| Mark Kleespies | THOR Wealth Management | Cincinnati | Not listed | Percentage of assets, Fixed fees |
| Adam Croll | Crew Capital | Cincinnati | Not listed | Percentage of assets |
| Casey Boland | HCM Wealth Advisors | Cincinnati | Not listed | Percentage of assets, Fixed fees |
| 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 |
| Samuel Martinez | Wealthquest | Cincinnati | Not listed | Percentage of assets, Fixed fees |