| Lauren Fine | Beatrice Advisors | Cleveland | CFA | Percentage of assets, Fixed fees |
| Matthew Dunn | ARQ Wealth Advisors | Hudson | CFA | Percentage of assets, Fixed fees |
| Michael Novak | Wellspring Family Office | Cleveland | PFS | Percentage of assets, Fixed fees |
| Richard Turgeon | Wellspring Family Office | Cleveland | CFA | Percentage of assets, Fixed fees |
| Sean Paddock | Wealth Dimensions Group | Cincinnati | Not listed | Percentage of assets, Hourly |
| Timothy Schwiebert | Topsail Wealth Management | Cincinnati | Not listed | Percentage of assets |
| Alvin Asiamah | asendo wealth | Columbus | Not listed | Percentage of assets, Hourly |
| Benjamin Hunter | Harvest Financial Advisors | West Chester | Not listed | Percentage of assets, Hourly |
| Blake Farmer | asendo wealth | Columbus | Not listed | Percentage of assets, Hourly |
| Bruce Mason | Harvest Financial Advisors | Cincinnati | Not listed | Percentage of assets, Hourly |
| Douglas Mackay | Broadleaf Partners | Peninsula | CFA | Percentage of assets |
| Jason Born | Stirling Bridge Wealth Partners | Mcclure | CFA | Percentage of assets |
| Lindsay Wolf | asendo wealth | Warren | Not listed | Percentage of assets, Hourly |
| Mark Schutter | Blake Schutter Theil Wealth Advisors | Dayton | Not listed | Percentage of assets, Hourly |
| Matthew Savoti | Harvest Financial Advisors | West Chester | Not listed | Percentage of assets, Hourly |
| Matthew Theil | Blake Schutter Theil Wealth Advisors | Dayton | Not listed | Percentage of assets, Hourly |
| Michael Kleinfelder | Kleinfelder Capital | Cincinnati | CFP | Percentage of assets, Hourly |
| Nicholas Evans | CM Wealth | Beachwood | Not listed | Percentage of assets, Hourly |
| Paul Burgdorf | Harvest Financial Advisors | West Chester | Not listed | Percentage of assets, Hourly |
| Ryan Motsinger | Harvest Financial Advisors | West Chester | Not listed | 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 |
| Christopher Barr | Bluestone Private Wealth | Cleveland | Not listed | Percentage of assets |
| Craig Steinbrink | St. Clair Advisors | Mayfield Heights | Not listed | Percentage of assets, Hourly |
| David Sommer | St. Clair Advisors | Mayfield Heights | Not listed | Percentage of assets, Hourly |
| Dennis Fulmer | Beese Fulmer | Canton | CFA | Percentage of assets |
| Douglas Kuhlman | Paradigm Wealth Management | Westlake | Not listed | Percentage of assets, Hourly |
| Fred Botek | St. Clair Advisors | Mayfield Heights | Not listed | Percentage of assets, Hourly |
| Gregory Johnson | Paradigm Wealth Management | Westlake | Not listed | Percentage of assets, Hourly |
| Jill Wood | FreeWood Private Wealth Management | Powell | Not listed | Percentage of assets, Hourly |
| Kevin Cooney | Paradigm Wealth Management | Westlake | Not listed | Percentage of assets, Hourly |
| Kristina Green | Trinity Financial Advisors | Columbus | Not listed | Percentage of assets, Fixed fees |
| Matthew Wallace | C.H. Dean | Beavercreek | Not listed | Percentage of assets |
| Nicholas Perini | Beese Fulmer | Canton | CFA | Percentage of assets |
| Randall Kronour | Kapstone Financial Advisors | Lebanon | Not listed | Percentage of assets |
| Robert Szeles | Beese Fulmer | Canton | CFA | Percentage of assets |
| Roy McGuffin | Kapstone Financial Advisors | Lebanon | Not listed | Percentage of assets |
| Stephen Miller | C.H. Dean | Beavercreek | Not listed | Percentage of assets |
| Zachary Haberman | C.H. Dean | Beavercreek | Not listed | Percentage of assets |
| David Millet | Galvin, Gaustad & Stein | Sagamore Hills | Not listed | Percentage of assets, Hourly |
| Jared Hoffman | Broadleaf Partners | Hudson | Not listed | Percentage of assets |
| William Hoover | Broadleaf Partners | Hudson | Not listed | Percentage of assets |
| Bradley Fergason | Beese Fulmer | Canton | Not listed | Percentage of assets |
| Joseph Strancar | Beese Fulmer | Canton | Not listed | Percentage of assets |
| Ryan Fulmer | Beese Fulmer | Canton | Not listed | Percentage of assets |
| William Camp | Beese Fulmer | Canton | Not listed | Percentage of assets |
| Braden Seymour | Kleinfelder Capital | Cincinnati | Not listed | Percentage of assets, Hourly |
| Mary Daly | Independence Asset Advisors | Dublin | Not listed | Percentage of assets |
| Timothy Davis | Kleinfelder Capital | Cincinnati | Not listed | Percentage of assets, Hourly |