| Jason Eliason | Waller Financial Planning Group | Columbus | CFP, ChFC, CFA | Percentage of assets, Hourly |
| Jason Farris | Waller Financial Planning Group | Columbus | CFP | Percentage of assets, Hourly |
| Katherine Kincaid | Waller Financial Planning Group | Columbus | CFP | Percentage of assets, Hourly |
| Kevin Coholan | Demming Financial Services | Aurora | CFP | Percentage of assets, Ongoing planning fee |
| Michael Griesmeyer | Wealth Management Group | Tipp City | CFP | Percentage of assets, Hourly |
| Michael Kelley | Cornerstone Wealth Management | Westlake | CFP | Percentage of assets, Hourly |
| Nicholas Kaplan | Cornerstone Wealth Management | Westlake | CFP | Percentage of assets, Hourly |
| Parker Vaughan | Financial Counseling | Springboro | CFP | Percentage of assets, Hourly |
| Roger Southward | Southward Financial Services | Pickerington | CFP | Hourly, Ongoing planning fee |
| Scott Rendle | Waller Financial Planning Group | Columbus | CFP | Percentage of assets, Hourly |
| Terrie Austin | Milestone Wealth Strategies | Columbus | CFP | Percentage of assets, Hourly |
| Brian Shepardson | James Investment | Xenia | CFA, CIC | Percentage of assets, Hourly |
| Callie Jacoby | Gryphon Financial Partners | Toledo | CFP | Percentage of assets, Hourly |
| Carol Clark | OnCenter Financial Advisors | Beachwood | CFA | Percentage of assets, Hourly |
| Daniel Vogelpohl | Wealth Dimensions Group | Cincinnati | Not listed | Percentage of assets, Hourly |
| Edward Kolanko | Baynes Investment Counsel | Mason | Not listed | Percentage of assets, Hourly |
| Emily DeBlase | Organic Wealth | Columbus | ChFC | Ongoing planning fee, One-time planning fee |
| Erik Thompson | Peerless Wealth | Columbus | Not listed | Percentage of assets, Hourly |
| Huaiyu Chen | MEV Value | Hudson | CFP | Percentage of assets, Hourly |
| Ian Hundley | Gryphon Financial Partners | Columbus | CFP | Percentage of assets, Hourly |
| Jeffrey Lagusch | Gryphon Financial Partners | Columbus | CFP | Percentage of assets, Hourly |
| Jennifer Poirier | Gryphon Financial Partners | Toledo | CFP | Percentage of assets, Hourly |
| Jordan Shaw | Hixon Zuercher Capital Management | Findlay | CFP | Percentage of assets, Hourly |
| Matthew Antenucci | McCarley & Cook | Cincinnati | CFA | Percentage of assets, Hourly |
| Matthew Oberdorfer | Oberdorfer Financial | Gahanan | Not listed | Flat fee or retainer, Ongoing planning fee |
| Michael Solik | Gryphon Financial Partners | Columbus | CFP | Percentage of assets, Hourly |
| Peter Schmitt | Schmitt Wealth Advisers | Cincinnati | CFP | Percentage of assets, Hourly |
| Richard Carroll | Bell City Wealth | Hillsboro | CFP | Percentage of assets, Hourly |
| Robert Swansboro | Gryphon Financial Partners | Toledo | CFP | Percentage of assets, Hourly |
| Sandra Thomas | S.C. Thomas & Associates, CPA | Medina | PFS | Percentage of assets, Hourly |
| Sean Paddock | Wealth Dimensions Group | Cincinnati | Not listed | Percentage of assets, Hourly |
| Shengde Liu | Access Wealth Group | Powell | CFA | Percentage of assets, Hourly |
| Stephen Jimenez | Peerless Wealth | Columbus | 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 |
| Trent Dysert | James Investment | Xenia | CFA | Percentage of assets, Hourly |
| Alvin Asiamah | asendo wealth | Columbus | Not listed | Percentage of assets, Hourly |
| Benjamin Hunter | Harvest Financial Advisors | West Chester | Not listed | Percentage of assets, Hourly |
| 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 |
| Bruce Mason | Harvest Financial Advisors | Cincinnati | Not listed | Percentage of assets, Hourly |
| Carolyn Cook | What About Us Financial, LLC | Bellbrook | CFP, CRPC, MBA | Percentage of assets, Hourly |
| Dave Flegal | Flegal Financial Planning | Berea | CFP, CPA, MBA | Percentage of assets, Hourly |
| Gary Downie | Wealth Pinnacle | Centerville | CFA | Percentage of assets, Hourly |
| Geoffrey Galbraith | GFM Asset Management | Maumee | Not listed | Percentage of assets, Hourly |
| Jacob Rieger | Vaultis Private Wealth | Cincinnati | CFP | Percentage of assets |
| James Blue | Blue Advisors | Upper Arlington | CFP | Percentage of assets, Hourly |
| James Evans | TTG Financial Inc | Canton | CFP | Percentage of assets, Hourly |