David H. McKinley, CFP®
President and Managing Director
David H. McKinley, CFP®, is a principal of McKinley Carter Wealth Services and serves as president and managing director.
Before founding McKinley Carter, David was the managing director of McKinley Investment Group where he provided financial planning and portfolio management services to high net worth families, institutions and non-profit organizations. Previously, he served as a vice president of investments at a national investment firm and an investment analyst with a regional bank and trust's investment department.
David was recognized by West Virginia Executive Magazine as a Young Gun in 2002, Ogden Newspaper's Faces of the Future in 2005, and was also a member of The State Journal's Generation Next in 2006.
David is a graduate of West Liberty State College and the Certified Financial Planning Professional Program of the College for Financial Planning in Denver, Colorado. He has completed advanced investment consulting training through the Investment Management Consultants Association at University of Pennsylvania's Wharton School.
David is a trustee of the West Virginia Investment Management Board overseeing all of the state's investment programs and chairs the investment committees of the Boy Scout Ohio River Council and West Liberty University Foundations.
He is also a member of the Financial Planning Association, Estate Planning Council of the Upper Ohio Valley, Wheeling Area and West Virginia Chambers of Commerce, Wheeling Rotary club and Leadership West Virginia. He serves on the board of directors for Regional Economic Development Partnership, West Liberty State College Foundation, Business Advisory Council at West Liberty State College and the Financial Planning Association of Pittsburgh.
David is also a regular contributor of financial and investment-related columns for many local, regional, and statewide publications such as The State Journal, West Virginia Executive Magazine, Wheeling News-Register and Intelligencer, Martins Ferry Times Leader in Ohio, and Dominion Post in Morgantown, as well as a guest speaker for various business programs throughout the state.
Will Carter, Esq.
Director of Wealth Management
Will Carter is a principal of McKinley Carter and serves as director of wealth management. He is a regular contributor of wealth management and trust-related columns for West Virginia's statewide business paper, The State Journal, and is invited often to speak on a wide range of financial, business, philanthropic and leadership matters.
Before founding McKinley Carter, Will was the president and CEO of Kanawha Investment and Trust where he applied a recognized history of professional and organizational performance. Prior to forming Kanawha Investment and Trust, Will served as an interest lawyer and policy advisor to WV Governor Gaston Caperton.
Will has a law degree from New York University and bachelors and masters degrees in History from Harvard University. He is a certified business professional and member of the Aji Network (www.theajinetwork.com) and a member of the WV State Medical Foundation, the Charleston Area Medical Center Foundation, the Greater Kanawha Valley Foundation, Edgewood Summit and the United Way.
Brian T. Gongaware, CFP®, CRPC
Regional Managing Director
Brian T. Gongaware, CFP®, CRPC is a principal of McKinley Carter and serves as regional managing director. Prior to McKinley Carter, Brian was the president and senior relationship manager of NetWorth Investment Advisors, Inc. where he was responsible for managing the firm, new business development and serving as a wealth advisor/client relationship manager.
Previously, Brian was a vice president with Mellon Bank's Private Asset Management Group where he managed over $250 million of investable assets for high net worth individuals and families. He also helped create the Private Investment Counseling Group, a group designed to work with client relationships of $2 million and greater.
Brian has a bachelor's degree in financial planning from Grove City College and an M.B.A. from Duquesne University in Finance and Management. He has completed the Certified Financial Planner (CFP®) licensing requirements, is a Chartered Retirement Planning Counselor (CRPC) and a member of the Financial Planning Association of Pittsburgh.