Aaron Christopherson, CFP®, 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.

Randy Gay, 401C(k)P®, Partner

Randy began his financial career in 2008 with AXA Advisors, where he specialized in private wealth management and retirement planning. A graduate of Warner Pacific University, Randy earned his Bachelor of Arts in Human Development in 2000.
With over a decade and a half of experience in the financial industry, Randy is passionate about helping families and business owners achieve their retirement goals. He takes pride in designing thoughtful, results-driven strategies for both individual investors and plan sponsors in the retirement plan marketplace. Randy also holds the 401C(k)P® designation, reflecting his advanced knowledge and commitment to excellence in employer-sponsored retirement plans.
Beyond his professional pursuits, Randy and his wife Rebecca are actively involved in leading a huddle at Clackamas High School for Fellowship of Christian Athletes (FCA) and participate in a variety of community service initiatives through his local church ministries.
Outside of work, Randy enjoys spending quality time with his wife, Rebecca, and their four adult children and two grandchildren. An active and energetic individual, Randy can often be found playing basketball, wake surfing, hitting the gym, or enjoying a round of golf whenever he can.

Brian Timm, Partner, IAR

Carl Marker, Partner, IAR

Carl is a seasoned investment professional with over 30 years of experience managing portfolios and leading the IMS family of funds since their inception in 1996. He earned a B.S. from the University of Oregon, double majoring in Computer Science and Psychology, giving him a unique perspective on both market behavior and investor needs.

Before founding IMS Capital Management in 1988, Carl worked as a financial systems analyst for subsidiaries of General Motors and Mercedes-Benz. His expertise in portfolio management and fund leadership has led to numerous national media appearances, including:

Forbes, The Wall Street Journal, Business Week, Kiplinger’s Personal Finance, SmartMoney, Investor’s Business Daily, USA Today, and Barron’s

Television appearances on Bloomberg TV, CNBC, Serious Money, and The Nightly Business Report

Carl is also deeply committed to community and volunteer work. He is a current member of the Portland Society of Chartered Financial Analysts and serves on the advisory board of Wycliffe Associates. He has held leadership roles at New Hope Community Church and supports organizations such as Food for the Hungry and Cowboys With a Mission.

Outside the office, Carl is an outdoor extreme sports enthusiast, having navigated white water rivers around the globe. He manages multiple real estate projects and enjoys the creative aspects of design and development. Carl attributes much of his success to a balanced lifestyle focused on faith, family, fitness, friends, and financial stewardship.

Chris Magaña, Partner, IAR

Chris served as President of IMS Capital Management, where he also led portfolio management and wealth strategy development for families and nonprofit clients. Prior to joining IMS, he was a portfolio manager at West Coast Trust, an affiliate of Columbia State Bank, where he developed a low-turnover, concentrated equity strategy.

With more than 14 years of experience in equity research and portfolio management, Chris holds a B.A. in Business Administration from Concordia University, as well as an MBA in Finance and a JD from Willamette University. He is a member of the Oregon State Bar and has shared his expertise as an adjunct professor at Concordia University, Washington State University–Vancouver, and Willamette University’s Graduate School of Business.

Chris has been actively involved in nonprofit and community service, including:

Oregon Community Foundation – Investment and Audit Committee (current)

United Way of the Columbia-Willamette – Planned Giving Advisory Council Chair (current)

Foundation for Vancouver Public Schools – Finance Chair (current)

Concordia University – Leadership in Education Awards Committee (current)

Dorothy and Robert Ryan Charitable Foundation – Board Member (past)

Classroom Law Project – Board Member (past)

He frequently speaks to students, community groups, and professional associations on investment, economics, business ethics, and personal finance.

Outside of work, Chris enjoys traveling with his wife and daughter, exploring rare whiskeys and Chinese teas, and attending sporting events across the country and around the world.

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.

Ron Wilkinson, CFP®, CeFT®

Louis D. Solly, CFP®

Doug Kintzinger, IAR

Doug Kintzinger was an owner, board member, and advisor of IMS Capital Management, bringing over 30 years of experience in finance, investment, and management. He earned a B.A. in Math and Accounting from Luther College and both an MBA and law degree from the University of Iowa.

Prior to joining IMS, Doug held several leadership roles at JELD-WEN Holding, Inc., including Executive Vice President, CFO, and Board Member from 1987 to 2009. He also worked as a consultant in 2009–2010 for companies owned by JELD-WEN founder Dick Wendt. Doug served as CEO and President of IMS Capital Management from 2010 to 2017 and now advises a select group of clients. He currently serves as CFO of Pacific Seafood, one of North America’s largest seafood companies.

Doug is actively engaged in community and nonprofit initiatives, including:

Hampton Affiliates – Board Member (current)

Iowa Law School Foundation – Board Member (current)

Next-Job – Board Member (current)

Outside of his professional work, Doug is passionate about basketball. He coached the Lake Oswego High School boys team in 2015, spent 17 years as an assistant coach at Oregon Institute of Technology—including the 2004 National Championship Team—and currently competes on the Multnomah Athletic Club’s Golden Masters Team.

Dan Belica, IAR

Prior to joining the firm, Dan served as a Managing Director at IMS Capital Management, where he was responsible for developing and maintaining client relationships. In this role, he worked directly with individuals, families, institutions, and investment advisors. His financial industry experience spans major markets including New York, Chicago, and Portland, and includes 22 years as a member of the Chicago Board of Trade (CBOT).
Dan’s expertise covers stocks, bonds, futures, options, and commodities. He is known for building strong, trust-based client relationships and helping clients pursue their long-term financial goals. Dan holds a B.S. in Biology from Colgate University.

Community Involvement:

Rotary International, Inc.

Arlington Club

Confrérie des Vignerons de Saint Vincent Mâcon

Alliance Française de Portland

Fun Fact: Dan is highly social and has embraced Portland’s culture in many memorable ways. A connoisseur of fine wines, he can often carry on full conversations in French. He has also become a “micronano” craft brewer, creating several unique beers—his Vienna Cream Ale is considered his pièce de résistance.

Justin Elsbury, CFP®, IAR

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.

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.

Steve Haug, IAR

Steve brings more than 30 years of experience in the securities industry and is responsible for new business development, as well as helping clients pursue their investment goals through disciplined diversification and asset-allocation strategies. He also manages the firm’s Rathdrum, Idaho branch.

Before joining Pinnacle Wealth Advisors, Steve spent 23 years in the brokerage and advisory industry, working closely with clients to guide their investment decisions. He holds a Bachelor of Science in Business Management from Whitworth College.

Fun Fact: Steve and his wife, Sharon, own a small gym in North Idaho, where they enjoy working out and teaching fitness classes. They also admit they occasionally celebrate a good workout with chips and salsa while watching TV.

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.

Adam Gladstone, CFA®, Chief Compliance Officer

Adam serves as the Chief Compliance Officer, overseeing Compliance, Technology, Trading, and the firm’s investment management processes. He also leads the development and management of automated systems that enhance operational efficiency across the organization.

Before joining Pinnacle Wealth Advisors, Adam worked as the Director of Operations, Technology, and Trading at IMS Capital Management, where he played a key role in building and implementing automated workflows to improve firm operations. Known for his proactive and solutions-driven approach, Adam made a significant impact during his first year at IMS Capital by implementing new software, launching the firm’s mobile app, and introducing an online client portal that provided clients with immediate access to their financial information.

He also previously served as a Finance Associate at Sirios Capital Management, LP, a multi-strategy equity hedge fund based in Boston, MA, where he supported firm operations, accounting, and performance reporting. Adam brings seven years of investment management operations and accounting experience to the team.

Prior to his role at Sirios, Adam served as Controller and Operations Associate at Gracie Asset Management, a long/short multi-strategy credit hedge fund in New York. He earned his B.S. in Business Administration from William Paterson University and later completed his MBA in Investment Management from Pace University. Adam is also a CFA charterholder.

Fun Fact: Adam enjoys traveling and even married his wife in Sweden. They recently welcomed a daughter to their family. He is also a dedicated dog enthusiast and skilled dog trainer. Adam currently has one Belgian Malinois and is in the process of acquiring a second from Europe.

Margaret Maher

Margaret joined Pinnacle Wealth Advisors in 2004, transitioning from another local firm through a personal connection with one of the advisors. Although she holds an English degree from the University of Georgia, she has worked in the financial industry since 1998.

Margaret oversees the firm’s day-to-day operations, ensuring that processes run smoothly and efficiently. She leads strategic planning initiatives, manages client service operations, and supports the team in delivering exceptional experiences for every client. Margaret is passionate about fostering a collaborative and high-performing workplace where team members can grow and thrive.

Outside of work, Margaret is an avid runner who loves being outdoors. She has completed a marathon and enjoys exploring the Pacific Northwest through hiking, photography, and walks with her dog. When she’s not in the Northwest, she often travels home to Georgia to spend time with her extended family.

Hannah Barthe, Executive Assistant

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.

Asmita Singh

Asmita has over 21 years of experience in the financial industry, including 14 years in the investment sector. She holds a Bachelor’s degree in Business with an emphasis in Finance from Purdue University and operates as an independent contractor.
Asmita is dedicated to fostering a service-oriented environment grounded in quality, accountability, and teamwork. She strives to build trust and lasting relationships with each client she serves.
Outside of work, Asmita enjoys making memories with her family, spending time at the beach, reading, and being actively involved in her local church.

Doris Schroeder

Doris has a passion for building relationships and helping clients navigate life’s many transitions. She finds great fulfillment in celebrating milestones with her clients — from graduations and marriages to growing families — and considers it a true privilege to offer support and guidance during times of change.

With 15 years of experience in the financial industry, including her most recent role as a bank branch manager, Doris brings a strong background in client service and relationship management. Her ability to form genuine personal connections has led to many lasting partnerships over the years.

Fun Fact: Coming from a military family, Doris moved frequently during her childhood but now proudly calls Oregon home. A self-proclaimed foodie, she enjoys exploring new restaurants around the Portland Metro area with her twin sister. She’s also an animal lover with a special affection for cats.

Joshua Gay, IAR

“I’m passionate about helping families make confident, purpose-driven financial decisions that reflect good stewardship and build lasting legacies. After running my own advisory practice with MassMutual, I’m excited to join my father at Pinnacle Wealth Advisors and continue serving families with clarity, care, and a focus on what truly matters most.
For me, this work isn’t just about finances—it’s about helping people align their resources with their values and the future they hope to build. My goal is to help families create a plan that supports both the life they’re living today and the generations that will follow.”
Fun Fact: Joshua enjoys early morning runs, exploring Oregon’s trails, and spending time with his wife and two young daughters.