| Steve Persons | CBS Funding | Broadview Heights | Not listed | Percentage of assets, Hourly |
| Steven Rzucidlo | SR Financial Services | Seven Hills | Not listed | Percentage of assets, Hourly |
| Teresa King | Eubel Brady & Suttman | Dayton | Not listed | Percentage of assets, Performance-based fees |
| Terrence McHugh | The Mchugh Group | Bratenahl | Not listed | Percentage of assets |
| Thomas Lennox | Vela Investment Management | New Albany | Not listed | Percentage of assets, Fixed fees |
| Thomas McConville | Constellation Wealth Advisors | Cincinnati | Not listed | Percentage of assets, Subscription |
| Timothy Brown | Anderson Financial Strategies | Dayton | Not listed | Percentage of assets, Hourly |
| William Henry | First Fiduciary Investment Counsel | Cleveland | Not listed | Percentage of assets, Fixed fees |