person

Gary Bolno

In network coverage since October 1, 2026 · 6 stories

Network coverage

the_wrap

Cetera and LPL add teams from Commonwealth and Cambridge on the same day

A $185 million Commonwealth group and a three-advisor Cambridge team change platforms, while Cetera shifts a retirement practice to Planning Partners.

the_wrap · Oct 5Three advisor teams land at Cetera, LPL and Wells Fargo FiNet

the_wrap · Oct 5Five breakaway teams land on independent platforms; Fitzgerald Financial discloses $185 million

the_wrap · Oct 5FiNet, Cetera, LPL, Kestra and Carson add five multi-adviser teams on Oct. 5

the_tape · Oct 5Cetera, LPL, Kestra, Carson and Wells Fargo lift teams in one day

Moves · Oct 1Cullman/Holt Group, a seven-person UBS team with $1.3 billion, joins Wells Fargo FiNet in Ohio