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Touchstone Wealth Partner
In PWD coverage since October 1, 2026 · 1 story
1Moves on the wire · 12 months
Talent flow · 12 monthsOn the wire →
Advisor
Mar 31 · team liftout
PWD coverage
Moves
Cullman/Holt Group, a seven-person UBS team with $1.3 billion, joins Wells Fargo FiNet in Ohio
The Dublin, Ohio group joins Ascend Advisory Group, the $2.5 billion practice Tony Reilly founded in 2001.