Lori Barber is a financial advisor at Wells Fargo Advisors with 25 years of industry experience. She holds the Series 63 and Series 66 designations and has worked in various Wells Fargo entities since 2009. Barber is a 50% owner of Strategic Wealth Management, LLC. Wells Fargo Advisors Financial Network is a broker-dealer and registered investment adviser that offers investment and fee-based financial planning services to individuals, trusts, and institutional clients. The firm provides a broad range of planning services, including specialized areas such as business-owner transition and special-needs analysis, using Wells Fargo research and planning tools.

David Schaap is a financial advisor at Wells Fargo Advisors with 17 years of industry experience. He holds Series 63 and Series 66 credentials and has worked at Wells Fargo Clearing and Wachovia Bank, N.A. prior to his current role. He serves as a board member for New Covenant Schools in Lynchburg, VA. Wells Fargo Advisors Financial Network serves individuals, trusts, and institutional clients by offering a broad range of investment and financial planning services, including specialized areas such as business-owner transition and special-needs planning. Advisors use Wells Fargo research and planning tools to develop tailored recommendations, with clients deciding on implementation through the firm’s brokerage or advisory channels.

Joshua Melvin is a financial advisor at Wells Fargo Advisors with 13 years of industry experience. He previously held roles at Wells Fargo Clearing and Wells Fargo Bank NA. Outside of his advisory work, he serves as treasurer for the Appomattox Soccer Association. Wells Fargo Advisors Financial Network offers investment and fee-based financial planning services to individuals, trusts, and institutional clients, using Wells Fargo research and planning tools to develop tailored recommendations across a broad range of financial planning needs.