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.
Monika Lindsay
Operations and Relationship Manager
Monika is the Operations and Relationship Manager for Pinnacle Investment Advisors. With an associate’s degree in Hospitality Management, she brings over 28 years of experience in the hotel and tourism industry, having held high-level leadership positions. Throughout her career, Monika has coached and mentored leaders and team members, building strong, successful, and award-winning teams.
Originally from Germany, Monika moved to Ohio 12 years ago with her two daughters. Passionate about personal development and growth, she strives for excellence in both her professional and personal life. Monika is extremely value-driven, and it’s important to her to work for companies that align with her values. Her core values—honesty, integrity, transparency, and a commitment to making a positive impact—guide everything she does.
Monika sincerely cares for people and is deeply committed to seeing them do well and be successful, however that may look for them. She loves getting to know people, hearing their stories, and connecting with them on a personal level. This genuine interest in others is what drives her to add value and make meaningful connections with clients, ensuring their needs are met with care and attention.
Before joining Pinnacle Investment Advisors, Monika had the privilege of getting to know Steve, and when asked to be part of the team, she was both honored and excited. Her values align seamlessly with the owner’s, which reinforced her decision to join the company.
In her role, Monika is dedicated to supporting clients and helping them navigate their financial journey. Whether it’s organizing workshops, scheduling appointments, or leading a team, she is passionate about offering exceptional service and fostering a strong, positive relationship with every client. In her spare time, Monika enjoys reading, cooking, and traveling, which help her recharge and continue growing.
Monika is excited to serve the clients of Pinnacle Investment Advisors and looks forward to contributing to the success of each client and supporting the owner and team to achieve the company’s goals.
Linda Strawser
Office Manager
Linda assists with processing the administrative parts of the business in a seamless and efficient manner. In addition, she works closely with Pinnacle Investment Advisors, LLC clients and plays a vital role in our client relations management. Linda has been a client since 2015 and has a background in nursing where she served as an RN for 41 years.
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
JEREMY BRYAN,
CFA®
Portfolio Manager 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?