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.

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.

Jack Fuentes is a financial advisor at McKinley Carter Wealth Services, Inc. in Wheeling, WV. He holds a Series 65 designation and began his advisory career in 2026, with prior experience at PwC and academic roles at West Virginia University. McKinley Carter Wealth Services is an SEC-registered investment adviser serving individuals, families, institutional, and nonprofit clients. The firm provides a range of services including financial planning, investment management, retirement plan consulting, and philanthropic endowment services, utilizing both fundamental and technical analysis within a strategic asset allocation framework.

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.

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.

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 with McKinley Carter Wealth Services, Inc. in Wheeling, WV. He holds the Series 63 designation and has 25 years of industry experience, including 16 years with McKinley Carter. McKinley Carter Wealth Services is an SEC-registered investment adviser serving individuals, families, institutional, and nonprofit clients. The firm provides 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.

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.

William Carter is a financial advisor at McKinley Carter Wealth Services, Inc. in Wheeling, WV, holding a Series 65 credential with 21 years of industry experience. He has worked at McKinley Carter Wealth Services since 2008 and maintains a separate legal practice as an attorney since 1997. Carter serves on the board of the Greater Kanawha Valley Foundation. 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, with portfolio customization based on client risk tolerance and time horizon.

Suzette Smith is a financial advisor at McKinley Carter Wealth Services, Inc. with 20 years of industry experience. She holds a Series 66 designation and has worked at McKinley Carter Wealth Services since 2015 and at Willow Glen Capital, LLC since 2022. 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.

Teresa Michaels is a CFP® professional with 15 years of experience in the financial advisory industry. She has been with McKinley Carter Wealth Services, Inc. since 2016. Michaels serves as a member of the Finance Advisory Council at the WVU John Chambers College of Business & Economics. McKinley Carter Wealth Services is an SEC-registered adviser that serves individuals, families, institutional, and nonprofit clients. The firm provides financial planning, investment management, wealth management, retirement plan consulting, and philanthropic endowment services, using a combination of fundamental and technical analysis within a long-term strategic asset allocation framework.

Jeffrey Stenhouse is a financial advisor at McKinley Carter Wealth Services, Inc. with four years of industry experience. He holds a Series 65 designation and has worked in various roles including at Ellis Insurance Agency and the University of Charleston prior to joining McKinley Carter in 2021. McKinley Carter Wealth Services provides 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.