Taran Burrell is a financial advisor with Navy Federal Investment Services, LLC, holding a Series 66 designation and three years of industry experience. His prior roles include positions at Navy Federal Financial Group, LLC and Navy Federal Credit Union, as well as employment at the University of Central Florida. Navy Federal Investment Services serves members of Navy Federal Credit Union along with individual, trust, and institutional clients by 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 supports layered investment solutions alongside digital automated ETF portfolios.

Meagan Kim is a CFP®-certified financial advisor with 12 years of industry experience, currently with Navy Federal Investment Services, LLC. She has been with Navy Federal and its affiliated entities since 2014. Navy Federal Investment Services serves members of Navy Federal Credit Union along with individual, trust, and institutional clients, providing portfolio management, financial planning, retirement-plan fiduciary services, and automated investment options. The firm uses managed advisory programs that incorporate third-party portfolio managers and offers both advisory and commission-based services through its affiliation with a banking and credit-union group.