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Awards and Recognitions Disclosures

Awards and recognitions by unaffiliated rating services, companies, and/or publications should not be construed by a client or prospective client as a guarantee that the client will experience a certain level of results if Hosler Wealth Management, LLC (HWM) is engaged, or continues to be engaged, to provide investment advisory services; nor should they be construed as a current or past endorsement of HWM by any of its clients. Such rating may not be representative of any one client’s experience. Rankings published by magazines and others are generally based exclusively on information prepared and/or submitted by the recognized firm on the employee’s behalf. Please see below for a more detailed description of the criteria used with respect to the awards and recognitions granted to Hosler Wealth Management LLC.

Forbes’ Best-In-State 2021 (Bruce Hosler #45)

The 2021 ranking of the Forbes’ Best-In-State Wealth Advisors list was developed by SHOOK Research and is based on in-person and telephone due-diligence meetings to evaluate each advisor qualitatively and on a ranking algorithm that includes client retention, industry experience, review of compliance records, firm nominations, and quantitative criteria (including assets under management and revenue generated for their firms). Overall, approximately 32,725 advisors were considered and 5,000 (approximately 15.3 percent of the candidates) were recognized. The full methodology that Forbes developed in partnership with SHOOK Research is available at www.forbes.com.

Forbes’ Best-In-State 2020 (Bruce Hosler #40)

The 2020 ranking of the Forbes’ Best-In-State Wealth Advisors list was developed by SHOOK Research, and is based on an algorithm of qualitative criteria, mostly gained through telephone and in-person due diligence interviews and quantitative data. Those advisors that are considered have a minimum of seven years’ experience, and the algorithm weights factors like revenue trends, assets under management, compliance records, industry experience and those that encompass best practices in their practices and approach to working with clients. Portfolio performance is not a criteria due to varying client objectives and lack of audited data. Overall, approximately Overall, approximately 32,725 advisors were considered and 7,000 (approximately 21 percent of the candidates) were recognized. Neither Forbes nor SHOOK receive a fee in exchange for rankings. More information can be found at www.forbes.com.

Forbes’ Best-In-State 2019 (Bruce Hosler #45)

The 2019 ranking of the Forbes’ Best-In-State Wealth Advisors list was developed by SHOOK Research, and is based on an algorithm of qualitative criteria, mostly gained through telephone and in-person due diligence interviews and quantitative data. Those advisors that are considered have a minimum of seven years’ experience, and the algorithm weights factors like revenue trends, assets under management, compliance records, industry experience and those that encompass best practices in their practices and approach to working with clients. Portfolio performance is not a criteria due to varying client objectives and lack of audited data. Overall, approximately 29,334 advisors were considered and 3,400 were recognized. Neither Forbes nor SHOOK receive a fee in exchange for rankings. More information can be found at www.forbes.com.

Forbes’ Best-In-State 2018 (Bruce Hosler #21)

The 2018 ranking of the Forbes’ Best-In-State Wealth Advisors list was developed by SHOOK Research, and is based on an algorithm of qualitative criteria, mostly gained through telephone and in-person due diligence interviews and quantitative data. Those advisors that are considered have a minimum of seven years’ experience, and the algorithm weights factors like revenue trends, assets under management, compliance records, industry experience and those that encompass best practices in their practices and approach to working with clients. Portfolio performance is not a criteria due to varying client objectives and lack of audited data. Overall, approximately 21,138 advisors were considered and over 2,000 recognized. Neither Forbes nor SHOOK receive a fee in exchange for rankings. More information can be found at www.forbes.com.

Leaders Level 2020 (Bruce Hosler)

A distinction based on annual production attained by just 6 percent of advisors affiliated with Commonwealth Financial Network. Each year, Commonwealth, the Registered Investment Adviser-broker/dealer that helps us process investment transactions on your behalf, recognizes Leaders Level advisors by inviting them to an exclusive gathering of their peers, leading industry experts, and Commonwealth home office staff. Leaders Level advisors benefit from an intensive learning and networking experience designed to help them hone their expertise, share best practices, and provide ever-higher levels of service, education, and leadership to their clients.

You don’t want your future to be based on luck, and neither do we.

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