| Mark Kleespies | THOR Wealth Management | Cincinnati | Not listed | Percentage of assets, Fixed fees |
| Mark Schutter | Blake Schutter Theil Wealth Advisors | Dayton | Not listed | Percentage of assets, Hourly |
| Matt Hofacre | Pay It Forward Financial Planning | Worthington | CFP, EA, CRPC, APMA | Fixed fees |
| Matthew Beamer | Coordinated Financial Planning | Cincinnati | CFP | Percentage of assets |
| Matthew Burnham | Journey Wealth | Cleveland | Not listed | Percentage of assets, Fixed fees |
| Matthew Freiburger | Shuttleworth & Company | Powell | CFA | Percentage of assets, Fixed fees |
| Matthew Theil | Blake Schutter Theil Wealth Advisors | Dayton | Not listed | Percentage of assets, Hourly |
| Michael Beels | Share The Harvest Partners | Canton | Not listed | Percentage of assets, Hourly |
| Michael Kleinfelder | Kleinfelder Capital | Cincinnati | CFP | Percentage of assets, Hourly |
| Mitchell Knotek | Journey Wealth | Cleveland | Not listed | Percentage of assets, Fixed fees |
| Mitchell Towne | LeClair Wealth Partners | Dublin | Not listed | Percentage of assets, Flat fee or retainer |
| Nicholas Evans | CM Wealth | Beachwood | Not listed | Percentage of assets, Hourly |
| Nicholas Paterniti | Journey Wealth | Cleveland | Not listed | Percentage of assets, Fixed fees |
| Nick George | ClearMind Capital | Columbus | CFP, ChFC | Percentage of assets, Fixed fees |
| Richard Kaser | KMG Fiduciary Partners | Toledo | CFP | Percentage of assets, Fixed fees |
| Samuel McCoy | Tenacity Private Wealth | Powell | CFP | Percentage of assets, Hourly |
| Scott Haley | Prelude Financial, LLC | Doylestown | CFP | Percentage of assets, Hourly |
| Terence Gliha | Journey Wealth | Cleveland | Not listed | Percentage of assets, Fixed fees |
| Thomas Houston | Share The Harvest Partners | Canton | Not listed | Percentage of assets, Hourly |
| Tim Hamilton | FinancialFamilies | Carroll | CFP, MBA | Fixed fees |
| Todd Pouliot | Gateway Financial | Northfield | Not listed | Flat fee or retainer, Ongoing planning fee |
| William Leuby | Hamilton Capital, LLC | Columbus | CFP, CPA, JD | Percentage of assets, Hourly |
| William Root | Keeler & Nadler | Dublin | Not listed | Percentage of assets, Hourly |
| Adam Croll | Crew Capital | Cincinnati | Not listed | Percentage of assets |
| Alexander Hartzel | Kohmann Bosshard | Akron | Not listed | Percentage of assets, Hourly |
| Annette Quinter | James Investment | Xenia | Not listed | Percentage of assets, Hourly |
| Anthony Calvino | Trinity Financial Advisors | Columbus | Not listed | Percentage of assets, Fixed fees |
| Caleb Frankart | Blue Jay Financial Group | Defiance | Not listed | Percentage of assets |
| Casey Boland | HCM Wealth Advisors | Cincinnati | Not listed | Percentage of assets, Fixed fees |
| Cassidy Kohmann | Kohmann Bosshard | Akron | Not listed | Percentage of assets, Hourly |
| Christen Biddlestone | Trinity Financial Advisors | Columbus | Not listed | Percentage of assets, Fixed fees |
| Craig Steinbrink | St. Clair Advisors | Mayfield Heights | Not listed | Percentage of assets, Hourly |
| David McGowan | James Investment | Xenia | Not listed | Percentage of assets, Hourly |
| David Sommer | St. Clair Advisors | Mayfield Heights | Not listed | Percentage of assets, Hourly |
| Dean Kohmann | Kohmann Bosshard | Akron | Not listed | Percentage of assets, Hourly |
| Dennis Fulmer | Beese Fulmer | Canton | CFA | Percentage of assets |
| Diane Rose | James Investment | Xenia | Not listed | Percentage of assets, Hourly |
| Fred Botek | St. Clair Advisors | Mayfield Heights | Not listed | Percentage of assets, Hourly |
| Jason Zangmeister | Aspire Growth Partners | Medina | Not listed | Percentage of assets, Hourly |
| Kristina Green | Trinity Financial Advisors | Columbus | Not listed | Percentage of assets, Fixed fees |
| Mark Fleming | Gryphon Financial Partners | Columbus | CFA | Percentage of assets, Hourly |
| Michael Kostelnik | Family Life Financial Planning | Mentor | Not listed | Percentage of assets, Hourly |
| Michael Martinez | The Pension Group | Dublin | Not listed | Percentage of assets, Hourly |
| Michael Willitzer | Blue Jay Financial Group | Defiance | Not listed | Percentage of assets |
| Nicholas Perini | Beese Fulmer | Canton | CFA | Percentage of assets |
| Perry Jeffries | Diamond Equity Advisors | Columbus | Not listed | Ongoing planning fee |
| Richard Culpepper | James Investment | Xenia | Not listed | Percentage of assets, Hourly |
| Robert Chester | Chester Financial Services | Fredericktown | Not listed | One-time planning fee |
| Robert Deitrick | Polaris Financial Partners | Westerville | Not listed | Percentage of assets, Fixed fees |
| Robert Szeles | Beese Fulmer | Canton | CFA | Percentage of assets |