Adam Carlin is a financial advisor with Cetera, holding Series 63 and Series 65 licenses and nine years of industry experience. He has worked at Avantax Advisory Services and its affiliated entities for several years and currently owns Adam M. Carlin CPA, PLLC, a public accounting firm. Outside of his advisory work, he is involved with the Rotary Club of Romney, West Virginia. Cetera Investment Advisers serves individual, high-net-worth, institutional, and retirement-plan clients through a large network of independent advisors. The firm offers a range of portfolio management and financial planning services, utilizing advisor-managed accounts, model portfolios, and third-party solutions, along with retirement and fiduciary capabilities integrated within its institutional platform.

Jessica Sowers is a financial advisor at Edward Jones with 17 years of industry experience. She holds Series 63 and Series 66 designations and has been with Edward Jones since 2011. Outside of her advisory role, she serves as Board President for the nonprofit youth football team WV Playmakers and is a board member of Catamount Children’s Center Inc. Additionally, she is a part owner of a rustic furniture business called The Rustic Edge. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients. The firm offers a range of investment strategies, including discretionary and non-discretionary wrap fee programs, separately managed accounts, and affiliated mutual funds, operating under a fiduciary standard.