Hosler Wealth Management Financial Advisors
Meet our board of financial advisors, experts in investment, estate and tax planning strategies. Located in Prescott and the Greater Phoenix Area, our private wealth managers can answer any questions you may have about portfolio management and financial planning.
Bruce Hosler
Founder & Principal
Wealth Manager
Jason Hosler
Wealth Manager
Alex Koury
Wealth Manager
Hosler Wealth Management Team
Sara Lanoue
Client Services Manager
Laura Hosler
Executive Director
Bobby Epperson
Tax Professional
Zed Leppanen
Paraplanner
Chad Hosler
Director of Communications
Reggie Alilonu
Tax Professional
Caradoc (Doc) Crandall
Tax Professional
Hosler Wealth Management is proud to be comprised of highly-qualified financial advisors in Scottsdale and Prescott. Our Arizona based team is able to properly advise you on even the most complex subjects of tax preparation, estate planning and more.
CFN Advanced Planning Team
Our partnership with Commonwealth Financial Network®, a leading Registered Investment Adviser–broker/dealer, gives us access to a team of advanced planning specialists who can help us provide you the best possible service.
Justin Duft
Director
Heather Zack
Team Lead
Martin Baker
Advanced Planning Consultant
Mike Baum
Advanced Planning Consultant
Maureen Baxter
Advanced Planning Consultant
Kevin Ducomb
Advanced Planning Consultant
David Haughton
Advanced Planning Consultant
Anna Hays
Advanced Planning Consultant
Aric Jacobson
Advanced Planning Consultant
Krista Teegarden
Advanced Planning Consultant
CFN Research Team
Our partnership with Commonwealth Financial Network®, a leading Registered Investment Adviser–broker/dealer, provides us access to a team of investment research specialists who assist us in our efforts to provide you with the best possible service. Each of the professionals on this team brings a breadth of experience in the industry and within his or her own specialization.
Brad McMillan
Managing Principal & Chief Investment Officer
Brian Price
Senior Vice President, Investment Management & Research
Peter Essele
Vice President, Investment Management & Research
Chad LaFauci
Vice President, Alternative Investments
Jim McAllister
Director, Equity Research
Brian McCormick
Manager, Investment Management & Research
Fred DeBaets
Portfolio Manager, Investment Management & Research
Chris Fasciano
Portfolio Manager, Investment Management & Research
Andrew Kitchings
Portfolio Manager, Investment Management & Research
Anu Gaggar
Senior Research Analyst, Equity
Robert Kane
Senior Research Analyst, Alternatives
Nathan Parker
Senior Research Analyst, Real Assets
Chris Stuart
Senior Research Analyst, Equity
Sarah Hargreaves
Analyst, Investment Management & Research
Sam Millette
Senior Investment Research Analyst, Fixed Income
Thomas Ryan
Research Analyst, Equity
Rob Swanke
Research Analyst, Fixed Income
Peter Roberto
Research Analyst, Equity
Sara Bray
Research Associate, Investment Management and Research
Jack Gohr
Research Associate
Aaron Gigliotti
Research Associate, Investment Management and Research
Tom Scarlata
Research Associate, Investment Management & Research
Justin Cleare
Research Analyst, Real Assets
