| Patrick Lafley | Constellation Wealth Advisors | Cincinnati | Not listed | Percentage of assets, Subscription |
| Paul Geiger | Windsor Advisory Group | Columbus | Not listed | Percentage of assets, Fixed fees |
| Paul Solomon | Souders Financial Advisors | Cincinnati | Not listed | Percentage of assets, Fixed fees |
| Philip Kessler | SWS Partners | Columbus | Not listed | Percentage of assets, Fixed fees |
| Phillip Westhoff | Incline Wealth | Cincinnati | Not listed | Percentage of assets, Fixed fees |
| Randall Johnson | Candela Financial | Toledo | Not listed | Percentage of assets, Hourly |
| Richard Clemens | Hawk100 | Dublin | Not listed | Percentage of assets, Hourly |
| Richard Lowrie | Park Edge Advisors | Cleveland | Not listed | Percentage of assets, Hourly |
| Rik Saylor | RIK Saylor Financial | Fairfield | Not listed | Percentage of assets, Hourly |
| Rita Itsell | PDS Planning | Dublin | Not listed | Fixed fees |
| Robert Faulkner | Wealthbridge Capital Management | Westerville | Not listed | Percentage of assets, Hourly |
| Robert Stark | Watch Guard Capital | Copley | Not listed | Percentage of assets, Hourly |
| Roger Potter | Balanced Wealth Group | Westlake | Not listed | Percentage of assets, Hourly |
| Ronald Rich | Ronald J. Rich Financial Advising | Lakewood | Not listed | Percentage of assets, Hourly |
| Ryoichi Tsuchiya | Generations Wealth | Cincinnati | Not listed | Percentage of assets, Fixed fees |
| Salvatore Dangelo | Fourth Dimension Wealth | Mentor | Not listed | Percentage of assets, Hourly |
| Samantha Buck | Windsor Advisory Group | Columbus | Not listed | Percentage of assets, Fixed fees |
| Samantha Carver | Bond Tech | Bellbrook | Not listed | Percentage of assets, Hourly |
| Sarah Parker | Fiduciary Advisors | Columbia Station | Not listed | Percentage of assets, Hourly |
| Shane Duckworth | Clearmind Capital | Columbus | Not listed | Percentage of assets, Fixed fees |
| Sharon Stadul | CBS Funding | Broadview Heights | Not listed | Percentage of assets, Hourly |
| Smarika Adhikari | Rebel Financial | Groveport | Not listed | Percentage of assets, Hourly |
| Steve Persons | CBS Funding | Broadview Heights | Not listed | Percentage of assets, Hourly |
| Steven Carlson | Strong Investment Management | Canton | Not listed | Percentage of assets, Fixed fees |
| Steven French | Harvest Money | Invest Your Faith | Cincinnati | Not listed | Percentage of assets, Hourly |
| Steven LaChance | Lachance Wealth Partners | Shaker Heights | Not listed | Percentage of assets, Fixed fees |
| Steven Manuel | Outpost Advisors | Cincinnati | Not listed | Percentage of assets, Hourly |
| Susan Vasu | Landing Point Financial Group | Avon | Not listed | Percentage of assets, Fixed fees |
| Thomas Lennox | Vela Investment Management | New Albany | Not listed | Percentage of assets, Fixed fees |
| Thomas Macey | Souders Financial Advisors | Cincinnati | Not listed | Percentage of assets, Fixed fees |
| Thomas McConville | Constellation Wealth Advisors | Cincinnati | Not listed | Percentage of assets, Subscription |
| Tiffany Boval | Prasad Wealth Partners | Independence | Not listed | Percentage of assets, Fixed fees |
| Timothy Baker | Cornerstone Asset Management Services | Broadview Heights | Not listed | Percentage of assets, Hourly |
| Timothy Brown | Anderson Financial Strategies | Dayton | Not listed | Percentage of assets, Hourly |
| Timothy Mandel | Mandel Financial Services | Cincinnati | Not listed | Percentage of assets, Fixed fees |
| Todd Brown | PEB Capital Management | Columbus | Not listed | Percentage of assets, Hourly |
| Todd Kalish | Park Edge Advisors | Cleveland | Not listed | Percentage of assets, Hourly |
| Tracey Guthrie | Alexander Financial Planning | Columbus | Not listed | Percentage of assets, Hourly |
| Troy Rennekamp | Shepherd Wealth Management | Cincinnati | Not listed | Percentage of assets, Fixed fees |
| Tyler Ayres | KLD Wealth Management | Lebanon | Not listed | Percentage of assets, Hourly |
| Tyler Koepf | M. Thomas Capital Management | Chagrin Falls | Not listed | Percentage of assets, Hourly |
| W. Harper | HP & Associates | Bellefontaine | Not listed | Percentage of assets, Fixed fees |
| William Baker | W.M. Baker Investments | Dublin | Not listed | Percentage of assets, Hourly |
| William Deshurko | Buckeye Wealth Partners | Centerville | Not listed | Percentage of assets, Hourly |
| William Ferber | Landing Point Financial Group | Avon | Not listed | Percentage of assets, Fixed fees |
| William Haase | 365 Wealth Management Group | Mason | Not listed | Percentage of assets, Fixed fees |
| William Haase | 365 Wealth Management Group | Mason | Not listed | Percentage of assets, Fixed fees |
| William Henry | First Fiduciary Investment Counsel | Cleveland | Not listed | Percentage of assets, Fixed fees |
| William Ratcliff | Rebel Financial | Groveport | Not listed | Percentage of assets, Hourly |
| William Shaffer | Shaffer Capital | Westerville | Not listed | Percentage of assets, Hourly |