James Wright

Curtis Pilkington is an investment advisor with The AmeriFlex Group in Sterling, Colorado, holding Series 63 and Series 65 credentials and 42 years of industry experience. His work history includes roles at Cambridge Investment Research, OSAIC, Sagepoint Financial, and The AmeriFlex Group. Outside of his advisory work, he owns and operates a cattle farm in Sterling, Colorado. The AmeriFlex Group provides investment advice and related services to individuals, corporations, employee benefit plans, and charitable organizations. The firm offers portfolio management, financial planning, third-party money manager selection and monitoring, and retirement plan consulting through a network of advisory affiliates using multiple program platforms.

Shanan Doherty is a financial advisor with The AmeriFlex Group, holding a Series 66 designation and 25 years of industry experience. Prior to joining AmeriFlex, Doherty worked at Sagepoint Financial, Inc. for 14 years and has also been associated with OSAIC and Cambridge Investment Research, Inc. He is the owner of Pilkington Financial Group, LLC, an independent financial business based in Sterling, CO. The AmeriFlex Group provides investment advice and related services to individuals, corporations, employee benefit plans, and charitable organizations. The firm offers portfolio management, financial planning, third-party money manager selection, and retirement plan consulting through a network of advisory affiliates using multiple program platforms and custodial arrangements.

Derek Pilkington is a CFP® and Series 66-licensed advisor with 13 years of industry experience. He is currently with The AmeriFlex Group and has previously worked at Sagepoint Financial, Inc. and OSAIC. Outside of his advisory role, he owns Pilkington Financial Group LLC, an independent financial services business. The AmeriFlex Group provides investment advice and related services to individuals, corporations, employee benefit plans, and charitable organizations. The firm offers discretionary and non-discretionary portfolio management, financial planning, third-party money manager selection and monitoring, and retirement plan consulting through a network of advisory affiliates using multiple program platforms.

Nichole Glosson is a financial advisor at Edward Jones with a ChFC® designation and Series 66 license, bringing six years of industry experience. She has been with Edward Jones since 2017, following a brief tenure at Nelson Financial and a prior career at Maurices. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients, offering a range of discretionary and non-discretionary investment strategies, access to separately managed accounts, and affiliated mutual funds. The firm manages approximately $1.01 trillion in assets through a nationwide network of more than 23,700 advisors and maintains additional capabilities such as a trust company and securities-based lending.

Timothy Edgar is a financial advisor with Raymond James Financial Services Advisors, Inc. He holds Series 63 and Series 65 licenses and has 12 years of industry experience. His prior work includes roles at Bank of Colorado and United Parcel Service. Outside of his advisory work, he volunteers as a committee member for the Buffalo School District Foundation’s Track Accountability Committee. Raymond James Financial serves a diverse client base, including individual investors, high-net-worth clients, pension plans, and municipal entities. The firm offers financial planning and non-discretionary investment consulting, emphasizing tailored advice supported by extensive research and a broad affiliate network.

Pamela Werner is a CFP® professional with 26 years of industry experience, currently serving as a financial advisor at Edward Jones since 1999. She holds Series 63 and Series 66 licenses. Outside of her advisory role, she is president of The Secret Garden Wedding Venue in Stanwood, WA, coordinating events and managing rentals for weddings and receptions. 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 strategies, separately managed accounts, and affiliated mutual funds, operating under a fiduciary standard.