ADVISORHUB | SEPTEMBER 30, 2026
AdvisorHub reports on the departure of Jeff Cullman and Bruce Holt from UBS to join Ascend Advisory Group, an independent practice affiliated with Wells Fargo Advisors Financial Network (FiNet) in Dublin, Ohio.
The $1.3B team includes seven professionals and represents a significant addition to Ascend, an established independent practice led by founder and CEO Tony Reilly.
UBS → Ascend Advisory Group / Wells Fargo FiNet | $1.3B
Move at a glance
The move illustrates how established independent practices can offer experienced wirehouse teams a path to greater autonomy while retaining access to substantial infrastructure and resources.
For a closer look at the team’s decision and Diamond Consultants’ role, read our Cullman/Holt Group transition case study.
