Valerie Vitale is a Series 66 licensed financial advisor with seven years of industry experience, currently affiliated with Navy Federal Investment Services, LLC. She previously worked at Merrill and Ameriprise Financial Services, Inc. Valerie is based in Twentynine Palms, CA. 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 primarily delivers advice through managed advisory programs utilizing third-party portfolio managers and provides a range of investment solutions including automated ETF portfolios.

Robert Fleck is a financial advisor with Edward Jones in Twentynine Palms, CA, holding a Series 66 designation and six years of industry experience. He worked at Provider Management from 2013 to 2019 before joining Edward Jones in 2019. Outside of his advisory role, he receives VA disability benefits. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients. The firm offers a wide range of investment strategies and affiliated financial products, supported by a large network of advisors and branch offices nationwide.

Stephanie Evans is a financial advisor at Fidelity with Series 63 and Series 66 credentials and one year of industry experience. Her previous roles include positions at Bangor Savings Bank, the University of New Hampshire, and several other organizations. Fidelity Strategic Advisers LLC provides investment management and advisory services to retail and institutional clients, employing a blend of proprietary fundamental research, quantitative analysis, and algorithmic portfolio construction. The firm offers a range of services including discretionary portfolio management, fund advisory, and delivery of model portfolios, with noted use of systematic methodologies and AI in research.