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Mason R

Series 66

Romney, WV

OSAIC Institutions, INC.

Mason Roach is a financial advisor with OSAIC Institutions, Inc., holding a Series 66 designation and beginning his advisory career in 2026. Prior to joining OSAIC, he worked at The Bank of Romney, US Cellular/ANW Wireless, and Kroger. OSAIC Institutions, Inc. is an SEC-registered investment adviser serving individuals, ERISA retirement plans, trusts, estates, and corporate clients through a network of investment adviser representatives. The firm offers customized advisory services, financial planning, ERISA plan services, access to alternative investments, and lending solutions, operating through a hybrid adviser/broker-dealer model.

Annuities Tax-loss harvesting Founder/Business Owner Executive
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Adam C

Series 63, Series 65

Romney, WV

Cetera

Adam Carlin is a financial advisor with Cetera, holding Series 63 and Series 65 credentials and 9 years of industry experience. He has worked at Avantax Advisory Services and operates his own CPA firm focused on business management, tax preparation, bookkeeping, and general accounting. Carlin is also involved in his local community as a member of the Rotary Club of Romney, West Virginia. Cetera Investment Advisers LLC serves a broad client base including individuals, retirement plans, corporate and charitable clients, and institutions, offering a range of portfolio management and financial planning services through a nationwide network of independent advisors.

Wealth management Tax-loss harvesting Retirement plans for business owners (SEP, solo 401k) Business exit / sale strategy Founder/Business Owner Executive
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Jessica S

Series 63, Series 66

Keyser, WV

Edward Jones

Jessica Sowers is a financial advisor with Edward Jones in Keyser, WV, holding Series 63 and Series 66 licenses and bringing 18 years of industry experience. She has been with Edward Jones since 2011. Outside of her advisory role, she serves as a board member for Catamount Children’s Center and is the board president of WV Playmakers, a nonprofit youth football team. She is also a part owner of a rustic furniture business, The Rustic Edge. Edward Jones is a full-service wealth management firm serving individual and institutional clients with a range of advisory programs and investment options. The firm manages approximately $1.01 trillion in assets and operates a large national network of financial advisors and branch offices.

Wealth management Tax-loss harvesting Multi-generational wealth transfer Retired Founder/Business Owner Executive
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