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Joshua J

CFP®, Series 63, Series 65

Miamisburg, OH

Mckinley Carter Wealth Services, Inc.

Joshua Johnson is a CFP® certificant with 20 years of experience in financial advising. He has been with McKinley Carter Wealth Services, Inc. since 2020 and previously worked for Lifeplan Financial Group, Inc. from 2008 to 2020. Outside of his advisory role, Johnson is a partner in DOUBLE J ENTERTAINMENT, providing gospel entertainment as a disc jockey for events such as wedding receptions and skate parties. McKinley Carter Wealth Services is an SEC-registered firm serving individuals, families, institutional, and nonprofit clients. The firm offers financial planning, investment management, retirement plan consulting, and philanthropic endowment services, utilizing a combination of fundamental and technical analysis within a long-term asset allocation framework.

Private / alternative investments Options & derivatives strategies Founder/Business Owner Executive
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Christopher B

CFP®, Series 63

Miamisburg, OH

Mckinley Carter Wealth Services, Inc.

Christopher Buck is a CFP® with 20 years of industry experience. He has worked at McKinley Carter Wealth Services, Inc. since 2020 and previously spent 26 years at Life Plan Financial Group Inc. McKinley Carter Wealth Services is an SEC-registered investment adviser that serves individuals, families, institutional, and nonprofit clients. The firm offers financial planning, investment management, retirement plan consulting, and philanthropic endowment services using a combination of fundamental and technical analysis within a long-term strategic asset allocation framework.

Private / alternative investments Options & derivatives strategies Founder/Business Owner Executive
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Julie B

CFP®, Series 63

Miamisburg, OH

Mckinley Carter Wealth Services, Inc.

Julie Brown is a CFP® with 11 years of experience in the financial industry, currently serving as an advisor at McKinley Carter Wealth Services, Inc. since 2020. Her prior roles include positions at Lifeplan Financial Group, Inc. and PNC Investments, LLC. McKinley Carter Wealth Services is an SEC-registered investment adviser that serves individuals, families, institutional, and nonprofit clients. The firm offers financial planning, investment management, retirement plan consulting, and philanthropic endowment services, employing a combination of fundamental and technical analysis within a strategic asset allocation framework tailored to client needs.

Private / alternative investments Options & derivatives strategies Founder/Business Owner Executive
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Nicholas S

CFP®

Miamisburg, OH

Mckinley Carter Wealth Services, Inc.

Nicholas Stebner is a CFP® professional with 15 years of industry experience. He has been with McKinley Carter Wealth Services, Inc. since 2020 and previously worked at Lifeplan Financial Group, Inc. from 2005 to 2020. McKinley Carter Wealth Services is an SEC-registered investment adviser serving individuals, families, institutional, and nonprofit clients. The firm offers financial planning, investment management, retirement plan consulting, and philanthropic endowment services, using a combination of fundamental and technical analysis within a long-term strategic asset allocation framework.

Private / alternative investments Options & derivatives strategies Founder/Business Owner Executive
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Tyrone P

CFP®, Series 63

Miamisburg, OH

Mckinley Carter Wealth Services, Inc.

Tyrone Phillippi is a CFP® with 20 years of industry experience. He has been with McKinley Carter Wealth Services, Inc. since 2020 and previously worked at Life Plan Financial Group for 26 years. McKinley Carter Wealth Services is an SEC-registered investment adviser serving individuals, families, institutional, and nonprofit clients. The firm offers financial planning, investment management, retirement plan consulting, and philanthropic endowment services, using a combination of fundamental and technical analysis alongside tailored portfolio construction.

Private / alternative investments Options & derivatives strategies Founder/Business Owner Executive
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