Lydia Blackiston is a financial advisor with Wells Fargo Advisors in Roanoke, VA, holding a Series 63 designation and 22 years of industry experience. She has worked with various Wells Fargo entities since 2013. Wells Fargo Advisors Financial Network is a large broker-dealer and registered investment adviser that offers investment and financial planning services to individuals, trusts, and institutional clients. The firm provides a broad range of planning services tailored to clients meeting specific net-worth thresholds and integrates advisory services with other financial products and referral channels.

Jonathan Owen is a financial advisor at Wells Fargo Advisors with 28 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at various Wells Fargo entities since 2009. Wells Fargo Advisors Financial Network serves individuals, trusts, and institutional clients by providing investment and fee-based financial planning services. The firm offers a broad range of planning services using proprietary research and tools, delivering tailored recommendations to clients who meet specific net-worth criteria.

James Howard is a financial advisor with Wells Fargo Advisors in Roanoke, VA, holding a Series 66 designation and 11 years of industry experience. Prior to his current role, he worked at firms including Wells Fargo Clearing Services, Bank of America, Merrill, TD Ameritrade, Scottrade, and Morgan Stanley. He is also involved in a non-investment-related business distributing prescription discount cards. Wells Fargo Advisors Financial Network provides investment and financial planning services to individuals, trusts, and institutional clients. The firm offers a broad range of planning services, including niche areas such as business-owner transition and special-needs analysis, using proprietary research and tools to develop tailored recommendations.

John Green is a CFP® with 31 years of experience in the financial services industry, currently serving at Wells Fargo Advisors since 2023. His prior experience includes seven years each at Wells Fargo Clearing and Wells Fargo Advisors LLC. Wells Fargo Advisors Financial Network is a large broker-dealer and registered investment adviser affiliated with Wells Fargo that offers investment and fee-based financial planning services to individuals, trusts, and institutional clients. The firm provides a broad planning menu that includes cash-flow, retirement, education, risk, and wealth-transfer planning, as well as specialized services for business-owner transitions, sports and entertainment, special needs, and divorce planning.