| Jordan Ranly | Nvest Wealth Strategies | Powell | CFP | Percentage of assets |
| Kara Downing | Endeavor Wealth Advisors | Pepper Pike | CFP | Percentage of assets, Hourly |
| Lindsay Wolf | asendo wealth | Warren | Not listed | Percentage of assets, Hourly |
| Marcus Rose | TSN Wealth & Tax Management | Blue Ash | Not listed | Percentage of assets, Hourly |
| Mark Schutter | Blake Schutter Theil Wealth Advisors | Dayton | Not listed | Percentage of assets, Hourly |
| Matthew Savoti | Harvest Financial Advisors | West Chester | Not listed | Percentage of assets, Hourly |
| 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 Towne | LeClair Wealth Partners | Dublin | Not listed | Percentage of assets, Flat fee or retainer |
| Molly Balunek | Endeavor Wealth Advisors | Pepper Pike | CFP | Percentage of assets, Hourly |
| Nicholas Evans | CM Wealth | Beachwood | Not listed | Percentage of assets, Hourly |
| Paul Burgdorf | Harvest Financial Advisors | West Chester | Not listed | Percentage of assets, Hourly |
| Roman Skurdal | Ceva Advisors | Beavercreek | Not listed | Percentage of assets, Hourly |
| Ryan Motsinger | Harvest Financial Advisors | West Chester | Not listed | Percentage of assets, Hourly |
| Samuel McCoy | Tenacity Private Wealth | Powell | CFP | Percentage of assets, Hourly |
| Scott Haley | Prelude Financial, LLC | Doylestown | CFP | Percentage of assets, Hourly |
| Thomas Houston | Share The Harvest Partners | Canton | Not listed | Percentage of assets, Hourly |
| William Leuby | Hamilton Capital, LLC | Columbus | CFP, CPA, JD | Percentage of assets, Hourly |
| William Root | Keeler & Nadler | Dublin | Not listed | Percentage of assets, Hourly |
| Alexander Hartzel | Kohmann Bosshard | Akron | Not listed | Percentage of assets, Hourly |
| Annette Quinter | James Investment | Xenia | Not listed | Percentage of assets, Hourly |
| Caleb Frankart | Blue Jay Financial Group | Defiance | Not listed | Percentage of assets |
| Cassidy Kohmann | Kohmann Bosshard | Akron | Not listed | Percentage of assets, Hourly |
| 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 |
| Douglas Kuhlman | Paradigm Wealth Management | Westlake | Not listed | Percentage of assets, Hourly |
| Edward Smith | Smith Capital Management | Loveland | ChFC | Percentage of assets |
| Fred Botek | St. Clair Advisors | Mayfield Heights | Not listed | Percentage of assets, Hourly |
| Gregory Johnson | Paradigm Wealth Management | Westlake | Not listed | Percentage of assets, Hourly |
| Jason Zangmeister | Aspire Growth Partners | Medina | Not listed | Percentage of assets, Hourly |
| Jill Wood | FreeWood Private Wealth Management | Powell | Not listed | Percentage of assets, Hourly |
| Kevin Cooney | Paradigm Wealth Management | Westlake | Not listed | Percentage of assets, Hourly |
| 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 Szeles | Beese Fulmer | Canton | CFA | Percentage of assets |
| Ryan Cass | Beacon Financial Partners | Cleveland | Not listed | Percentage of assets, Hourly |
| Ryan Post | James Investment | Xenia | Not listed | Percentage of assets, Hourly |
| Ryan Retcher | Access Wealth Group | Dublin | Not listed | Percentage of assets, Hourly |
| Anastasiya Sembay | Cornerstone Wealth Management | Westlake | Not listed | Percentage of assets, Hourly |