| W. Kern | Wealthquest | Cincinnati | CFP | Percentage of assets, Fixed fees |
| Wade Daniel | Wealthquest | Cincinnati | CFP | Percentage of assets, Fixed fees |
| Andrew Jung | Crew Capital | Cincinnati | CFA | Percentage of assets |
| Brendan Koors | Athyra Financial Partners | Cincinnati | Not listed | Percentage of assets, Ongoing planning fee |
| 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 |
| Daniel Vogelpohl | Wealth Dimensions Group | Cincinnati | Not listed | Percentage of assets, Hourly |
| Douglas Johnson | HCM Wealth Advisors | Cincinnati | CFA | Percentage of assets, Fixed fees |
| Emily DeBlase | Organic Wealth | Columbus | ChFC | Ongoing planning fee, One-time planning fee |
| Erik Thompson | Peerless Wealth | Columbus | Not listed | Percentage of assets, Hourly |
| Joshua Shaffer | Trinity Financial Advisors | Columbus | CFA | Percentage of assets, Fixed fees |
| 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 Novak | Wellspring Family Office | Cleveland | PFS | Percentage of assets, Fixed fees |
| Peter Baden | Crew Capital | Cincinnati | CFA | Percentage of assets |
| Richard Turgeon | Wellspring Family Office | Cleveland | CFA | Percentage of assets, Fixed fees |
| 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 |
| Shengde Liu | Access Wealth Group | Powell | CFA | Percentage of assets, Hourly |
| Stephen Jimenez | Peerless Wealth | Columbus | Not listed | Percentage of assets, Hourly |
| Timothy Schwiebert | Topsail Wealth Management | Cincinnati | Not listed | Percentage of assets |
| Trent Dysert | James Investment | Xenia | CFA | Percentage of assets, Hourly |
| Allisha Curtis | THOR Wealth Management | Cincinnati | Not listed | Percentage of assets, Fixed fees |
| Alvin Asiamah | asendo wealth | Columbus | Not listed | 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 |
| Blake Farmer | asendo wealth | Columbus | Not listed | Percentage of assets, Hourly |
| Charles Hruby | Journey Wealth | Cleveland | Not listed | Percentage of assets, Fixed fees |
| Danijel Romic | Journey Wealth | Cleveland | Not listed | Percentage of assets, Fixed fees |
| David Sleeter | Ruggaard & Associates | Hudson | CFA | Percentage of assets, Performance-based fees |
| Garrett Thompson | Sky Vision Wealth | Columbus | Not listed | Percentage of assets |
| Gregory Luke | THOR Wealth Management | Cincinnati | Not listed | Percentage of assets, Fixed fees |
| James Gore | THOR Wealth Management | Cincinnati | Not listed | 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 |
| Lindsay Wolf | asendo wealth | Warren | Not listed | Percentage of assets, Hourly |
| Luke Leong | Wealthquest | Cincinnati | CFA | Percentage of assets, Fixed fees |
| Marcus Rose | TSN Wealth & Tax Management | Blue Ash | Not listed | Percentage of assets, Hourly |
| Mark Kleespies | THOR Wealth Management | Cincinnati | Not listed | Percentage of assets, Fixed fees |
| 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 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 |
| Mitchell Towne | LeClair Wealth Partners | Dublin | Not listed | Percentage of assets, Flat fee or retainer |