| Matthew Richardson | Calculated Wealth | Cincinnati | Not listed | Percentage of assets, Hourly |
| Michael Treft | Souders Financial Advisors | Cincinnati | Not listed | Percentage of assets, Fixed fees |
| Nicholas Reilly | Constellation Wealth Advisors | Cincinnati | Not listed | Percentage of assets, Subscription |
| Patrick Lafley | Constellation Wealth Advisors | Cincinnati | Not listed | Percentage of assets, Subscription |
| Paul Solomon | Souders Financial Advisors | Cincinnati | Not listed | Percentage of assets, Fixed fees |
| Phillip Westhoff | Incline Wealth | Cincinnati | Not listed | Percentage of assets, Fixed fees |
| Ryoichi Tsuchiya | Generations Wealth | Cincinnati | Not listed | Percentage of assets, Fixed fees |
| Steven French | Harvest Money | Invest Your Faith | Cincinnati | Not listed | Percentage of assets, Hourly |
| Steven Manuel | Outpost Advisors | Cincinnati | Not listed | Percentage of assets, Hourly |
| Thomas Macey | Souders Financial Advisors | Cincinnati | Not listed | Percentage of assets, Fixed fees |
| Thomas McConville | Constellation Wealth Advisors | Cincinnati | Not listed | Percentage of assets, Subscription |
| Timothy Mandel | Mandel Financial Services | Cincinnati | Not listed | Percentage of assets, Fixed fees |
| Troy Rennekamp | Shepherd Wealth Management | Cincinnati | Not listed | Percentage of assets, Fixed fees |
| Vincent Forte | Shawnee Investments & Planning | Cincinnati | Not listed | Percentage of assets, Hourly |
| Winfield Geiger | Souders Financial Advisors | Cincinnati | Not listed | Percentage of assets, Fixed fees |