| Adam Morton | Constellation Wealth Advisors | Cincinnati | CFP | Percentage of assets, Subscription |
| Allen Osgood | Financial Freedom | Cincinnati | CFP | Percentage of assets, Hourly |
| Andrew Federico | Financial Freedom | Cincinnati | CFP, CFA | Percentage of assets, Hourly |
| Anna Pfaehler | Constellation Wealth Advisors | Cincinnati | CFP | Percentage of assets, Subscription |
| Benjamin Linser | Family Wealth Advisory Group | Cincinnati | CFP | Percentage of assets, Fixed fees |
| Brad Schueler | Fiduciary Wealth Group | Cincinnati | CFP | Percentage of assets, Hourly |
| Brent Gargano | National Wealth Management Group | Cincinnati | CFP | Percentage of assets, Hourly |
| Cheryl Rose | Constellation Wealth Advisors | Cincinnati | CFP, CFA | Percentage of assets, Subscription |
| Clare Fazackerley | 1taxfinancial | Cincinnati | CFP | Hourly |
| Daniel Bussone | Dean Financial Advisory, LLC. | Cincinnati | CFP | Percentage of assets, Hourly |
| Daniel Souders | Souders Financial Advisors | Cincinnati | CFP | Percentage of assets, Fixed fees |
| Emily Rose | Constellation Wealth Advisors | Cincinnati | CFP | Percentage of assets, Subscription |
| John Dexter | Trinity Wealth Management | Cincinnati | CFP | Percentage of assets, Hourly |
| John Gislason | Opus Capital Management | Cincinnati | CFP | Percentage of assets |
| Kevin Thomas | Constellation Wealth Advisors | Cincinnati | CFP | Percentage of assets, Subscription |
| Matthew Heitman | National Wealth Management Group | Cincinnati | CFP, ChFC, CFA | Percentage of assets, Hourly |
| Michael Souders | Souders Financial Advisors | Cincinnati | CFP | Percentage of assets, Fixed fees |
| Nathan Bailey | Opus Capital Management | Cincinnati | CFP, CFA | Percentage of assets |
| Nicolas Paxson | Constellation Wealth Advisors | Cincinnati | CFP | Percentage of assets, Subscription |
| Pamela Clark | Generations Wealth | Cincinnati | CFP | Percentage of assets, Fixed fees |
| Robert Grossheim | Family Wealth Advisory Group | Cincinnati | CFP | Percentage of assets, Fixed fees |
| Ronald Mahorney | Cincinnati Wealth Management | Cincinnati | CFP | Percentage of assets, Hourly |
| Timothy Koester | Phase Line Financial | Cincinnati | CFP | Percentage of assets, Hourly |
| Anita Eisthen | Labrador Investments | Cincinnati | CFA | Percentage of assets, Hourly |
| Bruce Russo | Russo Investment Management | Cincinnati | PFS | Percentage of assets, Hourly |
| James Iverson | 1taxfinancial | Cincinnati | CFA | Hourly |
| Jeffrey Spitzmiller | Queen City Capital Management | Cincinnati | CFA | Percentage of assets, Fixed fees |
| John Williams | Constellation Wealth Advisors | Cincinnati | CFA | Percentage of assets, Subscription |
| Kevin Whelan | Opus Capital Management | Cincinnati | CFA | Percentage of assets |
| Matthew Woebkenberg | Constellation Wealth Advisors | Cincinnati | CFA | Percentage of assets, Subscription |
| Nathan Bishop | Opus Capital Management | Cincinnati | CFA | Percentage of assets |
| Robert Wassel | Trinity Wealth Management | Cincinnati | PFS | Percentage of assets, Hourly |
| Victor Moy | MOY Investment Management | Cincinnati | CFA | Percentage of assets, Hourly |
| Benjamin Grossheim | Family Wealth Advisory Group | Cincinnati | Not listed | Percentage of assets, Fixed fees |
| Benjamin Jones | National Wealth Management Group | Cincinnati | Not listed | Percentage of assets, Hourly |
| Bradley Rice | Constellation Wealth Advisors | Cincinnati | Not listed | Percentage of assets, Subscription |
| Catherine Zaino | Souders Financial Advisors | Cincinnati | Not listed | Percentage of assets, Fixed fees |
| David Snopkowski | Constellation Wealth Advisors | Cincinnati | Not listed | Percentage of assets, Subscription |
| Debora Caley | Richwood Investment Advisors | Cincinnati | Not listed | Percentage of assets |
| Deborah Saas | Center for Wealth Management Advisory | Cincinnati | Not listed | Percentage of assets, Hourly |
| Douglas McPeek | Nottinghill Investment Advisers | Cincinnati | Not listed | Percentage of assets, Subscription |
| Jeffrey Albright | Shepherd Wealth Management | Cincinnati | Not listed | Percentage of assets, Fixed fees |
| Jeffrey McPeek | Nottinghill Investment Advisers | Cincinnati | Not listed | Percentage of assets, Subscription |
| John Ashcroft | Shepherd Wealth Management | Cincinnati | Not listed | Percentage of assets, Fixed fees |
| John Cioffi | Vertice Capital Partners | Cincinnati | Not listed | Percentage of assets |
| Kellen Finan | Souders Financial Advisors | Cincinnati | Not listed | Percentage of assets, Fixed fees |
| Louisa Gehring | Constellation Wealth Advisors | Cincinnati | Not listed | Percentage of assets, Subscription |
| Marianne Woodburn | Labrador Investments | Cincinnati | Not listed | Percentage of assets, Hourly |
| Mark Gargano | National Wealth Management Group | Cincinnati | Not listed | Percentage of assets, Hourly |
| Matthew Berning | Souders Financial Advisors | Cincinnati | Not listed | Percentage of assets, Fixed fees |