| Allisha Curtis | THOR Wealth Management | Cincinnati | Not listed | Percentage of assets, Fixed fees |
| Bruce Mason | Harvest Financial Advisors | Cincinnati | Not listed | Percentage of assets, Hourly |
| Gregory Luke | THOR Wealth Management | Cincinnati | Not listed | Percentage of assets, Fixed fees |
| James Gore | THOR Wealth Management | Cincinnati | Not listed | Percentage of assets, Fixed fees |
| Luke Leong | Wealthquest | Cincinnati | CFA | Percentage of assets, Fixed fees |
| Mark Kleespies | THOR Wealth Management | Cincinnati | Not listed | Percentage of assets, Fixed fees |
| Adam Croll | Crew Capital | Cincinnati | Not listed | Percentage of assets |
| Casey Boland | HCM Wealth Advisors | 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 |
| Samuel Martinez | Wealthquest | Cincinnati | Not listed | Percentage of assets, Fixed fees |
| Thomas Isgrig | Isgrig Capital Asset Management | Cincinnati | Not listed | Hourly, Fixed fees |