| James Rice | Capital Asset Management | Columbus | CFP, ChFC | Percentage of assets |
| Robert Feather | Wealth Dimensions Group | Cincinnati | CFP, ChFC | Percentage of assets, Hourly |
| Thomas Cooney | Wealth Dimensions Group | Cincinnati | CFP | Percentage of assets, Hourly |
| Thomas Curti | Wealth Dimensions Group | Cincinnati | CFP | Percentage of assets, Hourly |
| Thomas Schiller | Wealth Dimensions Group | Cincinnati | CFP | Percentage of assets, Hourly |
| Abigail Rose | Keeler & Nadler | Dublin | CFP | Percentage of assets, Hourly |
| Adam Smetzer | Sky Vision Wealth | Columbus | CFP | Percentage of assets |
| Andrew Keeler | Keeler & Nadler | Dublin | CFP | Percentage of assets, Hourly |
| Anthony Weaver | THOR Wealth Management | Cincinnati | CFP | Percentage of assets, Fixed fees |
| Chanley Christman | Quest Wealth Solutions | Mansfield | CFP | Percentage of assets |
| David Holwadel | Heritage Wealth Advisors | Cincinnati | CFP | Percentage of assets, Fixed fees |
| Dennis Coon | Transcend Wealth | Woodmere | CFP | Percentage of assets |
| Dustin Burkhart | Summit Wealth & Retirement Partners | Westfield Center | CFP | Percentage of assets, One-time planning fee |
| Jacob Martin | Keeler & Nadler | Dublin | CFP | Percentage of assets, Hourly |
| Jeffrey Thompson | Heritage Wealth Advisors | Cincinnati | CFP | Percentage of assets, Fixed fees |
| Jessica Hultberg | Keeler & Nadler | Dublin | CFP | Percentage of assets, Hourly |
| Joy Schlie | Harvest Financial Advisors | West Chester | CFP | Percentage of assets, Hourly |
| Lauren Matthiessen | LeClair Wealth Partners | Dublin | CFP | Percentage of assets, Flat fee or retainer |
| Lindsey Meredith | Heritage Wealth Advisors | Cincinnati | CFP | Percentage of assets, Fixed fees |
| Marc Henn | Harvest Financial Advisors | Cincinnati | CFP | Percentage of assets, Hourly |
| Mark Beaver | Keeler & Nadler | Dublin | CFP | Percentage of assets, Hourly |
| Max Heintz | MFH Financial Services | Dayton | CFP | Hourly, Percentage of assets |
| Michael Klubnik | Keeler & Nadler | Dublin | CFP | Percentage of assets, Hourly |
| Michael Purtill | Purtill Financial | Cleveland Heights | CFP | Percentage of assets, Hourly |
| Monica Dwyer | Harvest Financial Advisors | West Chester | CFP | Percentage of assets, Hourly |
| Penny Wasem | Lifetime Financial Planning Solutions | Lancaster | CFP, PFS | Hourly |
| Pierre Bigby | Bigby Financial Planning, LLC. | Lewis Center | CFP | Percentage of assets, Hourly |
| Richard Fein | Fein Advisor | Cincinnati | CFP | Flat fee or retainer |
| Robert Maher | Virgil Wealth Advisory | Cincinnati | CFA | Percentage of assets, One-time planning fee |
| Steven Clifford | Share The Harvest Partners | Canton | CFP | Percentage of assets, Hourly |
| Timothy Burkett | Keeler & Nadler | Dublin | CFP | Percentage of assets, Hourly |
| Tony Newman | Quest Wealth Solutions | Mansfield | CFP | Percentage of assets |
| Alexander Benson | Birchcreek Wealth Management | Miami Township | Not listed | Percentage of assets, Flat fee or retainer |
| Alexander Doll | Anfield Wealth Management | Cleveland | CFP | Percentage of assets, Ongoing planning fee |
| Bryan Glancy | Spinnaker Financial Group | Independence | CFP | Percentage of assets, Fixed fees |
| Christopher Cook | McCarley & Cook | Cincinnati | CFP | Percentage of assets, Hourly |
| Daniel Doyle | Oak Park Wealth Management | Lakewood | CFP | Percentage of assets, Hourly |
| Gregory Middendorf | HCM Wealth Advisors | Cincinnati | CFP | Percentage of assets, Fixed fees |
| Jake Butcher | HCM Wealth Advisors | Cincinnati | CFP | Percentage of assets, Fixed fees |
| James Eutsler | HCM Wealth Advisors | Cincinnati | CFP | Percentage of assets, Fixed fees |
| Jason Bernal | Blue Jay Financial Group | Defiance | CFP | Percentage of assets |
| Jason Marsh | Cognition Financial | Dublin | Not listed | Percentage of assets, Ongoing planning fee |
| John Smith | Ten Talents Asset Management | Cincinnati | CFA | Percentage of assets |
| Joshua Melda | Cleveland Retirement Planning | Westlake | CFP | Percentage of assets, Fixed fees |
| Matthew Calme | HCM Wealth Advisors | Cincinnati | CFP | Percentage of assets, Fixed fees |
| Sandria Calio | Providence Financial Services | Rocky River | CFP, PFS | Percentage of assets, Hourly |
| Steven Hengehold | HCM Wealth Advisors | Cincinnati | CFP | Percentage of assets, Fixed fees |
| Travis Wurz | Wurz Financial Services | Holland | Not listed | Percentage of assets, Hourly |
| Tyler Keenan | Fiducia Wealth Management | Upper Arlington | CFP, ChFC | Ongoing planning fee |
| Alec Schrock | Peak Retirement Planning | Columbus | Not listed | Percentage of assets, Fixed fees |