Mckinley Carter Wealth Services, Inc.

James O'Brien is a financial advisor at McKinley Carter Wealth Services, Inc. in Wheeling, WV, holding a Series 65 designation with four years of industry experience. Prior to joining McKinley Carter Wealth Services in 2021, he worked at Ogden Newspapers Inc, Wheeling Jesuit University, and Barnes & Noble College at West Virginia Northern Community College. McKinley Carter Wealth Services provides investment management, financial planning, and retirement plan consulting to individuals, families, institutions, and non-profits. The firm employs a combination of fundamental and technical analysis within a long-term strategic asset allocation framework, tailoring portfolios to client risk tolerance and time horizon, and offers ongoing portfolio monitoring and philanthropic services.

Nicole Gabriel is a CFP® with 10 years of experience in financial advising. She has been with McKinley Carter Wealth Services, Inc. since 2015. McKinley Carter Wealth Services provides investment management, wealth management, financial planning, and retirement plan consulting to individuals, families, pension/retirement plans, trusts, non-profit organizations, and institutional clients. The firm combines fundamental and technical analysis with a long-term strategic asset allocation framework and tailors portfolios to client risk tolerance and time horizon.

David Wilcox is a financial advisor with McKinley Carter Wealth Services, Inc. in Wheeling, WV, holding Series 63 and Series 65 licenses and bringing 11 years of industry experience. His prior work includes roles at Wells Fargo Clearing Services and Northwestern Mutual. McKinley Carter Wealth Services provides investment management, financial planning, and retirement consulting to a diverse client base including individuals, families, pension plans, trusts, non-profits, and institutional clients. The firm uses a combination of fundamental and technical analysis within a long-term strategic asset allocation framework, tailoring portfolios to client risk tolerance and time horizon.

Joshua Johnson is a CFP® professional with 19 years of experience in the financial services industry. He has been with McKinley Carter Wealth Services, Inc. since 2020 and previously worked at Lifeplan Financial Group, Inc. from 2008 to 2020. Outside of finance, he is a partner in a gospel entertainment business that provides DJ services for events such as wedding receptions and skate parties. McKinley Carter Wealth Services offers investment management, financial planning, and retirement plan consulting to a diverse client base including individuals, families, institutions, and non-profits. The firm employs a combination of fundamental and technical analysis within a long-term strategic asset allocation framework, tailoring portfolios to client risk tolerance and time horizon while providing ongoing portfolio monitoring and philanthropic services.

Steven Tardy is a financial advisor at McKinley Carter Wealth Services, Inc. in Charleston, WV, holding the ChFC® designation along with Series 63 and Series 65 licenses. He has nine years of industry experience, including two years at Teays Valley Insurance, LLC prior to joining McKinley Carter in 2017. McKinley Carter Wealth Services provides investment management, financial planning, and retirement plan consulting to a diverse client base that includes individuals, families, institutions, and non-profits. The firm employs a combination of fundamental and technical analysis within a long-term strategic asset allocation framework, tailoring portfolios to client risk tolerance and time horizon while offering ongoing portfolio monitoring and philanthropic services.

Chelsea Clegg is a CFP® with nine years of industry experience, currently serving as a financial advisor at McKinley Carter Wealth Services, Inc. She has worked at McKinley Carter since 2014 and is also associated with Plexus Worldwide. McKinley Carter Wealth Services provides investment management, financial planning, and retirement plan consulting to a diverse client base, using a combination of fundamental and technical analysis within a long-term strategic asset allocation framework tailored to client risk tolerance and time horizon.

Christopher Buck is a CFP® with 19 years of experience in the financial services industry. He has been with McKinley Carter Wealth Services, Inc. since 2020 and previously worked for Life Plan Financial Group Inc for 26 years. McKinley Carter Wealth Services provides investment management, wealth management, financial planning, and retirement plan consulting to individuals, families, pension and retirement plans, trusts, non-profits, and institutional clients. The firm uses a combination of fundamental and technical analysis within a long-term strategic asset allocation framework, tailoring portfolios to client risk tolerance and time horizon.

Sandra Steedle is a financial advisor at McKinley Carter Wealth Services, Inc. She holds a Series 65 credential and has 29 years of industry experience, including 28 years at Allegiance Financial Advisors and four years with her current firm. Outside of finance, she is involved in retail customer service at Kohl's. McKinley Carter Wealth Services provides investment management, financial planning, and retirement plan consulting to individuals, families, institutional clients, and non-profits. The firm employs a combination of fundamental and technical analysis within a long-term strategic framework, tailoring portfolios to client risk tolerance and offering ongoing portfolio monitoring and account reviews.

John Williams is a CFP® with 11 years of industry experience, currently serving as a financial advisor at McKinley Carter Wealth Services, Inc. since 2013. He holds a Series 65 license and is based in Wheeling, WV. McKinley Carter Wealth Services offers investment management, financial planning, and retirement consulting to a diverse client base including individuals, families, pension plans, trusts, non-profits, and institutional clients. The firm employs a combination of fundamental and technical analysis within a strategic asset allocation framework, tailoring portfolios to client risk tolerance and time horizon.

David Mckinley is a CFP® professional with 23 years of industry experience, currently serving at Mckinley Carter Wealth Services, Inc. since 2008. He is also involved with the Mountaineer Freedom Alliance, focusing on public policy education and advocacy in West Virginia. Mckinley Carter Wealth Services provides investment management, financial planning, and retirement plan consulting to individuals, families, institutions, and non-profits. The firm employs a combination of fundamental and technical analysis within a strategic asset allocation framework, tailoring portfolios to clients’ risk tolerance and time horizon.

John Binz is a financial advisor at McKinley Carter Wealth Services, Inc. with six years of industry experience. He holds a Series 65 designation and has worked at McKinley Carter since 2019, following roles at PNC Bank, EQT, and Master Mineral Holdings. McKinley Carter Wealth Services offers investment management, financial planning, and retirement plan consulting to individuals, families, institutional clients, and non-profits. The firm employs a combination of fundamental and technical analysis within a long-term strategic asset allocation framework, tailoring portfolios to client risk tolerance and time horizon while providing ongoing portfolio monitoring and philanthropic services.

Julie Brown is a CFP® professional with 10 years of industry experience, currently serving as a financial advisor at McKinley Carter Wealth Services, Inc. since 2020. Her prior experience includes roles at Lifeplan Financial Group, Inc., PNC Investments, LLC, PNC Bank, NA, and Lenox Wealth Management. McKinley Carter Wealth Services provides investment management, financial planning, and retirement plan consulting to a diverse client base, including individuals, families, pension plans, trusts, non-profits, and institutional clients. The firm employs a combination of fundamental and technical analysis within a long-term strategic asset allocation framework, tailoring portfolios to client risk tolerance and time horizon.

Matthew Epling is a financial advisor with McKinley Carter Wealth Services, Inc. He holds a Series 65 designation and has two years of industry experience. Prior to joining McKinley Carter Wealth Services in 2023, he worked at HomeBase Inc and Moxxee Coffee. McKinley Carter Wealth Services offers investment management, wealth management, financial planning, and retirement plan consulting to a range of clients including individuals, families, pension plans, trusts, non-profits, and institutional clients. The firm uses a combination of fundamental and technical analysis within a strategic asset allocation framework, tailoring portfolios to client risk tolerance and time horizon.

David Nolan is a financial advisor at McKinley Carter Wealth Services, Inc. in Wheeling, WV, holding a Series 63 designation with 24 years of industry experience. He has been with McKinley Carter Wealth Services since 2010. McKinley Carter Wealth Services provides investment management, financial planning, and retirement plan consulting to individuals, families, pension/retirement plans, trusts, non-profits, and institutional clients. The firm uses a combination of fundamental and technical analysis within a long-term strategic asset allocation framework, tailoring portfolios to client risk tolerance and time horizon while offering ongoing monitoring and quarterly reviews.

John Slicer is a financial advisor with McKinley Carter Wealth Services, Inc., holding a Series 66 designation and 18 years of industry experience. He has been with McKinley Carter since 2008 and also operates a separate business as a sole proprietor providing magic entertainment. McKinley Carter Wealth Services offers investment management, financial planning, and retirement plan consulting to a diverse client base including individuals, families, pension plans, trusts, non-profits, and institutional clients. The firm combines fundamental and technical analysis with strategic asset allocation and tactical adjustments, tailoring portfolios to client risk tolerance and time horizon.