| Augustine Matheson | Cornerstone Wealth Management | Westlake | Not listed | Percentage of assets, Hourly |
| Connie Costanzo | Connie Costanzo | Brunswick | Not listed | Percentage of assets, Hourly |
| Danny Colburn | Colburn Wealth Management, LLC. | Grove City | Not listed | Percentage of assets, Hourly |
| David Macino | Macino Financial Services | Holland | Not listed | Percentage of assets, Hourly |
| David Millet | Galvin, Gaustad & Stein | Sagamore Hills | Not listed | Percentage of assets, Hourly |
| Douglas Moore | Financial Counseling | Springboro | Not listed | Percentage of assets, Hourly |
| Dylan Bastress | Pace Financial Advisors | Ashville | Not listed | Percentage of assets, Hourly |
| Edmund Malone | Cornerstone Wealth Management | Westlake | Not listed | Percentage of assets, Hourly |
| Edward Daniels | Colburn Wealth Management, LLC. | Grove City | Not listed | Percentage of assets, Hourly |
| Gavan Griesmeyer | Wealth Management Group | Beavercreek | Not listed | Percentage of assets, Hourly |
| John Vrablic | T.I.P.S. 4 Reps | Avon | Not listed | Percentage of assets, Hourly |
| Joshua Dandurand | Walden Financial | Granville | Not listed | Percentage of assets, One-time planning fee |
| Joshua Petrusko | Iron Gate Wealth Advisors | Poland | Not listed | Percentage of assets, Hourly |
| Mark Crowe | Crowe Financial Group | Hillsboro | Not listed | Percentage of assets, Hourly |
| Nick Dionisos | Cornerstone Wealth Management | Westlake | Not listed | Percentage of assets, Hourly |
| Paul Chapman | Colburn Wealth Management, LLC. | Grove City | Not listed | Percentage of assets, Hourly |
| Robert Gabel | Colburn Wealth Management, LLC. | Grove City | Not listed | Percentage of assets, Hourly |
| Ryan Coulter | Demming Financial Services | Aurora | Not listed | Percentage of assets, Ongoing planning fee |
| Stevan Vaughan | Financial Counseling | Springboro | Not listed | Percentage of assets, Hourly |
| Steven Henderly | Nvest Wealth Strategies | Powell | CFA | Percentage of assets |
| Thomas Isgrig | Isgrig Capital Asset Management | Cincinnati | Not listed | Hourly, Fixed fees |
| Todd Wenning | KNA Capital | Cincinnati | CFA | Percentage of assets, Hourly |
| William Henderly | Nvest Wealth Strategies | Powell | CFA | Percentage of assets |
| Andrew Schmitt | Schmitt Wealth Advisers | Cincinnati | Not listed | Percentage of assets, Hourly |
| Anthony Hixon | Hixon Zuercher Capital Management | Findlay | Not listed | Percentage of assets, Hourly |
| Austin Wilson | Hixon Zuercher Capital Management | Findlay | Not listed | Percentage of assets, Hourly |
| Bradley Fergason | Beese Fulmer | Canton | Not listed | Percentage of assets |
| Catherine Cory | Gryphon Financial Partners | Columbus | Not listed | Percentage of assets, Hourly |
| Charles Saunders | Gryphon Financial Partners | Columbus | Not listed | Percentage of assets, Hourly |
| Craig Sumerel | Gryphon Financial Partners | Columbus | Not listed | Percentage of assets, Hourly |
| David Wassmuth | Central Point Wealth Management | Beavercreek Township | Not listed | Percentage of assets, Hourly |
| Dawn Wilson | Athens Impact Socially Responsible Investments | Athens | Not listed | Percentage of assets, Hourly |
| 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 |
| 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 |
| Braden Seymour | Kleinfelder Capital | Cincinnati | Not listed | Percentage of assets, Hourly |
| 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 |
| 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 |
| Patrick Jones | Sims Investment Management | Cincinnati | Not listed | Percentage of assets, Hourly |
| Ryan Atkins | Sims Investment Management | Cincinnati | Not listed | Percentage of assets, Hourly |