| Matthew Swendiman | Crew Capital | Cincinnati | ChFC, CFA | Percentage of assets |
| Michael Hengehold | HCM Wealth Advisors | Cincinnati | PFS | Percentage of assets, Fixed fees |
| Michael McGill | Summit Investments & Financial Planning | Uniontown | CFA | Percentage of assets |
| Peter Baden | Crew Capital | Cincinnati | CFA | Percentage of assets |
| Peter Schmitt | Schmitt Wealth Advisers | Cincinnati | CFP | Percentage of assets, Hourly |
| Richard Carroll | Bell City Wealth | Hillsboro | CFP | Percentage of assets, Hourly |
| Robert Jung | Crew Capital | Cincinnati | CFA | Percentage of assets |
| Sandra Thomas | S.C. Thomas & Associates, CPA | Medina | PFS | Percentage of assets, Hourly |
| Sean Paddock | Wealth Dimensions Group | Cincinnati | Not listed | Percentage of assets, Hourly |
| Shengde Liu | Access Wealth Group | Powell | CFA | Percentage of assets, Hourly |
| Stephen Jimenez | Peerless Wealth | Columbus | Not listed | Percentage of assets, Hourly |
| Steven Zangmeister | Aspire Growth Partners | Medina | ChFC | Percentage of assets, Hourly |
| Allisha Curtis | THOR Wealth Management | Cincinnati | Not listed | Percentage of assets, Fixed fees |
| Alvin Asiamah | asendo wealth | Columbus | Not listed | Percentage of assets, Hourly |
| Benjamin Hunter | Harvest Financial Advisors | West Chester | Not listed | Percentage of assets, Hourly |
| Blake Farmer | asendo wealth | Columbus | Not listed | Percentage of assets, Hourly |
| Brian Munoz | Financial Rounds | Cincinnati | Not listed | Ongoing planning fee |
| Britta Koepf | Tranquil Path Financial Planning, LLC | Independence | CFP | Fixed fees |
| Bruce Mason | Harvest Financial Advisors | Cincinnati | Not listed | Percentage of assets, Hourly |
| Cameron Kaser | KMG Fiduciary Partners | Toledo | CFP | Percentage of assets, Fixed fees |
| Carolyn Cook | What About Us Financial, LLC | Bellbrook | CFP, CRPC, MBA | Percentage of assets, Hourly |
| Dave Flegal | Flegal Financial Planning | Berea | CFP, CPA, MBA | Percentage of assets, Hourly |
| David Kaser | KMG Fiduciary Partners | Toledo | CFP | Percentage of assets, Fixed fees |
| David Sleeter | Ruggaard & Associates | Hudson | CFA | Percentage of assets, Performance-based fees |
| David Stone | Personal Financial Advisors, Inc. | Pickerington | CFP | Percentage of assets |
| Eric Laub | Finance 180, LLC | Columbus | CFP | Percentage of assets, Fixed fees |
| Erin Maynard | Shuttleworth & Company | Powell | ChFC | Percentage of assets, Fixed fees |
| Garrett Thompson | Sky Vision Wealth | Columbus | Not listed | Percentage of assets |
| Gary Downie | Wealth Pinnacle | Centerville | CFA | Percentage of assets, Hourly |
| Geoffrey Galbraith | GFM Asset Management | Maumee | Not listed | Percentage of assets, Hourly |
| Gregory Luke | THOR Wealth Management | Cincinnati | Not listed | Percentage of assets, Fixed fees |
| James Blue | Blue Advisors | Upper Arlington | CFP | Percentage of assets, Hourly |
| James Gore | THOR Wealth Management | Cincinnati | Not listed | Percentage of assets, Fixed fees |
| Jason Born | Stirling Bridge Wealth Partners | Mcclure | CFA | Percentage of assets |
| Jordan Ranly | Nvest Wealth Strategies | Powell | CFP | Percentage of assets |
| Joseph Eck | Stage Ready Financial Planning | Dayton | CFP | Percentage of assets, Fixed fees |
| Joseph Perin | Coordinated Financial Planning | Cincinnati | CFP | Percentage of assets |
| Justin Rush | JGR Financial Solutions, LLC | North Canton | CFP | Percentage of assets, Fixed fees |
| Kara Downing | Endeavor Wealth Advisors | Pepper Pike | CFP | Percentage of assets, Hourly |
| Kevin Barto | Coordinated Financial Planning | Cincinnati | CFP | Percentage of assets |
| Lindsay Wolf | asendo wealth | Warren | Not listed | Percentage of assets, Hourly |
| Luke Leong | Wealthquest | Cincinnati | CFA | Percentage of assets, Fixed fees |
| Marcus Rose | TSN Wealth & Tax Management | Blue Ash | Not listed | Percentage of assets, Hourly |
| Mark Kleespies | THOR Wealth Management | Cincinnati | Not listed | Percentage of assets, Fixed fees |
| Matthew Beamer | Coordinated Financial Planning | Cincinnati | CFP | Percentage of assets |
| Matthew Freiburger | Shuttleworth & Company | Powell | CFA | Percentage of assets, Fixed fees |
| Matthew Savoti | Harvest Financial Advisors | West Chester | Not listed | Percentage of assets, Hourly |
| Michael Beels | Share The Harvest Partners | Canton | Not listed | Percentage of assets, Hourly |
| Michael Kleinfelder | Kleinfelder Capital | Cincinnati | CFP | Percentage of assets, Hourly |
| Molly Balunek | Endeavor Wealth Advisors | Pepper Pike | CFP | Percentage of assets, Hourly |