| Sharon Miller | Financial Rounds | Cincinnati | CFP | Ongoing planning fee |
| Steven Clifford | Share The Harvest Partners | Canton | CFP | Percentage of assets, Hourly |
| Timothy Burkett | Keeler & Nadler | Dublin | CFP | Percentage of assets, Hourly |
| Alexander Benson | Birchcreek Wealth Management | Miami Township | Not listed | Percentage of assets, Flat fee or retainer |
| Alexander Doll | Anfield Wealth Management | Cleveland | CFP | Percentage of assets, Ongoing planning fee |
| Andrew Doepker | Wellspring Family Office | Cleveland | CFP | Percentage of assets, Fixed fees |
| Andrew Siciliano | Wellspring Family Office | Cleveland | CFP | Percentage of assets, Fixed fees |
| Anna Vitale | Wellspring Family Office | Cleveland | CFP | Percentage of assets, Fixed fees |
| Benjamin Hartings | Trinity Financial Advisors | Columbus | CFP | Percentage of assets, Fixed fees |
| Bryan Glancy | Spinnaker Financial Group | Independence | CFP | Percentage of assets, Fixed fees |
| Christopher Oberholzer | Infinity Wealth Counsel | Loveland | CFP | One-time planning fee, Percentage of assets |
| Daniel Doyle | Oak Park Wealth Management | Lakewood | CFP | Percentage of assets, Hourly |
| Eric Hanna | Wellspring Family Office | Fairview Park | CFP | Percentage of assets, Fixed fees |
| Geoffrey Biehn | Trinity Financial Advisors | Columbus | CFP | Percentage of assets, Fixed fees |
| Gregory Middendorf | HCM Wealth Advisors | Cincinnati | CFP | Percentage of assets, Fixed fees |
| Jake Butcher | HCM Wealth Advisors | Cincinnati | CFP | Percentage of assets, Fixed fees |
| James Eutsler | HCM Wealth Advisors | Cincinnati | CFP | Percentage of assets, Fixed fees |
| Jason Bernal | Blue Jay Financial Group | Defiance | CFP | Percentage of assets |
| Jason Marsh | Cognition Financial | Dublin | Not listed | Percentage of assets, Ongoing planning fee |
| Jennifer Staton | Wellspring Family Office | Cleveland | CFP | Percentage of assets, Fixed fees |
| Joshua Melda | Cleveland Retirement Planning | Westlake | CFP | Percentage of assets, Fixed fees |
| Kathryn Madzsar | Wellspring Family Office | Cleveland | CFP | Percentage of assets, Fixed fees |
| Matthew Calme | HCM Wealth Advisors | Cincinnati | CFP | Percentage of assets, Fixed fees |
| Matthew Oberholzer | Infinity Wealth Counsel | Loveland | CFP | One-time planning fee, Percentage of assets |
| Ronald Bates | St. Clair Advisors | Mayfield Heights | CFP, PFS | Percentage of assets, Hourly |
| Sandria Calio | Providence Financial Services | Rocky River | CFP, PFS | Percentage of assets, Hourly |
| Steven Hengehold | HCM Wealth Advisors | Cincinnati | CFP | Percentage of assets, Fixed fees |
| Travis Wurz | Wurz Financial Services | Holland | Not listed | Percentage of assets, Hourly |
| Vaughn Kellerman | Gannett Wealth Advisors | Cleve | CFP | Percentage of assets, Fixed fees |
| William Ambrogio | Wellspring Family Office | Cleveland | CFP | Percentage of assets, Fixed fees |
| Addison Fluent | Iron Gate Wealth Advisors | Poland | CFP | Percentage of assets, Hourly |
| Alec Schrock | Peak Retirement Planning | Columbus | Not listed | Percentage of assets, Fixed fees |
| Amanda Blankenship | Signal Tree Financial Partners | Copley | CFP | Percentage of assets, Fixed fees |
| Andrew Molnar | THOR Wealth Management | Cincinnati | CFA | Percentage of assets, Fixed fees |
| Andrew Woodard | THOR Wealth Management | Cincinnati | CFA | Percentage of assets, Fixed fees |
| Benjamin Wallace | CM Wealth | Beachwood | CFA | Percentage of assets, Hourly |
| Calisto Reghi | Peak Retirement Planning | Columbus | Not listed | Percentage of assets, Fixed fees |
| Cameron Kaska | Peak Retirement Planning | Columbus | Not listed | Percentage of assets, Fixed fees |
| Carly Purtill | Purtill Financial | Willoughby | PFS | Percentage of assets, Hourly |
| Christina Fanourakis | Cornerstone Wealth Management | Westlake | CFP | Percentage of assets, Hourly |
| Christopher Olsgard | Waller Financial Planning Group | Columbus | CFP | Percentage of assets, Hourly |
| Cole Schrock | Peak Retirement Planning | Columbus | Not listed | Percentage of assets, Fixed fees |
| Colin Bishop | Fruitful | Columbus | CFP | Percentage of assets, Ongoing planning fee |
| Corey Jordison | Peak Retirement Planning | Columbus | Not listed | Percentage of assets, Fixed fees |
| Daniel Larson | Wealthquest | Cincinnati | CFP | Percentage of assets, Fixed fees |
| David Demming | Demming Financial Services | Auroara | CFP | Percentage of assets, Ongoing planning fee |
| David Demming | Demming Financial Services | Aurora | CFP | Percentage of assets, Ongoing planning fee |
| David Massare | Signal Tree Financial Partners | Copley | CFP | Percentage of assets, Fixed fees |
| David Olson | Journey Wealth | Cleveland | ChFC | Percentage of assets, Fixed fees |
| Dominic Garris | Peak Retirement Planning | Columbus | Not listed | Percentage of assets, Fixed fees |