Greenwood Village, CO Dtc Blvd Office

Koren Vining is a CFP® professional with 25 years of industry experience, currently working with Cetera since 2019. Prior to Cetera, Vining was with Foresters Financial and also owns Ascend Planning Partners LLC. Outside of advising, Vining serves as treasurer of the Denver Christian School Parent Association, has held leadership roles in professional and community organizations, and teaches financial education classes as chapter president for the American Financial Education Alliance. Cetera Investment Advisers LLC is an SEC-registered adviser serving individuals, retirement plans, corporate, charitable, and institutional clients through a nationwide network of over 10,000 independent advisors. The firm offers a range of portfolio management and financial planning services with access to affiliated and third-party managers, operating a multi-manager platform with discretionary and non-discretionary programs.

Kendra De Lisa is a financial advisor at Cetera with 30 years of industry experience. She holds a Series 66 designation and has worked with firms including Oppenheimerfunds Distributor, Inc. and several Cetera entities since 2019. Cetera Investment Advisers LLC serves individual, corporate, charitable, and institutional clients through a nationwide network of independent advisors. The firm offers a range of portfolio management, financial planning, and retirement services, utilizing multiple program structures and a multi-manager platform to provide discretionary and non-discretionary investment solutions.

Edward Rosenberg is a financial advisor with Cetera in Greenwood Village, CO, holding Series 63 and Series 66 credentials and over 30 years of industry experience. His prior work includes roles at Metlife Securities Inc., MassMutual Life Insurance Co., and Mass Mutual Investors Services. He is a 50% owner of Step By Step Financial DBA Cetera Business. Cetera Investment Advisers LLC is a nationwide SEC-registered adviser serving a broad client base including individuals, retirement plans, corporate and charitable clients, and institutional accounts. The firm offers a range of portfolio management and financial planning services through a multi-manager platform with various program options and access to third-party money managers.

Judith Ritchie is a financial advisor at Cetera with two years of industry experience. She holds a Series 66 license and has worked in various capacities within Cetera-affiliated entities since 2014. Outside of finance, she serves as a health coach for a weight loss program. Cetera Investment Advisers LLC is a large SEC-registered firm serving individuals, retirement plans, corporate, charitable, and institutional clients through a nationwide network of over 10,000 advisors. The firm offers a multi-manager platform with discretionary and non-discretionary portfolio management, financial planning, and access to a range of program options and third-party managers.

Steven Sherman is a financial advisor with Cetera, holding Series 63 and Series 65 licenses and bringing 40 years of industry experience. He has worked at Cetera since 2019, following a long tenure at Foresters Financial Services and Foresters Advisory Services. Sherman is also involved with Ascend Planning Partners as a financial advisor and wealth manager. Cetera Investment Advisers LLC is a nationwide SEC-registered firm serving individuals, employer-sponsored retirement plans, corporate, charitable, and institutional clients. The firm offers a range of portfolio management and financial planning services through a multi-manager platform with discretionary and non-discretionary program options.

David Elliott is a financial advisor with Cetera in Greenwood Village, CO, holding Series 63, 65, and 66 credentials and 33 years of industry experience. His prior work includes roles at Thrivent Financial, Ameriprise, and Waddell & Reed. Cetera Investment Advisers LLC is an SEC-registered firm serving individuals, retirement plans, corporate, charitable, and institutional clients through a large nationwide network of independent advisors. The firm offers a range of portfolio management and financial planning services and operates a multi-manager platform with access to various program structures and custodial relationships.

Ryan Miller is a financial advisor with Cetera who holds Series 63 and Series 65 credentials and has 17 years of industry experience. He has previously worked with Victory Capital and Fidelity Brokerage Services LLC, among others. Outside of his advisory role, he is president, lead guitarist, and songwriter for The Anchor LLC, a performing music group based in Denver. Cetera Investment Advisers LLC provides investment advisory services through a nationwide network of independent advisors, serving individual, corporate, charitable, and institutional clients with a range of portfolio management, financial planning, and retirement services. The firm operates a multi-manager platform offering various program structures and investment options to its over 10,000 advisors and roughly 800,000 clients.

John Barrett is a financial advisor at Cetera with 29 years of industry experience. He holds Series 63 and Series 66 licenses and has been affiliated with various Cetera entities since 2013. Outside of his advisory work, he serves as a FINRA arbitrator and has worked as an election judge and newspaper deliverer. Cetera Investment Advisers LLC is an SEC-registered adviser serving individuals, retirement plans, corporate, charitable, and institutional clients through a nationwide network of over 10,000 independent advisors. The firm offers a range of portfolio management and financial planning services, utilizing a multi-manager platform with discretionary and non-discretionary options across various program structures.

Chad Alevras is a financial advisor at Cetera with 19 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at Lincoln Financial Advisors and Hornor Townsend & Kent Inc. He is the sole owner of Gregory and Associates LLC, which operates as a business for Cetera, and is involved in a program offering disability insurance through Lloyds of London focused on college athletic protection. Cetera Investment Advisers LLC serves individual and institutional clients through a nationwide network of independent advisors. The firm offers a range of portfolio management and retirement services with multiple program options and access to third-party managers.

Brandon Speer is a financial advisor with Cetera holding a Series 66 designation and beginning his industry career in 2026. Prior to joining Cetera, he held positions at a variety of companies, including Kay Jeweler and Family First Life. Outside of his advisory role, he is involved with the Highlands Ranch Community Association. Cetera Investment Advisers LLC is an SEC-registered adviser serving individuals, retirement plans, corporate and charitable clients, and institutional accounts. The firm offers a range of portfolio management and financial planning services through a large nationwide network of independent advisors and supports various investment strategies across multiple program structures.

Darren Van Cott is a financial advisor with Cetera, holding Series 63 and Series 65 credentials and 17 years of industry experience. He has worked at Cetera since 2019 and previously spent 10 years with Foresters Financial Services. His career also includes over 20 years of self-employment. Cetera Investment Advisers LLC is an SEC-registered adviser serving a diverse client base that includes individuals, retirement plans, corporate and charitable clients, and institutional accounts. The firm offers a range of portfolio management and consulting services through a large nationwide network of independent advisors.

Elena Cumberbatch Lynch is a financial advisor with Cetera, holding Series 63 and Series 65 licenses and 17 years of industry experience. She previously worked at Mass Mutual Investors Services, MassMutual Life Insurance Co, and Metlife Securities Inc. Lynch is also the owner of PursePerity Services, LLC. Cetera Investment Advisers LLC is an SEC-registered firm with a nationwide network of independent advisors serving a diverse client base, including individuals, retirement plans, corporate, charitable, and institutional clients. The firm offers various portfolio management and financial planning services through multiple program structures and third-party managers.

Colin Mc Glynn is a financial advisor at Cetera with 10 years of industry experience. He holds Series 63 and Series 66 licenses and has previously worked at Bank of America, Merrill, and Fidelity Brokerage Services. Cetera Investment Advisers LLC is an SEC-registered adviser offering a multi-manager platform that serves individual clients, employer-sponsored retirement plans, corporate and charitable clients, and institutional accounts. The firm provides a range of portfolio management and financial planning services through various program options and custodial relationships.

Ann Speer is a financial advisor with Cetera, holding Series 66 and Series 63 credentials and bringing 12 years of industry experience. She previously worked at BCJ Capital Management and Axa Advisors, LLC before joining Cetera in 2020. Outside of her advisory role, Speer owns a consulting business serving non-profits, small businesses, and special needs families, and she teaches financial courses at the American Financial Education Alliance. Cetera Investment Advisers LLC is an SEC-registered firm that supports a large network of independent advisors serving individuals, retirement plans, corporate, charitable, and institutional clients. The firm offers a variety of portfolio management and financial planning services through discretionary and non-discretionary programs, utilizing both affiliated and third-party managers across multiple account structures.

Matthew Quinn is a financial advisor with Cetera, holding Series 63 and Series 65 credentials and bringing 12 years of industry experience. His career includes roles at Foresters Financial Services from 2015 to 2019, followed by positions within the Cetera network since 2019. Cetera Investment Advisers LLC is an SEC-registered adviser serving a broad client base that includes individuals, employer-sponsored retirement plans, corporate and charitable clients, and institutional accounts. The firm offers a multi-manager platform allowing advisors to implement various portfolio management strategies with discretionary and non-discretionary options across multiple program structures.