| Todd Wenning | KNA Capital | Cincinnati | CFA | Percentage of assets, Hourly |
| Tom Sleeter | Ruggaard & Associates | Hudson | Not listed | Percentage of assets, Performance-based fees |
| William Henderly | Nvest Wealth Strategies | Powell | CFA | Percentage of assets |
| Zachary Holtmeier | Union Strategic Advisors | Blue Ash | Not listed | Percentage of assets, Fixed fees |
| Andrew Schmitt | Schmitt Wealth Advisers | Cincinnati | Not listed | Percentage of assets, Hourly |
| Anthony Hixon | Hixon Zuercher Capital Management | Findlay | Not listed | Percentage of assets, Hourly |
| Arthur Jarvis | Jarvis Global Investments | Loveland | Not listed | Percentage of assets |
| Austin Jarvis | Jarvis Global Investments | Loveland | Not listed | Percentage of assets |
| Austin Wilson | Hixon Zuercher Capital Management | Findlay | Not listed | Percentage of assets, Hourly |
| David Wassmuth | Central Point Wealth Management | Beavercreek Township | Not listed | Percentage of assets, Hourly |
| Dawn Wilson | Athens Impact Socially Responsible Investments | Athens | Not listed | Percentage of assets, Hourly |
| Jeroen van Leersum | Wyoming Wealth Management | Cincinnati | Not listed | Percentage of assets |
| Jessica Hinks | Hixon Zuercher Capital Management | Findlay | Not listed | Percentage of assets, Hourly |
| John Quimjian | Physicians Wealth Solutions | Columbus | Not listed | Percentage of assets |
| John Stewart | Physicians Wealth Solutions | Columbus | Not listed | Percentage of assets |
| Joshua Robb | Hixon Zuercher Capital Management | Findlay | Not listed | Percentage of assets, Hourly |
| Kristine O'Brien | Wealth Transitions Financial Planning | Cincinnati | Not listed | Percentage of assets, Fixed fees |
| Lawrence Zimmerman | Zimmerman Advisory Group | Dublin | Not listed | Percentage of assets, Fixed fees |
| Mark Kamann | Physicians Wealth Solutions | Columbus | Not listed | Percentage of assets |
| Steve Schaefer | Eagle Eye Advisory | Westerville | Not listed | Percentage of assets |
| Verna Ruby | Physicians Wealth Solutions | Columbus | Not listed | Percentage of assets |
| Aaron Mechling | KMG Fiduciary Partners | Toledo | Not listed | Percentage of assets, Fixed fees |
| Alfredo Sandoval | The Private Investment Group | Kettering | Not listed | Percentage of assets, Fixed fees |
| Braden Seymour | Kleinfelder Capital | Cincinnati | Not listed | Percentage of assets, Hourly |
| Brandon Grimm | KMG Fiduciary Partners | Toledo | Not listed | Percentage of assets, Fixed fees |
| Connor Diem | Sims Investment Management | Cincinnati | Not listed | Percentage of assets, Hourly |
| Cory Sims | Sims Investment Management | Cincinnati | Not listed | Percentage of assets, Hourly |
| Evan Glover | Tetelestai Capital | Loveland | Not listed | Percentage of assets, Hourly |
| Kelsey Burke | Apricity Financial Planning | Whitehouse | Not listed | Ongoing planning fee, One-time planning fee |
| Matthew Taub | Taub Investment Planning Services | Beachwood | Not listed | Percentage of assets, Hourly |
| Michael Perry | Sims Investment Management | Cincinnati | Not listed | Percentage of assets, Hourly |
| Michael Rhinehart | Tenacity Private Wealth | Powell | Not listed | Percentage of assets, Hourly |
| Nicholas Schubeler | The Private Investment Group | Kettering | Not listed | Percentage of assets, Fixed fees |
| Patrick Jones | Sims Investment Management | Cincinnati | Not listed | Percentage of assets, Hourly |
| Ryan Atkins | Sims Investment Management | Cincinnati | Not listed | Percentage of assets, Hourly |
| Timothy Davis | Kleinfelder Capital | Cincinnati | Not listed | Percentage of assets, Hourly |
| William Justice | Sims Investment Management | Cincinnati | Not listed | Percentage of assets, Hourly |
| Aaron Simpson | Alpha Planning and Financial Services | Solon | CFP, ChFC | Percentage of assets, Hourly |
| Aaron Vaughn | Defiant Financial Services | Westlake | CFP | Percentage of assets, Hourly |
| Adam Edwards | PEB Capital Management | Columbus | CFP | Percentage of assets, Hourly |
| Allen Weaver | Elevation Financial Partners | Westerville | CFP | Percentage of assets |
| Amanda Crighton | Rabe Investment Consulting Group | Richfield | CFP | Percentage of assets |
| Andrew Ferraro | Ferraro Wealth Management | Dublin | CFP | Percentage of assets, Fixed fees |
| Annalisa Sporrong | Frazier Financial Advisors | Columbus | CFP | Percentage of assets, Hourly |
| Anne Zavaglia | Beacon Hill Investment Advisory | Dublin | CFP | Percentage of assets, Hourly |
| Anthony Payne | John E. Sestina and Company | Columbus | CFP | Percentage of assets, Fixed fees |
| Barry Jamieson | Rebel Financial | Groveport | CFP | Percentage of assets, Hourly |
| Benjamin Linser | Family Wealth Advisory Group | Cincinnati | CFP | Percentage of assets, Fixed fees |
| Brad Schueler | Fiduciary Wealth Group | Cincinnati | CFP | Percentage of assets, Hourly |
| Brent Gargano | National Wealth Management Group | Cincinnati | CFP | Percentage of assets, Hourly |