| Joshua Melda | Cleveland Retirement Planning | Westlake | CFP | Percentage of assets, Fixed fees |
| Kathryn Madzsar | Wellspring Family Office | Cleveland | 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 |
| Stephanie Sandle | Bluestone Private Wealth | Cleveland | CFP | Percentage of assets |
| 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 |
| Vaughn Kellerman | Gannett Wealth Advisors | Cleve | CFP | Percentage of assets, Fixed fees |
| William Ambrogio | Wellspring Family Office | Cleveland | CFP | Percentage of assets, Fixed fees |
| Addison Fluent | Iron Gate Wealth Advisors | Poland | CFP | Percentage of assets, Hourly |
| Alec Schrock | Peak Retirement Planning | Columbus | Not listed | Percentage of assets, Fixed fees |
| Amanda Blankenship | Signal Tree Financial Partners | Copley | CFP | Percentage of assets, Fixed fees |
| Andrew Molnar | THOR Wealth Management | Cincinnati | CFA | Percentage of assets, Fixed fees |
| Andrew Woodard | THOR Wealth Management | Cincinnati | CFA | Percentage of assets, Fixed fees |
| Benjamin Wallace | CM Wealth | Beachwood | CFA | Percentage of assets, Hourly |
| 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 |
| Christopher Olsgard | Waller Financial Planning Group | Columbus | 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 |
| Daniel Larson | Wealthquest | Cincinnati | CFP | Percentage of assets, Fixed fees |
| David Massare | Signal Tree Financial Partners | Copley | CFP | Percentage of assets, Fixed fees |
| David Olson | Journey Wealth | Cleveland | ChFC | Percentage of assets, Fixed fees |
| Dominic Garris | Peak Retirement Planning | Columbus | Not listed | Percentage of assets, Fixed fees |
| Douglas Smorag | CM Wealth | Beachwood | PFS | Percentage of assets, Hourly |
| Dylon Woolwine | Peak Retirement Planning | Columbus | Not listed | Percentage of assets, Fixed fees |
| Elizabeth Scheiderer | Signal Tree Financial Partners | Copley | CFP | Percentage of assets, Fixed fees |
| Emma Hostetler | Peak Retirement Planning | Columbus | Not listed | Percentage of assets, Fixed fees |
| James Oliger | Wealthquest | Cincinnati | CFP | Percentage of assets, Fixed fees |
| James Stechschulte | THOR Wealth Management | Cincinnati | CFA | Percentage of assets, Fixed fees |
| Jason Eliason | Waller Financial Planning Group | Columbus | CFP, ChFC, CFA | Percentage of assets, Hourly |
| Jason Farris | Waller Financial Planning Group | Columbus | CFP | Percentage of assets, Hourly |
| Jeff Rovnak | Signal Tree Financial Partners | Copley | CFP | Percentage of assets, Fixed fees |
| Jenny Burns | Wealthquest | Cincinnati | CFP | Percentage of assets, Fixed fees |
| John May | Ruggaard & Associates | Hudson | CFP | Percentage of assets, Performance-based fees |
| Joshua Richardson | Peak Retirement Planning | Columbus | Not listed | Percentage of assets, Fixed fees |
| Katherine Kincaid | Waller Financial Planning Group | Columbus | CFP | Percentage of assets, Hourly |
| Luke Nordman | Wealthquest | Cincinnati | CFP | Percentage of assets, Fixed fees |
| Mark Bates | Wealthquest | Cincinnati | CFP | Percentage of assets, Fixed fees |
| Megan Hammann | Wealthquest | Cincinnati | CFP | Percentage of assets, Fixed fees |
| Michael Griesmeyer | Wealth Management Group | Tipp City | CFP | Percentage of assets, Hourly |
| Michael Riney | Wealthquest | Cincinnati | CFP | Percentage of assets, Fixed fees |
| 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 |
| Scott Rendle | Waller Financial Planning Group | Columbus | CFP | Percentage of assets, Hourly |
| Stephen King | Wealthquest | Cincinnati | CFP | 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 |