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.

Michael Barickman is a financial advisor at Hazlett, Burt & Watson, Inc. with 38 years of industry experience. He has been with Hazlett, Burt & Watson since 2000. Barickman holds Series 63 and Series 65 designations. Hazlett, Burt & Watson's division, Security Capital Management, provides customized investment management and financial planning services to individuals, high-net-worth clients, trusts, estates, small businesses, charitable organizations, and pension/profit-sharing plans. The firm employs a documented investment process focused on asset allocation across traditional and alternative asset classes and manages over $1.19 billion in assets.

William Paras is a financial advisor at Hazlett, Burt & Watson, Inc. with 19 years of industry experience. He holds a Series 65 designation and has been with Hazlett, Burt & Watson since 2007. Paras also serves as Vice President and Portfolio Manager at Security National Trust Co., where he has worked since 2004. Hazlett, Burt & Watson’s division, Security Capital Management, provides customized investment management and financial planning services to individuals, high-net-worth clients, trusts, estates, small businesses, charitable organizations, and pension/profit-sharing plans. The firm employs a documented investment process focused on asset allocation modeling and ongoing monitoring across traditional and alternative asset classes, and it offers both discretionary and non-discretionary account programs.

Walker Holloway III is a CFP® and holds a Series 66 license, with 15 years of industry experience. He has been with Hazlett, Burt & Watson, Inc. since 2013. Hazlett, Burt & Watson’s Security Capital Management division provides investment management and financial planning services to individuals, high-net-worth clients, trusts, estates, small businesses, charitable organizations, and pension/profit-sharing plans. The firm integrates brokerage, insurance, and trust capabilities to offer a broad range of advisory and brokerage services, managing approximately $1.39 billion for over 2,300 clients through a team of 20 advisors.

Harold Burech is a financial advisor with Hazlett, Burt & Watson, Inc. in Wheeling, WV, holding Series 63 and Series 65 designations and with 48 years of industry experience. He has been with Hazlett, Burt & Watson since 1977. He is part of Security Capital Management, a division of Hazlett, Burt & Watson, which provides investment management and financial planning services to individuals, high-net-worth clients, trusts, estates, small businesses, charitable organizations, and pension/profit-sharing plans. The firm manages approximately $1.39 billion for about 2,357 clients and offers both asset management and wrap-fee programs, utilizing a defined investment management cycle and a diversified approach including mutual funds, ETFs, equities, fixed income, and alternative asset classes.

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.

Thomas Morrison is a financial advisor with Hazlett, Burt & Watson, Inc. in Wheeling, WV, holding Series 63 and Series 65 licenses and bringing 29 years of industry experience. He has been with Hazlett, Burt & Watson since 1996. Hazlett, Burt & Watson’s division, Security Capital Management, provides customized investment management and financial planning services to a diverse client base including individuals, high-net-worth clients, trusts, estates, small businesses, charitable organizations, and pension/profit-sharing plans. The firm employs a documented investment process focused on asset allocation across traditional and alternative asset classes and offers both discretionary and non-discretionary account programs.

John Slicer is a financial advisor at McKinley Carter Wealth Services, Inc. with 18 years of industry experience. He holds a Series 66 designation and has been with McKinley Carter since 2008. Outside of his advisory role, Slicer operates a magic entertainment business called Corporate Wizardry. McKinley Carter Wealth Services is an SEC-registered adviser serving 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 long-term strategic asset allocation framework.

Joshua Braunlich is a financial advisor with Hazlett, Burt & Watson, Inc., holding a Series 66 credential and 18 years of industry experience. He has been with Hazlett, Burt & Watson since 2012. Hazlett, Burt & Watson’s division, Security Capital Management, provides customized investment management and financial planning services to individuals, high-net-worth clients, trusts, estates, small businesses, charitable organizations, and pension/profit-sharing plans. The firm uses a documented investment process focused on asset allocation and offers both wrap and non-wrap account programs with discretionary and non-discretionary management.

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.

Sierra Love is a financial advisor at Commonwealth Financial Services with one year of industry experience. She holds a Series 65 designation. Prior to joining Commonwealth, she worked at Hazlett, Burt & Watson for three years and has experience outside finance in veterinary services and education. Commonwealth Financial Services is an SEC-registered advisory firm that serves individual clients, pension and profit-sharing plans, trusts, estates, corporations, and other business entities. The firm offers portfolio management, financial planning, retirement plan advisory services, and lending solutions, using a range of investment strategies and providing fiduciary and educational services.

James Gregg is a financial advisor with Wealth Foundations Partners, LLC in Saint Clairsville, Ohio, holding Series 63 and Series 65 licenses and bringing 13 years of industry experience. He has worked at multiple firms including Global View Capital entities and maintains managing member roles at Gregg & Associates, LLC, which provides tax preparation and consulting services, and InTouch Insurance Group, LLC, where he manages operations related to Medicare supplemental insurance. Wealth Foundations Partners offers investment advisory services to individuals, retirement plans, corporations, and non-profits, combining modern portfolio theory and multiple analytical approaches across diverse investment types. The firm employs various third-party platforms and provides financial planning services integrated with asset management.

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.

Tarina Neely is a Series 66-licensed advisor with Hazlett, Burt & Watson, Inc. She has been with the firm since 1996 and has three years of industry experience. Outside of advising, she works part-time as a REALTOR through Paull Associates, Inc. Hazlett, Burt & Watson’s division, Security Capital Management, provides customized investment management and financial planning to individuals, high-net-worth clients, trusts, estates, small businesses, charitable organizations, and pension/profit-sharing plans. The firm follows a documented investment process focusing on asset allocation across traditional and alternative asset classes and manages both wrap and non-wrap accounts.

Paul Sweeney II is a financial advisor at Kingsview Wealth Management, LLC with 12 years of industry experience. He previously worked at Edward Jones for 11 years and serves in the Ohio Army National Guard. Outside of financial advising, he owns and operates real estate rental properties. Kingsview Wealth Management serves a diverse client base including individuals, retirement plans, trusts, and corporate entities, providing wealth management, financial planning, and asset management services through a network of advisers and an internal portfolio management group.

Christopher Walter is a financial advisor with Wesbanco Securities, Inc. in Clinton, MD, holding Series 63 and Series 65 designations and bringing 32 years of industry experience. He previously worked at SunTrust Advisory Services and SunTrust Investment Services, Inc. Walter also works as an Allstate Rescuer on weekends and holidays, assisting motorists with car troubles. Wesbanco Securities, Inc. provides investment advice and portfolio management to individuals, corporations, trusts, estates, and retirement plans, managing approximately $166 million in assets. The firm offers a variety of investment solutions including wrap-fee programs, third-party managed accounts, and tax-aware and ESG models, with a primarily nondiscretionary approach supported by multiple analytical methods.

Matthew D'amico is a financial advisor with WesBanco Securities, Inc. He holds a Series 66 designation and has two years of industry experience. His prior roles include positions at The Leaders Group Inc, Illumination Financial Group, and Equitable Advisors, LLC. WesBanco Securities, Inc. provides investment advisory services to a diverse client base, including individuals, high-net-worth clients, trusts, estates, corporations, and retirement plans. The firm offers customized financial planning and portfolio management through various wrap-fee and managed account programs, focusing on tailored investment strategies aligned with clients’ objectives and risk tolerance.