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3 advisors near
26757
within the area shown on the map
Out of 400,000+ nationwide
Mason R
Series 66
Romney, WV
OSAIC Institutions, INC.
Mason Roach is a Series 66-licensed financial advisor with Osaic Institutions, Inc. He began his advisory career in 2026 and has prior work experience in banking and telecommunications. Prior to entering the financial industry, he held positions at The Bank of Romney and US Cellular/ANW Wireless. Osaic Institutions, Inc. is an SEC-registered investment adviser serving individuals, retirement plans, trusts, estates, and corporate clients through a network of investment adviser representatives. The firm offers customized advisory services and financial planning, with a hybrid adviser/broker-dealer structure and access to alternative investments and lending solutions.
Adam C
Series 65, Series 63
Romney, WV
Cetera
Adam Carlin is a financial advisor with Cetera, holding Series 63 and Series 65 licenses and bringing nine years of industry experience. He previously worked at Avantax Advisory Services and operates his own public accounting firm, Adam M. Carlin CPA, PLLC. Outside of his advisory work, he participates in the Rotary Club of Romney, West Virginia. Cetera Investment Advisers LLC serves a wide range of clients, including individuals, employer-sponsored retirement plans, corporate and charitable entities, and institutional accounts. The firm offers a multi-manager platform with various portfolio management options and access to numerous program structures and third-party managers.
Jessica S
Series 63, Series 66
Keyser, WV
Edward Jones
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.
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Finding advisors...
3 advisors near
26757
within the area shown on the map
Out of 400,000+ nationwide