| Tyler Keenan | Fiducia Wealth Management | Upper Arlington | CFP, ChFC | Ongoing planning fee |
| Vaughn Kellerman | Gannett Wealth Advisors | Cleve | CFP | Percentage of assets, Fixed fees |
| Addison Fluent | Iron Gate Wealth Advisors | Poland | CFP | Percentage of assets, Hourly |
| Alec Schrock | Peak Retirement Planning | Columbus | Not listed | Percentage of assets, Fixed fees |
| Andrew Molnar | THOR Wealth Management | Cincinnati | CFA | Percentage of assets, Fixed fees |
| Andrew Woodard | THOR Wealth Management | Cincinnati | CFA | Percentage of assets, Fixed fees |
| Benjamin Wallace | CM Wealth | Beachwood | CFA | Percentage of assets, Hourly |
| Calisto Reghi | Peak Retirement Planning | Columbus | Not listed | Percentage of assets, Fixed fees |
| Cameron Kaska | Peak Retirement Planning | Columbus | Not listed | Percentage of assets, Fixed fees |
| Christopher Olsgard | Waller Financial Planning Group | Columbus | CFP | Percentage of assets, Hourly |
| Cole Schrock | Peak Retirement Planning | Columbus | Not listed | Percentage of assets, Fixed fees |
| Corey Jordison | Peak Retirement Planning | Columbus | Not listed | Percentage of assets, Fixed fees |
| Daniel Larson | Wealthquest | Cincinnati | CFP | Percentage of assets, Fixed fees |
| David Olson | Journey Wealth | Cleveland | ChFC | Percentage of assets, Fixed fees |
| Dominic Garris | Peak Retirement Planning | Columbus | Not listed | Percentage of assets, Fixed fees |
| Douglas Smorag | CM Wealth | Beachwood | PFS | Percentage of assets, Hourly |
| Dylon Woolwine | Peak Retirement Planning | Columbus | Not listed | Percentage of assets, Fixed fees |
| Emma Hostetler | Peak Retirement Planning | Columbus | Not listed | Percentage of assets, Fixed fees |
| James Oliger | Wealthquest | Cincinnati | CFP | Percentage of assets, Fixed fees |
| James Stechschulte | THOR Wealth Management | Cincinnati | CFA | Percentage of assets, Fixed fees |
| Jason Eliason | Waller Financial Planning Group | Columbus | CFP, ChFC, CFA | Percentage of assets, Hourly |
| Jason Farris | Waller Financial Planning Group | Columbus | CFP | Percentage of assets, Hourly |
| Jenny Burns | Wealthquest | Cincinnati | CFP | Percentage of assets, Fixed fees |
| John May | Ruggaard & Associates | Hudson | CFP | Percentage of assets, Performance-based fees |
| Joshua Richardson | Peak Retirement Planning | Columbus | Not listed | Percentage of assets, Fixed fees |
| Katherine Kincaid | Waller Financial Planning Group | Columbus | CFP | Percentage of assets, Hourly |
| Luke Nordman | Wealthquest | Cincinnati | CFP | Percentage of assets, Fixed fees |
| Mark Bates | Wealthquest | Cincinnati | CFP | Percentage of assets, Fixed fees |
| Megan Hammann | Wealthquest | Cincinnati | CFP | Percentage of assets, Fixed fees |
| Michael Riney | Wealthquest | Cincinnati | CFP | Percentage of assets, Fixed fees |
| Michael Stoner | True North Financial Advisors | Hilliard | CFP | Percentage of assets, Fixed fees |
| Owen Bosworth | Peak Retirement Planning | Columbus | Not listed | Percentage of assets, Fixed fees |
| Samuel Nordquist | Peak Retirement Planning | Columbus | Not listed | Percentage of assets, Fixed fees |
| Scott Rendle | Waller Financial Planning Group | Columbus | CFP | Percentage of assets, Hourly |
| Stephen King | Wealthquest | Cincinnati | CFP | Percentage of assets, Fixed fees |
| Theodore Winders | Yarger Wealth Strategies | Westerville | CFP, CFA | Percentage of assets, Fixed fees |
| Tyler Nichols | Peak Retirement Planning | Columbus | Not listed | Percentage of assets, Fixed fees |
| Tyler Purcell We handle the heavy-lifting of navigating investment, tax, estate and financial planning so you can focus on the things that you love with the people you love. | Balance Wealth | Columbus | Not listed | Percentage of assets, One-time planning fee |
| W. Kern | Wealthquest | Cincinnati | CFP | Percentage of assets, Fixed fees |
| Wade Daniel | Wealthquest | Cincinnati | CFP | Percentage of assets, Fixed fees |
| Andrew Jung | Crew Capital | Cincinnati | CFA | Percentage of assets |
| Brendan Koors | Athyra Financial Partners | Cincinnati | Not listed | Percentage of assets, Ongoing planning fee |
| Brian Shepardson | James Investment | Xenia | CFA, CIC | Percentage of assets, Hourly |
| Carol Clark | OnCenter Financial Advisors | Beachwood | CFA | Percentage of assets, Hourly |
| Christopher Fry | Capital Asset Management | Columbus | Not listed | Percentage of assets |
| Daniel Vogelpohl | Wealth Dimensions Group | Cincinnati | Not listed | Percentage of assets, Hourly |
| Douglas Johnson | HCM Wealth Advisors | Cincinnati | CFA | Percentage of assets, Fixed fees |
| Edward Kolanko | Baynes Investment Counsel | Mason | Not listed | Percentage of assets, Hourly |
| Emily DeBlase | Organic Wealth | Columbus | ChFC | Ongoing planning fee, One-time planning fee |
| Erik Thompson | Peerless Wealth | Columbus | Not listed | Percentage of assets, Hourly |