Pinnacle Wealth Advisors

Tyler Nagel is a financial advisor at Pinnacle Wealth Advisors with 14 years of industry experience. He holds Series 63 and Series 65 licenses and has served as president of Financial Techniques, Inc., a licensed insurance agency, since 2006. Pinnacle Wealth Advisors is an SEC-registered team advisory firm managing approximately $461 million for about 790 clients. The firm offers discretionary portfolio management, comprehensive financial planning, and retirement-plan consulting, using a diversified investment approach that includes individual securities, mutual funds, ETFs, SMAs, alternative investments, and option strategies.

Justin Elsbury is a CFP® professional with seven years of industry experience. He is currently with Pinnacle Wealth Advisors and has prior experience at Fidelity Investments and Fidelity Brokerage Services, LLC. Before entering the financial industry, he held roles at doTERRA, 3VC, Wallaroo Media, and BYU AV Productions. Pinnacle Wealth Advisors is an SEC-registered team advisory firm managing approximately $461 million for around 790 clients. The firm offers discretionary portfolio management, written financial planning, and retirement-plan consulting, utilizing a diversified investment approach that includes individual securities, mutual funds, ETFs, SMAs, alternative investments, and option strategies.

Shawn Rae is a financial advisor at Pinnacle Wealth Advisors with 14 years of industry experience. He holds the Series 66 designation and previously worked for Morgan Stanley Smith Barney for 12 years. Outside of his advisory role, Rae is involved in several other businesses, including a water and fire restoration company, a boutique wine store, and a private investigation firm where he serves as operations manager. Pinnacle Wealth Advisors is a team advisory firm managing approximately $461 million for around 790 clients. The firm offers discretionary portfolio management, comprehensive financial planning, and retirement-plan consulting, utilizing a diversified investment approach that includes individual securities, mutual funds, ETFs, alternative investments, and option strategies.

Louis Solly is a Certified Financial Planner® with 31 years of industry experience. He is currently an advisor at Pinnacle Wealth Advisors and has previously worked at Security First Advisors, Kms Financial Services, and Martel Wealth Advisors. In addition to his advisory role, he provides non-investment-related financial planning support and instructional services as an independent contract instructor. Pinnacle Wealth Advisors is an SEC-registered team advisory firm managing approximately $461 million for around 790 clients. The firm offers discretionary portfolio management, comprehensive financial planning, and retirement-plan consulting, employing a diversified investment approach that includes individual securities, mutual funds, ETFs, and alternative strategies.

Ronald Wilkinson is a CFP® with 28 years of industry experience and is currently affiliated with Pinnacle Wealth Advisors. His prior roles include positions at RK Management, LLC and REM 22, INC., where he worked for 16 years. Outside of advisory work, he serves as a board member of the Nehemiah Project in Vancouver, WA. Pinnacle Wealth Advisors is an SEC-registered team advisory firm managing approximately $461 million for around 790 clients. The firm offers a range of services including discretionary portfolio management, written financial planning, and retirement-plan consulting, utilizing diversified portfolios and a web-based planning tool to support long-term financial recommendations.

Randy Gay is a financial advisor at Pinnacle Wealth Advisors with 16 years of industry experience. He holds a Series 66 designation and has worked at Pinnacle Wealth Advisors since 2016. He also serves as president of R & R 419, Inc., a tax-related pass-through entity associated with his advisory and insurance activities. Pinnacle Wealth Advisors is an SEC-registered team advisory firm managing approximately $461 million for about 790 clients. The firm offers discretionary portfolio management, comprehensive financial planning, and retirement-plan consulting, utilizing diversified portfolios and a web-based planning tool to support long-term recommendations.

Joshua Gay is a financial advisor at Pinnacle Wealth Advisors in Clackamas, OR, holding a Series 66 designation with one year of industry experience. Prior to his current role, he worked at MML Investors Services, MassMutual Life Insurance, Convex Logistics, and Chick-Fil-A. He also maintains life and health insurance licensure in multiple states. Pinnacle Wealth Advisors is an SEC-registered team advisory firm managing approximately $461 million for around 790 clients with nine advisors. The firm offers discretionary portfolio management, comprehensive financial planning, and retirement-plan consulting, utilizing a diversified investment approach that includes individual securities, mutual funds, ETFs, and alternative investments.

Rachael Schweiger is a CFP® professional with eight years of industry experience. She is currently with Pinnacle Wealth Advisors and previously worked for Security First Advisors, Inc. for ten years. Pinnacle Wealth Advisors is a team advisory firm managing approximately $461 million for around 790 clients. The firm offers discretionary portfolio management, financial planning, and retirement-plan consulting, using a diversified investment approach that includes individual securities, mutual funds, ETFs, SMAs, alternative investments, and option strategies.