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.

Brandon Steele is a Series 66-licensed financial advisor at Edward Jones with nine years of industry experience. He has been with Edward Jones since 2016. Outside of financial advising, Steele works as a locomotive engineer for Burlington Northern Santa Fe Railway. Edward Jones is a full-service wealth management firm serving individual and institutional clients with over $1 trillion in assets under management. The firm offers a range of advisory programs and investment solutions supported by a nationwide network of more than 23,000 financial advisors.

Jacob Wright is a financial advisor with Thrivent Investment Management, holding a Series 66 designation and 19 years of industry experience. He has been with Thrivent Investment Management since 2007 and has worked at THRIVENT Financial since 2015. Thrivent Investment Management provides Dedicated Planning Services to individuals, families, businesses, and nonprofit clients through a network of Financial Advisors. The firm offers holistic, goal-based planning across various financial topics without discretionary trading authority, allowing clients to combine planning with managed-account services under a consolidated billing option called WealthPlan.

James Wright is a financial advisor with Thrivent Investment Management in Sterling, Colorado. He holds Series 63 and Series 66 designations and has 34 years of industry experience. Wright has been with Thrivent and its predecessor, Thrivent Financial for Lutherans, since 2002. Outside of his advisory role, he serves as chairman of the NECO Hispanic Ministry Organization and assists with farming activities at Johnson Farms. Thrivent Investment Management provides Dedicated Planning Services to individuals, families, businesses, and nonprofit clients through a network of financial advisors. The firm offers holistic, goal-based planning addressing various financial topics, with clients able to combine planning with managed-account programs under consolidated billing while maintaining separate service structures.

Ann Bowey is a financial advisor with Edward Jones, holding a Series 66 designation and 15 years of industry experience. She has been with Edward Jones since 2010. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients with approximately $1.01 trillion in assets under management. The firm offers a range of advisory programs, including discretionary and non-discretionary strategies, and operates under a fiduciary standard.

Chad Glosson is a financial advisor at Edward Jones in Sterling, CO, holding a Series 66 designation with one year of industry experience. Prior to joining Edward Jones, he worked at CHS for two years and spent nine years at Otis School District. Outside of advising, he owns Glosson Holdings LLC, a real estate investing business focused on fix-and-flip and fix-and-hold properties. Edward Jones is a full-service wealth management firm serving individual and institutional clients with a range of advisory programs and investment solutions. The firm manages approximately $1.01 trillion in assets and operates a nationwide network of over 23,700 financial advisors.

Jordan Suter is a financial advisor at Thrivent Investment Management with two years of industry experience. Prior to his current role, he worked at Source NRG and has held positions with the St. Louis County Police Department and the Colorado Bureau of Investigation. Outside of finance, he owns a music performance business and serves as an assistant baseball coach and a member of several community organizations in Sterling, Colorado. Thrivent Investment Management provides Dedicated Planning Services to individuals, families, businesses, and nonprofits, focusing on holistic, goal-based financial planning without discretionary portfolio management. The firm’s approach includes written recommendations across various financial topics and the option to combine planning with managed-account programs under the WealthPlan offering.