Maxwell E Carlson

Dana Richman is a financial advisor with TIAA-CREF who holds Series 66 and Series 63 licenses and has 11 years of industry experience. He has worked with TIAA-CREF since 2013. Outside of his advisory role, Richman is involved with The Dog House Animal Shelter, a nonprofit focused on rescuing dogs and cats from euthanasia. TIAA-CREF Individual & Institutional Services, LLC offers financial planning and discretionary managed account programs primarily to individuals connected to TIAA-administered retirement plans, as well as trusts, estates, and small retirement plans. The firm provides both model-based and customized portfolio management and serves as adviser to a donor-advised fund within a vertically integrated structure.

Lance Grothe is a financial advisor with Cetera, holding the CFP® and PFS™ designations along with a Series 66 license. He has 31 years of industry experience, including nearly three decades with Avantax and over 30 years running Grothe Financial Services P.C., where he also serves as president. Outside of his advisory work, Grothe is active in the Bennett/Watkins Lions Club, serving as its president and treasurer, and works as a Presbyterian minister. Cetera Investment Advisers LLC is an SEC-registered firm serving a broad client base that includes individuals, retirement plans, corporate, charitable, and institutional clients. The firm offers a multi-manager platform with various portfolio management options and maintains over $256 billion in assets under management through a nationwide network of independent advisors.

Darius Releford is a financial advisor at J.P. Morgan Securities with one year of industry experience. He holds a Series 66 designation and previously worked at Edward Jones and First Security Bank Trust & Co. Outside of finance, he coaches track and field for 6th-12th grade students at Kent Denver School. J.P. Morgan Securities provides institutional consulting services to corporations, foundations, and plan sponsors, offering asset allocation advice, investment manager searches, and customized performance reporting through a select group of Wealth Advisors. The firm combines large institutional advisory capabilities with brokerage and investment management services.

Andrew Hayden is a financial advisor at Edward Jones in Aurora, CO, holding a Series 66 designation with seven years of industry experience. Prior to joining Edward Jones in 2018, he worked for Skyline Display & Design for five years. He serves as secretary for the Willow Trace Metro District in Littleton, CO, where he participates in decisions related to landscaping, snow removal, fencing replacement, and financial matters. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients. The firm manages approximately $1.01 trillion in assets and offers a range of advisory programs, including discretionary and non-discretionary wrap fee strategies, separately managed accounts, affiliated mutual funds, and tax-efficient services under a fiduciary standard.

Scott Rivoira is a financial advisor with Cetera who holds Series 63, 65, and 66 credentials and has 24 years of industry experience. He has worked at Cetera Investment Advisors LLC since 2019, with prior experience at FIT Asset Management and Voya Financial Advisors, among others. Outside of his advisory role, he serves as a USA Hockey referee. Cetera is an SEC-registered adviser supporting a nationwide network of independent advisors, serving individual, corporate, charitable, and institutional clients. The firm offers a range of portfolio management and retirement services through multiple program structures, with over $256 billion in assets under management and more than 10,000 advisors.