| Elizabeth Scheiderer | Signal Tree Financial Partners | Copley | CFP | Percentage of assets, Fixed fees |
| Jeff Rovnak | Signal Tree Financial Partners | Copley | CFP | 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 |
| Erik Thompson | Peerless Wealth | Columbus | Not listed | Percentage of assets, Hourly |
| Lauren Fine | Beatrice Advisors | Cleveland | CFA | Percentage of assets, Fixed fees |
| Matthew Oberdorfer | Oberdorfer Financial | Gahanan | Not listed | Flat fee or retainer, Ongoing planning fee |
| Richard Carroll | Bell City Wealth | Hillsboro | CFP | Percentage of assets, Hourly |
| Stephen Jimenez | Peerless Wealth | Columbus | Not listed | Percentage of assets, Hourly |
| Steven Zangmeister | Aspire Growth Partners | Medina | ChFC | Percentage of assets, Hourly |
| Amy White | Journey Wealth | Cleveland | Not listed | Percentage of assets, Fixed fees |
| Anthony Gargano | Journey Wealth | Cleveland | Not listed | Percentage of assets, Fixed fees |
| Charles Hruby | Journey Wealth | Cleveland | Not listed | Percentage of assets, Fixed fees |
| Danijel Romic | Journey Wealth | Cleveland | Not listed | Percentage of assets, Fixed fees |
| Erin Maynard | Shuttleworth & Company | Powell | ChFC | Percentage of assets, Fixed fees |
| James Myers | Journey Wealth | Cleveland | Not listed | Percentage of assets, Fixed fees |
| Jason Born | Stirling Bridge Wealth Partners | Mcclure | CFA | Percentage of assets |
| Mark Schutter | Blake Schutter Theil Wealth Advisors | Dayton | Not listed | Percentage of assets, Hourly |
| Matthew Burnham | Journey Wealth | Cleveland | Not listed | Percentage of assets, Fixed fees |
| Matthew Freiburger | Shuttleworth & Company | Powell | CFA | Percentage of assets, Fixed fees |
| Matthew Theil | Blake Schutter Theil Wealth Advisors | Dayton | Not listed | Percentage of assets, Hourly |
| Michael Beels | Share The Harvest Partners | Canton | Not listed | Percentage of assets, Hourly |
| Mitchell Knotek | Journey Wealth | Cleveland | Not listed | Percentage of assets, Fixed fees |
| Nicholas Paterniti | Journey Wealth | Cleveland | Not listed | Percentage of assets, Fixed fees |
| Roman Skurdal | Ceva Advisors | Beavercreek | Not listed | Percentage of assets, Hourly |
| Terence Gliha | Journey Wealth | Cleveland | Not listed | Percentage of assets, Fixed fees |
| Thomas Houston | Share The Harvest Partners | Canton | Not listed | Percentage of assets, Hourly |
| William Root | Keeler & Nadler | Dublin | Not listed | Percentage of assets, Hourly |
| 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 |
| 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 |
| Jason Zangmeister | Aspire Growth Partners | Medina | Not listed | Percentage of assets, Hourly |
| Kevin Cooney | Paradigm Wealth Management | Westlake | Not listed | Percentage of assets, Hourly |
| Perry Jeffries | Diamond Equity Advisors | Columbus | Not listed | Ongoing planning fee |
| Randall Kronour | Kapstone Financial Advisors | Lebanon | Not listed | Percentage of assets |
| Robert Deitrick | Polaris Financial Partners | Westerville | Not listed | Percentage of assets, Fixed fees |
| Roy McGuffin | Kapstone Financial Advisors | Lebanon | Not listed | Percentage of assets |
| William Harrigan | Polaris Financial Partners | Westerville | Not listed | Percentage of assets, Fixed fees |
| Alex Holtmeier | Union Strategic Advisors | Blue Ash | Not listed | Percentage of assets, Fixed fees |
| Connie Costanzo | Connie Costanzo | Brunswick | Not listed | Percentage of assets, Hourly |
| James Grable | Signal Tree Financial Partners | Copley | Not listed | Percentage of assets, Fixed fees |
| Stanley Edgell | Strategic Planning | Columbus | Not listed | Percentage of assets, Fixed fees |
| Timothy Recker | Union Strategic Advisors | Blue Ash | Not listed | Percentage of assets, Fixed fees |
| Zachary Holtmeier | Union Strategic Advisors | Blue Ash | Not listed | Percentage of assets, Fixed fees |