Pinnacle Wealth Advisors

Christopher Magana is a financial advisor at Pinnacle Wealth Advisors with 11 years of industry experience. He holds Series 63 and Series 65 licenses and previously worked at IMS Capital Management for 11 years. Magana is also an adjunct professor at local universities, teaching finance and investment courses outside of trading hours. Pinnacle Wealth Advisors is an independent, SEC-registered, team-based firm offering discretionary portfolio management, financial planning, and retirement plan consulting to individuals, including high-net-worth clients, and qualified retirement plans. The firm builds diversified portfolios tailored to client profiles using a variety of investment vehicles and employs third-party managers, web-based planning tools, and tax-aware strategies.

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.

William Nous is a financial advisor at Pinnacle Wealth Advisors in Fort Worth, TX, holding a Series 66 designation with one year of industry experience. He previously worked at Merrill and Bank of America, N.A., and has experience supporting his wife's Airbnb property management business on a volunteer basis. Pinnacle Wealth Advisors is an independent, SEC-registered, team-based investment advisory firm serving individuals, including high-net-worth clients, and qualified retirement plans. The firm employs diversified portfolios tailored to clients’ profiles using various investment vehicles and offers financial planning and retirement plan consulting services.

Shawn Rae is a financial advisor at Pinnacle Wealth Advisors with 15 years of industry experience and holds the Series 66 designation. Prior to joining Pinnacle Wealth Advisors in 2023, he worked for Morgan Stanley Smith Barney from 2011 to 2023. Outside of advising, Rae is involved in several business activities including ownership of a boutique wine store and a role as operations manager for a private investigator firm. Pinnacle Wealth Advisors is an independent, SEC-registered, team-based investment advisory firm serving individuals, including high-net-worth clients, and qualified retirement plans. The firm provides discretionary portfolio management, financial planning, and retirement plan consulting, utilizing a diversified investment approach tailored to client profiles and incorporating tax considerations.

Aaron Christopherson is a financial advisor at Pinnacle Wealth Advisors with 14 years of industry experience. He holds the CFP® designation and Series 65 license. Christopherson has worked at IMS Capital Management LLC and Security First Advisors, Inc., and currently serves as President of ZJC, Inc., a tax-related pass-through entity associated with his role at Pinnacle Wealth Advisors. Pinnacle Wealth Advisors is an independent, SEC-registered, team-based firm that provides discretionary portfolio management, financial planning, and retirement plan consulting to individuals, including high-net-worth clients, and qualified retirement plans. The firm builds diversified portfolios using a variety of investment vehicles, employs independent third-party managers, and incorporates tax considerations in its strategies.

Michael Musco is a financial advisor with Pinnacle Wealth Advisors, holding a Series 65 designation and two years of industry experience. Prior to joining Pinnacle, he worked at Equilus Group, Inc., Nealy Pierce LLC, NEXA Mortgage LLC, Landmark Professional Mortgage Group, and Microsoft. He is also employed as an Asset Manager at Equilus Capital Partners, LLC, where he dedicates part of his time weekly. Pinnacle Wealth Advisors is an independent, team-based investment advisory firm offering discretionary portfolio management, financial planning, and retirement plan consulting to individuals, including high-net-worth clients, and qualified retirement plans. The firm builds diversified portfolios tailored to each client’s profile, using a variety of investment vehicles and tax-aware strategies, and incorporates independent third-party managers and a web-based planning tool.

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.

Douglas Kintzinger is a financial advisor at Pinnacle Wealth Advisors with 15 years of industry experience. He holds the Series 65 designation and has worked previously at Ims Capital Management and Pacific Seafood. Outside of his advisory role, Kintzinger serves on the boards of several non-investment-related companies, including a lumber producer, a job placement company, and an advertising and marketing firm. Pinnacle Wealth Advisors is an independent, SEC-registered, team-based firm that offers discretionary portfolio management, financial planning, and retirement plan consulting to individuals, including high-net-worth clients, as well as qualified retirement plans. The firm utilizes diversified portfolios tailored to client profiles, incorporating individual stocks, bonds, mutual funds, ETFs, SMAs, alternative investments, and covered-call option strategies.

Doris Schroeder is an advisor at Pinnacle Wealth Advisors in Clackamas, OR, holding a Series 65 designation. She has experience working with Pinnacle Wealth Advisors since 2024 and previously held roles at Columbia Bank/Umpqua, First Tech Federal Credit Union, and US Bank Corp. Pinnacle Wealth Advisors is an independent, SEC-registered, team-based firm serving individuals, including high-net-worth clients, and qualified retirement plans. The firm builds diversified portfolios with a range of investment vehicles tailored to client profiles and employs both discretionary management and financial planning services.

Carl Marker is a financial advisor at Pinnacle Wealth Advisors with 37 years of industry experience. He holds the Series 63 designation and previously worked for IMS Capital Management from 1988 until its acquisition by Pinnacle in 2025. Outside of advising, he manages a small residential property business. Pinnacle Wealth Advisors is an independent, SEC-registered, team-based firm that offers discretionary portfolio management, financial planning, and retirement plan consulting to individual and qualified retirement plan clients. The firm uses diversified portfolios tailored to client profiles and incorporates alternative investments, option strategies, and tax considerations in its approach.

Daniel Belica is a financial advisor at Pinnacle Wealth Advisors with 21 years of industry experience. He holds the Series 66 designation and previously worked at IMS Capital Management LLC for 12 years. Pinnacle Wealth Advisors is an independent, SEC-registered, team-based firm serving individuals, including high-net-worth clients, and qualified retirement plans. The firm provides discretionary portfolio management, financial planning, and retirement plan consulting, using diversified portfolios tailored to client profiles and monitored on an ongoing basis.

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.

Steve Haug is a financial advisor at Pinnacle Wealth Advisors with 30 years of industry experience. He holds Series 63 and Series 65 licenses and spent 23 years at IMS Capital Management before joining Pinnacle Wealth Advisors in 2026. Outside of his financial advisory role, he owns a fitness center in Rathdrum, Idaho. Pinnacle Wealth Advisors is an independent, SEC-registered, team-based investment advisory firm serving individuals, including high-net-worth clients, and qualified retirement plans. The firm offers discretionary portfolio management, financial planning, and retirement plan consulting, utilizing diversified portfolios tailored to each client’s investor profile and monitored on an ongoing basis.

Rachael Schweiger is a CFP® and holds a Series 65 license with nine years of industry experience. She has worked at Pinnacle Wealth Advisors since 2024 and previously spent ten years with Security First Advisors, Inc. Pinnacle Wealth Advisors is an independent, SEC-registered, team-based firm that serves individuals, including high-net-worth clients, and qualified retirement plans. The firm offers discretionary portfolio management, financial planning, and retirement plan consulting, employing diversified portfolios tailored to each client’s profile and using a range of investment vehicles including alternative investments and covered-call option strategies.