| Logan Hogrefe | Frazier Financial Advisors | Columbus | CFP | Percentage of assets, Hourly |
| Madeline Keegan | Frazier Financial Advisors | Columbus | CFP | Percentage of assets, Hourly |
| Marc Thomas | Lesjak Planning | Westlake | CFP | Percentage of assets, Hourly |
| 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 Peck | Anderson Financial Strategies | Dayton | CFP | 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 |
| Nathan Gist | Lesjak Planning | Westlake | CFP | Percentage of assets, Hourly |
| Nicolas Paxson | Constellation Wealth Advisors | Cincinnati | CFP | Percentage of assets, Subscription |
| Pamela Clark | Generations Wealth | Cincinnati | CFP | Percentage of assets, Fixed fees |
| Patrick Finneran | The Joseph Group Capital Management | Columbus | CFP | Percentage of assets, Fixed fees |
| 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 Hamilton | PDS Planning | Columbus | CFP | Fixed fees |
| Robert Jamison | Vawter Financial | Columbus | CFP | Percentage of assets, Hourly |
| Robert Pearce | Pennant Wealth Management | Avon | CFP | Percentage of assets, Hourly |
| Ryan Tishy | Ironkoor Retirement | West Chester | CFP | Percentage of assets, Fixed fees |
| Ryan Watt | Arena Private Wealth | Upper Arlington | CFP | Percentage of assets, Hourly |
| Samuel Fries | SSB Managed Wealth | Canfield | CFP | Percentage of assets, Hourly |
| Sandra Gontero | Epoch Wealth Management | Chagrin Falls | CFP, PFS | Hourly, 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 |
| Shon Anderson | Anderson Financial Strategies | Dayton | CFP, CFA | 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 |
| Tad Herrington | PDS Planning | Dublin | CFP | Fixed fees |
| Theresa LeChard | The Joseph Group Capital Management | Columbus | CFP | Percentage of assets, Fixed fees |
| Thomas Fairfax | Highland Consulting Associates | Cleveland | CFP | Percentage of assets, Hourly |
| Thresa Alexander | Alexander Financial Planning | Columbus | CFP | Percentage of assets, Hourly |
| Timothy Koester | Phase Line Financial | Cincinnati | CFP | Percentage of assets, Hourly |
| Todd Walter | The Joseph Group Capital Management | Columbus | CFP | Percentage of assets, Fixed fees |
| 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 |
| Andrew Givens | First Fiduciary Investment Counsel | Cleveland | CFA | Percentage of assets, Fixed fees |
| Anita Eisthen | Labrador Investments | Cincinnati | CFA | Percentage of assets, Hourly |