Maxwell E Carlson

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 Series 66 licensed financial advisor with J.P. Morgan Securities, based in Aurora, CO, with two years of industry experience. Prior to joining J.P. Morgan Securities, he held roles at Edward Jones and First Security Bank Trust & Co. among others. He also serves as a part-time track and field coach for middle and high school students at Kent Denver School. J.P. Morgan Securities provides investment consulting and advisory services primarily to institutional clients and retirement plan sponsors, combining quantitative asset-allocation modeling with centralized due diligence and applying an ESG eligibility framework when recommending investment strategies.

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, holding Series 63, 65, and 66 licenses and 24 years of industry experience. His prior roles include positions at FIT Asset Management and Curian Capital. Outside of his advisory work, he serves as a USA Hockey referee. Cetera Investment Advisers LLC is an SEC-registered firm serving individual, retirement plan, corporate, charitable, and institutional clients. The firm offers both discretionary and non-discretionary portfolio management, financial planning, and access to third-party managers through a multi-manager platform with a wide range of program options.