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.

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.

Brandi Ayn Kamano is a financial advisor with Buck Wealth Strategies, LLC, holding a Series 66 designation and seven years of industry experience. She has worked at Buck Wealth Strategies since 2022 and has prior experience with Madison Avenue Securities, AE Wealth Management, and other firms. Kamano is also a licensed life insurance agent with E.A. Buck Insurance. Buck Wealth Strategies serves individual and high-net-worth clients, trusts, and retirement plans with discretionary investment management and financial planning. The firm uses a top-down, macro-environmental investment approach focused on tactical asset allocation and offers comprehensive retirement plan advisory services.

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.

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.

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.

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.

Kevin Nitta is a financial advisor at Buck Wealth Strategies, LLC with one year of industry experience. He holds a Series 65 credential and has prior work history at Premier Business Services and E.A. Buck Accounting & Tax Services, where he serves as Tax Director. Buck Wealth Strategies provides discretionary investment management, financial planning, and retirement plan advisory services to individual and high-net-worth clients, trusts, and employer-sponsored plans. The firm employs a top-down, macro-environmental investment approach with tactical asset allocation and offers additional support through affiliations with AE Wealth Management and Achieve Retirement.

Katie Buck is a financial advisor with Buck Wealth Strategies, LLC, holding Series 63 and Series 65 licenses and over 21 years of industry experience. Her prior roles include positions at Madison Avenue Securities, AE Wealth Management, Parkland Securities, and Spc. She is also CEO of 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, 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 sector rotation, primarily using equities, ETFs, and fixed income.

Jake Yong is a financial advisor at Buck Wealth Strategies, LLC with nine years of industry experience. He holds a Series 66 designation and has worked at several firms, including Ameriprise Financial Services, Inc. Prior to joining Buck Wealth Strategies, he was affiliated with AE Wealth Management. 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, utilizing equities, ETFs, and fixed income with discretionary rebalancing.