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William N

Series 63, Series 65

Englewood, CO

Cetera

William Noyce Jr. is a financial advisor at Cetera with 42 years of industry experience. He holds Series 63 and Series 65 licenses and has been with Cetera and its affiliate Cetera Wealth Services, LLC since 2013. Outside of his advisory work, he serves as president of the Colorado Sporting Clays Association, chairman of the Tresana Townhomes Association landscape committee, and referees shooting events for FITASC. Cetera Investment Advisers LLC is an SEC-registered firm serving a diverse clientele including individual investors, retirement plans, and institutional accounts. The firm offers a multi-manager platform with discretionary and non-discretionary portfolio management, financial planning, and access to third-party money managers, supporting a broad range of investment strategies and program structures.

Wealth management Tax-loss harvesting Retirement plans for business owners (SEP, solo 401k) Business exit / sale strategy Founder/Business Owner Executive
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Daniel M

Series 63, Series 65

Englewood, CO

Cetera

Daniel Mayer is a financial advisor with Cetera, holding Series 63 and Series 65 designations and over 44 years of industry experience. His career includes long-term roles at Cetera Wealth Services, self-employment in financial services since 1991, and work in the life insurance sector dating back to 1981. He also operates as an independent insurance agent focusing on life, accident, health, and long-term care insurance. Cetera Investment Advisers LLC is an SEC-registered firm serving a broad client base that includes individuals, employer-sponsored retirement plans, corporate and charitable clients, and institutional accounts. The firm offers a variety of portfolio management and financial planning services through a multi-manager platform with access to affiliated and third-party managers.

Wealth management Tax-loss harvesting Retirement plans for business owners (SEP, solo 401k) Business exit / sale strategy Founder/Business Owner Executive
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Robert V

CFP®, Series 66

Englewood, CO

Cetera

Robert Vance is a CFP® with eight years of industry experience, currently advising at Cetera since 2018. His prior experience includes work at Land Title Guarantee Company and the University of Colorado Boulder. Outside of his advisory role, he competes professionally as a disc golfer. Cetera Investment Advisers LLC is an SEC-registered firm serving a diverse client base including individuals, retirement plans, and institutional accounts. The firm offers a range of portfolio management and consulting services through a multi-manager platform, supporting both discretionary and non-discretionary authorities with over $256 billion in assets under management.

Wealth management Tax-loss harvesting Retirement plans for business owners (SEP, solo 401k) Business exit / sale strategy Founder/Business Owner Executive
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Joanne S

ChFC®, Series 63

Englewood, CO

Cetera

Joanne Scarborough is a ChFC® and Series 63-licensed financial advisor with 34 years of industry experience. She is currently with Cetera, where she has worked since 2013 in various capacities, and is also the owner of J S Financial, LLC. Outside of her advisory roles, she serves as president of the St. Vincent de Paul church organization in Englewood, Colorado. Cetera Investment Advisers LLC is an SEC-registered firm that serves individual, retirement plan, corporate, charitable, and institutional clients through a nationwide network of independent advisors. The firm offers a range of portfolio management and financial planning services, utilizing multi-manager programs that include affiliated and third-party managers across various account structures.

Wealth management Tax-loss harvesting Retirement plans for business owners (SEP, solo 401k) Business exit / sale strategy Founder/Business Owner Executive
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James R

CFP®, Series 63, Series 65

Englewood, CO

Cetera

James Richards is a financial advisor with Cetera, holding CFP®, Series 63, and Series 65 credentials and over 42 years of industry experience. He has been with Cetera since 2023 and has prior experience with Vantage Financial Group and Physicians Benefits Corporation, among others. Richards also serves on the board of the Colorado Farm Bureau and the Colorado FFA Foundation and is involved in agricultural advocacy and nonprofit activities in Colorado. Cetera Investment Advisers LLC provides advisory services through a large nationwide network of independent advisors, serving individuals, retirement plans, corporate and charitable clients, and institutional accounts. The firm offers a multi-manager platform with a range of portfolio management and financial planning services tailored to various client needs.

Wealth management Tax-loss harvesting Retirement plans for business owners (SEP, solo 401k) Business exit / sale strategy Founder/Business Owner Executive
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