| Christopher Hansen | Financial Rounds | Cincinnati | CFP | Ongoing planning fee |
| Christopher Schumacher | asendo wealth | Columbus | CFP | Percentage of assets, Hourly |
| Dennis Coon | Transcend Wealth | Woodmere | CFP | Percentage of assets |
| Isao Shoji | asendo wealth | Columbus | CFP | Percentage of assets, Hourly |
| Jacob Martin | Keeler & Nadler | Dublin | CFP | Percentage of assets, Hourly |
| Jessica Hultberg | Keeler & Nadler | Dublin | CFP | Percentage of assets, Hourly |
| John Loveday | asendo wealth | Columbus | CFP | Percentage of assets, Hourly |
| Jonathan Roby | asendo wealth | Columbus | CFP | Percentage of assets, Hourly |
| Joy Schlie | Harvest Financial Advisors | West Chester | CFP | Percentage of assets, Hourly |
| Marc Henn | Harvest Financial Advisors | Cincinnati | CFP | Percentage of assets, Hourly |
| Mark Beaver | Keeler & Nadler | Dublin | CFP | Percentage of assets, Hourly |
| Meghan Mader | asendo wealth | Columbus | CFP | Percentage of assets, Hourly |
| Michael Andrews | Andrews Advisors | Uniontown | CFP | Percentage of assets, Fixed fees |
| Michael Klubnik | Keeler & Nadler | Dublin | CFP | Percentage of assets, Hourly |
| Michael Purtill | Purtill Financial | Cleveland Heights | CFP | Percentage of assets, Hourly |
| Monica Dwyer | Harvest Financial Advisors | West Chester | CFP | Percentage of assets, Hourly |
| Pierre Bigby | Bigby Financial Planning, LLC. | Lewis Center | CFP | Percentage of assets, Hourly |
| Robert Hansen | Financial Rounds | Cincinnati | CFP | Ongoing planning fee |
| Robert Maher | Virgil Wealth Advisory | Cincinnati | CFA | Percentage of assets, One-time planning fee |
| Ryan Leary | asendo wealth | Columbus | CFP | Percentage of assets, Hourly |
| Sharon Miller | Financial Rounds | Cincinnati | CFP | Ongoing planning fee |
| Steven Clifford | Share The Harvest Partners | Canton | CFP | Percentage of assets, Hourly |
| Timothy Burkett | Keeler & Nadler | Dublin | CFP | Percentage of assets, Hourly |
| Tony Newman | Quest Wealth Solutions | Mansfield | CFP | Percentage of assets |
| Alexander Doll | Anfield Wealth Management | Cleveland | CFP | Percentage of assets, Ongoing planning fee |
| Bryan Glancy | Spinnaker Financial Group | Independence | CFP | Percentage of assets, Fixed fees |
| Christopher Cook | McCarley & Cook | Cincinnati | CFP | Percentage of assets, Hourly |
| Christopher Oberholzer | Infinity Wealth Counsel | Loveland | CFP | One-time planning fee, Percentage of assets |
| David Frazier | Kapstone Financial Advisors | Lebanon | CFP | Percentage of assets |
| David Kronour | Kapstone Financial Advisors | Lebanon | CFP | Percentage of assets |
| Gregory Middendorf | HCM Wealth Advisors | Cincinnati | CFP | Percentage of assets, Fixed fees |
| Jake Butcher | HCM Wealth Advisors | Cincinnati | CFP | Percentage of assets, Fixed fees |
| James Dunphy | Dunphy Wealth Management | Cincinnati | CFP | Percentage of assets |
| James Eutsler | HCM Wealth Advisors | Cincinnati | CFP | Percentage of assets, Fixed fees |
| Jason Bernal | Blue Jay Financial Group | Defiance | CFP | Percentage of assets |
| Jason Marsh | Cognition Financial | Dublin | Not listed | Percentage of assets, Ongoing planning fee |
| John Smith | Ten Talents Asset Management | Cincinnati | CFA | Percentage of assets |
| Joshua Melda | Cleveland Retirement Planning | Westlake | CFP | Percentage of assets, Fixed fees |
| Matthew Calme | HCM Wealth Advisors | Cincinnati | CFP | Percentage of assets, Fixed fees |
| Matthew Oberholzer | Infinity Wealth Counsel | Loveland | CFP | One-time planning fee, Percentage of assets |
| Steven Hengehold | HCM Wealth Advisors | Cincinnati | CFP | Percentage of assets, Fixed fees |
| Travis Wurz | Wurz Financial Services | Holland | Not listed | Percentage of assets, Hourly |
| Tyler Keenan | Fiducia Wealth Management | Upper Arlington | CFP, ChFC | Ongoing planning fee |
| Vaughn Kellerman | Gannett Wealth Advisors | Cleve | CFP | Percentage of assets, Fixed fees |
| Alec Schrock | Peak Retirement Planning | Columbus | Not listed | Percentage of assets, Fixed fees |
| Andrew Molnar | THOR Wealth Management | Cincinnati | CFA | Percentage of assets, Fixed fees |
| Andrew Woodard | THOR Wealth Management | Cincinnati | CFA | Percentage of assets, Fixed fees |
| Calisto Reghi | Peak Retirement Planning | Columbus | Not listed | Percentage of assets, Fixed fees |
| Cameron Kaska | Peak Retirement Planning | Columbus | Not listed | Percentage of assets, Fixed fees |
| Carly Purtill | Purtill Financial | Willoughby | PFS | Percentage of assets, Hourly |