Meet Our Team – Financial Advisors in Arizona

Hosler Wealth Management Financial Advisors

Meet our board of financial advisors, specializing 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, Wealth Manager, Financial Advisor

Bruce Hosler

Founder & Principal
Wealth Manager

Jason Hosler Headshot

Jason Hosler

Wealth Manager

Alex Koury, Wealth Manager, Financial Advisor

Alex Koury

Wealth Manager

Cody Teeples Wealth Manager in Prescott, AZ

Cody Teeples

Wealth Manager

Hosler Wealth Management Team

Sara Lanoue Headshot

Sara Lanoue

Client Services Manager

Laura Hosler

Laura Hosler

Executive Director

Zed Leppanen Headshot

Zed Leppanen


Amber Potts

Amber Potts

Tax Professional

Jim Haynes - Tax Professional

James Haynes

Tax Professional

Chad Hosler

Chad Hosler

Director of Communications

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.

Commonwealth Logo
Justin Duft Headshot

Justin Duft

Vice President, Advanced Planning

Heather Zack Headshot

Heather Zack

Manager, Advanced Planning

Martin Baker Headshot

Martin Baker

Supervisor, Paraplanning & Advance Planning Consultant

David Haughton Headshot

David Haughton

Team Lead, Advanced Planning

Krista Teegarden Headshot

Krista Teegarden

Senior Advanced Planning Consultant

Maureen Baxter Headshot

Maureen Baxter

Advanced Planning Consultant

Aric Jacobson Headshot

Aric Jacobson

Advanced Planning Consultant

Elizabeth Meyer Headshot

Elizabeth Meyer

Advanced Planning Consultant

Rafael Bernard Headshot

Rafael Bernard

Advanced Planning Consultant

Anne Fontanet Headshot

Anne Fontanet

Advanced Planning Consultant

CFN Investment 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.

Commonwealth Logo
Brad McMillan Headshot

Brad McMillan

Managing Principal & Chief Investment Officer

Peter Essele Headshot

Peter Essele

Senior Vice President, Investment Management and Research

Chad LaFauci Headshot

Chad LaFauci

Vice President, Alternative Investments

Jim McAllister Headshot

Jim McAllister

Vice President, Equity Research

Brian McCormick Headshot

Brian McCormick

Manager, Investment Management & Research

Robert Kane Headshot

Robert Kane

Manager, Alternatives

Andrew Kitchings Headshot

Andrew Kitchings

Manager, Investment Due Diligence - Investment Management and Research

Fred DeBaets Headshot

Fred DeBaets

Portfolio Manager, Fixed Income

Rob Swanke Headshot

Rob Swanke

Senior Research Analyst, Equity

Nathan Parker Headshot

Nathan Parker

Senior Research Analyst, Equity

Tom Scarlata Headshot

Tom Scarlata

Senior Research Analyst, Fixed Income

Richardson Wayne

Wayne Richardson

Research Analyst, Equity

Brian Price Headshot

Brian Price

Managing Principal, Investment Management and Research

Sam Millette Headshot

Sam Millette

Senior Investment Research Analyst, Fixed Income

Chris Fasciano Headshot

Chris Fasciano

Portfolio Manager, Investment Management & Research

Peter Roberto Headshot

Peter Roberto

Senior Research Analyst, Equity

Justin Cleare Headshot

Justin Cleare

Research Analyst, Real Assets

Joe Dunn Headshot

Joe Dunn

Research Analyst, Fixed Income

Sara Hargreaves Headshot

Sarah Hargreaves

Platform Manager, Investment Management and Research

Sara Bray Headshot

Sara Bray

Research Associate, Investment Management and Research

Gigliotti Aaron

Aaron Gigliotti

Research Associate, Investment Management and Research

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