Our Leadership
Our team is deeply committed to ensuring wealth and asset managers in various verticals are adequately protecting their most valuable assets – their clients and their firms.

David Solimine
Chairman

David Solimine
Chairman
David is Chairman of AiK2 Insurance Services, as well as President & Chief Executive Officer of KORE Insurance Holdings, LLC. David drives the strategic direction of AiK2 Insurance Services and KORE, utilizing his industry expertise and proven track record of success leading insurance brokerage operations. Prior to AiK2 Insurance Services and KORE Insurance Holdings, David was principal, as well as President for EMAR Group, Inc., orchestrating its sale to Wells Fargo Insurance Services in 2008.
David graduated from Brown University with a Bachelor of Science in Business/Economics.
- Email:dsolimine@koreins.com

Jay Hummel
Chief Executive Officer

Jay Hummel
Chief Executive Officer
Jay serves as Chief Executive Officer of AiK2 Insurance Services, with responsibilities as the general manager of the company. Jay also serves as the CEO of Wealth Advisor Growth Network (WAGN), a key partner to AiK2 Insurance Services. Prior to founding WAGN, Jay was a Senior Vice President and Head of American Century Investment’s Personal Financial Solutions Business. Jay was responsible for the strategic and executional oversight of teams serving 600,000 individual and small retirement clients with $40B in assets under management.
He is a former Managing Director of Envestnet where he served as the Head of Strategic Initiatives and Thought Leadership. Jay is the former President and Chief Operating Officer of Lenox Wealth Management; a Cincinnati-based multi-family office and started his career in accounting and consulting at Deloitte.
Jay is a frequent industry speaker and writer. Wiley has published two of his books: Success and Succession and The Essential Advisor.
Jay lives in Kansas City with his wife, Valerie. When he’s not traveling, he and Valerie stay very busy with their two sons and daughter.
- Email:jhummel@wagn.biz

John Phoenix
President

John Phoenix
President
John serves as President of AiK2 Insurance Services, with oversight of sales, marketing, and relationship management activities. John also serves as President of Wealth Advisor Growth Network (WAGN), a key partner to AiK2 Insurance Services. Prior to founding WAGN, John was the National Sales Manager for the Institutional Business Development team at Envestnet. He was responsible for leading the new business efforts around large enterprise firms looking to deploy the Envestnet suite of services. John supported the firm’s efforts in the Bank, Independent Broker Dealer, Regional Broker Dealer and Registered Investment Advisor channels.
Most recently, John led the High Net Worth Sales division at Envestnet working with RIAs, hybrid RIAs, and Independent Advisor Networks that deployed Envestnet. John was CEO and Founder of Metamorphosis Money Management an RIA in Denver, Colorado a company that he eventually sold to Envestnet. Prior to M3, John worked for six years as a Managing Director for Alexander Capital Management Group, where he was head of sales and marketing. Prior to that, John was a Regional Director for Putnam Investments and also served as a Regional Director for Kemper Financial Services in Atlanta, Georgia.
John earned his undergraduate degree in History from Washington and Lee University and holds a FINRA Series 65 security license. John lives in Denver with his wife and two children.
- Email:jphoenix@wagn.biz

Matt Tobia
Executive Vice President - Insurance Operations

Matt Tobia
Executive Vice President - Insurance Operations
Matthew is a Co-Founder and Executive Vice President of AiK2 Insurance Services. He provides expertise on the insurance and process management aspects of the business. Prior to this role, Matthew spent five years as an insurance broker with The McIntyre Group. In 2013, Matthew then moved to KORE Insurance Holdings, LLC as Vice President, Commercial Lines, where he split his time between managing KORE’s Commercial Lines Division, the Marketing/Account Management of both new and existing customers, as well as driving the strategic planning and growth of the company. Most recently Matthew has been working on launching a start-up wholesale insurance brokerage focused on making insurance simpler.
Matthew graduated from Muhlenberg College with a degree in Business Administration and earned an MBA in Finance from Fordham University.
- Email:mtobia@k2placements.com

Lucas Dietrich
Executive Vice President - Carrier Management / Program Design

Lucas Dietrich
Executive Vice President - Carrier Management / Program Design
Lucas is a Co-Founder and Executive Vice President of AiK2 Insurance Services. He provides expertise on the insurance and process management aspects of the business. Prior to this role, Lucas spent a decade as an underwriter and practice leader at AIG. During this time, he put together insurance programs for the largest contractors in the world, including programs for the reconstruction of the World Trade Center. From there he moved to KORE Insurance, working as a retail insurance broker throughout many niche segments including Construction, Energy, and Aerospace. Most recently, Lucas has been working on launching a start-up wholesale insurance brokerage focused on making insurance simpler.
Lucas graduated from Temple University in 2006 with a degree in Actuarial Science.

Dan Jones
Vice President - Sales and Marketing

Dan Jones
Vice President - Sales and Marketing
Dan serves as the Vice President of sales and marketing with AiK2 Insurance Services. Prior to this role he was a wealth advisor with Buckingham Strategic Wealth helping clients with holistic wealth planning. The decade prior to Buckingham he served on the Business Development team for Envestnet Financial Management where he supported the firm’s Institutional sales initiatives focusing most of his efforts on prospecting new institutional clients (RIA’s, Banks, Broker/Dealers, and Trust Companies) as well as consulting and advising existing clients.
Dan received his bachelor’s degree in economics from Southern Illinois University. Additionally, he holds a Series 65 Investment Advisor registration and a Missouri Property & Casualty Insurance License. Dan lives in St. Louis with his wife and son.
- Email:djones@aik2.com
Our Advisory Board

Tyler Bain
Partner, Primark

Tyler Bain
Partner, Primark
Tyler Bain is a Partner of Primark. Prior to Primark, Tyler was the head of distribution for a $6B RIA and a $1B alternative investment firm. Previously, he was a distribution executive for a large RIA and broker-dealer within Prudential PLC’s North American insurance and distribution organization. He holds a BS in Business Administration from Regis University and an MBA from the University of Denver.

Bentley Blackmon
CEO, Naviter Wealth

Bentley Blackmon
CEO, Naviter Wealth
Bentley Blackmon is Chief Executive Officer of Naviter Wealth, Mr. Blackmon is a Chartered Financial Analyst® and CERTIFIED FINANCIAL PLANNER™ with over 25 years of experience. He is also a Certified Public Accountant maintaining inactive status. Prior to joining the firm, he spent 17 years at Stephens, Inc. and 7 years at Morgan Stanley.

Ross Dietrich
CEO, Covered

Ross Dietrich
CEO, Covered
Mr. Diedrich is the Chief Executive Officer and co-founder of Covered. Under his leadership, Covered has been recognized on HousingWire’s “Tech100” list of most innovative companies in housing, BuiltInColorado’s “Top 50” startups to watch in 2018, and has been featured in WIRED Magazine. Previously, Mr. Diedrich was the VP of Structured Products and CD Trading at Nathan Hale Capital where he grew revenue 5.6x and achieved the highest ROI in the company. He regularly ranked in the top 3 traders in the country. During his tenure at Nathan Hale Capital, he achieved the prestigious Chartered Financial Analyst designation.

Alli Jordan
President and COO, LibertyFi

Alli Jordan
President and COO, LibertyFi
Alli is responsible for many aspects of the business, from sales to service escalations from other team members. Alli has been in the financial services industry for nearly 10 years. She was previously employed by Sterne Agee and Leach, Inc., where she was an investment analyst and business consultant for the wealth management division. Alli worked with Sterne Agee financial advisors, consulting with them on how to make their books of business more efficient by utilizing technology. She served as the principal Envestnet administrator and relationship manager for the company and coordinated conversion and support for her firm and the external RIAs and IARs using the Envestnet platform. Alli is a graduate of the University of Florida.

Clint Sorenson, CFA®, CMT®
Co-Founder, WealthShield

Clint Sorenson, CFA®, CMT®
Co-Founder, WealthShield
Clint Sorenson, CFA®, CMT® is the Co-Founder of WealthShield, LLC. For the last decade, Clint has been focused on innovative strategies for enhancing and accelerating the traditional investment landscape. He has developed several proprietary quantitative strategies that combine behavioral, fundamental, and technical analysis for a truly holistic market view.
Proficient in a variety of areas, Clint’s work across WealthShield is diverse and broad-reaching. Clint oversees the development and maintenance of all asset allocation models for WealthShield. The purpose of his strategies is to equip advisors to successfully mitigate risk while attempting to maximize value over the long term.
In addition to his work at WealthShield, Clint is also a contributor to industry literature, providing content and insights to platforms including Forbes, Seeking Alpha, and The Resilient Advisor Podcast. Clint was recognized in 2018 as one of 40 financial professionals selected for the InvestmentNews 2018 40 Under 40 List1