James O'Brien II is a financial advisor at McKinley Carter Wealth Services, Inc. with four years of industry experience. He holds the Series 65 designation and has previously worked at Ogden Newspapers Inc, Wheeling Jesuit University, and Barnes & Noble College at West Virginia Northern Community College. McKinley Carter Wealth Services is an SEC-registered investment adviser serving individuals, families, institutional, and nonprofit clients with financial planning, investment management, retirement plan consulting, and philanthropic endowment services. The firm employs a combination of fundamental and technical analysis within a long-term strategic asset allocation framework, utilizing a variety of investment vehicles and independent managers.

David Wilcox II is a financial advisor at McKinley Carter Wealth Services, Inc. with 11 years of industry experience. He holds Series 63 and Series 65 designations. Wilcox previously worked at Wells Fargo Clearing and Northwestern Mutual, with a period of extended travel in between. McKinley Carter Wealth Services is an SEC-registered investment adviser serving individuals, families, institutions, and nonprofits. The firm offers financial planning, investment management, wealth management, retirement plan consulting, and philanthropic endowment services, using a combination of fundamental and technical analysis within a strategic asset allocation framework.

Jack Fuentes is a financial advisor at McKinley Carter Wealth Services, Inc. based in Wheeling, WV. He holds a Series 65 designation and has been with McKinley Carter since 2026. Prior to joining the firm, he gained experience at PwC and spent several years affiliated with West Virginia University. 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 mutual funds, ETFs, individual securities, options, and private placements, employing a mix of fundamental and technical analysis within a long-term strategic asset allocation framework.

Chelsea Clegg is a CFP® and Series 65-licensed advisor with over 10 years of experience. She has worked with McKinley Carter Wealth Services, Inc. since 2014 and has been involved with Plexus Worldwide since 2021. McKinley Carter Wealth Services is an SEC-registered adviser serving individuals, families, institutions, and nonprofits through financial planning, investment management, and retirement plan consulting. The firm uses a combination of fundamental and technical analysis within a long-term asset allocation framework tailored to client risk tolerance and account size.

John Williams is a CFP® and Series 65 licensed financial advisor at McKinley Carter Wealth Services, Inc. in Wheeling, WV, with 12 years of industry experience. He has been with McKinley Carter since 2013. McKinley Carter Wealth Services is an SEC-registered investment adviser serving individuals, families, institutional, and nonprofit clients. The firm offers financial planning, investment and 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.

David Mckinley is a CFP® with 24 years of industry experience and has been with McKinley Carter Wealth Services, Inc. since 2008. His prior experience includes roles at Wells Fargo Advisors, Wells Fargo Clearing, and Prudential Equity Group. Outside of wealth management, he is the managing member of the Mountaineer Freedom Alliance, an organization focused on public policy education and advocacy in West Virginia. 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, employing a combination of fundamental and technical analysis within a strategic asset allocation framework tailored to client needs.

Matthew Epling is a financial advisor at McKinley Carter Wealth Services, Inc. with two years of industry experience. He holds a Series 65 designation and previously worked at HomeBase Inc and Moxxee Coffee. McKinley Carter Wealth Services is an SEC-registered investment adviser serving individuals, families, institutional, and nonprofit clients. The firm offers financial planning, investment management, and retirement plan consulting, employing both fundamental and technical analysis within a long-term strategic asset allocation framework.

David Nolan is a financial advisor at McKinley Carter Wealth Services, Inc. in Wheeling, WV, with 25 years of industry experience. He has been with McKinley Carter since 2010 and previously worked at BB&T Asset Management for eight years. Nolan holds the Series 63 designation. 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, combining fundamental and technical analysis within a strategic asset allocation framework tailored to client risk tolerance and account size.

John Slicer is a financial advisor with McKinley Carter Wealth Services, Inc. in Wheeling, WV. He holds a Series 66 designation and has 19 years of industry experience, including 18 years at McKinley Carter. Outside of his advisory role, he operates a magic entertainment business as a sole proprietor. McKinley Carter Wealth Services is an SEC-registered investment adviser serving individuals, families, institutional, and nonprofit clients with a range of services including financial planning, investment management, and retirement plan consulting. The firm utilizes a combined fundamental and technical analysis approach within a strategic asset allocation framework, incorporating independent managers and private placements tailored to client risk tolerance.

William Carter is a Series 65-licensed advisor at McKinley Carter Wealth Services, Inc. in Wheeling, WV, with 22 years of industry experience. He has been with McKinley Carter Wealth Services since 2008 and maintains a legal practice as an attorney since 1997. Outside of advising, he serves on the board of the Greater Kanawha Valley Foundation and is involved in several business activities related to property management and digital communication consulting. 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 mutual funds, ETFs, individual securities, options, and private placements, with an investment process that incorporates both fundamental and technical analysis within a long-term strategic asset allocation framework.

Suzette Smith is a financial advisor with McKinley Carter Wealth Services, Inc. She holds a Series 66 designation and has 21 years of industry experience. Her prior work includes positions at Willow Glen Capital, LLC and Wells Fargo Advisors. 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, utilizing a combination of fundamental and technical analysis within a long-term strategic asset allocation framework.

Teresa Michaels is a CFP® professional with 15 years of experience in financial advising. She has been with McKinley Carter Wealth Services, Inc. since 2016. Outside of her advisory work, she 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 firm serving individuals, families, institutions, and nonprofits. The firm offers financial planning, investment management, retirement plan consulting, and philanthropic endowment services, utilizing a combination of fundamental and technical analysis within a strategic asset allocation framework.

Jeffrey Stenhouse is a financial advisor at McKinley Carter Wealth Services, Inc. in Wheeling, WV, holding a Series 65 designation with five years of industry experience. His prior work includes roles at Ellis Insurance Agency, IT Solutions LLC, and in education with Boone County Schools and the University of Charleston. 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, utilizing a combination of fundamental and technical analysis within a long-term strategic asset allocation framework.