| Mark Fissel | Beacon Hill Investment Advisory | Dublin | CFP | Percentage of assets, Hourly |
| Matthew Daugherty | Balanced Wealth Group | Westlake | CFP | Percentage of assets, Hourly |
| Matthew Gottshall | Balanced Wealth Group | Westlake | CFP | Percentage of assets, Hourly |
| Matthew Heitman | National Wealth Management Group | Cincinnati | CFP, ChFC, CFA | Percentage of assets, Hourly |
| Matthew Shaffer | Shaffer Capital | Westerville | CFP | Percentage of assets, Hourly |
| Michael Brady | Michael Brady & | Westlake | CFP | Percentage of assets, Fixed fees |
| Michael Disalvo | The Wealth Advantage Group | Columbus | CFP | Percentage of assets, Hourly |
| Michael Moloney | Meyer Gates Financial Advisors | West Chester | CFP | Percentage of assets, Fixed fees |
| Michael Souders | Souders Financial Advisors | Cincinnati | CFP | Percentage of assets, Fixed fees |
| Norman Lindahl | Lindahl & Mansager | Fairlawn | CFP | Percentage of assets |
| Paula Peck | Peck & Associates | Independence | CFP | Percentage of assets, Hourly |
| Phillip Bollin | Bollin Wealth Management | Perrysburg | CFP | Percentage of assets, Hourly |
| Randolph Gantt | Fiduciary Wealth Group | Centerville | CFP | Percentage of assets, Hourly |
| Richard Mohr | Buckeye Financial Solutions | Canton | CFP, PFS | Percentage of assets, Hourly |
| Robert Aaron Hammack | John E. Sestina and Company | Columbus | CFP | Percentage of assets, Fixed fees |
| Robert Bailey | The Sherrington Group | Columbus | CFP | Percentage of assets, Hourly |
| Robert Grossheim | Family Wealth Advisory Group | Cincinnati | CFP | Percentage of assets, Fixed fees |
| Robert Jamison | Vawter Financial | Columbus | CFP | Percentage of assets, Hourly |
| Robert Pearce | Pennant Wealth Management | Avon | CFP | Percentage of assets, Hourly |
| Ronald Mahorney | Cincinnati Wealth Management | Cincinnati | CFP | Percentage of assets, Hourly |
| Ryan Tishy | Ironkoor Retirement | West Chester | CFP | Percentage of assets, Fixed fees |
| Scott Schwalich | Ironkoor Retirement | West Chester | CFP | Percentage of assets, Fixed fees |
| Scott Simons | Ridgeline Wealth Planning | Centerville | CFP | Percentage of assets, Hourly |
| Spencer Hagar | John E. Sestina and Company | Columbus | CFP | Percentage of assets, Fixed fees |
| Stephanie Bailey | Northavenue | Columbus | CFP | Fixed fees |
| Stephen Geraghty | Kovalcik & Geraghty Wealth Partners | Upper Arlington | CFP | Percentage of assets, Hourly |
| Stephen Lukan | John E. Sestina and Company | Columbus | CFP | Percentage of assets, Fixed fees |
| Stephen Zorko | Integrity Wealth Management | Loveland | CFP | Percentage of assets, Hourly |
| Terrance Hennessy | Graver Capital Management | Columbus | CFP | Percentage of assets |
| Thresa Alexander | Alexander Financial Planning | Columbus | CFP | Percentage of assets, Hourly |
| Timothy Koester | Phase Line Financial | Cincinnati | CFP | Percentage of assets, Hourly |
| Tyler Cook | John E. Sestina and Company | Columbus | CFP | Percentage of assets, Fixed fees |
| Victor Shott | Frazier Financial Advisors | Columbus | CFP | Percentage of assets, Hourly |
| William Marker | Borland Marker | Dayton | CFP, ChFC | Percentage of assets, Hourly |
| William Shorthill | Beacon Hill Investment Advisory | Dublin | CFP | Percentage of assets, Hourly |
| Brandon Kremer | Heximer Investment Management | Worthington | CFA | Percentage of assets, Hourly |
| Christian Hviid | Concordia Wealth Planning | Powell | CFA | Percentage of assets, Fixed fees |
| Christine Bules | Cornerstone Asset Management Services | Broadview Heights | ChFC | Percentage of assets, Hourly |
| Clint Edgington | Beacon Hill Investment Advisory | Dublin | CFA | Percentage of assets, Hourly |
| Colin White | Frazier Financial Advisors | Columbus | CFA | Percentage of assets, Hourly |
| Jeffrey Spitzmiller | Queen City Capital Management | Cincinnati | CFA | Percentage of assets, Fixed fees |
| Joel Oles | The Sherrington Group | Columbus | PFS | Percentage of assets, Hourly |
| Michael Doherty | Prasad Wealth Partners | Independence | CFA | Percentage of assets, Fixed fees |
| Michael Rabe | Rabe Investment Consulting Group | Richfield | CFA | Percentage of assets |
| Richard Clemens | Hawk100 | Dublin | CFA | Percentage of assets, Hourly |
| Richard Miller | Richard Miller Financial Services | Zanesville | ChFC | Percentage of assets, Hourly |
| Robert Wassel | Trinity Wealth Management | Cincinnati | PFS | Percentage of assets, Hourly |
| Ryan Sheppard | Capstone Wealth Partners | Dublin | ChFC | Percentage of assets, Fixed fees |
| Thomas Cirincione | Fourth Dimension Wealth | Middleburg Heights | CFA | Percentage of assets, Hourly |
| Adam Schaffer | A Schaffer Advisor Services | Norwalk | Not listed | Percentage of assets, Fixed fees |