| Joshua Shaffer | Trinity Financial Advisors | Columbus | CFA | Percentage of assets, Fixed fees |
| Michael Solik | Gryphon Financial Partners | Columbus | CFP | Percentage of assets, Hourly |
| Stephen Jimenez | Peerless Wealth | Columbus | Not listed | Percentage of assets, Hourly |
| Terry Davis | Gryphon Financial Partners | Columbus | CFP | Percentage of assets, Hourly |
| Alvin Asiamah | asendo wealth | Columbus | Not listed | Percentage of assets, Hourly |
| Blake Farmer | asendo wealth | Columbus | Not listed | Percentage of assets, Hourly |
| Eric Laub | Finance 180, LLC | Columbus | CFP | Percentage of assets, Fixed fees |
| Garrett Thompson | Sky Vision Wealth | Columbus | Not listed | Percentage of assets |
| Hannah Fitzpatrick | Summit Financial Strategies, Inc. | Columbus | CFP, ChFC, BS, JD | Percentage of assets |
| Nick George | ClearMind Capital | Columbus | CFP, ChFC | Percentage of assets, Fixed fees |
| William Leuby | Hamilton Capital, LLC | Columbus | CFP, CPA, JD | Percentage of assets, Hourly |
| Anthony Calvino | Trinity Financial Advisors | Columbus | Not listed | Percentage of assets, Fixed fees |
| Christen Biddlestone | Trinity Financial Advisors | Columbus | Not listed | Percentage of assets, Fixed fees |
| Kristina Green | Trinity Financial Advisors | Columbus | Not listed | Percentage of assets, Fixed fees |
| Mark Fleming | Gryphon Financial Partners | Columbus | CFA | Percentage of assets, Hourly |
| Perry Jeffries | Diamond Equity Advisors | Columbus | Not listed | Ongoing planning fee |
| Stanley Edgell | Strategic Planning | Columbus | Not listed | Percentage of assets, Fixed fees |
| 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 |
| Joel Guth | Gryphon Financial Partners | Columbus | Not listed | Percentage of assets, Hourly |
| John Quimjian | Physicians Wealth Solutions | Columbus | Not listed | Percentage of assets |
| John Stewart | Physicians Wealth Solutions | Columbus | Not listed | Percentage of assets |
| Mark Kamann | Physicians Wealth Solutions | Columbus | Not listed | Percentage of assets |
| Randi Bellner | Gryphon Financial Partners | Columbus | Not listed | Percentage of assets, Hourly |
| Verna Ruby | Physicians Wealth Solutions | Columbus | Not listed | Percentage of assets |
| Adam Edwards | PEB Capital Management | Columbus | CFP | Percentage of assets, Hourly |
| Annalisa Sporrong | Frazier Financial Advisors | Columbus | CFP | Percentage of assets, Hourly |
| Anthony Payne | John E. Sestina and Company | Columbus | CFP | Percentage of assets, Fixed fees |
| Cameron Uttley | John E. Sestina and Company | Columbus | CFP | Percentage of assets, Fixed fees |
| Carter Gerlach | Windsor Advisory Group | Columbus | CFP | Percentage of assets, Fixed fees |
| Craig Constantinovich | John E. Sestina and Company | Columbus | CFP | Percentage of assets, Fixed fees |
| Gary Vawter | Vawter Financial | Columbus | CFP, ChFC | Percentage of assets, Hourly |
| John Davidson | Kyleshill Financial Planning | Columbus | CFP | Percentage of assets, Fixed fees |
| John Ohsner | Heximer Investment Management | Columbus | CFP, CFA | Percentage of assets, Hourly |
| Jonathan Bailey | The Joseph Group Capital Management | Columbus | CFP | Percentage of assets, Fixed fees |
| Joseph Baumann | Cambridge Financial and Tax Advisors, LLC. | Columbus | CFP | Hourly, Fixed fees |
| Katrina Moore | Vawter Financial | Columbus | CFP | Percentage of assets, Hourly |
| Logan Hogrefe | Frazier Financial Advisors | Columbus | CFP | Percentage of assets, Hourly |
| Madeline Keegan | Frazier Financial Advisors | Columbus | CFP | Percentage of assets, Hourly |
| Martin Meyers | Meyers Wealth Management | Columbus | CFP | Percentage of assets |
| Michael Disalvo | The Wealth Advantage Group | Columbus | CFP | Percentage of assets, Hourly |
| Patrick Finneran | The Joseph Group Capital Management | Columbus | CFP | Percentage of assets, Fixed fees |
| Robert Aaron Hammack | John E. Sestina and Company | Columbus | CFP | Percentage of assets, Fixed fees |
| Robert Bailey | The Sherrington Group | Columbus | CFP | Percentage of assets, Hourly |
| Robert Hamilton | PDS Planning | Columbus | CFP | Fixed fees |
| Robert Jamison | Vawter Financial | Columbus | CFP | Percentage of assets, Hourly |
| Spencer Hagar | John E. Sestina and Company | Columbus | CFP | Percentage of assets, Fixed fees |
| Stephanie Bailey | Northavenue | Columbus | CFP | Fixed fees |
| Stephen Lukan | John E. Sestina and Company | Columbus | CFP | Percentage of assets, Fixed fees |