| Andrew Molnar | THOR Wealth Management | Cincinnati | CFA | Percentage of assets, Fixed fees |
| Andrew Woodard | THOR Wealth Management | Cincinnati | CFA | Percentage of assets, Fixed fees |
| 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 |
| Carly Purtill | Purtill Financial | Willoughby | PFS | Percentage of assets, Hourly |
| Christina Fanourakis | Cornerstone Wealth Management | Westlake | 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 |
| Dominic Garris | Peak Retirement Planning | Columbus | Not listed | Percentage of assets, Fixed fees |
| 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 Stechschulte | THOR Wealth Management | Cincinnati | CFA | Percentage of assets, Fixed fees |
| Joshua Richardson | Peak Retirement Planning | Columbus | Not listed | Percentage of assets, Fixed fees |
| Michael Griesmeyer | Wealth Management Group | Tipp City | CFP | Percentage of assets, Hourly |
| Michael Kelley | Cornerstone Wealth Management | Westlake | CFP | Percentage of assets, Hourly |
| Michael Stoner | True North Financial Advisors | Hilliard | CFP | Percentage of assets, Fixed fees |
| Nicholas Kaplan | Cornerstone Wealth Management | Westlake | CFP | Percentage of assets, Hourly |
| 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 |
| Terrie Austin | Milestone Wealth Strategies | Columbus | CFP | Percentage of assets, Hourly |
| 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 |
| Andrew Jung | Crew Capital | Cincinnati | CFA | Percentage of assets |
| Brendan Koors | Athyra Financial Partners | Cincinnati | Not listed | Percentage of assets, Ongoing planning fee |
| Brent Casto | AdviceOne | Medina | CFP | Percentage of assets, Fixed fees |
| 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 |
| Curtis Reed | Welspire | Upper Arlington | CFP | Percentage of assets, Fixed fees |
| 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 |
| Huaiyu Chen | MEV Value | Hudson | CFP | Percentage of assets, Hourly |
| Jake Mossing We provide unbiased annuity guidance with no fees, no obligations. | Annuity Answers | Toledo | CFA | Percentage of assets, One-time planning fee |
| Jordan Shaw | Hixon Zuercher Capital Management | Findlay | CFP | Percentage of assets, Hourly |
| Katelyn Goepferich | Jarvis Global Investments | Loveland | CFP | Percentage of assets |
| Matthew Antenucci | McCarley & Cook | Cincinnati | CFA | Percentage of assets, Hourly |
| Matthew Dunn | ARQ Wealth Advisors | Hudson | CFA | Percentage of assets, Fixed fees |
| Matthew Oberdorfer | Oberdorfer Financial | Gahanan | Not listed | Flat fee or retainer, Ongoing planning fee |
| Matthew Swendiman | Crew Capital | Cincinnati | ChFC, CFA | Percentage of assets |
| Michael Hengehold | HCM Wealth Advisors | Cincinnati | PFS | Percentage of assets, Fixed fees |
| Michael McGill | Summit Investments & Financial Planning | Uniontown | CFA | Percentage of assets |
| Peter Baden | Crew Capital | Cincinnati | CFA | Percentage of assets |
| Peter Schmitt | Schmitt Wealth Advisers | Cincinnati | CFP | Percentage of assets, Hourly |
| Robert Jung | Crew Capital | Cincinnati | CFA | Percentage of assets |
| Sandra Thomas | S.C. Thomas & Associates, CPA | Medina | PFS | Percentage of assets, Hourly |
| Sean Paddock | Wealth Dimensions Group | Cincinnati | Not listed | Percentage of assets, Hourly |