| Andrew Keeler | Keeler & Nadler | Dublin | CFP | Percentage of assets, Hourly |
| Benjamin Dobler | Financial Rounds | Cincinnati | CFP | Ongoing planning fee |
| Christopher Hansen | Financial Rounds | Cincinnati | CFP | Ongoing planning fee |
| Christopher Schumacher | asendo wealth | Columbus | CFP | Percentage of assets, Hourly |
| Dennis Coon | Transcend Wealth | Woodmere | CFP | Percentage of assets |
| Isao Shoji | asendo wealth | Columbus | CFP | Percentage of assets, Hourly |
| Jacob Martin | Keeler & Nadler | Dublin | CFP | Percentage of assets, Hourly |
| Jessica Hultberg | Keeler & Nadler | Dublin | CFP | Percentage of assets, Hourly |
| John Loveday | asendo wealth | Columbus | CFP | Percentage of assets, Hourly |
| Jonathan Roby | asendo wealth | Columbus | CFP | Percentage of assets, Hourly |
| Joy Schlie | Harvest Financial Advisors | West Chester | CFP | Percentage of assets, Hourly |
| Justin Neuwirt | Neu Wealth Group | New Albany | CFP | Percentage of assets, Hourly |
| Lauren Matthiessen | LeClair Wealth Partners | Dublin | CFP | Percentage of assets, Flat fee or retainer |
| Marc Henn | Harvest Financial Advisors | Cincinnati | CFP | Percentage of assets, Hourly |
| Mark Beaver | Keeler & Nadler | Dublin | CFP | Percentage of assets, Hourly |
| Max Heintz | MFH Financial Services | Dayton | CFP | Hourly, Percentage of assets |
| Meghan Mader | asendo wealth | Columbus | CFP | Percentage of assets, Hourly |
| Michael Klubnik | Keeler & Nadler | Dublin | CFP | Percentage of assets, Hourly |
| Michael Purtill | Purtill Financial | Cleveland Heights | CFP | Percentage of assets, Hourly |
| Monica Dwyer | Harvest Financial Advisors | West Chester | CFP | Percentage of assets, Hourly |
| Penny Wasem | Lifetime Financial Planning Solutions | Lancaster | CFP, PFS | Hourly |
| Pierre Bigby | Bigby Financial Planning, LLC. | Lewis Center | CFP | Percentage of assets, Hourly |
| Richard Fein | Fein Advisor | Cincinnati | CFP | Flat fee or retainer |
| Robert Hansen | Financial Rounds | Cincinnati | CFP | Ongoing planning fee |
| Ryan Leary | asendo wealth | Columbus | CFP | Percentage of assets, Hourly |
| Sharon Miller | Financial Rounds | Cincinnati | CFP | Ongoing planning fee |
| Steven Clifford | Share The Harvest Partners | Canton | CFP | Percentage of assets, Hourly |
| Timothy Burkett | Keeler & Nadler | Dublin | CFP | Percentage of assets, Hourly |
| Alexander Benson | Birchcreek Wealth Management | Miami Township | Not listed | Percentage of assets, Flat fee or retainer |
| Alexander Doll | Anfield Wealth Management | Cleveland | CFP | Percentage of assets, Ongoing planning fee |
| Christopher Cook | McCarley & Cook | Cincinnati | CFP | Percentage of assets, Hourly |
| Christopher Oberholzer | Infinity Wealth Counsel | Loveland | CFP | One-time planning fee, Percentage of assets |
| Daniel Doyle | Oak Park Wealth Management | Lakewood | CFP | Percentage of assets, Hourly |
| James Dunphy | Dunphy Wealth Management | Cincinnati | CFP | Percentage of assets |
| Jason Bernal | Blue Jay Financial Group | Defiance | CFP | Percentage of assets |
| Jason Marsh | Cognition Financial | Dublin | Not listed | Percentage of assets, Ongoing planning fee |
| Marnie Randel | Paradigm Wealth Management | Westlake | CFP | Percentage of assets, Hourly |
| Matthew Oberholzer | Infinity Wealth Counsel | Loveland | CFP | One-time planning fee, Percentage of assets |
| Ronald Bates | St. Clair Advisors | Mayfield Heights | CFP, PFS | Percentage of assets, Hourly |
| Sandria Calio | Providence Financial Services | Rocky River | CFP, PFS | Percentage of assets, Hourly |
| Travis Wurz | Wurz Financial Services | Holland | Not listed | Percentage of assets, Hourly |
| Addison Fluent | Iron Gate Wealth Advisors | Poland | CFP | Percentage of assets, Hourly |
| Benjamin Wallace | CM Wealth | Beachwood | CFA | Percentage of assets, Hourly |
| Carly Purtill | Purtill Financial | Willoughby | PFS | Percentage of assets, Hourly |
| Christina Fanourakis | Cornerstone Wealth Management | Westlake | CFP | Percentage of assets, Hourly |
| Christopher Olsgard | Waller Financial Planning Group | Columbus | CFP | Percentage of assets, Hourly |
| David Demming | Demming Financial Services | Auroara | CFP | Percentage of assets, Ongoing planning fee |
| David Demming | Demming Financial Services | Aurora | CFP | Percentage of assets, Ongoing planning fee |
| Douglas Smorag | CM Wealth | Beachwood | PFS | Percentage of assets, Hourly |
| Jacob Smail | Demming Financial Services | Aurora | CFP | Percentage of assets, Ongoing planning fee |