| Christopher Copploe | G. Earl Mowrey & | Youngstown | CFP | Percentage of assets, Fixed fees |
| Chrysantha Clark | Chrys Financial Planning | Wyoming | CFP | Percentage of assets, Hourly |
| Cory Davenport | The Davenport Financial Group | Dayton | CFP | Percentage of assets, Fixed fees |
| Craig Constantinovich | John E. Sestina and Company | Columbus | CFP | Percentage of assets, Fixed fees |
| Craig Novosel-Johnson | Wealthought | Upper Arlington | CFP | Percentage of assets, Hourly |
| Daniel Mick | Ridgeline Wealth Planning | Centerville | CFP | Percentage of assets, Hourly |
| Daniel O'Connell | Bullrock Capital | Dublin | CFP | Percentage of assets, Fixed fees |
| Daniel Souders | Souders Financial Advisors | Cincinnati | CFP | Percentage of assets, Fixed fees |
| Danielle Seurkamp | Well Spent Wealth Planning | Loveland | CFP | Percentage of assets, Fixed fees |
| David Kirkey | Kirkey & CO. Financial Advisors | Hilliard | CFP | Percentage of assets, Hourly |
| Derrick Schuler | Schuler Wealth Planning | Powell | CFP | Percentage of assets, Hourly |
| Diana Palmer | Family Financial Planning | Cortland | CFP | Percentage of assets, Hourly |
| Douglas Kinsey | Artifex Financial Group | Oakwood | CFP | Percentage of assets, Hourly |
| Elizabeth Griffiths | Intera Financial Planners | Avon Lake | CFP | Hourly, Fixed fees |
| Elizabeth Li | Ehmli Investment Advisors | Dayton | CFP | Percentage of assets, Hourly |
| Emily Rose | Constellation Wealth Advisors | Cincinnati | CFP | Percentage of assets, Subscription |
| Eric Hamberg | RIK Saylor Financial | Fairfield | CFP | Percentage of assets, Hourly |
| Gary Vawter | Vawter Financial | Columbus | CFP, ChFC | Percentage of assets, Hourly |
| George Mowrey | G. Earl Mowrey & | Youngstown | CFP | Percentage of assets, Fixed fees |
| James Rogers | PDS Planning | Dublin | CFP | Fixed fees |
| James Sexton | Western Reserve Capital Management | Hudson | CFP | Percentage of assets, Hourly |
| James Unger | DBK Financial Counsel | Cuyahoga Falls | CFP, ChFC | Percentage of assets, Fixed fees |
| Jamie Menges | PDS Planning | Dublin | CFP | Fixed fees |
| Jason Schmitt | Jacobson & Schmitt Advisors | Montgomery | CFP | Percentage of assets, Fixed fees |
| Jay McClellan | Cornerstone Asset Management Services | Broadview Heights | CFP | Percentage of assets, Hourly |
| Jeffrey Foster | Retirement Strategies | Dublin | CFP | Percentage of assets, Hourly |
| Jeffrey Wenger | Wrenne Financial Planning | North Canton | CFP | Fixed fees |
| Jeffrey Zimmerman | Zimmerman Capital Management | Salem | CFP | Percentage of assets, Hourly |
| Jeffry Hamilton | Roscoe Financial | Coshocton | CFP | Percentage of assets, Hourly |
| Jeremy Royer | Kirkey & CO. Financial Advisors | Hilliard | CFP | Percentage of assets, Hourly |
| Jerry Snyder | Retirement Strategies | Dublin | CFP | Percentage of assets, Hourly |
| Joey Flinner | Landing Point Financial Group | Avon | CFP | Percentage of assets, Fixed fees |
| John Davidson | Kyleshill Financial Planning | Columbus | CFP | Percentage of assets, Fixed fees |
| John Dexter | Trinity Wealth Management | Cincinnati | CFP | Percentage of assets, Hourly |
| John Girvin | Fiduciary Wealth Group | Centerville | CFP | Percentage of assets, Hourly |
| John Lynch | Lynch Financial Group | Dublin | CFP, CFA | Percentage of assets, Hourly |
| John Ohsner | Heximer Investment Management | Columbus | CFP, CFA | Percentage of assets, Hourly |
| Jonathan Bailey | The Joseph Group Capital Management | Columbus | CFP | Percentage of assets, Fixed fees |
| Jonathan Torrens | TCM Wealth Advisors | Fairlawn | CFP | Percentage of assets, Hourly |
| Jordan Acer | Concordia Wealth Planning | Powell | CFP | Percentage of assets, Fixed fees |
| Joseph Baumann | Cambridge Financial and Tax Advisors, LLC. | Columbus | CFP | Hourly, Fixed fees |
| Joshua Harrell | Balanced Wealth Group | Westlake | CFP | Percentage of assets, Hourly |
| Joshua Levine | Firefly Wealth Management | Cleveland | CFP | Percentage of assets, Fixed fees |
| Joshua Stewart | YFP Wealth | New Albany | CFP | Percentage of assets, Fixed fees |
| Katrina Moore | Vawter Financial | Columbus | CFP | Percentage of assets, Hourly |
| Keith Sechler | Keystone Financial Planning | Westlake | CFP | Percentage of assets, Fixed fees |
| Kevin Lesjak | Lesjak Planning | Westlake | CFP | Percentage of assets, Hourly |
| Kevin Thomas | Constellation Wealth Advisors | Cincinnati | CFP | Percentage of assets, Subscription |
| Kimberly Murphy | Park Edge Advisors | Cleveland | CFP | Percentage of assets, Hourly |
| Laurel Fitzsimmons | Highland Consulting Associates | Cleveland | CFP | Percentage of assets, Hourly |