| Douglas Smorag | CM Wealth | Beachwood | PFS | Percentage of assets, Hourly |
| Dylon Woolwine | Peak Retirement Planning | Columbus | Not listed | Percentage of assets, Fixed fees |
| Elizabeth Scheiderer | Signal Tree Financial Partners | Copley | CFP | Percentage of assets, Fixed fees |
| Emma Hostetler | Peak Retirement Planning | Columbus | Not listed | Percentage of assets, Fixed fees |
| Jacob Smail | Demming Financial Services | Aurora | CFP | Percentage of assets, Ongoing planning fee |
| James Oliger | Wealthquest | Cincinnati | CFP | Percentage of assets, Fixed fees |
| James Stechschulte | THOR Wealth Management | Cincinnati | CFA | Percentage of assets, Fixed fees |
| Jason Eliason | Waller Financial Planning Group | Columbus | CFP, ChFC, CFA | Percentage of assets, Hourly |
| Jason Farris | Waller Financial Planning Group | Columbus | CFP | Percentage of assets, Hourly |
| Jeff Rovnak | Signal Tree Financial Partners | Copley | CFP | Percentage of assets, Fixed fees |
| Jenny Burns | Wealthquest | Cincinnati | CFP | Percentage of assets, Fixed fees |
| Joshua Richardson | Peak Retirement Planning | Columbus | Not listed | Percentage of assets, Fixed fees |
| Katherine Kincaid | Waller Financial Planning Group | Columbus | CFP | Percentage of assets, Hourly |
| Kevin Coholan | Demming Financial Services | Aurora | CFP | Percentage of assets, Ongoing planning fee |
| Luke Nordman | Wealthquest | Cincinnati | CFP | Percentage of assets, Fixed fees |
| Mark Bates | Wealthquest | Cincinnati | CFP | Percentage of assets, Fixed fees |
| Megan Hammann | Wealthquest | Cincinnati | CFP | Percentage of assets, Fixed fees |
| Michael Griesmeyer | Wealth Management Group | Tipp City | CFP | Percentage of assets, Hourly |
| Michael Kelley | Cornerstone Wealth Management | Westlake | CFP | Percentage of assets, Hourly |
| Michael Riney | Wealthquest | Cincinnati | CFP | Percentage of assets, Fixed fees |
| Michael Stoner | True North Financial Advisors | Hilliard | CFP | Percentage of assets, Fixed fees |
| Nicholas Kaplan | Cornerstone Wealth Management | Westlake | CFP | Percentage of assets, Hourly |
| Owen Bosworth | Peak Retirement Planning | Columbus | Not listed | Percentage of assets, Fixed fees |
| Parker Vaughan | Financial Counseling | Springboro | CFP | Percentage of assets, Hourly |
| Roger Southward | Southward Financial Services | Pickerington | CFP | Hourly, Ongoing planning fee |
| Samuel Nordquist | Peak Retirement Planning | Columbus | Not listed | Percentage of assets, Fixed fees |
| Scott Rendle | Waller Financial Planning Group | Columbus | CFP | Percentage of assets, Hourly |
| Stephen King | Wealthquest | Cincinnati | CFP | Percentage of assets, Fixed fees |
| Theodore Winders | Yarger Wealth Strategies | Westerville | CFP, CFA | Percentage of assets, Fixed fees |
| Tyler Nichols | Peak Retirement Planning | Columbus | Not listed | Percentage of assets, Fixed fees |
| Tyler Purcell We handle the heavy-lifting of navigating investment, tax, estate and financial planning so you can focus on the things that you love with the people you love. | Balance Wealth | Columbus | Not listed | Percentage of assets, One-time planning fee |
| W. Kern | Wealthquest | Cincinnati | CFP | Percentage of assets, Fixed fees |
| Wade Daniel | Wealthquest | Cincinnati | CFP | Percentage of assets, Fixed fees |
| Andrew Jung | Crew Capital | Cincinnati | CFA | Percentage of assets |
| Brent Casto | AdviceOne | Medina | CFP | Percentage of assets, Fixed fees |
| Brian Shepardson | James Investment | Xenia | CFA, CIC | Percentage of assets, Hourly |
| Callie Jacoby | Gryphon Financial Partners | Toledo | CFP | Percentage of assets, Hourly |
| Carol Clark | OnCenter Financial Advisors | Beachwood | CFA | Percentage of assets, Hourly |
| Curtis Reed | Welspire | Upper Arlington | CFP | Percentage of assets, Fixed fees |
| Daniel Vogelpohl | Wealth Dimensions Group | Cincinnati | Not listed | Percentage of assets, Hourly |
| Douglas Johnson | HCM Wealth Advisors | Cincinnati | CFA | Percentage of assets, Fixed fees |
| Edward Kolanko | Baynes Investment Counsel | Mason | Not listed | Percentage of assets, Hourly |
| Emily DeBlase | Organic Wealth | Columbus | ChFC | Ongoing planning fee, One-time planning fee |
| Huaiyu Chen | MEV Value | Hudson | CFP | Percentage of assets, Hourly |
| Ian Hundley | Gryphon Financial Partners | Columbus | CFP | Percentage of assets, Hourly |
| Jeffrey Lagusch | Gryphon Financial Partners | Columbus | CFP | Percentage of assets, Hourly |
| Jennifer Poirier | Gryphon Financial Partners | Toledo | CFP | Percentage of assets, Hourly |
| Jordan Shaw | Hixon Zuercher Capital Management | Findlay | CFP | Percentage of assets, Hourly |
| Joshua Shaffer | Trinity Financial Advisors | Columbus | CFA | Percentage of assets, Fixed fees |
| Lauren Fine | Beatrice Advisors | Cleveland | CFA | Percentage of assets, Fixed fees |