| Nicholas Evans | CM Wealth | Beachwood | Not listed | Percentage of assets, Hourly |
| Nicholas Paterniti | Journey Wealth | Cleveland | Not listed | Percentage of assets, Fixed fees |
| Randall Ruggaard | Ruggaard & Associates | Hudson | ChFC | Percentage of assets, Performance-based fees |
| 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 |
| Todd Pouliot | Gateway Financial | Northfield | Not listed | Flat fee or retainer, Ongoing planning fee |
| William Root | Keeler & Nadler | Dublin | Not listed | Percentage of assets, Hourly |
| Adam Croll | Crew Capital | Cincinnati | Not listed | Percentage of assets |
| Alexander Hartzel | Kohmann Bosshard | Akron | Not listed | Percentage of assets, Hourly |
| Annette Quinter | James Investment | Xenia | Not listed | Percentage of assets, Hourly |
| Anthony Calvino | Trinity Financial Advisors | Columbus | Not listed | Percentage of assets, Fixed fees |
| Casey Boland | HCM Wealth Advisors | Cincinnati | Not listed | Percentage of assets, Fixed fees |
| Cassidy Kohmann | Kohmann Bosshard | Akron | Not listed | Percentage of assets, Hourly |
| Christen Biddlestone | Trinity Financial Advisors | Columbus | Not listed | Percentage of assets, Fixed fees |
| Christopher Barr | Bluestone Private Wealth | Cleveland | Not listed | Percentage of assets |
| David McGowan | James Investment | Xenia | Not listed | Percentage of assets, Hourly |
| Dean Kohmann | Kohmann Bosshard | Akron | Not listed | Percentage of assets, Hourly |
| Diane Rose | James Investment | Xenia | Not listed | Percentage of assets, Hourly |
| Kristina Green | Trinity Financial Advisors | Columbus | Not listed | Percentage of assets, Fixed fees |
| Matthew Wallace | C.H. Dean | Beavercreek | Not listed | Percentage of assets |
| Perry Jeffries | Diamond Equity Advisors | Columbus | Not listed | Ongoing planning fee |
| Richard Culpepper | James Investment | Xenia | Not listed | Percentage of assets, Hourly |
| Ryan Cass | Beacon Financial Partners | Cleveland | Not listed | Percentage of assets, Hourly |
| Ryan Post | James Investment | Xenia | Not listed | Percentage of assets, Hourly |
| Ryan Retcher | Access Wealth Group | Dublin | Not listed | Percentage of assets, Hourly |
| Stephen Miller | C.H. Dean | Beavercreek | Not listed | Percentage of assets |
| Zachary Haberman | C.H. Dean | Beavercreek | Not listed | Percentage of assets |
| Gavan Griesmeyer | Wealth Management Group | Beavercreek | Not listed | Percentage of assets, Hourly |
| James Grable | Signal Tree Financial Partners | Copley | Not listed | Percentage of assets, Fixed fees |
| John Vrablic | T.I.P.S. 4 Reps | Avon | Not listed | Percentage of assets, Hourly |
| Joshua Petrusko | Iron Gate Wealth Advisors | Poland | Not listed | Percentage of assets, Hourly |
| Michael Loewe | Wealthquest | Cincinnati | Not listed | Percentage of assets, Fixed fees |
| Michael Moore | Wealthquest | Cincinnati | Not listed | Percentage of assets, Fixed fees |
| Robert Reichwein | Wealthquest | Cincinnati | Not listed | Percentage of assets, Fixed fees |
| Ryan Ruggaard | Ruggaard & Associates | Hudson | Not listed | Percentage of assets, Performance-based fees |
| Samuel Martinez | Wealthquest | Cincinnati | Not listed | Percentage of assets, Fixed fees |
| Tom Sleeter | Ruggaard & Associates | Hudson | Not listed | Percentage of assets, Performance-based fees |