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. 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 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.
He is a regular contributor of wealth management and trust-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. He is often invited to speak on a wide range of financial, business, philanthropic and leadership matters.
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, Wheeling News-Register and Intelligencer, Martins Ferry Times Leader, and The Dominion Post in Morgantown. He is an active member of the Ohio Valley Jaycees and served as Treasurer for 2008. Russell is also a member of the Nail City Velo cycling team.
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.
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.
Stacy H. McHugh
Wealth Advisor
Stacy H. McHugh, Wealth Advisor for McKinley Carter Wealth Services, has been in the financial industry since 1993. As a Financial Industry Regulatory Authority (FINRA) Series 65 registrant, Stacy primarily serves in a CFO role to individuals and families in the areas of wealth management and financial planning.
Prior to joining McKinley Carter, Stacy spent 8 years with one of the world's largest professional services firms providing tax services to multi-million dollar clients throughout the country, specializing in the field of trusts and estates. She was named as a finalist for the U.S. National Chairman's Award for Exceptional Performance. Previously, Stacy spent 5 years focused in individual taxation and accounting in the Pittsburgh region.
Stacy holds a Bachelor's Degree in Communication from Slippery Rock University and a Post-Baccalaureate Advanced Certificate in Accounting from Robert Morris University. Currently, Stacy is pursuing her Certified Financial Planner® designation through the College for Financial Planning in Denver, CO.
Stacy serves as a "Women in Business" task force member through the Chamber of Commerce as well as Co-Chair of the Pennsylvania Institute of Certified Public Accountants (PICPA) Lifestyles Committee supporting the development and education of women professionals.
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 of the firm. Before founding McKinley Carter, he 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 as 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 training and earned the designation of ACCREDITED INVESTMENT FIDUCIARY TM through the Center for Fiduciary Studies at the University of Pittsburgh's Katz Graduate School of Business. He has also completed advanced investment consulting training through the Investment Management Consultants Association at the 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, 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.
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
Financial Education Specialist
John Slicer is a financial education specialist for McKinley Carter. In this capacity, John speaks to audiences about several of the fundamental financial practices every family should employ in order to take great care of their total financial situation.
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.
J. Michael Winesburg, CLA®
Wealth Advisor
Mike Winesburg, wealth advisor for McKinley Carter, has worked in the financial industry since 1997. Formerly the president of J. Michael Mortgage, he brings mortgage, debt management and cash flow experience to the firm.
Mike is a graduate of Ohio University and is a Certified Liability Advisor, Certified Mortgage Planning Specialist and Certified Residential Mortgage Specialist.
Mike is a regular contributor of financial-related columns to 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. He has also served as a faculty member for the National Institute of Financial Education from 2008 to 2010.