James Dean 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 registered advisor with 14 years of industry experience. He is currently associated with The AmeriFlex Group and has previously worked at Cambridge Investment Research, Sagepoint Financial, and several other firms. He owns Pilkington Financial Group LLC, reflecting his involvement in entrepreneurial financial services ventures. The AmeriFlex Group is an SEC-registered investment adviser serving individuals, corporations, and retirement plans through a network of advisory affiliates and over 170 investment adviser representatives. The firm offers customized portfolio management, financial planning, and retirement consulting, utilizing multiple custodians and both wrap and non-wrap solutions.

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 background includes roles at Bank of Colorado and United Parcel Service, and he serves as a volunteer committee member for the Buffalo School District Foundation. Raymond James Financial Services Advisors, Inc. provides financial planning, investment consulting, and advisory services to individual, high-net-worth, and institutional clients. The firm offers tailored, non-discretionary planning using risk profiling and analytical modeling, supporting clients through various advisory programs and maintaining specialized municipal and employer advisory services.

Amanda Steele is a financial advisor at Edward Jones in Sterling, CO, holding a Series 66 designation with eight years of industry experience. She previously worked at Edward Jones from 2013 to 2021 and returned in 2026. Outside of Edward Jones, Steele is involved with Steele Roots and Steele Terrain LLC, which she has been affiliated with since 2021. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients, offering various advisory programs including discretionary and non-discretionary wrap fee strategies, separately managed accounts, and affiliated mutual funds. The firm is notable for its large network of financial advisors and branch offices and provides additional services such as trust capabilities and securities-based lending.