| Gregory Johnson | Paradigm Wealth Management | Westlake | Not listed | Percentage of assets, Hourly |
| Kevin Cooney | Paradigm Wealth Management | Westlake | Not listed | Percentage of assets, Hourly |
| Matthew Wallace | C.H. Dean | Beavercreek | Not listed | Percentage of assets |
| Nicholas Perini | Beese Fulmer | Canton | CFA | Percentage of assets |
| Richard Culpepper | James Investment | Xenia | Not listed | Percentage of assets, Hourly |
| Robert Szeles | Beese Fulmer | Canton | CFA | Percentage of assets |
| Ryan Post | James Investment | Xenia | Not listed | Percentage of assets, Hourly |
| Stephen Miller | C.H. Dean | Beavercreek | Not listed | Percentage of assets |
| Zachary Haberman | C.H. Dean | Beavercreek | Not listed | Percentage of assets |
| Cern Basher | Brilliant Advice™ Wealth Management | Cincinnati | CFA | Percentage of assets |
| Bradley Fergason | Beese Fulmer | Canton | Not listed | Percentage of assets |
| Joseph Strancar | Beese Fulmer | Canton | Not listed | Percentage of assets |
| Ryan Fulmer | Beese Fulmer | Canton | Not listed | Percentage of assets |
| William Camp | Beese Fulmer | Canton | Not listed | Percentage of assets |
| Brenton Luce | Woodland Wealth Partners | Pepper Pike | Not listed | Percentage of assets |
| Denny Johnson | Woodland Wealth Partners | Pepper Pike | Not listed | Percentage of assets |
| Razmig Pounardjian | Woodland Wealth Partners | Pepper Pike | Not listed | Percentage of assets |
| Adam Morton | Constellation Wealth Advisors | Cincinnati | CFP | Percentage of assets, Subscription |
| Anna Pfaehler | Constellation Wealth Advisors | Cincinnati | CFP | Percentage of assets, Subscription |
| Carter Gerlach | Windsor Advisory Group | Columbus | CFP | Percentage of assets, Fixed fees |
| Cheryl Rose | Constellation Wealth Advisors | Cincinnati | CFP, CFA | Percentage of assets, Subscription |
| David Kirkey | Kirkey & CO. Financial Advisors | Hilliard | CFP | Percentage of assets, Hourly |
| Dawn Kramer | Eubel Brady & Suttman | Miamisburg | CFP | Percentage of assets, Performance-based fees |
| Egan Rosell | Eubel Brady & Suttman | Miamisburg | CFP | Percentage of assets, Performance-based fees |
| Emily Rose | Constellation Wealth Advisors | Cincinnati | CFP | Percentage of assets, Subscription |
| Jeremy Royer | Kirkey & CO. Financial Advisors | Hilliard | CFP | Percentage of assets, Hourly |
| Jonathan Bailey | The Joseph Group Capital Management | Columbus | CFP | Percentage of assets, Fixed fees |
| Kevin Lesjak | Lesjak Planning | Westlake | CFP | Percentage of assets, Hourly |
| Kevin Thomas | Constellation Wealth Advisors | Cincinnati | CFP | Percentage of assets, Subscription |
| Marc Thomas | Lesjak Planning | Westlake | CFP | Percentage of assets, Hourly |
| Martin Meyers | Meyers Wealth Management | Columbus | CFP | Percentage of assets |
| Mary Hedrick | Eubel Brady & Suttman | Miamisburg | CFP | Percentage of assets, Performance-based fees |
| Matthew DiCicco | Eubel Brady & Suttman | Miamisburg | CFP | Percentage of assets, Performance-based fees |
| Matthew Peck | Anderson Financial Strategies | Dayton | CFP | Percentage of assets, Hourly |
| Nathan Gist | Lesjak Planning | Westlake | CFP | Percentage of assets, Hourly |
| Nicolas Paxson | Constellation Wealth Advisors | Cincinnati | CFP | Percentage of assets, Subscription |
| Patrick Finneran | The Joseph Group Capital Management | Columbus | CFP | Percentage of assets, Fixed fees |
| Scott Lundy | Eubel Brady & Suttman | Dayton | CFP | Percentage of assets, Performance-based fees |
| Shon Anderson | Anderson Financial Strategies | Dayton | CFP, CFA | Percentage of assets, Hourly |
| Theresa LeChard | The Joseph Group Capital Management | Columbus | CFP | Percentage of assets, Fixed fees |
| Todd Walter | The Joseph Group Capital Management | Columbus | CFP | Percentage of assets, Fixed fees |
| Andrew Givens | First Fiduciary Investment Counsel | Cleveland | CFA | Percentage of assets, Fixed fees |
| Bruce Russo | Russo Investment Management | Cincinnati | PFS | 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 |
| Jason Job | Vela Investment Management | New Albany | CFA | Percentage of assets, Fixed fees |
| John Williams | Constellation Wealth Advisors | Cincinnati | CFA | Percentage of assets, Subscription |
| Matthew Woebkenberg | Constellation Wealth Advisors | Cincinnati | CFA | Percentage of assets, Subscription |
| Nicholas Rinker | Vela Investment Management | New Albany | CFA | Percentage of assets, Fixed fees |
| Nicole Lanning | Anderson Financial Strategies | Dayton | ChFC | Percentage of assets, Hourly |