Steven Myers

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.

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.

James Kirk is a ChFC® credentialed financial advisor with nine years of industry experience. He is the sole advisor at Rocky Mountain Financial Solutions Inc. in Erie, CO, where he has worked since 2018, following prior roles at IFC and Marketforce Information. Kirk is also a licensed insurance agent involved in selling insurance products. Rocky Mountain Financial Solutions Inc. provides discretionary and non-discretionary asset management and financial consultation to individuals, high-net-worth clients, trusts, estates, charitable organizations, corporations, business entities, and qualified retirement plans. The firm emphasizes long-term investment strategies using individual stocks and ETFs, supplemented by tactical solutions and covered-call option strategies, and offers ERISA 3(38) fiduciary plan management alongside limited insurance product sales.

Theodore Van Rooy is a financial advisor at AEOM Investments, LLC with one year of industry experience. He holds a Series 65 credential and has a background in technology, having worked at Amazon Inc. and The Trade Desk Inc. prior to his current role. In addition to advising, he works as a software engineer and data scientist. AEOM Investments, LLC provides portfolio management and financial planning services to individual and high-net-worth clients. The firm employs a blended investment approach combining passive and active strategies, with portfolios tailored to client goals and risk profiles.

Filipe Delvaux is the founder of Delvaux Wealth Management and holds Series 63 and Series 66 designations with nine years of industry experience. His prior roles include positions at Athos Private Wealth, Charles Schwab, Bank of America, Merrill, and J.P. Morgan. Outside of financial advising, he founded Delvaux, LLC, a company that sells personal care products. Delvaux Wealth Management is a fee-only advisory firm serving affluent individuals, families, and various entities. The firm uses a Modern Portfolio Theory-based approach with a combination of passive and active investment vehicles and offers services including discretionary wealth management, comprehensive financial planning, and consulting.