| James Blue | Private Harbour Investment Management & Counsel LLC. | Solon | CFA | Percentage of assets |
| Kurt Brown | PDS Planning | Dublin | CFA | Fixed fees |
| Kurt Grove | SWS Partners | Columbus | CFA | Percentage of assets, Fixed fees |
| Michael Parker | SWS Partners | Columbus | CFA | Percentage of assets, Fixed fees |
| Sasha Kostadinov | Shaker Investments | Beachwood | CFA | Percentage of assets, Performance-based fees |
| Victor Moy | MOY Investment Management | Cincinnati | CFA | Percentage of assets, Hourly |
| Andrew Meadows | Sheikh Investments | Columbus | Not listed | Percentage of assets, Hourly |
| Anthony Panuto | Shaker Investments | Beachwood | Not listed | Percentage of assets, Performance-based fees |
| Asim Sheikh | Sheikh Investments | Columbus | Not listed | Percentage of assets, Hourly |
| Brad Drager | Bond Tech | Bellbrook | Not listed | Percentage of assets, Hourly |
| Chris Hemmelgarn | Shaker Investments | Beachwood | Not listed | Percentage of assets, Performance-based fees |
| David Smith | Impassioned Wealth Management | Napoleon | Not listed | Percentage of assets, Fixed fees |
| David Winner | Winner Wealth Management | Wooster | Not listed | Percentage of assets |
| Dori Torrens | DBK Financial Counsel | Cuyahoga Falls | Not listed | Percentage of assets, Fixed fees |
| Douglas McPeek | Nottinghill Investment Advisers | Cincinnati | Not listed | Percentage of assets, Subscription |
| Edward Hemmelgarn | Shaker Investments | Beachwood | Not listed | Percentage of assets, Performance-based fees |
| Jacob Adams | Monetary Solutions | Dayton | Not listed | Percentage of assets, Hourly |
| James Hamilton | PDS Planning | Dublin | Not listed | Fixed fees |
| James Kotagides | T.T.G. Financial | Canton | Not listed | Percentage of assets, Hourly |
| James Parker | SWS Partners | Columbus | Not listed | Percentage of assets, Fixed fees |
| Janice Rush | Coyne Capital Management | Westlake | Not listed | Percentage of assets |
| Jeffrey Eisenberg | Securawealth | Canton | Not listed | Percentage of assets, Fixed fees |
| Jeffrey McPeek | Nottinghill Investment Advisers | Cincinnati | Not listed | Percentage of assets, Subscription |
| Kevin Kale | SWS Partners | Columbus | Not listed | Percentage of assets, Fixed fees |
| Kyle Euton | PDS Planning | Dublin | Not listed | Fixed fees |
| Marianne Woodburn | Labrador Investments | Cincinnati | Not listed | Percentage of assets, Hourly |
| Matthew Gordillo | Park Edge Advisors | Cleveland | Not listed | Percentage of assets, Hourly |
| Matthew Yerkes | Shea Financial Advisors | New Richmond | Not listed | Percentage of assets, Hourly |
| Mitchell Stein | Arena Private Wealth | Pepper Pike | Not listed | Percentage of assets, Hourly |
| Morgan Hood | T.T.G. Financial | Canton | Not listed | Percentage of assets, Hourly |
| Philip Kessler | SWS Partners | Columbus | Not listed | Percentage of assets, Fixed fees |
| Richard Lowrie | Park Edge Advisors | Cleveland | Not listed | Percentage of assets, Hourly |
| Rita Itsell | PDS Planning | Dublin | Not listed | Fixed fees |
| Ryoichi Tsuchiya | Generations Wealth | Cincinnati | Not listed | Percentage of assets, Fixed fees |
| Samantha Carver | Bond Tech | Bellbrook | Not listed | Percentage of assets, Hourly |
| Timothy Coyne | Coyne Capital Management | Westlake | Not listed | Percentage of assets |
| Timothy Mandel | Mandel Financial Services | Cincinnati | Not listed | Percentage of assets, Fixed fees |
| Todd Kalish | Park Edge Advisors | Cleveland | Not listed | Percentage of assets, Hourly |
| Wellborn Jack | Acme Jack Wealth Management | Hudson | Not listed | Percentage of assets |