| Douglas Johnson | HCM Wealth Advisors | Cincinnati | CFA | Percentage of assets, Fixed fees |
| Matthew Antenucci | McCarley & Cook | Cincinnati | CFA | Percentage of assets, Hourly |
| Matthew Swendiman | Crew Capital | Cincinnati | ChFC, CFA | Percentage of assets |
| Michael Hengehold | HCM Wealth Advisors | Cincinnati | PFS | Percentage of assets, Fixed fees |
| Peter Baden | Crew Capital | Cincinnati | CFA | Percentage of assets |
| Peter Schmitt | Schmitt Wealth Advisers | Cincinnati | CFP | Percentage of assets, Hourly |
| Robert Jung | Crew Capital | Cincinnati | CFA | Percentage of assets |
| Sean Paddock | Wealth Dimensions Group | Cincinnati | Not listed | Percentage of assets, Hourly |
| Thomas Regan | Gryphon Financial Partners | Cincinnati | CFP | Percentage of assets, Hourly |
| Timothy Schwiebert | Topsail Wealth Management | Cincinnati | Not listed | Percentage of assets |
| Allisha Curtis | THOR Wealth Management | Cincinnati | Not listed | Percentage of assets, Fixed fees |
| Brian Munoz | Financial Rounds | Cincinnati | Not listed | Ongoing planning fee |
| Bruce Mason | Harvest Financial Advisors | Cincinnati | Not listed | Percentage of assets, Hourly |
| Danya Karram | Brilliant Advice™ Wealth Management | Cincinnati | CFP | Percentage of assets |
| Gregory Luke | THOR Wealth Management | Cincinnati | Not listed | Percentage of assets, Fixed fees |
| Jacob Rieger | Vaultis Private Wealth | Cincinnati | CFP | Percentage of assets |
| James Gore | THOR Wealth Management | Cincinnati | Not listed | Percentage of assets, Fixed fees |
| John Meyer | Meyer Capital Management | Cincinnati | CFP | Percentage of assets |
| Joseph Perin | Coordinated Financial Planning | Cincinnati | CFP | Percentage of assets |
| Kevin Barto | Coordinated Financial Planning | Cincinnati | CFP | Percentage of assets |
| Luke Leong | Wealthquest | Cincinnati | CFA | Percentage of assets, Fixed fees |
| Mark Kleespies | THOR Wealth Management | Cincinnati | Not listed | Percentage of assets, Fixed fees |
| Matthew Beamer | Coordinated Financial Planning | Cincinnati | CFP | Percentage of assets |
| Michael Kleinfelder | Kleinfelder Capital | Cincinnati | CFP | Percentage of assets, Hourly |
| Adam Croll | Crew Capital | Cincinnati | Not listed | Percentage of assets |
| Casey Boland | HCM Wealth Advisors | Cincinnati | Not listed | Percentage of assets, Fixed fees |
| Cern Basher | Brilliant Advice™ Wealth Management | Cincinnati | CFA | Percentage of assets |
| David Eltringham | Benchmark Wealth | Cincinnati | Not listed | Percentage of assets, Fixed fees |
| Matthew Eltringham | Benchmark Wealth | Cincinnati | Not listed | Percentage of assets, Fixed fees |
| Michael Loewe | Wealthquest | Cincinnati | Not listed | Percentage of assets, Fixed fees |
| Michael Moore | Wealthquest | Cincinnati | Not listed | Percentage of assets, Fixed fees |
| Robert Reichwein | Wealthquest | Cincinnati | Not listed | Percentage of assets, Fixed fees |
| Ryan Hoskins | Benchmark Wealth | Cincinnati | Not listed | Percentage of assets, Fixed fees |
| Samuel Martinez | Wealthquest | Cincinnati | Not listed | Percentage of assets, Fixed fees |
| Stephen Perrin | Coordinated Financial Planning | Cincinnati | ChFC | 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 |
| Andrew Schmitt | Schmitt Wealth Advisers | Cincinnati | Not listed | Percentage of assets, Hourly |
| Jeroen van Leersum | Wyoming Wealth Management | Cincinnati | Not listed | Percentage of assets |
| Kristine O'Brien | Wealth Transitions Financial Planning | Cincinnati | Not listed | Percentage of assets, Fixed fees |
| 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 |
| Keith Kohout | Vaultis Private Wealth | Cincinnati | Not listed | Percentage of assets |
| Michael Perry | Sims Investment Management | Cincinnati | 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 |
| Timothy Davis | Kleinfelder Capital | Cincinnati | Not listed | Percentage of assets, Hourly |
| Timothy Meyer | Meyer Capital Management | Cincinnati | Not listed | Percentage of assets |
| William Justice | Sims Investment Management | Cincinnati | Not listed | Percentage of assets, Hourly |