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DUBLIN, OHIO — October 15, 2026 — Ascend Advisory Group continues its growth following the addition of The Cullman/Holt Group, a seven-person advisory team that joined Ascend with approximately $1.3 billion in assets under management. The addition represents a significant expansion for Ascend, which previously reported approximately $2.5 billion in assets under management as of December 31, 2025. It also reflects Ascend's strategy of building relationships with established

DUBLIN, OHIO — September 29, 2026 — Ascend announces the addition of The Cullman/Holt Group with approximately $1.3B of assets under management (as of 7/8/2026). The practice continues to expand its national reach and bring its model of independent thinking, scale and personalized investment advice to more clients.

If financial markets had a campaign slogan during midterm elections, it would probably be: "Tell me who's in charge, so I can get back to work." Markets generally dislike uncertainty more than they dislike any specific political outcome. Leading up to midterm elections, investors are left guessing about future tax policy, spending priorities, and regulatory changes. Once the political dust settles, clarity often replaces speculation, allowing investors to focus on the fundame

DUBLIN, OHIO — August 2026 — Eli Horton, Managing Director & Senior Portfolio Manager, Equities at TCW and a recent guest on CNBC’s Fast Money, joined Ascend Advisory in Dublin for an evening of conversation around some of the most important forces shaping the investment landscape.

Our latest article simplifies the conversation by answering the seven biggest questions investors are asking right now: Has inflation really been defeated? Is AI becoming another dot-com bubble? Will the midterm elections or oil prices affect the market? What history tells us about staying invested during uncertain times.

The Trump Account is a newly created savings and investment account for children established through federal legislation. While additional implementation guidance from the U.S. Treasury is still expected, the legislation creates a framework that allows eligible children to begin long-term investing at an early age.

DUBLIN, OHIO —June 4, 2026—Ascend Advisory Group proudly announces that the practice has surpassed $2.5 billion in assets under management*. Since opening with $27 million in 2001, Ascend has grown by serving families through a disciplined planning process centered on long-term outcomes. “This milestone is not about assets. It is about trust..." “This milestone is not about assets. It is about trust,” said CEO Tony Reilly.

Dublin, Ohio — June 9, 2026 — Ascend Advisory is proud to announce that CEO Tony Reilly has been named to the 2026 Barron’s Top 1,200 Financial Advisors list, marking another year of national recognition for his disciplined approach to wealth management and long-standing commitment to client outcomes.

Tony Reilly Interviews Roger Blackwell on Growth, Scale, and What Makes Companies Break Through As part of Ascend Advisory’s Business Owner Forum, Tony Reilly sits down with Roger Blackwell, author of 40+ books and keynote speaker at over 3,000 business meetings across six continents.

Most entrepreneurs and leaders don’t build a business with the intent of exiting They build it to support their lifestyles. Whether you are a hairstylist with a thriving book of business or an arborist managing a fleet of trucks, you likely started with a "lifestyle" mindset: freedom, income, and being your own boss.

With recent events in the Middle East, we wanted to put out some literature regarding how the market tends to react in times of war and conflict. The relationship between the stock market and war is paradoxical: while war is a human tragedy, history shows it is rarely a long-term bear case for the stock market. Markets are primarily driven by corporate earnings and economic growth, and while conflict introduces significant volatility, it often does not destroy the underlying

As we move through 2026, two perennial topics are once again top-of-mind for investors: income taxes and the stock market. While neither tends to inspire joy, both play a critical role in long-term financial outcomes. The good news? With thoughtful planning, neither has to be a surprise.

Ascend Advisory Group has been recognized by Forbes as a Best-In-State Wealth Management Team for 2025.

The Santa Claus Rally reflects sentiment, not destiny. Mortgage rates reflect the price of money, not holiday cheer. But sentiment matters. It shapes expectations, generates momentum, and forms the psychological backdrop for the year ahead.

As year-end approaches, review your financial and estate plan with Ascend’s Family Love Letter approach and 12 updated tax-saving tips for 2025.

Charitable giving has always played a vital role in fostering compassion, supporting communities, and driving positive change across the globe. Whether it's through donating time, resources, or financial contributions, individuals and organizations alike can address pressing social, environmental, and humanitarian challenges. From supporting local nonprofits to participating in global initiatives or even small acts of kindness, philanthropy reflects a shared commitment to imp

Scammers no longer rely on poorly worded emails. They use artificial intelligence to craft messages, clone voices, and build credibility. What once was obvious now feels dangerously authentic.

This isn’t just a lesson for young kids. Teenagers, college students, and those in their early 20s are faced with even bigger financial decisions: student loans, buying their first car, paying rent, or even starting to save for retirement. These choices can shape long-term financial habits.

The new tax bill, signed into law on July 4, 2025, introduces significant changes to the U.S. tax code, primarily by making permanent many provisions of the 2017 Tax Cuts and Jobs Act (TCJA) that were set to expire at the end of 2025, while adding new provisions. Taxes and changes to law affect every one of our clients, so we must highlight some key points and changes from what we have been used to for the last few years of tax code.

You know, I often get asked. We often get asked, how did you get in central Ohio and Dublin, Ohio? How did you get from 27 million in client assets with a handful of clients in central Ohio, in the Columbus area to today, where we advise and manage over $2.3 billion for clients in over 44 states. And first of all, it's not an easy answer.