Heidi Phan

Kevin Mcnab is a CFP® and ChFC® with 15 years of industry experience. He has been with ACE Wealth Partners, LLC since 2010, where he serves as the sole advisor. In addition to his advisory role, he works as an independent insurance agent on a limited basis. ACE Wealth Partners provides investment advisory and planning services to individuals, trusts, foundations, charitable organizations, pensions, and retirement plans. The firm follows a long-term investment approach based on fundamental analysis and offers a range of portfolio management and financial planning services, including the use of leveraged and inverse ETFs and occasional commodity exposure.

Aaron Locker is the sole advisor at Ellis Financial Solutions LLC in Longmont, Colorado. He holds Series 65 and Series 66 licenses and has three years of industry experience. Prior to founding Ellis Financial Solutions in 2025, he worked at Summit Financial Planning and Edward Jones. Outside of his advisory role, he manages Ellis Bottom Line Bookkeeping, a tax management and preparation business. Ellis Financial Solutions provides investment management and retirement plan services primarily to employer plan sponsors, pooled vehicles, and other institutional clients. The firm’s investment approach combines passive and active strategies focused on asset allocation and long-term portfolio construction, with additional services including investment policy statement drafting, investment and fee reviews, vendor searches, participant education, and discretionary ERISA 3(38) investment management.

Derek Wolff is a CFP® with 22 years of experience in the financial services industry. He has been the sole advisor at Wolff Financial Advisors, LLC since 2005. Wolff Financial Advisors, LLC provides discretionary portfolio management and comprehensive financial planning to individuals, pension and profit sharing plans, trusts, estates, charitable organizations, and other business entities. The firm constructs diversified portfolios using a combination of equity and fixed income securities, mutual funds, ETFs, and employs both fundamental and technical analysis alongside long- and short-term trading strategies, including the active use of options and leveraged ETFs.

Bruce Fleet is the sole advisor at Fleet Capital Management, LLC, an independent firm based in Boulder, CO. He holds Series 63 and Series 65 licenses and has 37 years of industry experience. Fleet has led his firm since 2006. Fleet Capital Management, LLC is a fee-only investment adviser serving individuals, high-net-worth families, trusts, foundations, and charitable institutions. The firm focuses on discretionary portfolio management with an emphasis on downside protection and risk management, utilizing quantitative techniques grounded in Modern Portfolio Theory.

Kyle Sothers is the sole advisor at Kyso Financial, a state-registered independent investment advisory firm based in Superior, Colorado. He holds a Series 65 designation and has eight years of industry experience, having managed investments privately before founding Kyso Financial in 2016. Kyso Financial provides discretionary portfolio management to individuals, families, and businesses, offering three actively managed model portfolios and a customized ETF-based option. The firm employs a fundamentally driven approach combining growth and value strategies with a long-term orientation, alongside the explicit use of hedging techniques and derivatives for tactical downside protection in certain accounts.

Craig Thompson is a ChFC®-designated financial advisor with 26 years of industry experience. He has been the sole advisor at Asset Solutions since 2003. Asset Solutions is an independent registered investment adviser managing approximately $13.5 million for around 76 clients, mainly individual investors and small-business retirement accounts. The firm employs an active, market-timing investment approach using technical, cyclical, and fundamental analysis to rotate among sectors and asset classes, with portfolios that may be concentrated or moved fully to cash depending on market conditions.