Buck Wealth Strategies, LLC

Trent Richardson is a financial advisor with Buck Wealth Strategies, LLC, holding Series 63 and Series 65 licenses and one year of industry experience. His prior roles include positions at Symphony One Capital Management, Equitable Advisors, and Comprehensive Financial Consultants. He serves as a Platoon Leader in the North Carolina National Guard. Buck Wealth Strategies is a multi-advisor team managing approximately $565 million in discretionary assets for individuals, trusts, and employer-sponsored retirement plans. The firm employs a top-down investment approach focused on macro-environmental tactical asset allocation and constructs portfolios tailored to client risk profiles using a variety of equity, fixed income, and fund vehicles.

Todd Strasser is a financial advisor with Buck Wealth Strategies, LLC, holding a Series 66 designation and 15 years of industry experience. His prior work includes roles at Wells Fargo Bank, Northwestern Mutual, and Bank of the West. Buck Wealth Strategies serves individuals, trusts, and employer-sponsored retirement plans by providing discretionary investment management, financial planning, and retirement-plan advisory services. The firm employs a top-down investment approach with tactical asset allocation, managing approximately $565 million in discretionary assets across multiple advisors.

Evan Cutler is a Series 65 licensed advisor at Buck Wealth Strategies, LLC with three years of industry experience. He previously worked at John Ingraham, LLC and Midland National Annuity. Outside of his advisory role, he is the founder of the Cutler Foundation, a nonprofit organization focused on Parkinson’s disease awareness through pushup events. Buck Wealth Strategies serves individuals, trusts, and employer-sponsored retirement plans by providing discretionary investment management, financial planning, and retirement-plan advisory services. The firm employs a top-down investment approach with tactical asset allocation and sector rotation, managing approximately $565 million in discretionary assets across a multi-advisor team.

Arthur Austin is an investment advisor representative at Buck Wealth Strategies, LLC with four years of industry experience. He holds a Series 66 designation and has worked at AE Wealth Management, LLC and Madison Avenue Securities, LLC. In addition to his advisory role, Austin is involved in insurance sales and services through E.A. Buck Insurance DBA E.A. Buck Financial Services. Buck Wealth Strategies serves individuals, trusts, and employer-sponsored retirement plans with discretionary investment management, financial planning, and retirement-plan advisory services. The firm employs a top-down investment approach focusing on macro-environmental tactical asset allocation and constructs portfolios tailored to client risk profiles.

Allison Betts is a financial advisor with Buck Wealth Strategies, LLC, holding Series 63 and Series 65 licenses and three years of industry experience. She has worked at New York Life Insurance Company and NYLIFE Securities LLC, and currently maintains roles with E.A. Buck Financial Services and Madison Avenue Securities. Buck Wealth Strategies serves individuals, trusts, and employer-sponsored retirement plans by providing discretionary investment management, financial planning, and retirement-plan advisory services. The firm employs a top-down investment approach focused on tactical asset allocation and sector rotation, managing approximately $565 million in discretionary assets through a multi-advisor team.

Claudia Moreno is a financial advisor at Buck Wealth Strategies, LLC with 10 years of industry experience. She holds a Series 66 designation and has previously worked at First Command Advisory Services and One Team One Fight Financial Group. Moreno is also involved with E.A. Buck Financial Services, where she serves as a financial advisor and insurance agent. Buck Wealth Strategies serves individuals, 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 investment approach focused on macro-environmental tactical asset allocation and sector rotation, tailoring portfolios to client risk profiles.

Ashley Robinson is a financial advisor at Buck Wealth Strategies, LLC with 15 years of industry experience. She holds a Series 66 designation and has worked at several firms including Retirement Planning Strategies and Cabot Lodge Securities. Outside of her advisory role, she conducts educational seminars and presentations for federal employees through LTCPro, LLC, a company focused on federal benefits. Buck Wealth Strategies serves individuals, trusts, and employer-sponsored retirement plans with discretionary investment management, financial planning, and retirement-plan advisory services. The firm employs a top-down investment process emphasizing tactical asset allocation and sector rotation, constructing portfolios tailored to client risk profiles.

Michael Hou is a financial advisor at Buck Wealth Strategies, LLC with one year of industry experience. He holds a Series 65 designation and previously served in the United States Marine Corps from 2019 to 2023. His work history also includes roles at Madison Avenue Securities, Retirement Partners of Hawaii, Devereaux, and Gap. Buck Wealth Strategies serves individuals, trusts, and employer-sponsored retirement plans by providing discretionary investment management, financial planning, and retirement-plan advisory services. The firm employs a top-down investment approach with tactical asset allocation and constructs portfolios using equities, ETFs, mutual funds, and fixed income tailored to client risk profiles.

Russell Whitehead is a financial advisor at Buck Wealth Strategies, LLC with seven years of industry experience. He holds Series 63 and Series 65 licenses and has worked at several firms including AE Wealth Management, Madison Avenue Securities, and Merrill Lynch. Outside of financial services, he previously operated a pressure washing business. Buck Wealth Strategies serves individuals, high-net-worth clients, trusts, and employer-sponsored retirement plans with discretionary investment management and financial planning. The firm employs a top-down investment approach focusing on tactical asset allocation and sector rotation, managing approximately $565 million in discretionary assets through a multi-advisor team.

Michael Cottet is a financial advisor at Buck Wealth Strategies, LLC, holding a Series 66 designation with one year of industry experience. He has held roles at Madison Avenue Securities since 2020 and serves as Chief Strategy Officer at E.A. Buck Financial Services. Buck Wealth Strategies works with individuals, trusts, and employer-sponsored retirement plans, providing discretionary investment management, financial planning, and retirement-plan advisory services. The firm employs a top-down investment approach focused on macro-environmental tactical asset allocation and sector rotation, managing approximately $565 million in discretionary assets through a multi-advisor team.

Cynthia Hodges is a financial advisor with Buck Wealth Strategies, LLC, based in Denver, CO, holding Series 63 and Series 65 licenses and bringing 24 years of industry experience. Her prior roles include positions at Global Retirement Partners LLC, LPL Financial, LLC, and McKinlay Smallwood Financial Partners. Outside of financial advising, she owns a photography business called Hodge Podge Photos. Buck Wealth Strategies is a multi-advisor firm that serves individuals, high-net-worth clients, trusts, and employer-sponsored retirement plans. The firm employs a top-down investment approach with tactical asset allocation and sector rotation, offering discretionary investment management, financial planning, and retirement plan consulting.

Jacob Myers is a financial advisor at Buck Wealth Strategies, LLC in Denver, CO, with three years of industry experience. He holds Series 63 and Series 66 licenses and previously worked at TIAA and United Parcel Service. Outside of his advisory role, Myers is also active as a residential real estate agent. Buck Wealth Strategies serves individuals, trusts, and employer-sponsored retirement plans by providing discretionary investment management, financial planning, and retirement-plan advisory services. The firm employs a top-down investment process focused on macro-environmental tactical asset allocation and constructs portfolios tailored to client risk profiles.

Michael Sato is a financial advisor at Buck Wealth Strategies, LLC in Honolulu, HI, holding a Series 66 designation with five years of industry experience. His prior work includes roles at Madison Avenue Securities, LPL Enterprise, and The Prudential Insurance Company of America. Buck Wealth Strategies serves individuals, trusts, and employer-sponsored retirement plans by providing discretionary investment management, financial planning, and retirement-plan advisory services. The firm employs a top-down investment approach with tactical asset allocation and constructs portfolios tailored to client risk profiles.

John Ingraham is a financial advisor at Buck Wealth Strategies, LLC with nine years of industry experience. He holds a Series 65 credential and has worked at J.W. Cole Advisors, Inc. since 2016. In addition to his advisory role, he is president of First Financial Education Centers, an insurance and annuities business he has operated since 2004. Buck Wealth Strategies serves individuals, trusts, and employer-sponsored retirement plans, providing discretionary investment management, financial planning, and retirement-plan consulting. The firm employs a top-down investment approach focused on macro-environmental tactical asset allocation and constructs portfolios using equities, ETFs, mutual funds, and fixed income tailored to client risk profiles.

Kevin Shelton is a CFP® with 30 years of industry experience, currently serving as a financial advisor at Buck Wealth Strategies, LLC. His prior roles include positions at The Prudential Insurance Company of America and Fidelity Brokerage Services LLC. Shelton is also involved with Madison Avenue Securities, LLC and E.A. Buck Insurance. Buck Wealth Strategies works with individuals, trusts, and employer-sponsored retirement plans, providing discretionary investment management, financial planning, and retirement-plan advisory services through a multi-advisor team managing approximately $565 million in discretionary assets. The firm employs a top-down investment approach focused on tactical asset allocation and constructs portfolios using equities, ETFs, mutual funds, and fixed income tailored to client risk profiles.