April Pantaleon is a Series 66-licensed financial advisor with seven years of industry experience. She has been with Navy Federal Investment Services, LLC and its affiliated entity, Navy Federal Financial Group, LLC, since 2026. Prior to this, she spent 19 years at LPL Financial LLC. Navy Federal Investment Services serves members of Navy Federal Credit Union and other individual, trust, and institutional clients by offering portfolio management, financial planning, and retirement-plan fiduciary services. The firm primarily delivers advice through managed advisory programs utilizing third-party portfolio managers and supports layered investment solutions alongside digital automated ETF portfolios.

Gregory Rivas is a financial advisor with Navy Federal Investment Services, LLC, holding Series 63, Series 65, and Series 66 licenses and 24 years of industry experience. His prior roles include positions at Charles Schwab & Co., Inc., USAA Financial Advisors, and USAA Investment Management Company. 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 layered investment solutions alongside a digital automated ETF portfolio product.

Mario Trevino is a financial advisor with Navy Federal Investment Services, LLC in Tampa, FL, holding a Series 66 designation and over 21 years of industry experience. He has worked with several firms including Merrill, Raymond James Financial, and Cetera Investment Services prior to joining Navy Federal in 2017. Navy Federal Investment Services serves members of Navy Federal Credit Union along with individual, trust, and institutional 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 supports a range of investment solutions, including automated ETF portfolios.

William Copeland is a Series 66-licensed financial advisor with Navy Federal Investment Services, LLC, based in Pensacola, FL. He has 10 years of industry experience and has been with Navy Federal Investment Services and Navy Federal Financial Group 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. The firm primarily uses managed advisory programs with third-party portfolio managers and offers layered investment solutions alongside digital automated portfolios.

Robert Wilson is a financial advisor with Navy Federal Investment Services, LLC, holding a Series 66 designation and eight years of industry experience. His prior roles include positions at LPL Financial, Premier America Credit Union, Bank of America, and Merrill. 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.

Langley Holley is a Series 66 licensed advisor with six years of industry experience. He is currently with Navy Federal Investment Services, LLC and Navy Federal Financial Group, LLC, having joined both in 2025. Prior to this, he worked at Wiregrass Investment Management LLC for seven years and LPL Financial for ten years. Outside of his advisory work, he provides bookkeeping services for a family farm on a contract basis. 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 primarily uses managed advisory programs with third-party portfolio managers and supports layered portfolio solutions and automated ETF products.

Michael Takazono is a financial advisor at Navy Federal Investment Services, LLC with 16 years of industry experience. He holds Series 63, Series 65, and Series 66 designations and has worked previously at firms including New York Life Insurance Company, Ameriprise, and Eagle Strategies. 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 through managed advisory programs and third-party portfolio managers. The firm combines advisory and commission-based channels supported by a credit-union-affiliated infrastructure and provides layered investment solutions including unified managed accounts and automated ETF portfolios.

Troy Schoonover is an investment advisor with Navy Federal Investment Services, LLC, holding Series 63 and Series 66 licenses and bringing 19 years of industry experience. His career includes positions at Edward Jones and multiple roles within Navy Federal entities since 2011. 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 utilizes a managed advisory approach with third-party portfolio managers and provides layered investment solutions through the Envestnet platform.

Kevin Reese is a financial advisor with Navy Federal Investment Services, LLC, holding the ChFC® designation and several securities licenses. He has 37 years of industry experience, with a career largely spent at Navy Federal-affiliated entities dating back to 2002. 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, and retirement-plan fiduciary services. The firm primarily uses managed advisory programs with third-party portfolio managers and provides layered investment solutions including unified managed accounts and automated ETF portfolios.

Warren Johnson Jr. is a financial advisor at Navy Federal Investment Services, LLC with 11 years of industry experience. He holds the ChFC® designation as well as Series 63 and Series 66 licenses. His prior experience includes roles at Cetera Investment Services LLC and Regions Bank, along with service in the US Army Reserves and the Mississippi National Guard. 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 delivers advice through managed advisory programs using third-party portfolio managers and provides both customized and automated investment solutions.

Ryan Selmeci is a financial advisor with Navy Federal Investment Services, LLC, holding a Series 66 designation and three years of industry experience. His prior work includes roles at Regions Bank and Equitable Advisors, as well as involvement with Voodoo Dog Restaurant LLC. Navy Federal Investment Services serves members of Navy Federal Credit Union along with individual, trust, and institutional clients, providing portfolio management, financial planning, and retirement-plan fiduciary services through managed advisory programs that utilize third-party portfolio managers.

Michael Tita is a CFP® with nine years of industry experience, currently serving as a financial advisor at Navy Federal Investment Services, LLC. He has worked at Navy Federal since 2018, with prior roles at Bank of America, Merrill, and Traditum Group LLC. Navy Federal Investment Services provides portfolio management, financial planning, and retirement-plan fiduciary services primarily to members of Navy Federal Credit Union, as well as individual, trust, and institutional clients. The firm employs a multi-manager approach using the Envestnet platform and offers both managed advisory programs and automated ETF portfolio solutions.

Gil Matro is a financial advisor with Navy Federal Investment Services, LLC, holding Series 63 and Series 65 credentials and bringing 30 years of industry experience. He has worked within Navy Federal’s affiliated firms since 2001, including Navy Federal Asset Management and Navy Federal Financial Group. Outside of his advisory role, he serves as an estate administrator for his sister’s estate. 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 primarily delivers advice through managed advisory programs that utilize third-party portfolio managers on the Envestnet platform while also providing layered solutions and digital ETF portfolio products.

Hien Truong is a financial advisor with Navy Federal Investment Services, LLC, holding a Series 66 designation and 19 years of industry experience. He has been with various Navy Federal affiliated entities since 2007 and previously worked at Osaic FA, Inc. from 2009 to 2012. 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. The firm utilizes managed advisory programs with third-party portfolio managers and offers both personalized and automated investment solutions.

Lane Richardson is a financial advisor with Navy Federal Investment Services, LLC, holding Series 63 and Series 66 licenses and three years of industry experience. His prior roles include positions at Robinhood Markets, Inc. and The Vanguard Group, Inc. Outside of financial services, he has experience operating an estate sale service. 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, retirement-plan fiduciary services, and automated investment options. The firm primarily uses managed advisory programs with third-party portfolio managers on the Envestnet platform and offers a range of layered portfolio solutions alongside digital automated ETF products.

Tempeste Hernandez is a Series 66-licensed financial advisor with Navy Federal Investment Services, LLC, based in Reston, VA. She has two years of industry experience and previously worked at Bank of America from 2014 to 2020 before joining Navy Federal in 2020. 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 primarily delivers advice through managed advisory programs that utilize third-party portfolio managers and provides various layered portfolio solutions alongside digital automated ETF options.

Ashley Boles is a Series 66-registered advisor with Navy Federal Investment Services, LLC, and has nine years of industry experience. She has worked exclusively within the Navy Federal Financial Group and Navy Federal Investment Services since 2016. 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 retirement-plan fiduciary services primarily through managed advisory programs that incorporate third-party portfolio managers.

Richard Ruggieri is a financial advisor with Navy Federal Investment Services, LLC, holding Series 63 and Series 65 licenses and five years of industry experience. His prior roles include positions at LPL Financial, LLC, Thrivent Investment Management Inc, and Trinity College Dublin. 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 retirement-plan fiduciary services. The firm emphasizes managed advisory programs using third-party portfolio managers and provides layered investment solutions including automated ETF portfolios.

Aaron Donaldson is a financial advisor at Navy Federal Investment Services, LLC, holding Series 63 and Series 66 licenses with six years of industry experience. His entire professional background has been with Navy Federal-affiliated entities since 2013, including roles at Navy Federal Credit Union and Navy Federal Brokerage Service, LLC. 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 emphasizes managed advisory programs utilizing third-party portfolio managers and combines advisory and commission-based channels through its dual registration as an investment adviser and broker-dealer.

Diane Staples is a financial advisor with Navy Federal Investment Services, LLC, holding a Series 66 designation and 23 years of industry experience. She has worked at several firms including Wells Fargo Clearing and Proximity Financial Partners. Navy Federal Investment Services serves members of Navy Federal Credit Union along with individual, trust, and institutional clients, providing portfolio management, financial planning, and retirement-plan fiduciary services. The firm primarily delivers advice through managed advisory programs using third-party portfolio managers and offers both advisory and commission-based channels through its affiliation with a banking and credit-union group.