Lisa Little is a financial advisor with Wells Fargo Advisors who holds the Series 66 designation and has nine years of industry experience. She has been affiliated with Wells Fargo Clearing since 2016 and joined Wells Fargo Advisors Financial Network in 2026. Outside of her advisory work, she serves as an executor for her father's estate. Wells Fargo Advisors Financial Network is a large broker-dealer and registered investment adviser that provides investment and fee-based financial planning services to individuals, trusts, and institutional clients. The firm offers a broad range of planning services and uses proprietary research and tools to develop tailored recommendations.

Eileen Mozingo is a financial advisor with Wells Fargo Advisors, holding Series 63, 65, and 66 licenses and bringing 36 years of industry experience. She has been with Wells Fargo Clearing since 2016 and joined Wells Fargo Advisors Financial Network in 2025. Wells Fargo Advisors Financial Network is a large broker-dealer and registered investment adviser serving individuals, trusts, and institutions. The firm offers a broad range of investment and fee-based financial planning services, including specialized planning in areas such as business-owner transition and special-needs analysis.

Garrett Walsh is a financial advisor with Wells Fargo Clearing in Roanoke, VA, holding a Series 66 designation and 20 years of industry experience. His career includes roles at Wells Fargo Advisors and LPL Financial. Wells Fargo Clearing provides retirement plan consulting to qualified ERISA plans and non-qualified deferred compensation plans, offering both discretionary and non-discretionary services. The firm’s advisory process is IPS-driven and incorporates modern portfolio theory, with a notable inclusion of insurance-related vehicles and bank deposit sweep options in its investment offerings.

Robert Nodar is a financial advisor with Wells Fargo Advisors who holds a Series 66 designation and has 23 years of industry experience. His prior experience includes roles at Morgan Stanley Smith Barney LLC, Principal Funds Distributor, LPL Financial, and Charles Schwab. Wells Fargo Advisors Financial Network is a large broker-dealer and registered investment adviser that serves individuals, trusts, and institutional clients. The firm offers a broad range of financial planning services tailored to clients who meet net-worth thresholds and integrates advisory services with other financial products and referral channels.

Vivian Junco Leon is a financial advisor with Wells Fargo Advisors, holding Series 63 and Series 65 licenses and 17 years of industry experience. Her career includes roles at Wells Fargo Clearing, LPL Financial LLC, and Wells Fargo Bank. She is currently based in Richmond, VA. Wells Fargo Advisors Financial Network is a large broker-dealer and registered investment adviser affiliated with Wells Fargo, serving individuals, trusts, and institutional clients. The firm offers a broad range of financial planning services and integrates advisory services with other financial products and referral channels.