| Christopher Olsgard | Waller Financial Planning Group | Columbus | CFP | Percentage of assets, Hourly |
| Cole Schrock | Peak Retirement Planning | Columbus | Not listed | Percentage of assets, Fixed fees |
| Colin Bishop | Fruitful | Columbus | CFP | Percentage of assets, Ongoing planning fee |
| Corey Jordison | Peak Retirement Planning | Columbus | Not listed | Percentage of assets, Fixed fees |
| Daniel Larson | Wealthquest | Cincinnati | CFP | Percentage of assets, Fixed fees |
| David Demming | Demming Financial Services | Auroara | CFP | Percentage of assets, Ongoing planning fee |
| David Demming | Demming Financial Services | Aurora | CFP | Percentage of assets, Ongoing planning fee |
| Dominic Garris | Peak Retirement Planning | Columbus | Not listed | Percentage of assets, Fixed fees |
| Dylon Woolwine | Peak Retirement Planning | Columbus | Not listed | Percentage of assets, Fixed fees |
| Emma Hostetler | Peak Retirement Planning | Columbus | Not listed | Percentage of assets, Fixed fees |
| Jacob Kipi | Kipi Financial Planning | Columbus | CFP | Percentage of assets |
| Jacob Smail | Demming Financial Services | Aurora | CFP | Percentage of assets, Ongoing planning fee |
| James Oliger | Wealthquest | Cincinnati | CFP | Percentage of assets, Fixed fees |
| James Stechschulte | THOR Wealth Management | Cincinnati | CFA | Percentage of assets, Fixed fees |
| Jason Eliason | Waller Financial Planning Group | Columbus | CFP, ChFC, CFA | Percentage of assets, Hourly |
| Jason Farris | Waller Financial Planning Group | Columbus | CFP | Percentage of assets, Hourly |
| Jenny Burns | Wealthquest | Cincinnati | CFP | Percentage of assets, Fixed fees |
| John May | Ruggaard & Associates | Hudson | CFP | Percentage of assets, Performance-based fees |
| Joshua Richardson | Peak Retirement Planning | Columbus | Not listed | Percentage of assets, Fixed fees |
| Katherine Kincaid | Waller Financial Planning Group | Columbus | CFP | Percentage of assets, Hourly |
| Kevin Coholan | Demming Financial Services | Aurora | CFP | Percentage of assets, Ongoing planning fee |
| Luke Nordman | Wealthquest | Cincinnati | CFP | Percentage of assets, Fixed fees |
| Mark Bates | Wealthquest | Cincinnati | CFP | Percentage of assets, Fixed fees |
| Megan Hammann | Wealthquest | Cincinnati | CFP | Percentage of assets, Fixed fees |
| Michael Griesmeyer | Wealth Management Group | Tipp City | CFP | Percentage of assets, Hourly |
| Michael Riney | Wealthquest | Cincinnati | CFP | Percentage of assets, Fixed fees |
| Michael Stoner | True North Financial Advisors | Hilliard | CFP | Percentage of assets, Fixed fees |
| Owen Bosworth | Peak Retirement Planning | Columbus | Not listed | Percentage of assets, Fixed fees |
| Parker Vaughan | Financial Counseling | Springboro | CFP | Percentage of assets, Hourly |
| Samuel Nordquist | Peak Retirement Planning | Columbus | Not listed | Percentage of assets, Fixed fees |
| Scott Rendle | Waller Financial Planning Group | Columbus | CFP | Percentage of assets, Hourly |
| Stephen King | Wealthquest | Cincinnati | CFP | Percentage of assets, Fixed fees |
| Terrie Austin | Milestone Wealth Strategies | Columbus | CFP | Percentage of assets, Hourly |
| Tyler Nichols | Peak Retirement Planning | Columbus | Not listed | Percentage of assets, Fixed fees |
| Tyler Purcell We handle the heavy-lifting of navigating investment, tax, estate and financial planning so you can focus on the things that you love with the people you love. | Balance Wealth | Columbus | Not listed | Percentage of assets, One-time planning fee |
| W. Kern | Wealthquest | Cincinnati | CFP | Percentage of assets, Fixed fees |
| Wade Daniel | Wealthquest | Cincinnati | CFP | Percentage of assets, Fixed fees |
| Andrew Jung | Crew Capital | Cincinnati | CFA | Percentage of assets |
| Brendan Koors | Athyra Financial Partners | Cincinnati | Not listed | Percentage of assets, Ongoing planning fee |
| Brent Casto | AdviceOne | Medina | CFP | Percentage of assets, Fixed fees |
| Curtis Reed | Welspire | Upper Arlington | CFP | Percentage of assets, Fixed fees |
| Daniel Vogelpohl | Wealth Dimensions Group | Cincinnati | Not listed | Percentage of assets, Hourly |
| Douglas Johnson | HCM Wealth Advisors | Cincinnati | CFA | Percentage of assets, Fixed fees |
| Edward Kolanko | Baynes Investment Counsel | Mason | Not listed | Percentage of assets, Hourly |
| Emily DeBlase | Organic Wealth | Columbus | ChFC | Ongoing planning fee, One-time planning fee |
| Erik Thompson | Peerless Wealth | Columbus | Not listed | Percentage of assets, Hourly |
| Huaiyu Chen | MEV Value | Hudson | CFP | Percentage of assets, Hourly |
| Jordan Shaw | Hixon Zuercher Capital Management | Findlay | CFP | Percentage of assets, Hourly |
| Katelyn Goepferich | Jarvis Global Investments | Loveland | CFP | Percentage of assets |
| Matthew Antenucci | McCarley & Cook | Cincinnati | CFA | Percentage of assets, Hourly |