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Joshua J

CFP®, Series 63, Series 65

Miamisburg, OH

Mckinley Carter Wealth Services, Inc.

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.

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 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.

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® professional with 11 years of experience in the financial services industry. She has worked at McKinley Carter Wealth Services since 2020 and previously held roles at Lifeplan Financial Group, PNC Investments, and PNC Bank. 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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Nicholas S

CFP®

Miamisburg, OH

Mckinley Carter Wealth Services, Inc.

Nicholas Stebner is a CFP® professional with 14 years of experience in financial advising. He has worked at McKinley Carter Wealth Services since 2020 and previously spent 15 years with Lifeplan Financial Group, Inc. McKinley Carter Wealth Services offers investment management, wealth management, financial planning, and retirement plan consulting to a broad range of clients including individuals, families, institutions, and non-profit organizations. The firm employs both fundamental and technical analysis within a long-term strategic asset allocation framework, tailoring portfolios to client risk tolerance and time horizon while providing ongoing monitoring and quarterly reviews.

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 19 years of industry experience, currently serving at McKinley Carter Wealth Services, Inc. since 2020. Prior to that, he worked at Life Plan Financial Group for 26 years. McKinley Carter Wealth Services provides investment management, wealth 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.

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