Justin is a Certified Financial Planner®, holding his Series 7, 63, 66, 9, 10, and Insurance licenses. Prior to joining Pinnacle Wealth Advisors, Inc. Justin worked for Fidelity. He embarked on his financial planning career after graduating from Brigham Young University and earning a degree in Communications with an emphasis in Journalism. He joined Pinnacle in May 2025 and is happy to be part of the company and fulfill a dream of living in the Pacific Northwest. Justin is married to his wonderful wife (Courtney) and has three beautiful daughters (Rosie, Ivy, and Noel). In his free time, he loves hiking, camping, playing various sports and just being around his family.
Archives: Team Members
Pinnacle team!
Marley Camara
Marley joined the team recently, bringing with her eight years of experience in administrative roles across medical and educational settings. With a background in Business Analytics and a strong interest in personal finance, she’s excited to bring her skills into the financial world and grow with a new team.
She values the importance of structure and strategy—both professionally and personally—and is especially motivated by the idea of helping others create systems that support financial well-being and a healthy work-life balance.
Outside of work, Marley enjoys gardening, ceramics, and staying active through local run clubs. She’s also a regular in a few book clubs. Though she moves often, Marley keeps strong ties to several places where she owns property and maintains community connections.
Kelly Crist
Kelly joined Pinnacle Wealth Advisors in early 2020 as the receptionist and quickly found her stride, shifting into a Client Services Representative role a couple of months later. Her work is fulfilling when it allows her to support and learn from those around her, and from day one, Pinnacle Wealth Advisors has provided an ideal environment for her to flourish and grow.
Portland is Kelly’s beating heart, and she’s never strayed far, attending the University of Oregon in 2013. At the end of four years, she’d earned a B.A. in English and a minor in Creative Writing.
After graduation, she moved back home and spent a couple of years working on her now-published novel while managing in the food and beverage industry, learning valuable skills in both teamwork and customer service. Eventually, however, it was time for something new, and she found her way to Pinnacle Wealth Advisors.
Courtney Karella
Born and raised in Anchorage, AK, Courtney moved to Forest Grove, OR, in 2000 to attend college at Pacific University. She chose the PNW since it’s not too far from home, and she loved the small community feel of Pacific.
She graduated from Pacific with a B.A. in Business Administration, focusing on management. She also minored in Music Performance and Spanish. She was the flute soloist in Pacific’s Wind Ensemble.
After college, Courtney moved around a bit, getting a feel for where she wanted to put down roots. She spent some time back home in Alaska working in the car insurance industry with GEICO. She also lived in Albuquerque, NM, working in upper management of a locally owned furniture store chain. While New Mexico was a fun adventure, the ocean was calling. She moved back to the PNW in 2014.
In 2014 Courtney stepped in as the receptionist because she wanted to enjoy her work, feel like she was making a difference in people’s lives, and live with a much lower stress level. Before reaching six months in her position at the front desk, she moved into the Client Services support role, and just reached her 10 year anniversary with the company!
Hannah Barthe, Executive Assistant
With a passion for helping others succeed, Hannah finds great satisfaction in working closely with the firm’s wonderful clients and developing strong relationships to support them on their financial journey. Before joining Pinnacle Wealth Advisors, Hannah served as an assistant director at a preschool and supervisor at an athletic club, gaining valuable experience in organization and customer service. Hannah’s desire to work for a company dedicated to helping others inspired her to enter the financial industry. She finds fulfillment in seeing individuals and families thrive financially, not just in the present but for future generations. Hannah lives in Longview with her husband, Caleb, and their German shepherd, Granger. Outside the office, Hannah is actively involved in her local church, The Promise Church, where she volunteers with the youth ministry, pouring into the next generation. She also enjoys reading books, painting, engaging in DIY projects, and spending quality time with her family and friends.
Margaret Maher
Margaret was hired in 2004 from another local firm through a personal connection with one of our advisors. Although Margaret has an English Degree from the University of Georgia, she has worked in the financial world since 1998.
Margaret loves learning new things and utilizing strategy and planning to help others be successful in their work. “We have built a great team, and it is fun to see people thrive and learn from one another.”
Personally, Margaret is an avid runner and loves to be outside. She has run one marathon and loves to travel all over the Northwest and explore the outdoors via hiking, photography, or just walking her dog. When she is not in the Northwest, she often travels home to Georgia to visit her extended family.
Ron Wilkinson, CFP®, CeFT®
Ron has been in practice since 1981, a Certified Financial Planner® since 1986, and Certified Financial Transitionist® since 2014. Ron helps bridge the two sides of money: the numbers and the personal side.
Ron has served as president and chair of the board of the Oregon Society of the Institute of Certified Financial Planners and on the national education committee for the Financial Planning Association. Born in Portland, Ron, his wife, five children, and 15 grandchildren reside in Vancouver, Washington, and Portland, Oregon area.
Ron is active in his community. He has taught proven financial management courses at several institutions and corporations in the Northwest, as well as given presentations on Behavioral Finance Issues to his peers. Ron is a member of the Financial Planning Association, Money Quotient, and Sudden Money community. He is also a Certified Financial Transitionist®, where he has gained specialized training in financial transition planning through the Sudden Money Institute (SMI).
With a passion for giving back and helpings others to understand how to give, Ron has been involved in several community programs. He has sat on the Planned Giving Advisory Council for Clackamas Community College Foundation and the University of Portland Development Department. He has also been an Allied Professional with the NW Planned Giving Roundtable, past Co-Chair of the Speakers Bureau for the Leave a Legacy effort sponsored by the NW Planned Giving Roundtable. For several years he had served on the Portland Community College Foundation Board and the Western Seminary Board. Currently, he is serving as Vice-Chair of the Nehemiah Project, a nonprofit teaching Biblical Entrepreneurship.
Louis D. Solly, CFP®
Lou is a licensed Certified Financial Planner® practitioner with nearly thirty years of experience in providing personal financial planning. Lou has a Bachelor’s degree in Education, and his love for teaching has continued throughout his personal and professional life. He has taught numerous CFP® candidates as an adjunct faculty member of the College for Financial Planning. Lou has developed and conducted financial planning seminars and workshops for various businesses and community organizations. In his financial planning consultations, he aims to ensure his clients leave each meeting with more knowledge and an improved ability to make financial decisions to improve their lives.
As a Planner and Analyst for American Express Financial Advisors, Lou provided expert advice and training to hundreds of advisors throughout the Northwest, earning that firm’s coveted Premier Performer award for outstanding service. In 1997, he established his own independent financial planning practice. Lou began his firm with the strong belief that the success of a Financial Advisor should be based on the success of his clients, not on the number or type of products a client purchases. In response to client demands, Lou expanded his practice to include fee-based investment management, helping clients reach their goals with a balanced portfolio specifically designed to match each client’s goals and tolerance for risk.
Lou’s professional affiliations have included the Financial Planning Association and the National Association of Personal Financial Advisors. Lou was selected by the Consumers’ Research Council of America as one of “America’s Best Financial Planners” for 2005-2006.
Lou is active in the community. He is an Eagle Scout and a member of the National Eagle Scout Association. He has been a Vice-Chair and Director of the North Clackamas County Chamber of Commerce and was awarded the President’s Award in 2001 for his work on the Chamber’s Strategic Planning Task Force. Current volunteer activities include teaching Composting Workshops through Clark County’s Master Composter/Recycler program and doing trail maintenance with the Washington Trails Association and the Pacific Crest Trail Association.
Lou and his wife, Amy, currently live in Camas, Washington. During his free time, Lou enjoys spending time with his family, brewing beer, gardening (including growing hops for his beer), camping, and backpacking.
Lou is excited to bring his knowledge and experience to Pinnacle Wealth Advisors, a progressive firm that is dedicated to fulfilling their fiduciary duty to put the needs of clients first.
Rachael Schweiger, CFP®, IAR
Rachael is a Certified Financial Planner™ (CFP®) and Investment Advisor (IAR) with 13 years of experience in the financial services industry. Rachael is dedicated to helping clients achieve their personal financial goals. Known for her detail-oriented approach, strong communication abilities, and exceptional follow-through, Rachael builds long-term, trusting relationships with clients. She takes pride in guiding individuals and families through significant life transitions, ensuring they make informed, strategic decisions that align with their financial objectives.
Before joining PWA, Rachael graduated with honors from Washington State University, completing a double major in Law and Accounting, as well as a minor in Economics in just three years. Rachael spent several years devoted to philanthropic efforts in international education throughout Africa and was awarded an Honorary Ph.D. in Humanities and Communication from Kayiwa International University.
Outside of her professional career, Rachael enjoys traveling, playing various sports, reading, baking, and exploring new hobbies. She especially cherishes time spent with her family and making memories with her four sons.
Shawn Rae
Shawn embarked on his career at Morgan Stanley, where he spent over a decade dedicated to helping clients achieve their financial goals. His unwavering commitment to enhancing client service, expanding relationships, and developing tailored financial strategies set him apart in the field.
Recognizing an opportunity to better serve his clients through high-quality alternative investments and secure structured products, Shawn joined Pinnacle in January 2023 as a Registered Investment Advisor. He is excited and proud to be part of a company and team that align more closely with his moral and personal beliefs.
Shawn’s dedication to excellence extends beyond his professional life. He proudly served in the U.S. Air Force for eight years, specializing in maintaining air traffic control and weather radar equipment. This experience instilled in him discipline, precision, and unwavering dedication—qualities that continue to benefit his clients today.
Beyond his financial expertise, Shawn actively contributes to the community. Since 2013, he has served in various roles as a Board Member for the Tampa Bay Beaches Chamber of Commerce. His commitment to fostering relationships and contributing to the region’s growth and prosperity remains steadfast.
When not immersed in financial matters, Shawn enjoys spending time with his beautiful wife and amazing grandchildren. You’ll often find him on the water—whether fishing, diving, hunting, or skiing.
Tyler Nagel, IAR
Tyler is an Independent Investment Advisor (IAR) holding his Series 65 and Life Insurance licenses. He earned the LUTC designation with the Life Underwriter Training Council, an insurance training and education institution, in the year 2000. Tyler began his career in financial planning in 1995 after earning a Bachelor of Science degree in Journalism and Communication from the University of Oregon. He also studied for two years at the United States Air Force Academy in Colorado Springs, Colorado as an undergraduate after receiving a Congressional appointment in 1991 from United States Senator Mark O. Hatfield. Prior to joining Pinnacle, Tyler was the President of Financial Techniques, Inc. for 15 years in Portland, OR and worked for NW Tax & Wealth Advisory Group, Inc. These years were crucial to his building an advanced understanding of investment, retirement and insurance planning.
Brian Timm, Partner, IAR
After spending 20 years in the medical field, Brian found a new passion for helping others pursue better financial health. He shifted his focus to helping others make sound financial decisions to achieve their financial goals. Part of what inspired Brian to become an advisor was the realization that many people feel overwhelmed and intimidated by money. He aims to break down those barriers and provide clients with the knowledge and guidance they need to make their money work for them. Brian holds a bachelor’s degree in diagnostic medical sonography from the Oregon Institute of Technology and an advanced degree in physician assistant studies from the University of Washington. He has successfully passed the Series 65 securities exam. Outside of the office, Brian enjoys pursuing various hobbies and spending quality time with his family, including his wife and two children. He loves woodworking, elk hunting, fishing, and making lasting memories at the lake.
Randy Gay, 401C(k)P®, Partner
Randy has earned the 401C(k)P® credentials. He is passionate about helping families and business owners reach their retirement goals as well as creating compelling solutions for plan sponsors in the retirement plan marketplace. Before joining the team at Pinnacle, Randy started his financial career at AXA Advisors in 2008 as a private wealth manager, retirement plan specialist, and financial planner and then joined NW Tax and Wealth Advisory Group.
Aaron Christopherson, Managing Partner
Aaron is a Certified Financial Planner (CFP) and an Advisor (IAR). Prior to joining Pinnacle Wealth and armed with a B.S. in Business from Washington State University, he spent time running his own business, focused heavily in the real estate and financing arenas. Aaron brings extensive experience working with investment selection, personalized planning and financial problem solving to individuals, families and businesses. Aaron and his wife have three children: Israel, Charlie and Kingsley…and can regularly be found enjoying every moment possible with their growing family.
