| Scott Simons | Ridgeline Wealth Planning | Centerville | CFP | Percentage of assets, Hourly |
| Shon Anderson | Anderson Financial Strategies | Dayton | CFP, CFA | Percentage of assets, Hourly |
| Spencer Hagar | John E. Sestina and Company | Columbus | CFP | Percentage of assets, Fixed fees |
| Stephanie Bailey | Northavenue | Columbus | CFP | Fixed fees |
| Stephen Geraghty | Kovalcik & Geraghty Wealth Partners | Upper Arlington | CFP | Percentage of assets, Hourly |
| Stephen Lukan | John E. Sestina and Company | Columbus | CFP | Percentage of assets, Fixed fees |
| Stephen Zorko | Integrity Wealth Management | Loveland | CFP | Percentage of assets, Hourly |
| Tad Herrington | PDS Planning | Dublin | CFP | Fixed fees |
| Terrance Hennessy | Graver Capital Management | Columbus | CFP | Percentage of assets |
| Theresa LeChard | The Joseph Group Capital Management | Columbus | CFP | Percentage of assets, Fixed fees |
| Thomas Fairfax | Highland Consulting Associates | Cleveland | CFP | Percentage of assets, Hourly |
| Thresa Alexander | Alexander Financial Planning | Columbus | CFP | Percentage of assets, Hourly |
| Timothy Koester | Phase Line Financial | Cincinnati | CFP | Percentage of assets, Hourly |
| Todd Walter | The Joseph Group Capital Management | Columbus | CFP | Percentage of assets, Fixed fees |
| Tyler Cook | John E. Sestina and Company | Columbus | CFP | Percentage of assets, Fixed fees |
| Victor Shott | Frazier Financial Advisors | Columbus | CFP | Percentage of assets, Hourly |
| William Marker | Borland Marker | Dayton | CFP, ChFC | Percentage of assets, Hourly |
| William Shorthill | Beacon Hill Investment Advisory | Dublin | CFP | Percentage of assets, Hourly |