| Jessica Hinks | Hixon Zuercher Capital Management | Findlay | Not listed | Percentage of assets, Hourly |
| Joel Guth | Gryphon Financial Partners | Columbus | Not listed | Percentage of assets, Hourly |
| Joseph Strancar | Beese Fulmer | Canton | Not listed | Percentage of assets |
| Joshua Robb | Hixon Zuercher Capital Management | Findlay | Not listed | Percentage of assets, Hourly |
| Kristen Nicholson | Gryphon Financial Partners | Toledo | Not listed | Percentage of assets, Hourly |
| Kristine O'Brien | Wealth Transitions Financial Planning | Cincinnati | Not listed | Percentage of assets, Fixed fees |
| Lawrence Zimmerman | Zimmerman Advisory Group | Dublin | Not listed | Percentage of assets, Fixed fees |
| Randi Bellner | Gryphon Financial Partners | Columbus | Not listed | Percentage of assets, Hourly |
| Ryan Fulmer | Beese Fulmer | Canton | Not listed | Percentage of assets |
| William Camp | Beese Fulmer | Canton | Not listed | Percentage of assets |
| Aaron Mechling | KMG Fiduciary Partners | Toledo | Not listed | Percentage of assets, Fixed fees |
| Alfredo Sandoval | The Private Investment Group | Kettering | Not listed | Percentage of assets, Fixed fees |
| Braden Seymour | Kleinfelder Capital | Cincinnati | Not listed | Percentage of assets, Hourly |
| Brandon Grimm | KMG Fiduciary Partners | Toledo | Not listed | Percentage of assets, Fixed fees |
| Connor Diem | Sims Investment Management | Cincinnati | Not listed | Percentage of assets, Hourly |
| Cory Sims | Sims Investment Management | Cincinnati | Not listed | Percentage of assets, Hourly |
| Evan Glover | Tetelestai Capital | Loveland | Not listed | Percentage of assets, Hourly |
| Keith Kohout | Vaultis Private Wealth | Cincinnati | Not listed | Percentage of assets |
| Kelsey Burke | Apricity Financial Planning | Whitehouse | Not listed | Ongoing planning fee, One-time planning fee |
| Matthew Taub | Taub Investment Planning Services | Beachwood | Not listed | Percentage of assets, Hourly |
| Michael Perry | Sims Investment Management | Cincinnati | Not listed | Percentage of assets, Hourly |
| Michael Rhinehart | Tenacity Private Wealth | Powell | Not listed | Percentage of assets, Hourly |
| Nicholas Schubeler | The Private Investment Group | Kettering | Not listed | Percentage of assets, Fixed fees |
| Patrick Jones | Sims Investment Management | Cincinnati | Not listed | Percentage of assets, Hourly |
| Ryan Atkins | Sims Investment Management | Cincinnati | Not listed | Percentage of assets, Hourly |
| Timothy Davis | Kleinfelder Capital | Cincinnati | Not listed | Percentage of assets, Hourly |
| William Justice | Sims Investment Management | Cincinnati | Not listed | Percentage of assets, Hourly |
| Aaron Simpson | Alpha Planning and Financial Services | Solon | CFP, ChFC | Percentage of assets, Hourly |
| Aaron Vaughn | Defiant Financial Services | Westlake | CFP | Percentage of assets, Hourly |
| Adam Edwards | PEB Capital Management | Columbus | CFP | Percentage of assets, Hourly |
| Adam Morton | Constellation Wealth Advisors | Cincinnati | CFP | Percentage of assets, Subscription |
| Adam Philipp | Philipp Capital Advisors | Shaker Heights | CFP | Percentage of assets, Hourly |
| Allen Osgood | Financial Freedom | Cincinnati | CFP | Percentage of assets, Hourly |
| Andrew Federico | Financial Freedom | Cincinnati | CFP, CFA | Percentage of assets, Hourly |
| Andrew Ferraro | Ferraro Wealth Management | Dublin | CFP | Percentage of assets, Fixed fees |
| Andrew Potosky | PDS Planning | Dublin | CFP | Fixed fees |
| Anna Pfaehler | Constellation Wealth Advisors | Cincinnati | CFP | Percentage of assets, Subscription |
| Annalisa Sporrong | Frazier Financial Advisors | Columbus | CFP | Percentage of assets, Hourly |
| Anne Zavaglia | Beacon Hill Investment Advisory | Dublin | CFP | Percentage of assets, Hourly |
| Anthony Payne | John E. Sestina and Company | Columbus | CFP | Percentage of assets, Fixed fees |
| Barry Jamieson | Rebel Financial | Groveport | CFP | Percentage of assets, Hourly |
| Benjamin Linser | Family Wealth Advisory Group | Cincinnati | CFP | Percentage of assets, Fixed fees |
| Brad Schueler | Fiduciary Wealth Group | Cincinnati | CFP | Percentage of assets, Hourly |
| Brent Gargano | National Wealth Management Group | Cincinnati | CFP | Percentage of assets, Hourly |
| Brian Walker | Monetary Solutions | Dayton | CFP, PFS | Percentage of assets, Hourly |
| Bud Lavery | Capstone Wealth Partners | Dublin | CFP | Percentage of assets, Fixed fees |
| Cameron Uttley | John E. Sestina and Company | Columbus | CFP | Percentage of assets, Fixed fees |
| Carter Gerlach | Windsor Advisory Group | Columbus | CFP | Percentage of assets, Fixed fees |
| Cheryl Rose | Constellation Wealth Advisors | Cincinnati | CFP, CFA | Percentage of assets, Subscription |
| Christina Povenmire | Rebel Financial | Groveport | CFP | Percentage of assets, Hourly |