James Melvin is a CFP® and ChFC® with 46 years of experience in the financial services industry, currently serving at Wells Fargo Advisors since 2018. His prior experience includes roles at Wells Fargo Clearing and Wells Fargo Advisors LLC. He teaches the 13-week Financial Peace University course at Northwood Temple Church in Fayetteville, NC. Wells Fargo Advisors Financial Network offers investment and fee-based financial planning services to individuals, trusts, and institutions, providing a broad range of planning solutions supported by Wells Fargo research and tools.

Patrick Banville is a financial advisor with Wells Fargo Advisors and holds Series 63 and Series 66 licenses. He has seven years of industry experience, including roles at Fidelity Brokerage Services LLC and Fidelity Investments. He has been with Wells Fargo Advisors Financial Network since 2021. Wells Fargo Advisors Financial Network serves individuals, trusts, and institutional clients by providing a range of investment and fee-based financial planning services. The firm offers tailored financial planning solutions using proprietary research and planning tools, supporting clients across various complex needs such as retirement and business-owner transition planning.