| Nick George | ClearMind Capital | Columbus | CFP, ChFC | Percentage of assets, Fixed fees |
| Paul Burgdorf | Harvest Financial Advisors | West Chester | Not listed | Percentage of assets, Hourly |
| Randall Ruggaard | Ruggaard & Associates | Hudson | ChFC | Percentage of assets, Performance-based fees |
| Richard Kaser | KMG Fiduciary Partners | Toledo | CFP | Percentage of assets, Fixed fees |
| Ryan Motsinger | Harvest Financial Advisors | West Chester | Not listed | Percentage of assets, Hourly |
| Samuel McCoy | Tenacity Private Wealth | Powell | CFP | Percentage of assets, Hourly |
| Scott Haley | Prelude Financial, LLC | Doylestown | CFP | Percentage of assets, Hourly |
| Thomas Houston | Share The Harvest Partners | Canton | Not listed | Percentage of assets, Hourly |
| William Root | Keeler & Nadler | Dublin | Not listed | Percentage of assets, Hourly |
| Adam Croll | Crew Capital | Cincinnati | Not listed | Percentage of assets |
| Caleb Frankart | Blue Jay Financial Group | Defiance | Not listed | Percentage of assets |
| Casey Boland | HCM Wealth Advisors | Cincinnati | Not listed | Percentage of assets, Fixed fees |
| Edward Smith | Smith Capital Management | Loveland | ChFC | Percentage of assets |
| Jason Zangmeister | Aspire Growth Partners | Medina | Not listed | Percentage of assets, Hourly |
| Michael Kostelnik | Family Life Financial Planning | Mentor | Not listed | Percentage of assets, Hourly |
| Michael Martinez | The Pension Group | Dublin | Not listed | Percentage of assets, Hourly |
| Michael Willitzer | Blue Jay Financial Group | Defiance | Not listed | Percentage of assets |
| Perry Jeffries | Diamond Equity Advisors | Columbus | Not listed | Ongoing planning fee |
| Randall Kronour | Kapstone Financial Advisors | Lebanon | Not listed | Percentage of assets |
| Robert Chester | Chester Financial Services | Fredericktown | Not listed | One-time planning fee |
| Robert Deitrick | Polaris Financial Partners | Westerville | Not listed | Percentage of assets, Fixed fees |
| Roy McGuffin | Kapstone Financial Advisors | Lebanon | Not listed | Percentage of assets |
| Ryan Cass | Beacon Financial Partners | Cleveland | Not listed | Percentage of assets, Hourly |
| Ryan Retcher | Access Wealth Group | Dublin | Not listed | Percentage of assets, Hourly |
| William Harrigan | Polaris Financial Partners | Westerville | Not listed | Percentage of assets, Fixed fees |
| Alex Holtmeier | Union Strategic Advisors | Blue Ash | Not listed | Percentage of assets, Fixed fees |
| Conner McClure | True North Financial Advisors | Hilliard | Not listed | Percentage of assets, Fixed fees |
| Connie Costanzo | Connie Costanzo | Brunswick | Not listed | Percentage of assets, Hourly |
| Danny Colburn | Colburn Wealth Management, LLC. | Grove City | Not listed | Percentage of assets, Hourly |
| David Macino | Macino Financial Services | Holland | Not listed | Percentage of assets, Hourly |
| Douglas Moore | Financial Counseling | Springboro | Not listed | Percentage of assets, Hourly |
| Dylan Bastress | Pace Financial Advisors | Ashville | Not listed | Percentage of assets, Hourly |
| Edward Daniels | Colburn Wealth Management, LLC. | Grove City | Not listed | Percentage of assets, Hourly |
| Gavan Griesmeyer | Wealth Management Group | Beavercreek | Not listed | Percentage of assets, Hourly |
| John Vrablic | T.I.P.S. 4 Reps | Avon | Not listed | Percentage of assets, Hourly |
| Joshua Dandurand | Walden Financial | Granville | Not listed | Percentage of assets, One-time planning fee |
| Mark Crowe | Crowe Financial Group | Hillsboro | Not listed | Percentage of assets, Hourly |
| Michael Loewe | Wealthquest | Cincinnati | Not listed | Percentage of assets, Fixed fees |
| Michael Moore | Wealthquest | Cincinnati | Not listed | Percentage of assets, Fixed fees |
| Paul Chapman | Colburn Wealth Management, LLC. | Grove City | Not listed | Percentage of assets, Hourly |
| Robert Gabel | Colburn Wealth Management, LLC. | Grove City | Not listed | Percentage of assets, Hourly |
| Robert Reichwein | Wealthquest | Cincinnati | Not listed | Percentage of assets, Fixed fees |
| Ryan Coulter | Demming Financial Services | Aurora | Not listed | Percentage of assets, Ongoing planning fee |
| Ryan Ruggaard | Ruggaard & Associates | Hudson | Not listed | Percentage of assets, Performance-based fees |
| Samuel Martinez | Wealthquest | Cincinnati | Not listed | Percentage of assets, Fixed fees |
| Stanley Edgell | Strategic Planning | Columbus | Not listed | Percentage of assets, Fixed fees |
| Stephen Perrin | Coordinated Financial Planning | Cincinnati | ChFC | Percentage of assets |
| Stevan Vaughan | Financial Counseling | Springboro | Not listed | Percentage of assets, Hourly |
| Steven Henderly | Nvest Wealth Strategies | Powell | CFA | Percentage of assets |
| Timothy Recker | Union Strategic Advisors | Blue Ash | Not listed | Percentage of assets, Fixed fees |