Lynn Berlenbach is a financial advisor at Buck Wealth Strategies, LLC with a Series 65 credential and three years of industry experience. Prior to joining Buck Wealth Strategies in 2022, she worked at EA Buck Financial Services, Oahu Country Club, Kahala Resort, and Morton's Steakhouse. 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.

Mark Arola is a financial advisor at Buck Wealth Strategies, LLC in Pleasanton, CA, holding a Series 65 credential with 10 years of industry experience. He has previously worked at AE Wealth Management, LLC and J.W. Cole Advisors, Inc., among others, and is the owner and president of Arola Associates, which provides insurance sales and services. Additionally, he is president of Stoneridge Marketing Group, a separate business focused on marketing program budgeting and fund allocation. 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, utilizing equities, ETFs, and fixed income, supported by a relationship with AE Wealth Management for asset management and research.

Brian Gery is a Series 65-licensed financial advisor with Buck Wealth Strategies, LLC in Bellevue, WA, and has one year of industry experience. Prior to joining Buck Wealth Strategies, he worked at Leverage Planners Wealth Management, LLC for one year. 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 using tactical asset allocation and a relative growth/value framework, primarily through equities, ETFs, and fixed income.

Jeffrey Buck is a financial advisor with Buck Wealth Strategies, LLC in Honolulu, HI, holding Series 63 and Series 65 licenses and possessing 21 years of industry experience. His career includes roles at AE Wealth Management, Madison Avenue Securities, and Parkland Securities. He serves as a board member of a nonprofit organization in Honolulu. 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 implemented through equities, ETFs, and fixed income.

Timothy White is a financial advisor with Buck Wealth Strategies, LLC, holding a Series 66 designation and bringing 10 years of industry experience. He has worked at notable firms including Edward Jones, Merrill, and Bank of America. In addition to his advisory role, he is licensed as an insurance agent with 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 and consulting services. The firm uses a top-down, macro-environmental investment approach with tactical asset allocation and operates in partnership with AE Wealth Management and Achieve Retirement for enhanced platform and referral resources.

Hyunsoo Jang is an investment advisor representative with Buck Wealth Strategies, LLC and holds the Series 63 and Series 66 designations. He has three years of industry experience and has worked at firms including Baird and Charles Schwab. Jang is also involved in consulting employers on retirement and deferred compensation plans through Buck Financial Services - Achieve Retirement. 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 sector rotation, primarily using equities, ETFs, and fixed income.

Daniel Werts is a Series 66 licensed financial advisor with nine years of industry experience. He is currently with Buck Wealth Strategies, LLC and has previously worked at Madison Avenue Securities, AE Wealth Management, CL Wealth Management, and Cabot Lodge Securities. Werts is also involved with LTCPro, LLC, where he conducts educational seminars and presentations for federal employees on their benefits. 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 with tactical asset allocation and discretionary rebalancing, supported by third-party tools to customize client risk profiles.

Scott Tusa is a financial advisor at Buck Wealth Strategies, LLC with 15 years of industry experience. He holds a Series 66 designation and has worked at Madison Avenue Securities, AE Wealth Management, and Parkland Securities. In addition to his advisory role, he is an insurance agent with 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 employs a top-down, macro-environmental investment approach with tactical asset allocation, primarily using equities, ETFs, and fixed income.

Alvin Abe is a financial advisor with Buck Wealth Strategies, LLC, holding Series 63 and Series 65 licenses and bringing 39 years of industry experience. His career includes roles at Madison Avenue Securities, AE Wealth Management, Parkland Securities, and E.A. Buck Insurance, where he also serves as a life insurance agent. Abe is based in Denver, CO. 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 uses a top-down, macro-environmental investment approach focused on tactical asset allocation and employs third-party financial planning tools to tailor client risk profiles into customized allocations.

Alicia Wickliff is a financial advisor at Buck Wealth Strategies, LLC in Denver, CO, holding a Series 66 designation. She has two years of industry experience and has previously worked with E.A. Buck Financial Services and Madison Avenue Securities. Outside of finance, Alicia was involved with Kailua Beach Adventures from 2022 to 2024. 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.

Kirk Matteson is a financial advisor at Buck Wealth Strategies, LLC in Portland, OR, with 22 years of industry experience. He holds Series 63 and Series 65 licenses and has worked previously at Madison Avenue Securities, Clear Resource Group, CWM, LLC dba Carson Group Partners, and Financial Advocates Investment Management. Matteson is also a licensed independent insurance agent in Oregon. 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 sector rotation, primarily utilizing equities, ETFs, and fixed income.

Kerry Chamberlin is a financial advisor with Buck Wealth Strategies, LLC in Bellevue, WA, holding Series 63 and Series 66 licenses and nearly a decade of industry experience. Prior to joining Buck Wealth Strategies in 2025, he held roles at J.P. Morgan Securities, Fidelity, Morgan Stanley, and Key Bank. 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 process with tactical asset allocation and discretionary portfolio rebalancing.

Kaila Woo is a financial advisor at Buck Wealth Strategies, LLC with five years of industry experience and a Series 65 credential. Prior to joining Buck Wealth Strategies, she worked at Andrews Advisory Associates, LLC and Madison Avenue Securities, LLC. 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 approach with tactical asset allocation and sector rotation, primarily using equities, ETFs, and fixed income with discretionary rebalancing.

Jacqueline Martinez is a financial advisor at Buck Wealth Strategies, LLC with two years of industry experience. She holds a Series 66 designation and previously worked at firms including Madison Avenue Securities, Raymond James Financial, and Wells Fargo Advisors. Outside of financial services, she has experience in event coordination and the food industry, having worked with Corazon Event Company and Olo Dessert Studio. 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 focused on tactical asset allocation and uses third-party tools to customize client risk profiles.

Rocky Monson is a financial advisor with Buck Wealth Strategies, LLC in Portland, OR, holding Series 63 and Series 65 licenses and 14 years of industry experience. His prior roles include positions at Fisher Investments and Foundations Investment Advisors, LLC. Outside of his advisory work, he is also an insurance agent involved in the sale of various insurance products. 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 uses third-party tools to customize client portfolios based on quantified risk profiles.

Terry Bunn is a Series 66-registered financial advisor with 10 years of industry experience. He is currently with Buck Wealth Strategies, LLC and has prior experience at Madison Avenue Securities, Primerica, Globe Life, and Edward Jones. 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 primarily through equities, ETFs, and fixed income.

David Bartlett is a financial advisor at Buck Wealth Strategies, LLC in Denver, CO, holding a Series 65 credential with four years of industry experience. His prior roles include positions at Global Retirement Partners, LLC, and Achieve Retirement. Bartlett is also involved in consulting and advising employers on employee retirement and deferred compensation plans through Buck Financial Services - Achieve Retirement. 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 and consulting services. The firm employs a top-down, macro-environmental investment approach emphasizing tactical asset allocation, sector rotation, and a relative growth/value framework.

Dustin McDonald is a financial advisor at Buck Wealth Strategies, LLC in Denver, CO, with 10 years of industry experience. He holds a Series 66 designation and has previously worked at Cedrus LLC, Cambridge Investment Research Advisors, Sigma Financial Corporation, and Woodbury Financial Services. In addition to his advisory role, McDonald is an independent insurance agent representing various companies and is the owner of My Blueprint Financial, LLC, a CPA trade name used for tax filing purposes. 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, utilizing equities, ETFs, and fixed income, supported by third-party financial-planning tools that customize client risk profiles.

Daniel Thyfault is a financial advisor at Buck Wealth Strategies, LLC in Denver, CO, with 10 years of industry experience. His prior roles include positions at Fidelity Investments and Charles Schwab. Thyfault holds Series 63 and Series 66 licenses. 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 with tactical asset allocation implemented primarily through equities, ETFs, and fixed income.

Robert Preciado is a financial advisor at Buck Wealth Strategies, LLC in Denver, CO, holding Series 63 and Series 65 licenses with 10 years of industry experience. His prior work includes roles at GWFS Equities, Protective Life, and Madison Avenue Securities. 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, utilizing equities, ETFs, and fixed income.