Emily Mobley is a financial advisor with Navy Federal Investment Services, LLC, holding Series 63 and Series 66 licenses and bringing 14 years of industry experience. She has worked with various entities within Navy Federal since 2015. Navy Federal Investment Services serves members of Navy Federal Credit Union as well as individual, trust, and institutional clients, providing portfolio management, financial planning, retirement-plan fiduciary services, and automated investment options primarily through managed advisory programs that utilize third-party portfolio managers.

Frank Gutierrez is a financial advisor with Navy Federal Investment Services, LLC, holding a Series 66 designation and one year of industry experience. His prior roles include positions at Wells Fargo Clearing, Equitable Advisors, and Bank of America. Navy Federal Investment Services serves members of Navy Federal Credit Union along with individual, trust, and institutional clients. The firm emphasizes managed advisory programs using third-party portfolio managers monitored through the Envestnet platform, offering layered investment solutions and automated ETF portfolios.

Matthew Wiegele is a ChFC® designated financial advisor with Navy Federal Investment Services, LLC, based in San Marcos, CA. He has 13 years of industry experience, all within affiliated Navy Federal entities. Outside of his advisory work, he serves as a co-trustee of the Wiegele Family Trust, managing family rental property. Navy Federal Investment Services serves members of Navy Federal Credit Union as well as individual, trust, and institutional clients, offering portfolio management and financial planning primarily through managed advisory programs that incorporate third-party portfolio managers. The firm operates with a dual registered investment adviser and broker-dealer structure affiliated with a credit union group.

Shreeva Aylor is a financial advisor with Navy Federal Investment Services, LLC, holding Series 63 and Series 66 licenses and having three years of industry experience. Prior to joining Navy Federal, Aylor worked at firms including LPL Financial and Fidelity Investments. The firm serves members of Navy Federal Credit Union as well as individual, trust, and institutional clients, providing portfolio management, financial planning, retirement-plan fiduciary services, and automated investment options primarily through managed advisory programs that use third-party portfolio managers.

Monica Comer is a financial advisor with Navy Federal Investment Services, LLC, holding Series 63 and Series 65 credentials and bringing 33 years of industry experience. She has worked with firms including Merrill, Truist Investment Services, Raymond James Financial, and Navy Federal Financial Group. Comer is involved in community mentoring and event organization with A Night with the King, a women's addiction center in Pensacola, FL. Navy Federal Investment Services serves members of Navy Federal Credit Union as well as individual, trust, and institutional clients by offering portfolio management, financial planning, retirement-plan fiduciary services, and automated investment options. The firm utilizes third-party portfolio managers on the Envestnet platform and provides layered solutions including unified managed accounts and automated ETF portfolios.

Donald Andrus Jr. is a financial advisor with Navy Federal Investment Services, LLC, holding a Series 66 designation and 19 years of industry experience. His work history includes roles at Navy Federal Investment Services since 2015 and Navy Federal Financial Group since 2009, as well as a prior position at Ameriprise. Navy Federal Investment Services serves members of Navy Federal Credit Union along with individual, trust, and institutional clients, offering portfolio management, financial planning, and retirement-plan fiduciary services. The firm employs a managed advisory approach primarily using third-party portfolio managers on the Envestnet platform and provides a range of investment solutions including automated ETF portfolios and unified managed accounts.

Patrick Jackson is a financial advisor with Navy Federal Investment Services, LLC, holding Series 63 and Series 66 registrations and five years of industry experience. He has worked at multiple financial firms, including Navy Federal Financial Group and First Command Advisory Services. Outside of his advisory role, he co-owns a general freight transportation business with his wife. Navy Federal Investment Services serves members of Navy Federal Credit Union as well as individual, trust, and institutional clients, providing portfolio management, financial planning, retirement-plan fiduciary services, and automated investment options primarily through managed advisory programs and third-party portfolio managers.

Hourieh Ghasripour is a financial advisor with Navy Federal Investment Services, LLC, holding Series 63 and Series 65 licenses and bringing 18 years of industry experience. She has worked with Navy Federal entities since 2011 and spent two years at Wells Fargo Clearing prior to that. Navy Federal Investment Services serves members of Navy Federal Credit Union along with individual, trust, and institutional clients, offering portfolio management, financial planning, retirement-plan fiduciary services, and automated investment options. The firm structures client portfolios primarily through third-party portfolio managers vetted by an investment committee and provides both managed advisory programs and digital automated ETF portfolio products.

Kathryn Hill is a financial advisor with Navy Federal Investment Services, LLC, holding the ChFC® designation along with Series 63, 65, and 66 licenses. She has 28 years of industry experience, including prior roles at Wells Fargo Clearing and Prudential Equity Group. Hill has been with Navy Federal Investment Services and its related entities since 2013. Navy Federal Investment Services serves members of Navy Federal Credit Union as well as individual, trust, and institutional clients, providing portfolio management, financial planning, and retirement-plan fiduciary services through managed advisory programs supported by third-party portfolio managers and digital automated investment solutions.

Monaye Nelson Morgan is a financial advisor at Navy Federal Investment Services, LLC with 11 years of industry experience. She holds a Series 66 designation and has held positions at Edward Jones, Sorrento Pacific Financial, LLC, and CUSO Financial Services, LP prior to joining Navy Federal. Navy Federal Investment Services serves members of Navy Federal Credit Union as well as individual, trust, and institutional clients, providing portfolio management, financial planning, retirement-plan fiduciary services, and automated investment options. The firm structures client portfolios primarily through third-party portfolio managers on the Envestnet platform and offers a variety of managed advisory programs alongside digital automated ETF portfolios.

Samantha Felger is a financial advisor with Navy Federal Investment Services, LLC, holding a Series 66 designation and six years of industry experience. She has worked with Navy Federal entities since 2021 and previously held positions at First Command and Mariner Finance. Navy Federal Investment Services primarily serves members of Navy Federal Credit Union along with individual, trust, and institutional clients, offering portfolio management, financial planning, and retirement-plan fiduciary services. The firm emphasizes managed advisory programs using third-party portfolio managers and provides a range of investment solutions, including automated ETF portfolios and unified managed accounts.

Teresa King is a financial advisor with Navy Federal Investment Services, LLC, holding a Series 66 designation and seven years of industry experience. Prior to joining Navy Federal in 2025, she worked at Nobles & Richards, Inc, FourStar Wealth Advisors LLC, Integrated Wealth Concepts, LLC, LPL Financial, LLC, and Edward Jones. She is also the owner and director of Kings Crown Elite Ventures, LLC, a private money lending and real estate investment business. Navy Federal Investment Services serves members of Navy Federal Credit Union as well as individual, trust, and institutional clients. The firm offers portfolio management, financial planning, retirement-plan fiduciary services, and automated investment options, primarily delivering advice through managed advisory programs that incorporate third-party portfolio managers.

Bruce Horng is an investment advisor with Navy Federal Investment Services, LLC, holding Series 63 and Series 65 credentials and 14 years of industry experience. Prior to joining Navy Federal in 2024, he spent 10 years with Prudential Insurance Company of America and Pruco Securities, LLC. Navy Federal Investment Services serves members of Navy Federal Credit Union as well as individual, trust, and institutional clients, providing portfolio management, financial planning, retirement-plan fiduciary services, and automated investment options primarily through managed advisory programs utilizing third-party portfolio managers on the Envestnet platform.

Steven Vasquez is a financial advisor with Navy Federal Investment Services, LLC, holding Series 63 and Series 65 licenses and 12 years of industry experience. He previously worked at Wells Fargo in various roles from 2002 to 2024. Navy Federal Investment Services serves members of Navy Federal Credit Union along with individual, trust, and institutional clients, offering portfolio management, financial planning, retirement-plan fiduciary services, and automated investment options. The firm emphasizes managed advisory programs utilizing third-party portfolio managers and supports layered solutions including unified managed accounts and digital automated ETF portfolios.

Robert Witherall II is a Series 66 credentialed financial advisor with experience at Navy Federal Investment Services, LLC since 2024. He previously worked at Edward Jones from 2021 to 2024 and has held positions in various other industries including marketing and water services. Navy Federal Investment Services serves members of Navy Federal Credit Union as well as individual, trust, and institutional clients, offering portfolio management, financial planning, retirement-plan fiduciary services, and automated investment options primarily through managed advisory programs with third-party portfolio managers.

Jacob Benson is a Series 66-licensed financial advisor with Navy Federal Investment Services, LLC, based in San Diego, CA. He has one year of industry experience and has held roles within Navy Federal’s affiliated entities since 2021. Prior to joining Navy Federal, he worked at Solidago Management and the University of Nebraska. Navy Federal Investment Services serves members of Navy Federal Credit Union as well as individual, trust, and institutional clients, offering portfolio management, financial planning, and automated investment options. The firm primarily uses managed advisory programs featuring third-party portfolio managers and provides layered solutions such as unified managed accounts and strategist portfolios.

Jeffrey Powell is a CFP® professional with 21 years of industry experience, currently working at Navy Federal Investment Services, LLC since 2017. He previously spent five years at Ameriprise before joining Navy Federal Financial Group in 2010. Powell holds the Series 66 designation and is based in Virginia Beach, VA. Navy Federal Investment Services serves members of Navy Federal Credit Union along with individual, trust, and institutional clients by providing portfolio management, financial planning, and retirement-plan fiduciary services. The firm emphasizes managed advisory programs utilizing third-party portfolio managers and offers a range of layered investment solutions including automated ETF portfolios.

Matthew Aitchison is a financial advisor with Navy Federal Investment Services, LLC, holding Series 63 and Series 65 credentials and 14 years of industry experience. He previously worked at Fisher Investments for 12 years and is the author of the book "The Impending Crisis." Navy Federal Investment Services serves members of Navy Federal Credit Union as well as individual, trust, and institutional clients, offering portfolio management, financial planning, retirement-plan fiduciary services, and automated investment options. The firm’s investment approach centers on selecting and monitoring third-party portfolio managers and providing layered solutions including unified managed accounts and automated ETF portfolios.

William Bowman Jr. is a financial advisor with Navy Federal Investment Services, LLC, holding the ChFC® designation and Series 66 license. He has 21 years of industry experience, including five years at Ameriprise and over 16 years at Navy Federal Financial Group and its affiliated entities. Outside of advising, he owns and manages a property management company that oversees lease contracts and maintenance. Navy Federal Investment Services serves members of Navy Federal Credit Union as well as individual, trust, and institutional clients by providing portfolio management, financial planning, and retirement-plan fiduciary services. The firm primarily uses managed advisory programs with third-party portfolio managers and offers layered investment solutions that include unified managed accounts and automated ETF portfolios.

Regina Mayhew is a Series 66-licensed financial advisor with over 21 years of industry experience, currently with Navy Federal Investment Services, LLC where she has worked since 2014. Her prior experience includes roles at Wells Fargo Clearing and Thrivent Investment Management. She provides notary services on a voluntary basis for clients at her branch in Vienna, VA. Navy Federal Investment Services serves members of Navy Federal Credit Union and other clients by offering portfolio management, financial planning, and retirement-plan fiduciary services. The firm primarily uses managed advisory programs with third-party portfolio managers and provides both advisory and commission-based solutions through its affiliation with a banking/credit-union group.