| Timothy Davis | Kleinfelder Capital | Cincinnati | Not listed | Percentage of assets, Hourly |
| William Justice | Sims Investment Management | Cincinnati | Not listed | Percentage of assets, Hourly |
| Aaron Simpson | Alpha Planning and Financial Services | Solon | CFP, ChFC | Percentage of assets, Hourly |
| Aaron Vaughn | Defiant Financial Services | Westlake | CFP | Percentage of assets, Hourly |
| Adam Edwards | PEB Capital Management | Columbus | CFP | Percentage of assets, Hourly |
| Adam Philipp | Philipp Capital Advisors | Shaker Heights | CFP | Percentage of assets, Hourly |
| Allen Osgood | Financial Freedom | Cincinnati | CFP | Percentage of assets, Hourly |
| Andrew Federico | Financial Freedom | Cincinnati | CFP, CFA | Percentage of assets, Hourly |
| Annalisa Sporrong | Frazier Financial Advisors | Columbus | CFP | Percentage of assets, Hourly |
| Anne Zavaglia | Beacon Hill Investment Advisory | Dublin | CFP | Percentage of assets, Hourly |
| Barry Jamieson | Rebel Financial | Groveport | CFP | Percentage of assets, Hourly |
| Brad Schueler | Fiduciary Wealth Group | Cincinnati | CFP | Percentage of assets, Hourly |
| Brent Gargano | National Wealth Management Group | Cincinnati | CFP | Percentage of assets, Hourly |
| Brian Hughes | Hughes Financial Group | Perrysburg | CFP | Percentage of assets, Hourly |
| Brian Walker | Monetary Solutions | Dayton | CFP, PFS | Percentage of assets, Hourly |
| Christina Povenmire | Rebel Financial | Groveport | CFP | Percentage of assets, Hourly |
| Chrysantha Clark | Chrys Financial Planning | Wyoming | CFP | Percentage of assets, Hourly |
| Clare Fazackerley | 1taxfinancial | Cincinnati | CFP | Hourly |
| Craig Novosel-Johnson | Wealthought | Upper Arlington | CFP | Percentage of assets, Hourly |
| Daniel Bussone | Dean Financial Advisory, LLC. | Cincinnati | CFP | Percentage of assets, Hourly |
| Daniel Mick | Ridgeline Wealth Planning | Centerville | CFP | Percentage of assets, Hourly |
| 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 |
| Eric Hamberg | RIK Saylor Financial | Fairfield | CFP | Percentage of assets, Hourly |
| Frederick Gartenlaub | Sound Asset Management | Mason | CFP | Percentage of assets, Hourly |
| Gary Vawter | Vawter Financial | Columbus | CFP, ChFC | Percentage of assets, Hourly |
| James Sexton | Western Reserve Capital Management | Hudson | CFP | Percentage of assets, Hourly |
| Jared Walsh | Reservoir Wealth Management | Lima | CFP | Percentage of assets, Hourly |
| Jay McClellan | Cornerstone Asset Management Services | Broadview Heights | CFP | Percentage of assets, Hourly |
| Jeffrey Foster | Retirement Strategies | Dublin | CFP | Percentage of assets, Hourly |
| 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 |
| 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 Torrens | TCM Wealth Advisors | Fairlawn | CFP | Percentage of assets, Hourly |
| Joseph Baumann | Cambridge Financial and Tax Advisors, LLC. | Columbus | CFP | Hourly, Fixed fees |
| Joseph DePascale | Total Financial Management | Poland | CFP, PFS | Percentage of assets, Hourly |
| Joshua Harrell | Balanced Wealth Group | Westlake | CFP | Percentage of assets, Hourly |
| Katrina Moore | Vawter Financial | Columbus | CFP | Percentage of assets, Hourly |
| Kevin Lesjak | Lesjak Planning | Westlake | CFP | Percentage of assets, Hourly |
| Kimberly Murphy | Park Edge Advisors | Cleveland | CFP | Percentage of assets, Hourly |
| Laurel Fitzsimmons | Highland Consulting Associates | Cleveland | CFP | Percentage of assets, Hourly |