Buck Wealth Strategies, LLC

Trent Richardson is a financial advisor with Buck Wealth Strategies, LLC, holding Series 63 and Series 65 credentials and having two years of industry experience. His background includes roles 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 provides discretionary investment management, comprehensive financial planning, and retirement plan advisory services to individuals, trusts, and employer-sponsored retirement plans. The firm employs a top-down macro investment approach with tactical asset allocation and routinely integrates options strategies and third-party money managers in portfolio implementation.

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. Buck Wealth Strategies provides discretionary investment management, financial planning, and retirement plan advisory services to individuals, trusts, and employer-sponsored plans. The firm employs a top-down macro investment approach with tactical asset allocation and integrates third-party managers and options strategies in portfolio construction.

Evan Cutler is a financial advisor at Buck Wealth Strategies, LLC with four years of industry experience. He holds a Series 65 designation and 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 through the Pushups for Parkinsons initiative. Buck Wealth Strategies serves individuals, trusts, and employer-sponsored retirement plans with discretionary investment management and comprehensive financial planning. The firm employs a top-down macro investment approach with tactical asset allocation and is notable for its use of options strategies and integration of outside money managers.

Arthur Austin is an investment advisor representative with Buck Wealth Strategies, LLC, holding a Series 66 designation and four years of industry experience. He is also involved with Madison Avenue Securities, LLC and has over a decade of experience in insurance sales 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 and comprehensive financial planning. The firm employs a top-down macro investment approach emphasizing tactical asset allocation and integrates third-party tools and money managers, including the use of options strategies and model portfolios.

Claudia Moreno is a financial advisor at Buck Wealth Strategies, LLC with 11 years of industry experience. She holds a Series 66 designation and has worked at firms including First Command Advisory Services and One Team One Fight Financial Group. Moreno is also affiliated with E.A. Buck Financial Services, where she serves as a financial advisor and insurance agent. Buck Wealth Strategies serves individuals, trusts, and employer-sponsored retirement plans with discretionary investment management and comprehensive financial planning. The firm employs a top-down macro approach emphasizing tactical asset allocation and uses options strategies alongside third-party managers to implement client portfolios.

Ashley Robinson is a financial advisor with Buck Wealth Strategies, LLC, holding a Series 66 designation and 16 years of industry experience. Prior to joining Buck Wealth Strategies in 2024, Robinson has worked with several firms including Retirement Planning Strategies, Madison Avenue Securities, and AE Wealth Management. Robinson also conducts educational seminars and presentations focused on federal employee benefits through LTCPro, LLC, a related business. Buck Wealth Strategies serves individuals, trusts, and employer-sponsored retirement plans with discretionary investment management, comprehensive financial planning, and retirement plan advisory services. The firm employs a top-down macro investment approach emphasizing tactical asset allocation, sector rotation, and integrates third-party financial-planning tools and outside money managers to implement strategies.

Michael Hou is a financial advisor with Buck Wealth Strategies, LLC in Denver, CO. He holds Series 63 and Series 65 licenses and has two years of industry experience. Prior to his financial services career, he served four years in the United States Marine Corps. 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 macro investment approach with a focus on tactical asset allocation and sector rotation, incorporating the use of options strategies and third-party money managers.

Russell Whitehead is an investment advisor representative at Buck Wealth Strategies, LLC with seven years of industry experience. He holds Series 63 and Series 65 licenses and has worked at firms including AE Wealth Management, Madison Avenue Securities, EA Buck Financial Services, and Merrill Lynch. Outside of advisory roles, he was involved with a pressure washing business from 2020 to 2021. Buck Wealth Strategies serves individuals, trusts, and employer-sponsored retirement plans, offering discretionary investment management, comprehensive financial planning, and retirement plan advisory services. The firm uses a top-down macro investment approach with tactical asset allocation and integrates third-party money managers and financial-planning tools in its portfolio construction.

Michael Cottet is a financial advisor at Buck Wealth Strategies, LLC with two years of industry experience. He holds the Series 66 designation and has previously held roles at Madison Avenue Securities and Stansberry Research. Outside of his advisor role, he serves as Chief Strategy Officer at E.A. Buck Financial Services. Buck Wealth Strategies serves individuals, trusts, and employer-sponsored retirement plans with discretionary investment management and comprehensive financial planning. The firm employs a top-down macro investment approach emphasizing tactical asset allocation, sector rotation, and growth/value analysis, and is notable for its use of options strategies and integration of outside money managers and third-party planning tools.

Cynthia Hodges is an investment advisor with Buck Wealth Strategies, LLC, holding Series 63 and Series 65 credentials and 25 years of industry experience. Her career includes roles at Global Retirement Partners LLC, LPL Financial, and McKinlay Smallwood Financial Partners. Outside of her advisory work, she owns a photography business called Hodge Podge Photos. Buck Wealth Strategies serves individuals, trusts, and employer-sponsored retirement plans with discretionary investment management, comprehensive financial planning, and retirement plan advisory services. The firm employs a top-down macro approach with tactical asset allocation and integrates third-party tools and managers, distinguishing itself through the use of options strategies and a broad corporate footprint.

Jacob Myers is a financial advisor at Buck Wealth Strategies, LLC with three years of industry experience. He holds Series 63 and Series 66 credentials. Prior to joining Buck Wealth Strategies, he worked at TIAA and Madison Avenue Securities. Outside of his financial advisory role, Myers is also licensed as a residential real estate agent in Colorado. Buck Wealth Strategies serves individuals, trusts, and employer-sponsored retirement plans by providing discretionary investment management, comprehensive financial planning, and retirement plan advisory services. The firm employs a top-down macro investment approach with tactical asset allocation and sector rotation, integrating third-party planning tools and frequently utilizing options strategies and outside money managers.

Christopher Tucker is a financial advisor at Buck Wealth Strategies, LLC in Denver, CO, holding a Series 66 designation with 10 years of industry experience. He previously worked at First Command Financial Planning, Inc. and its affiliated entities for 10 years before joining Buck Wealth Strategies and related firms. Buck Wealth Strategies serves individuals, trusts, and retirement plans with discretionary investment management and comprehensive financial planning. The firm uses a top-down macro investment approach with tactical asset allocation and integrates third-party tools and managers, including options strategies and outside portfolio managers, to implement client solutions.

Michael Sato is a financial advisor at Buck Wealth Strategies, LLC in Honolulu, HI, holding a Series 66 credential with six years of industry experience. His prior positions include 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 with discretionary investment management and comprehensive financial planning. The firm employs a top-down macro investment approach with tactical asset allocation and utilizes options strategies alongside a selection of outside money managers and TAMPs to implement portfolios.

John Ingraham is a financial advisor with Buck Wealth Strategies, LLC, holding a Series 65 designation and bringing 10 years of industry experience. He has worked at J.W. Cole Advisors, Inc. since 2016 and has operated John Ingraham LLC since 2004. In addition to his advisory role, he serves as president and lead agent of First Financial Education Centers, a business involved in insurance and annuities. Buck Wealth Strategies serves individuals, 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 investment approach emphasizing tactical asset allocation and sector rotation, and is notable for its explicit use of options strategies and coordination with outside money managers and third-party advisors.

Kevin Shelton is a CFP® with 31 years of industry experience, currently serving as a financial advisor at Buck Wealth Strategies, LLC. His prior roles include positions at Fidelity Brokerage Services LLC and The Prudential Insurance Company of America. He holds the Series 63 designation. Buck Wealth Strategies serves individuals, trusts, and employer-sponsored retirement plans with discretionary investment management, comprehensive financial planning, and retirement plan advisory services. The firm employs a top-down macro investment approach with tactical asset allocation and sector rotation, utilizing equities, ETFs, mutual funds, fixed income, and select alternatives, and integrates third-party financial-planning tools and money managers.