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Wells Fargo Advisors Financial Network, the firm’s independent contractor channel, has added a multi-generational team of advisors from UBS. Touchstone Wealth Partners oversees more than $2.1 billion in assets under management with offices in Toledo, Ohio and Bonita Springs, Fla.
The team includes wealth advisors Kenneth Wise and his sons, Mitchel and Kenneth Wise II; Kristie Howe; Michael McCullough; Spencer Stone; and J. Brad Tyo. They’re joined by Chief Investment Officer Brad Dobson, senior client relationship managers Alicia Monday and Meranda Parrish, Client Relationship Manager Jaclyn Seeman and Office Administrator Heather Patterson.
“This team has built a sophisticated wealth management practice with a deep commitment to serving the whole client,” said John Tyers, president of FiNet, in a statement. “They will continue to deliver a white-glove experience that has defined their practice—supporting complex client needs with the scale of our private wealth capabilities.”
Touchstone represents the fourth $1 billion-plus practice to affiliate with FiNet in 2026. To start the year, the firm brought on Melville, N.Y.-based Infinity Private Wealth, with $1.8 billion in assets under management, from Merrill. That same month, the firm landed KBK Wealth Management, a $1.3 billion team from LPL’s Commonwealth Financial Network. Last month, FiNet added Snow Pine Private Wealth, a Wayzata, Minn.-based team with $1.7 billion in assets, from UBS.
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