Steve Temple
Owner
Steve, owner and founder of Pinnacle Investment Advisors, LLC has a passion for his profession that is evident to everyone he meets. When creating Pinnacle Investment Advisors LLC, his mission was to provide personalized, high quality financial services for a diverse group of clients at all income levels.
As owner and managing member for Pinnacle Investment Advisors LLC, Steve works to mitigate low-risk and personalize investment management strategies. He has extensive knowledge about the issues facing those who are retired or about to retire. He has created hundreds of personalized plans aimed at meeting the financial and retirement goals of his clients, and his success is due to a lasting commitment to help each and every one of his clients achieve the objectives that are most important to them.
As a full service wealth management advisor, Steve has passed the Uniform Investment Adviser Law Exam where he operates as a fiduciary acting in the best interest of his clients, providing them with customized strategies to best meet their financial goals. Every week, Steve hosts a fun and engaging Financial Radio Show called: Temple Talk Radio. Steve loves high power rocketry and golf and he and family reside in Huber Heights with their beloved dog, Rigsby.
Kathleen Wright-Temple
Client Relations Specialist
Kathleen Wright is a dedicated client relations professional with a strong background in building trust, enhancing client experiences, and supporting long-term partnerships. In her role at Pinnacle, she serves as a primary point of contact for clients, ensuring their needs are understood and addressed with care, efficiency, and attention to detail.
With a career rooted in service and communication, Kathleen excels at creating meaningful relationships and helping clients feel confident in their financial journey. She brings excellent organizational skills, a proactive mindset, and a client-first approach that aligns with the firm’s mission of delivering personalized, fiduciary-focused financial guidance.
Outside of work, Kathleen is passionate about family, community involvement, and her church.
Gerilynne Ryan
Office Manager
As Office Manager at Pinnacle Investment Advisors, Gerilynne is the backbone of our daily operations, ensuring that everything runs smoothly behind the scenes so our clients receive the highest level of service. With her strong organizational skills and attention to detail, she manages administrative processes, supports our advisory team, and helps create a welcoming experience for every client who walks through our doors.
Gerilynne brings a wealth of experience in office administration and client service, and she takes pride in being both efficient and approachable. Her goal is to make every interaction—whether over the phone or in person—professional, seamless, and friendly.
When she’s not at work, Gerilynne enjoys family, hobbies, community involvement, reflecting her passion for both personal and professional growth.
Elouise Armstrong
Event coordinator
Elouise thrives in event planning where she coordinates special client events and educational workshops for the company. She and her husband are both retired and are often found enjoying their retirement in the Bahamas.
Strategic Alliances
MICHAEL BINGER, CFA®
President of Gradient Investments, LLC
KEITH GANGL,
CFA®
Portfolio Manager of Gradient Investments, LLC
TYLER ELLEGARD, CFA®
Portfolio Manager of Gradient Investments, LLC
Estate Guru
Sense of Security
Ensures your wishes are fulfilled after death
Minimizes the time and money lost in probate
- Designates who oversees your finances and medical decisions if you’re incapacitated or debilitated
RetireMed IQ
- Medicare & Medicare Supplement Insurance
- Retiring before age 65 & Need Insurance
- Already Retired and want a qualified 2nd Opinion on Medicare & Medicare Supplements?