Advisory Team
Russell W. Dunkin Brian T. Gongaware Jay R. Hunt Emma J. Lawson Linda H. Leshock Jeremy J. Lowe
David H. McKinley David P. Nolan John T. Slicer Kevin A. Stryker Kathy L. White
Thomas S. Anthony, CFP®
Director of Retirement Plan Services
Tom Anthony serves as director of retirement plan services for McKinley Carter and has worked in the investment management industry since 1994. Prior to joining McKinley Carter, Tom was the Managing Member of Anthony Financial Management, LLC, a fee-only Registered Investment Advisor based in Wheeling, West Virginia.
Tom is a graduate of West Virginia University with a Bachelor of Science degree in Business Administration. He obtained the Certified Financial Planner™ certification in 1997.
Active in the community, Tom is a member of the board of directors of Main Street Bank Corp in Wheeling, West Virginia, and serves on both the Investment Committee and the Audit Committee. A graduate of Leadership Wheeling, he is a former board member and Treasurer of the Wheeling Amateur Hockey Association.
Tom has served as a board member of The Estate Planning Council of the Upper Ohio Valley, St. Michael's Parish School, and the King's Daughters Child Care Centers. He currently serves on the board of directors of VNA Properties, Incorporated.
Will W. Carter, JD
Director of Wealth Management
Will Carter is a principal of McKinley Carter and serves as Director of Wealth Management and President of McKinley Carter Trust Company. Prior to McKinley Carter, he had founded Kanawha Investment and Trust Company in 2002 - leveraging his professional, entrepreneurial, and civic accomplishments from the 1980s and 1990s when he worked in the public policy sector, including work for WV Governor Gaston Caperton in the mid-1990s.
He has been a regular contributor of wealth management related columns for many local, regional, and statewide publications such as The State Journal, Wheeling News-Register and Intelligencer, Martins Ferry Times Leader, and The Dominion Post in Morgantown and speaks often on a wide range of financial, business, philanthropic and leadership matters.
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 and serves on the WV State Medical Foundation, the Investment Committee of the Kanawha Valley Foundation, the Mid Atlantic Arts Foundation, and Edgewood Summit retirement community. An upright bass and guitar player, Will tours with a contra dance band and was a leading force launching several music-related events, including the Appalachian String Band Music Festival, Charleston Jazz Series, Wine and All That Jazz and the Mountain Stage NewSong Contest. Raised in Charleston WV, he now lives in rural Putnam County with his wife and daughter and two foreign exchange students.
Kathryn A. Constantakis
Investment Analyst
Kathryn A. Constantakis serves as an investment analyst at McKinley Carter Wealth Services. She has worked in the financial services industry since 1992.
Kate started her career as an Internal Auditor with Federated Investors. She began working directly with investments as an Institutional Fixed Income Investment Manager for a bank in Baltimore, Maryland where she managed $4 billion in Taxable and Tax Exempt Money Market Mutual Funds and short-duration Trust Accounts, including the $1 billion Maryland Local Government Investment Pool. Kate also served as a Portfolio Manager for a local Pittsburgh firm where she managed fixed income portfolios for separately managed defined benefit plans.
Kate is a graduate of Duquesne University with a B.S.B.A. in Accounting and completed her CPA certification in 1996. She is actively involved with the Girl Scouts of America and is a busy mother of three. She and her husband Paul reside in Wexford, PA.
A. Lawrence Crimmins, Jr. CPA/PFS
Senior Wealth Advisor
A. Lawrence Crimmins, Jr. CPA/PFS is a senior wealth manager for McKinley Carter and serves as the firm's director of finance.
Larry's skill at working on complicated and time sensitive tasks for clients and the firm was enhanced by years of service including positions as an executive vice president, chief financial officer, controller, accountant, and treasurer. He also served over 24 years in various non-business roles, including Air Command Pilot and Director of Plans for the highly decorated 130th Air Wing of the West Virginia Air National Guard.
Larry is a graduate of the University of Charleston with a B.S. in accounting. He currently holds board leadership responsibilities in various community organizations including Charleston Civic Center, Edgewood Summit, and the Arthur B. Hodges Center. Larry is also a member of the American Institute of Certified Public Accountants, the West Virginia Society of CPAs, the Charleston Chapter of CPAs, Charleston Rotary, American Legion, and Veterans of Foreign Wars.
Russell W. Dunkin, CFP®
Wealth Advisor
Russell Dunkin, a Certified Financial Planner® and wealth advisor with McKinley Carter, has worked in the financial services industry since 1998. Prior to joining McKinley Carter, he worked as an investment counselor for one the largest financial holding companies in the United States.
Russell attended Capital University, in Columbus Ohio, where he received a degree in Economics with minors in Finance and Political Science. He has also successfully completed the Certified Financial Planning Professional Program.
Russell is a regular contributor of financial-related columns to many local, regional, and statewide publications such as The State Journal, OV Parent Magazine, Wheeling News-Register and Intelligencer, Martins Ferry Times Leader, and The Dominion Post in Morgantown.
He sits on the executive committee for Wheelings "ON TRAC" program, is a board member of The Laughlin Memorial Chapel, is a public member of the West Virginia State Bar Commission on Judicial Independence, an active member of the Ohio Valley Jaycees where he served as Treasurer in 2008.
You can read more about Russell on our blog.
Brian T. Gongaware, CFP®, CRPC
Regional Managing Director
Brian T. Gongaware 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 served 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 engagements of $2 million and greater.
Brian has a bachelor's degree in Financial Planning from Grove City College and an M.B.A. in Finance and Management from Duquesne University. He has completed the Certified Financial Planner (CFP®) licensing requirements, is a Chartered Retirement Planning Counselor (CRPC), and is on the board of directors for the Financial Planning Association of Pittsburgh. Brian also holds board membership in the Baptist Homes Foundation, Anchorpoint Counseling Ministry, and the North Hills Community Baptist Church.
You can read more about Brian on our blog.
Retirement Plan Consultant
Jay R. Hunt, a Retirement Plan Consultant with McKinley Carter, has worked in the financial services industry since 1999. As a Retirement Plan Consultant, Jay is responsible for working with Plan Sponsors in managing their employer sponsored retirement plans. He has extensive experience consulting on defined contribution, defined benefit, and nonqualified retirement plans.
Jay joined McKinley Carter following a successful tenure at one of the nation’s largest independent broker/dealers where he was part of a team focused exclusively on providing consulting services to defined contribution and defined benefit plans.
Jay is a graduate of California University of Pennsylvania where he received a Bachelor’s degree in Business with a specialization in Finance. He has also earned the designation of Accredited Investment Fiduciary™ through the Center of Fiduciary Studies at the University of Pittsburgh’s Katz Graduate School of Business.
Wealth Advisor
Emma Jacqueline Lawson (Jackie) is a wealth advisor with McKinley Carter and has more than thirty years of experience in the financial services industry.
Prior to joining McKinley Carter, Jackie served as a Vice President and Financial Advisor for one of the largest investment firms in the industry and has extensive experience assisting clients with estate and retirement planning.
Jackie attended West Virginia State University. Currently she is a member of the ASPCA (The American Society for the Prevention of Cruelty to Animals) as well as the National Association of Professional Women.
Linda H. Leshock, RP®
Client Coordinator
Linda H. Leshock, client coordinator for McKinley Carter, has been in the financial services industry since 1987. Previously, she was a sales assistant for Kidder, Peabody & Company where she worked with retail and institutional clients, individual and corporate retirement plans, and managed accounts.
Linda retained her position through the corporate takeover when Kidder, Peabody became PaineWebber (now UBS) in 1995. Linda was a Senior Registered Sales Assistant when she left PaineWebber in 1999 to be a full-time mother. After making the decision to reenter the workforce, Linda joined McKinley Carter in December 2009 and has completed the College of Financial Planning's Registered ParaplannerSM professional designation program.
Jeremy J. Lowe, CFP®
Wealth Advisor
Jeremy J. Lowe, a Certified Financial Planner® and wealth advisor with McKinley Carter, has worked in the financial services industry since 1999. Prior to joining McKinley Carter, he worked with one of the largest investment firms in the industry.
Jeremy is a cum laude graduate of Robert Morris University with a degree in Finance and Economics. He has successfully completed the Chartered Retirement Plans Specialist Designation Program, the Certified Financial Planning Professional Program through the College for Financial Planning, and the Accredited Investment Fiduciary Training program at the Center for Fiduciary Studies.
Currently, Jeremy serves on the audit committee and board of directors for the United Way of the Upper Ohio Valley, on the board of directors and as scholarship chairman for the Kiwanis Club of Wheeling Kiwanis, and on the board of directors for OVConnect.
David H. McKinley, CFP®
President and Managing Director
David H. McKinley is a principal of McKinley Carter and serves as president and managing director of the firm. Before founding McKinley Carter, David held roles at a national investment firm and a regional bank trust department in which he led teams providing financial planning and portfolio management services to high net worth families, institutions and non-profit organizations.
David has a history of accomplishment in business and community activities. Over the years, he has been recognized by West Virginia Executive Magazine as a Young Gun in 2002, Ogden Newspaper’s Faces of the Future in 2005, and in 2006 was also a member of The State Journal’s inaugural class of Generation Next: WV’s 40 under 40.
David is a graduate of West Liberty University and the Certified Financial Planning Professional Program of the College for Financial Planning in Denver, Colorado. He has also completed advanced investment consulting training at The University of Pennsylvania’s Wharton School.
Since 2009, David has served as a trustee of the West Virginia Investment Management Board which oversees management of the state’s $14bil for pension, insurance, and endowment investment programs and has served on an advisory board to the Pittsburgh branch of the Cleveland Federal Reserve Bank.
He has chaired the investment committees of the Boy Scout Ohio River Council and the West Liberty University Foundation. He is also a member of the Financial Planning Association, Wheeling Area and West Virginia Chambers of Commerce, Wheeling Rotary Club and Leadership West Virginia.
He has served on the board of directors for Regional Economic Development Partnership, West Liberty University Foundation, Business Advisory Council at West Liberty University, Financial Planning Association of Pittsburgh and Wheeling-area community programs like Habitat for Humanity and the Soup Kitchen.
As McKinley Carter has grown to be among the largest and fastest growing independent wealth management advisory firms in the country, David is regularly contacted by industry experts and peers, interviewed by industry publications, and invited to speak at industry conferences for his perspectives on industry trends and best practices.
David P. Nolan
Wealth Strategies & Investment Advisor
David P. Nolan serves as a wealth strategies and investment advisor for McKinley Carter and has worked in the investment industry since 1980. Prior to McKinley Carter David worked for BB&T Corp. and its predecessors serving as Senior Vice President and Portfolio Manager in the Asset Management (RIA) division.
Over his career, David has managed accounts for high-net-worth individuals, pension plans, profit sharing plans, corporations, trusts, and foundations totaling $150 million in addition to his duties as a public mutual fund manager.
He managed an equity common trust fund that transitioned into a public mutual fund (1993) for twenty-four years. In 2006, the fund, with David as the sole manager, was named a "Category King" by the Wall Street Journal due to its status as a "Lipper Leader."
David is a graduate of Wake Forest University with a B.S. in Business Administration. He serves as an elder and trustee for First Presbyterian Church of Charleston and serves as the chair of the Investment committee for the Presbytery of West Virginia.
He has appeared on CNBC TV, Bloomberg TV, and Bloomberg Radio and was featured twice in The Wall Street Transcript. He has been quoted in other media outlets such as the Wall Street Journal, Dow Jones Online, and Smart Money Online.
John T. Slicer, RP®
Client Coordinator
John Slicer is a client coordinator for McKinley Carter and also serves as an education specialist.
Prior to McKinley Carter, John served as a financial advisor with one of the largest investment firms in the industry. Previously, John has worked independently as a corporate speaker and entertainer.
John is a graduate of West Virginia State College with a bachelor's degree in business administration. Outside of work, he is a supporter of Project Magic, a program designed to give the gift of magic to people with various physical, psycho-social, and developmental disabilities. By learning to perform magic tricks, disabled individuals achieve new levels of confidence and self-esteem, aiding their rehabilitation progress.
Kevin A. Stryker, JDWealth Advisor
Kevin A. Stryker serves as a wealth advisor for McKinley Carter. Prior to McKinley Carter, Kevin worked in Wheeling as an attorney beginning in 1982 and was admitted to practice law in Ohio in 1983. Kevin has been a financial advisor since 1999.
Kevin holds a bachelor’s degree in political science from Boston University and a law degree from the West Virginia University College of Law.
Currently, Kevin serves as a board member of the Tuberculosis Association of Ohio County, the Belmont County Public Defender Commission, and the Friends of Towngate. He also serves on the St. Michael’s Parish Building and Property Committee.
Kathy L. White
Client Coordinator, RP®
Kathy L. White is a client coordinator for McKinley Carter Wealth Services. She has worked in the financial services industry since 1982 and has completed the College for Financial Planning's Registered ParaplannerSM professional designation program.
Prior to McKinley Carter, Kathy was a mortgage coordinator for J. Michael Mortgage Consulting. Currently, she serves on the Northern Panhandle Home Consortium Board.