Pinnacle Family Advisors, LLC

Christopher Beste is a CFP® with 13 years of industry experience, currently serving as an advisor at Pinnacle Family Advisors, LLC since 2020. His prior experience includes roles at Private Client Services, RFG Advisory, LPL Financial LLC, and Four Seasons Wealth Management. He is also the owner of Beste Wealth Management, a personal LLC used for tax purposes. Pinnacle Family Advisors serves individuals, including high-net-worth clients, as well as retirement plans, trusts, estates, charitable organizations, corporations, and other business entities. The firm employs a combination of model portfolios, technical and fundamental analysis, and proprietary risk-management signals to manage portfolios actively, offering both discretionary and limited non-discretionary management tailored to client needs.

Michael Vaughn is a CFP® professional with 23 years of industry experience, currently serving at Pinnacle Family Advisors, LLC since 2014. He is also involved with Second Baptist Church as a small group consultant. Vaughn has additional roles including serving as a campaign treasurer for a local political candidate. Pinnacle Family Advisors serves a diverse client base including individuals, retirement plans, trusts, estates, charitable organizations, and businesses. The firm employs a combination of model portfolios, technical and fundamental analysis, and proprietary risk-management signals to manage portfolios, offering both discretionary and limited non-discretionary services tailored to client needs.

Joel Pearson is a financial advisor at Pinnacle Family Advisors, LLC with 21 years of industry experience. He holds a Series 66 designation and has been with Pinnacle since 2015. Prior to this, he worked at Purshe Kaplan Sterling Investments. He serves on the boards of the National Multiple Sclerosis Society Mid-America Chapter and the Developmental Center of the Ozarks, both nonprofit organizations focused on health and developmental issues. Pinnacle Family Advisors serves individuals, retirement plans, trusts, estates, charitable organizations, corporations, and other business entities. The firm employs a combination of model portfolios, technical and fundamental analysis, and proprietary risk-management signals to manage portfolios actively, and it sponsors and manages affiliated investment vehicles including registered mutual funds and ETFs.

Brian Mccracken is a financial advisor with Pinnacle Family Advisors, LLC in Springfield, MO, holding Series 65 and Series 66 credentials and bringing 23 years of industry experience. He has been with Pinnacle Family Advisors and Purshe Kaplan Sterling Investments since 2010. Outside of his advisory work, he is a partner in an accounting firm and serves as a youth football coach for Nixa Public Schools. Pinnacle Family Advisors serves individuals, including high-net-worth clients, retirement plans, trusts, estates, charitable organizations, corporations, and other business entities. The firm offers a range of services such as discretionary asset management, family office and wealth planning, pension consulting, and sub-advisory arrangements, utilizing model portfolios, technical and fundamental analysis, and proprietary risk-management signals to manage portfolios actively.

Ronald Mc Curry is a financial advisor with Pinnacle Family Advisors, LLC in Springfield, MO, holding Series 65 and Series 63 licenses and bringing 28 years of industry experience. He has been with Pinnacle Family Advisors since 2007 and also has experience with Innovation Partners LLC starting in 2022. Outside of finance, he owns a hair salon business and co-owns a building company with his brother-in-law. Pinnacle Family Advisors provides wealth management and planning services to individuals, high-net-worth families, retirement plans, trusts, and pooled investment vehicles. The firm uses discretionary asset management with model portfolios guided by proprietary risk-management signals and technical analysis, and it actively manages registered funds, ETFs, and affiliated private funds.

Janet Hudson is a financial advisor at Pinnacle Family Advisors, LLC in Springfield, MO, holding a Series 65 designation with 13 years of industry experience. She has been with Pinnacle Family Advisors since 2011. Pinnacle Family Advisors serves a diverse client base including high-net-worth individuals, retirement plans, trusts, estates, charitable organizations, and corporations. The firm utilizes model portfolios, technical and fundamental analysis, and proprietary risk-management signals to manage discretionary and limited non-discretionary portfolios, and it also sponsors and manages affiliated investment vehicles such as registered mutual funds and ETFs.

Cody Breeden is an advisor at Pinnacle Family Advisors, LLC with a Series 65 credential and one year of industry experience. Prior to joining Pinnacle Family Advisors, he has held roles at 7 Brew, Missouri State University, OTC College, and Wise Guys Screen Printing and Embroidery. He has experience working in education and entrepreneurial settings. Pinnacle Family Advisors provides wealth management and planning services to individuals, retirement plans, trusts, and pooled investment vehicles. The firm employs a discretionary, model-driven investment approach that incorporates proprietary risk-management signals and technical analysis, and it is notable for its direct advisory role with investment companies and its affiliated professional practices.

Paul Carroll is a financial advisor with Pinnacle Family Advisors, LLC in Springfield, MO, holding Series 63 and Series 65 licenses and bringing 25 years of industry experience. He has worked at Pinnacle Family Advisors since 2008 and at Purshe Kaplan Sterling Investments since 2009. Outside of his advisory work, Carroll officiates sports including basketball, football, and softball. Pinnacle Family Advisors serves individuals, retirement plans, trusts, charitable organizations, corporations, and other business entities with services such as discretionary asset management, family office and wealth planning, financial planning, and pension consulting. The firm employs model portfolios, technical and fundamental analysis, and proprietary risk-management signals to manage portfolios actively, and it sponsors affiliated investment vehicles including registered mutual funds and ETFs.

Geoffrey Russell is a financial advisor at Pinnacle Family Advisors, LLC with 20 years of industry experience. He holds Series 63 and Series 65 designations and has worked at Pinnacle Family Advisors and Purshe Kaplan Sterling Investments since 2012. Pinnacle Family Advisors serves individuals, retirement plans, trusts, estates, charitable organizations, corporations, and other business entities. The firm offers a range of services including discretionary asset management, family office and wealth planning, financial planning, and pension consulting, utilizing model portfolios, technical and fundamental analysis, and proprietary risk-management signals to manage portfolios actively.