| Matthew Dunn | ARQ Wealth Advisors | Hudson | CFA | Percentage of assets, Fixed fees |
| Matthew Oberdorfer | Oberdorfer Financial | Gahanan | Not listed | Flat fee or retainer, Ongoing planning fee |
| Matthew Swendiman | Crew Capital | Cincinnati | ChFC, CFA | Percentage of assets |
| Michael Hengehold | HCM Wealth Advisors | Cincinnati | PFS | Percentage of assets, Fixed fees |
| Michael Novak | Wellspring Family Office | Cleveland | PFS | Percentage of assets, Fixed fees |
| Michael Solik | Gryphon Financial Partners | Columbus | CFP | Percentage of assets, Hourly |
| Peter Baden | Crew Capital | Cincinnati | CFA | Percentage of assets |
| Peter Schmitt | Schmitt Wealth Advisers | Cincinnati | CFP | Percentage of assets, Hourly |
| Richard Carroll | Bell City Wealth | Hillsboro | CFP | Percentage of assets, Hourly |
| Richard Turgeon | Wellspring Family Office | Cleveland | CFA | Percentage of assets, Fixed fees |
| Robert Jung | Crew Capital | Cincinnati | CFA | Percentage of assets |
| Robert Swansboro | Gryphon Financial Partners | Toledo | CFP | Percentage of assets, Hourly |
| Sean Paddock | Wealth Dimensions Group | Cincinnati | Not listed | Percentage of assets, Hourly |
| Steven Zangmeister | Aspire Growth Partners | Medina | ChFC | Percentage of assets, Hourly |
| Terry Davis | Gryphon Financial Partners | Columbus | CFP | Percentage of assets, Hourly |
| Thomas Regan | Gryphon Financial Partners | Cincinnati | CFP | Percentage of assets, Hourly |
| Timothy Schwiebert | Topsail Wealth Management | Cincinnati | Not listed | Percentage of assets |
| Trent Dysert | James Investment | Xenia | CFA | Percentage of assets, Hourly |
| Allisha Curtis | THOR Wealth Management | Cincinnati | Not listed | Percentage of assets, Fixed fees |
| Alvin Asiamah | asendo wealth | Columbus | Not listed | Percentage of assets, Hourly |
| Amy White | Journey Wealth | Cleveland | Not listed | Percentage of assets, Fixed fees |
| Anthony Gargano | Journey Wealth | Cleveland | Not listed | Percentage of assets, Fixed fees |
| Blake Farmer | asendo wealth | Columbus | Not listed | Percentage of assets, Hourly |
| Brian Becker | Chapters To Wealth | Lewis Center | CFP | Hourly, Fixed fees |
| Brian Munoz | Financial Rounds | Cincinnati | Not listed | Ongoing planning fee |
| Britta Koepf | Tranquil Path Financial Planning, LLC | Independence | CFP | Fixed fees |
| Cameron Kaser | KMG Fiduciary Partners | Toledo | CFP | Percentage of assets, Fixed fees |
| Carolyn Cook | What About Us Financial, LLC | Bellbrook | CFP, CRPC, MBA | Percentage of assets, Hourly |
| Charles Hruby | Journey Wealth | Cleveland | Not listed | Percentage of assets, Fixed fees |
| Danijel Romic | Journey Wealth | Cleveland | Not listed | Percentage of assets, Fixed fees |
| Danya Karram | Brilliant Advice™ Wealth Management | Cincinnati | CFP | Percentage of assets |
| Dave Flegal | Flegal Financial Planning | Berea | CFP, CPA, MBA | Percentage of assets, Hourly |
| David Kaser | KMG Fiduciary Partners | Toledo | CFP | Percentage of assets, Fixed fees |
| Derek Tinnin | Altiora Financial Group | Lebanon | CFP | Percentage of assets, Fixed fees |
| Eric Laub | Finance 180, LLC | Columbus | CFP | Percentage of assets, Fixed fees |
| Erin Maynard | Shuttleworth & Company | Powell | ChFC | Percentage of assets, Fixed fees |
| Gary Downie | Wealth Pinnacle | Centerville | CFA | Percentage of assets, Hourly |
| Geoffrey Galbraith | GFM Asset Management | Maumee | Not listed | Percentage of assets, Hourly |
| Gregory Luke | THOR Wealth Management | Cincinnati | Not listed | Percentage of assets, Fixed fees |
| Jacob Rieger | Vaultis Private Wealth | Cincinnati | CFP | Percentage of assets |
| James Blue | Blue Advisors | Upper Arlington | CFP | Percentage of assets, Hourly |
| James Gore | THOR Wealth Management | Cincinnati | Not listed | Percentage of assets, Fixed fees |
| James Myers | Journey Wealth | Cleveland | Not listed | Percentage of assets, Fixed fees |
| Joseph Eck | Stage Ready Financial Planning | Dayton | CFP | Percentage of assets, Fixed fees |
| Joseph Perin | Coordinated Financial Planning | Cincinnati | CFP | Percentage of assets |
| Justin Rush | JGR Financial Solutions, LLC | North Canton | CFP | Percentage of assets, Fixed fees |
| Kevin Barto | Coordinated Financial Planning | Cincinnati | CFP | Percentage of assets |
| Lindsay Wolf | asendo wealth | Warren | Not listed | Percentage of assets, Hourly |
| Luke Leong | Wealthquest | Cincinnati | CFA | Percentage of assets, Fixed fees |
| Marcus Rose | TSN Wealth & Tax Management | Blue Ash | Not listed | Percentage of assets, Hourly |