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Announcing our new Southwestern Ohio Division!

Photo of Brian T. Gongaware, CFP®

Brian T. Gongaware, CFP®

Director of Advisory Services and Chief Compliance Officer

Brian leads the firmwide fulfillment of commitments our advisors make to our clients through each of our three services (Wealth Management, Retirement Plan Services and Nonprofit Advisory Services). He also helms the Pittsburgh office, working with a team of advisors in the design and delivery of artistic solutions to complex financial challenges.

Licensing and Education

  • Bachelor of Arts in Business, Financial Planning Grove City College
  • Master of Business Administration in Finance and Management John F. Donahue Graduate School of Business, Duquesne University
  • CERTIFIED FINANCIAL PLANNER™ Professional
  • Entrepreneurial Fellows Class Institute for Entrepreneurial Excellence, University of Pittsburgh
  • Master Executive Course Magellan Executive Partners

Accomplishments and Honors

Brian has been recognized as a “Five Star Wealth Manager Award” recipient for nine consecutive years (2012-2020). He has also had the privilege to coach and guide several hundred professional advisors through speaking engagements, mentorships and industry leadership opportunities. His passion for leading and coaching others in building financial literacy carries over into his work with the Pittsburgh community.

Community Involvement

Brian enjoys helping businesses that are facing business challenges of growth and sustainability and has served numerous organizations in fiduciary and advisory board capacities. Brian is passionate about learning, applying past experiences to new scenarios, identifying emerging threats and opportunities and leveraging extensive financial expertise to add value to critical financial decisions. Brian is blessed with a loving family; his wife, Joyce, and two daughters. He cheers for his hometown teams with enthusiasm and unrealistic expectations.

Brian’s Articles
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The Big Breakup: It's Not You, It's Me

For decades wealthy and mass affluent families have worked with major bank and brokerage institutions. With changes in the financial industry, such families may be better served exploring a superior relationship model.

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Your Nonprofit's New Best Friend

The resources of a nonprofit organization are vast. If you are an ED, CFO, or Board Member, numerous stakeholders are dependent on your efficient allocation of those resources to fulfill your mission. Explore how a professional financial advisor can help you manage those resources.

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Pension Concept Word on Folder Register of Card Index Selective Focus

Three Questions to Ask When Facing an Early Retirement Buyout

If offered an early retirement buyout by your employer, should you sign up or run away? At first glance, you might think the answer is pretty obvious; but each situation is different and, more often than not, early buyout options are complex and should be thoughtfully analyzed. Here are three crucial questions to ask yourself when considering a buyout option.

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A women smiling in an office, meeting with a client.

Expect to Leave Invigorated.

Every conversation with McKinley Carter is an energizing experience, an opportunity to take your financial instincts and confidence to the next level—starting with the very first one.

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