Trent Richardson is a financial advisor at Buck Wealth Strategies, LLC in Shallotte, NC, holding Series 65 and Series 63 licenses with two years of industry experience. His prior roles include positions at Symphony One Capital Management and Equitable Advisors, and he serves as a Platoon Leader in the North Carolina National Guard. Buck Wealth Strategies serves individual and high-net-worth clients, trusts, and employer-sponsored retirement plans through discretionary investment management, financial planning, and retirement plan advisory services. The firm employs a top-down, macro-environmental investment process with tactical asset allocation, primarily using equities, ETFs, and fixed income, supported by third-party financial-planning tools to customize client risk profiles.

Todd Strasser is a financial advisor with Buck Wealth Strategies, LLC, holding a Series 66 credential and 15 years of industry experience. His prior roles include positions at Wells Fargo, Northwestern Mutual, and Bank of the West. He is currently active with several affiliated entities, including Madison Avenue Securities and E.A. Buck Financial Services. Buck Wealth Strategies serves individual and high-net-worth clients, trusts, and employer-sponsored retirement plans, offering discretionary investment management, financial planning, and retirement plan advisory services. The firm uses a top-down, tactical asset allocation approach with a relative growth/value framework, primarily investing in equities, ETFs, and fixed income.

Evan Cutler is a financial advisor with Buck Wealth Strategies, LLC, holding a Series 65 license and four years of industry experience. He previously worked at John Ingraham, LLC and Midland National Annuity. Outside of advising, he is the founder of the Cutler Foundation, a nonprofit organization focused on Parkinson’s disease awareness. Buck Wealth Strategies serves individual and high-net-worth clients, trusts, and employer-sponsored retirement plans, offering discretionary investment management, financial planning, and retirement plan consulting. The firm employs a top-down, macro-environmental investment approach with tactical asset allocation, primarily utilizing equities, ETFs, and fixed income.

Arthur Austin is a financial advisor with Buck Wealth Strategies, LLC, holding a Series 66 designation and four years of industry experience. He has worked at Buck Wealth Strategies since 2022 and has experience with AE Wealth Management and Madison Avenue Securities. He is also involved in insurance sales and services through E.A. Buck Insurance DBA E.A. Buck Financial Services. Buck Wealth Strategies serves individual and high-net-worth clients, trusts, and employer-sponsored retirement plans, offering discretionary investment management, financial planning, and retirement plan advisory services. The firm employs a top-down, macro-environmental investment approach, focusing on tactical asset allocation and sector rotation through equities, ETFs, and fixed income.

Claudia Moreno is a Series 66-licensed financial advisor with 11 years of industry experience, currently affiliated with Buck Wealth Strategies, LLC in Kapolei, HI. Her prior roles include positions at One Team One Fight Financial Group and First Command Advisory Services. She is also active with E.A. Buck Financial Services, where she serves as a financial advisor and insurance agent. Buck Wealth Strategies serves individual and high-net-worth clients, trusts, and employer-sponsored retirement plans with discretionary investment management, financial planning, and retirement plan advisory services. The firm employs a top-down, macro-environmental investment approach using tactical asset allocation with sector rotation, and offers customized client portfolios based on quantified risk assessments.

Nicholas Roth is a CFP®-designated financial advisor with six years of industry experience, currently with Buck Wealth Strategies, LLC in Honolulu, HI. His prior experience includes roles at Bankoh Investment Services, The Strategic Financial Alliance, Inc., and Westpac Wealth Partners. Outside of finance, he is involved with 1311 Catering / Memories. Buck Wealth Strategies serves individual and high-net-worth clients, trusts, and employer-sponsored retirement plans with discretionary investment management, financial planning, and retirement plan advisory services. The firm employs a top-down, macro-environmental investment process with tactical asset allocation, utilizing equities, ETFs, and fixed income.

Ashley Robinson is an investment advisor representative at Buck Wealth Strategies, LLC with 16 years of industry experience. She holds a Series 66 designation and has previously worked at firms including Retirement Planning Strategies, CL Wealth Management LLC, and Cabot Lodge Securities, LLC. Outside of her advisory role, she provides educational seminars and financial presentations for federal employees through LTCPro LLC, DBA Federal Benefits Made Simple. Buck Wealth Strategies serves individual and high-net-worth clients, trusts, and employer-sponsored retirement plans, offering discretionary investment management, financial planning, and retirement plan advisory services. The firm employs a top-down, macro-environmental investment approach with tactical asset allocation and sector rotation, using equities, ETFs, and fixed income instruments.

Michael Hou is a financial advisor at Buck Wealth Strategies, LLC in Denver, CO, holding Series 63 and Series 65 licenses with two years of industry experience. His prior work includes roles at Retirement Partners of Hawaii and service in the United States Marine Corps. Buck Wealth Strategies serves individual and high-net-worth clients, trusts, and employer-sponsored retirement plans, offering discretionary investment management, financial planning, and retirement plan advisory services. The firm employs a top-down, macro-environmental investment approach with tactical asset allocation and sector rotation.

Russell Whitehead is a financial advisor with Buck Wealth Strategies, LLC in Denver, CO, holding Series 65 and Series 63 licenses and seven years of industry experience. His prior roles include positions at AE Wealth Management, Madison Avenue Securities, EA Buck Financial Services, and Merrill Lynch. Outside of advising, he has experience working at Five Star Pressure Washing. Buck Wealth Strategies serves individual and high-net-worth clients, trusts, and employer-sponsored retirement plans by providing discretionary investment management, financial planning, and retirement plan advisory services. The firm employs a top-down, macro-environmental investment approach with tactical asset allocation and sector rotation, primarily using equities, ETFs, and fixed income.

Michael Cottet is a financial advisor with Buck Wealth Strategies, LLC, holding a Series 66 designation and two years of industry experience. He has previously worked at Stansberry Research for 15 years and is currently Chief Strategy Officer at both Buck Wealth Strategies and E.A. Buck Financial Services. Buck Wealth Strategies serves individual and high-net-worth clients, trusts, and employer-sponsored retirement plans, offering discretionary investment management, financial planning, and retirement plan advisory services. The firm employs a top-down, macro-environmental investment approach focused on tactical asset allocation and uses third-party tools to tailor allocations based on quantified client risk profiles.

Cynthia Hodges is a financial advisor at Buck Wealth Strategies, LLC in Denver, CO, holding Series 63 and Series 65 licenses with 25 years of industry experience. Her prior roles include positions at Global Retirement Partners LLC, LPL Financial, LLC, and McKinlay Smallwood Financial Partners. Outside of her advisory work, she owns Hodge Podge Photos, a photography business. Buck Wealth Strategies serves individual and high-net-worth clients, trusts, and employer-sponsored retirement plans through discretionary investment management, financial planning, and retirement plan consulting. The firm employs a top-down, macro-environmental investment approach with tactical asset allocation and provides ongoing portfolio supervision and written financial plans.

Jacob Myers is a financial advisor with Buck Wealth Strategies, LLC in Denver, Colorado. He holds the Series 63 and Series 66 licenses and has three years of industry experience, including prior roles at TIAA and United Parcel Service. In addition to his advisory work, Myers is a licensed real estate agent, working part-time in residential real estate. Buck Wealth Strategies serves individual and high-net-worth clients, trusts, and employer-sponsored retirement plans with discretionary investment management, financial planning, and retirement plan advisory services. The firm employs a top-down, macro-environmental investment approach with tactical asset allocation and utilizes third-party financial-planning tools to customize client risk profiles and portfolio allocations.

Christopher Tucker is a Series 66-licensed financial advisor with 10 years of industry experience. He is currently with Buck Wealth Strategies, LLC, and has prior experience at First Command Financial Planning, Inc. from 2016 to 2026. Buck Wealth Strategies serves individual and high-net-worth clients, trusts, and employer-sponsored retirement plans by providing discretionary investment management, financial planning, and retirement plan advisory services. The firm uses a top-down, macro-environmental investment process with tactical asset allocation and portfolio supervision, supported by third-party financial-planning tools to customize client risk profiles.

Michael Sato is a financial advisor at Buck Wealth Strategies, LLC in Honolulu, HI, holding a Series 66 credential with five years of industry experience. His prior roles include positions at Madison Avenue Securities, LLC, LPL Enterprise, and The Prudential Insurance Company of America. In addition to his advisory work, he has been involved in insurance sales through E.A. Buck Insurance. Buck Wealth Strategies serves individual and high-net-worth clients, trusts, and employer-sponsored retirement plans, offering discretionary investment management, financial planning, and retirement plan advisory services. The firm uses a top-down, macro-environmental investment approach focused on tactical asset allocation with sector rotation and applies third-party tools to customize client risk profiles.

John Ingraham is a financial advisor at Buck Wealth Strategies, LLC with 10 years of industry experience. He holds a Series 65 designation and has worked at J.W. Cole Advisors, Inc. since 2016. In addition, he has operated John Ingraham LLC since 2004, where he serves as president of First Financial Education Centers, a business focused on insurance and annuities. Buck Wealth Strategies serves individual and high-net-worth clients, trusts, and employer-sponsored retirement plans by providing discretionary investment management, financial planning, and retirement plan advisory services. The firm employs a top-down, macro-environmental investment process with tactical asset allocation and utilizes third-party financial-planning tools to customize client risk profiles.

Kevin Shelton is a CFP® professional with 31 years of industry experience. He is currently affiliated with Buck Wealth Strategies, LLC and Madison Avenue Securities, LLC, and has held roles at several firms including The Prudential Insurance Company of America and Fidelity Brokerage Services LLC. Buck Wealth Strategies serves individual and high-net-worth clients, trusts, and employer-sponsored retirement plans with discretionary investment management, financial planning, and retirement plan advisory services. The firm utilizes a top-down, macro-environmental investment approach with tactical asset allocation implemented primarily through equities, ETFs, and fixed income.

Brandi Ayn Kamano is a Series 66-licensed advisor with seven years of industry experience. She is currently with Buck Wealth Strategies, LLC and has held roles at Madison Avenue Securities, LLC and AE Wealth Management, LLC. Kamano also acts as a life insurance agent with E.A. Buck Insurance DBA E.A. Buck Financial Services. Buck Wealth Strategies serves individual and high-net-worth clients, trusts, and employer-sponsored retirement plans with discretionary investment management, financial planning, and retirement plan advisory services. The firm utilizes a top-down, macro-environmental investment approach focused on tactical asset allocation and sector rotation.

Keith Brand is a CFP® with 26 years of industry experience, currently serving as an Investment Advisor Representative at Buck Wealth Strategies, LLC. His prior experience includes roles at Madison Avenue Securities, AE Wealth Management, CL Wealth Management, Schwab Private Client Investment Advisors, and Charles Schwab. He is also involved with LTCPro, LLC, a financial planning business he has been associated with since 2002. Buck Wealth Strategies serves individual and high-net-worth clients, trusts, and employer-sponsored retirement plans by providing discretionary investment management, financial planning, and retirement plan advisory services. The firm employs a top-down, macro-environmental investment approach with tactical asset allocation and utilizes third-party financial planning tools to customize client portfolios.

Tait Mc Gowan is an advisor at Buck Wealth Strategies, LLC in Denver, CO, holding a Series 65 credential with one year of industry experience. Prior to joining Buck Wealth Strategies, he worked at Madison Avenue Securities. Buck Wealth Strategies serves individual and high-net-worth clients, trusts, and employer-sponsored retirement plans, providing discretionary investment management, financial planning, and retirement plan advisory services. The firm employs a top-down, macro-environmental investment approach with tactical asset allocation and utilizes third-party tools to customize client risk profiles.

Lynn Thurgood is a financial advisor at Buck Wealth Strategies, LLC in Denver, CO, with 26 years of industry experience. His prior roles include positions at Portside Wealth Group, TownSquare Capital, and Oxford Wealth Advisors, among others. Outside of advising, he is the sole owner and president of Insurance Network, Inc., an independent life insurance agency. Buck Wealth Strategies serves individual and high-net-worth clients, trusts, and employer-sponsored retirement plans, offering discretionary investment management, financial planning, and retirement plan advisory services. The firm utilizes a top-down, macro-environmental investment approach with tactical asset allocation implemented primarily through equities, ETFs, and fixed income.