CFP | Percentage of assets, Hourly |
| Adam Morton | Constellation Wealth Advisors | Cincinnati | CFP | Percentage of assets, Subscription |
| Adam Philipp | Philipp Capital Advisors | Shaker Heights | CFP | Percentage of assets, Hourly |
| Allen Osgood | Financial Freedom | Cincinnati | CFP | Percentage of assets, Hourly |
| Allen Weaver | Elevation Financial Partners | Westerville | CFP | Percentage of assets |
| Amanda Crighton | Rabe Investment Consulting Group | Richfield | CFP | Percentage of assets |
| Andrew Federico | Financial Freedom | Cincinnati | CFP, CFA | Percentage of assets, Hourly |
| Andrew Ferraro | Ferraro Wealth Management | Dublin | CFP | Percentage of assets, Fixed fees |
| Andrew Potosky | PDS Planning | Dublin | CFP | Fixed fees |
| Anna Pfaehler | Constellation Wealth Advisors | Cincinnati | CFP | Percentage of assets, Subscription |
| Annalisa Sporrong | Frazier Financial Advisors | Columbus | CFP | Percentage of assets, Hourly |
| Anne Zavaglia | Beacon Hill Investment Advisory | Dublin | CFP | Percentage of assets, Hourly |
| Anthony Payne | John E. Sestina and Company | Columbus | CFP | Percentage of assets, Fixed fees |
| Barry Jamieson | Rebel Financial | Groveport | CFP | Percentage of assets, Hourly |
| Benjamin Linser | Family Wealth Advisory Group | Cincinnati | CFP | Percentage of assets, Fixed fees |
| Brad Schueler | Fiduciary Wealth Group | Cincinnati | CFP | Percentage of assets, Hourly |
| Brent Gargano | National Wealth Management Group | Cincinnati | CFP | Percentage of assets, Hourly |
| Brian Hughes | Hughes Financial Group | Perrysburg | CFP | Percentage of assets, Hourly |
| Brian Walker | Monetary Solutions | Dayton | CFP, PFS | Percentage of assets, Hourly |
| Bud Lavery | Capstone Wealth Partners | Dublin | CFP | Percentage of assets, Fixed fees |
| Cameron Uttley | John E. Sestina and Company | Columbus | CFP | Percentage of assets, Fixed fees |
| Carter Gerlach | Windsor Advisory Group | Columbus | CFP | Percentage of assets, Fixed fees |
| Cheryl Rose | Constellation Wealth Advisors | Cincinnati | CFP, CFA | Percentage of assets, Subscription |
| Christina Povenmire | Rebel Financial | Groveport | CFP | Percentage of assets, Hourly |
| Christopher Copploe | G. Earl Mowrey & | Youngstown | CFP | Percentage of assets, Fixed fees |
| Chrysantha Clark | Chrys Financial Planning | Wyoming | CFP | Percentage of assets, Hourly |