Mckinley Carter Wealth Services, Inc.

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.

Nicole Gabriel is a CFP® and holds a Series 65 license, working as a financial advisor at McKinley Carter Wealth Services, Inc. in Wexford, PA. She has 10 years of industry experience and has been with McKinley Carter since 2015. McKinley Carter Wealth Services is an SEC-registered investment adviser serving individuals, families, institutional, and nonprofit clients. The firm offers a range of services including financial planning, investment management, retirement plan consulting, and philanthropic endowment services, using a combination of mutual funds, ETFs, individual securities, options, and private placements tailored to client needs.

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.

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.

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.

Steven Tardy is a financial advisor with McKinley Carter Wealth Services, Inc., holding the ChFC® designation and Series 63 and 65 licenses. He has 10 years of industry experience, including roles at Teays Valley Insurance, PNC Wealth Management, and United Brokerage Services. He has been with McKinley Carter Wealth Services since 2017. McKinley Carter Wealth Services is an SEC-registered investment adviser serving individuals, families, institutional, and nonprofit clients. The firm offers financial planning, discretionary and non-discretionary investment management, wealth management, retirement plan consulting, and philanthropic endowment services, using a blend of fundamental and technical analysis within a 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.

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.

Sandra Steedle is a Series 65-licensed financial advisor with McKinley Carter Wealth Services, Inc. She has over 30 years of industry experience, including 28 years at Allegiance Financial Advisors and 4 years at her current firm. Outside of her advisory work, she is employed part-time in retail customer service at Kohl’s. McKinley Carter Wealth Services is an SEC-registered investment adviser serving individuals, families, institutions, and nonprofits. The firm offers financial planning, investment management, retirement plan consulting, and philanthropic endowment services, employing a combination of fundamental and technical analysis within tailored portfolio construction and an active use of independent managers and private placements.

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.

John Binz is a financial advisor at McKinley Carter Wealth Services, Inc. in Wexford, PA, holding a Series 65 designation with seven years of industry experience. He previously worked at PNC Bank for three years before joining McKinley Carter Wealth Services in 2019. 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 fundamental and technical analysis within a long-term strategic asset allocation framework tailored to client needs.

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.

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.