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Cameron D

Series 65

Las Vegas, NV

Buckley Wealth

Cameron Dunaway is a financial advisor at Buckley Wealth Management with a Series 65 designation and two years of industry experience. He has worked at Buckley Wealth since 2022 and previously held roles in the mortgage and gaming industries. Outside of advisory work, he operates a notary public service in Las Vegas. Buckley Wealth Management serves individuals, trusts, pension and profit-sharing plans, and business entities with portfolio management, financial planning, and retirement consulting. The firm combines fundamental, technical, and cyclical analysis with various investment strategies and may incorporate alternative investments and third-party managers to meet client needs.

Private / alternative investments Real estate investing Retirement plans for business owners (SEP, solo 401k) Tax strategies for small businesses Retirement income strategy
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Brian B

Series 63, Series 65

Las Vegas, NV

Buckley Wealth

Brian Buckley is a financial advisor at Buckley Wealth with 48 years of industry experience. He holds Series 63 and Series 65 licenses and has previously worked at Morgan Stanley in various capacities from 2007 to 2017. Buckley serves on the advisory board for the Provincial Council of the Clerics of Saint Viators Investment Board and is a committee member on the appeals board for the Investments & Wealth Institute. Buckley Wealth Management serves individuals, trusts, pension and profit-sharing plans, and business entities with comprehensive portfolio management, financial planning, and retirement plan consulting. The firm uses a multi-strategy investment approach incorporating fundamental, technical, and cyclical analysis, and works with third-party managers and alternative investments when suitable.

Private / alternative investments Real estate investing Retirement plans for business owners (SEP, solo 401k) Tax strategies for small businesses Retirement income strategy
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Lori C

CFP®, Series 63, Series 65, Series 66

Las Vegas, NV

Buckley Wealth

Lori Chittenden is a CFP® professional with 25 years of industry experience, currently serving at Buckley Wealth Management since 2017. Her prior experience includes roles at Morgan Stanley, Wells Fargo Clearing, and Merrill. Outside of her advisory work, she is involved as a general partner in a family farming operation. Buckley Wealth Management serves individuals, trusts, pension and profit-sharing plans, and business entities with portfolio management, financial planning, and retirement plan consulting. The firm employs a multi-strategy investment approach, including the use of alternative investments and third-party managers, with ongoing portfolio monitoring and rebalancing.

Private / alternative investments Real estate investing Retirement plans for business owners (SEP, solo 401k) Tax strategies for small businesses Retirement income strategy
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Matthew B

Series 65

Las Vegas, NV

Buckley Wealth

Matthew Brunelle is a financial advisor at Buckley Wealth Management, LLC in Las Vegas, NV, with six years of industry experience. He holds a Series 65 designation and has been with Buckley Wealth Management since 2018, following a three-year sabbatical. Buckley Wealth Management provides investment management, financial planning, and retirement plan consulting to individuals, high-net-worth clients, trusts, pension plans, and corporate entities. The firm manages approximately $583 million on a discretionary basis for around 200 clients, employing a blend of fundamental and technical investment methods and offering a range of business-oriented planning services.

Private / alternative investments Real estate investing Retirement plans for business owners (SEP, solo 401k) Tax strategies for small businesses Retirement income strategy
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John B

Series 65, Series 66

Las Vegas, NV

Buckley Wealth

John Buckley is a financial advisor at Buckley Wealth with Series 65 and Series 66 designations and six years of industry experience. His prior roles include positions at Splunk and KPMG, as well as a period at UCLA Anderson School of Management. Buckley Wealth Management serves individuals, trusts, pension and profit-sharing plans, and business entities with portfolio management, financial planning, and retirement plan consulting. The firm uses a multifaceted investment approach combining fundamental, technical, and cyclical analysis and offers a range of strategies including asset allocation, ETFs, fixed income, and alternative investments.

Private / alternative investments Real estate investing Retirement plans for business owners (SEP, solo 401k) Tax strategies for small businesses Retirement income strategy
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