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Meet With An Investment Representative/professional

Use the links below to schedule a one-on-one appointment with a PenFed Wealth Financial Professional to discuss retirement, saving and investing.

Use the links below to learn more about our PenFed Wealth Financial Professionals.

Check the background of investment professionals associated with this site on FINRA’s BrokerCheck.

Advisor Biography Region Schedule
Doug Adams
LPL Financial Advisor
Learn more GA, SC, FL, TX, IL, AL, NC
Delia Arhiri
LPL Financial Advisor
Learn more VA, DC, DE, MD
Carlos Carrillo
LPL Financial Advisor
Learn more CA, ID, MT, NE, NM, OR, UT, WA, WY
Dr. Tahsin Faruki
LPL Financial Advisor
Learn more MD, LA, VA
Chris Kaminaka
LPL Financial Advisor
Learn more AK, HI
Gail E. Lesh
LPL Registered Representative
Learn more CO, DC, DE, KY, MD, NJ, NV, PA, TN, VA, WV
Alexandra Márquez
LPL Financial Advisor
Learn more Puerto Rico
Carlos Torres Negron
LPL Financial Advisor
Learn more Puerto Rico
Merry Scala
LPL Financial Advisor
Learn more CA, FL, MA, NJ, NY, SC
James H. Van Wert, JR.
LPL Financial Advisor
Learn more AZ, DE, FL, MD, NC, NY, PA, WI
Trey Van Wert
LPL Financial Advisor
Learn more PA, DE, MD, NY, SC, WI

LPL Financial Form CRS.

*Securities and advisory services are offered through LPL Financial (LPL), a registered investment advisor and broker-dealer (member FINRA/SIPC). Insurance products are offered through LPL or its licensed affiliates. PenFed Credit Union and PenFed Wealth Management are not registered as a broker-dealer or investment advisor. Registered representatives of LPL offer products and services using PenFed Wealth Management and may also be employees of PenFed Credit Union. These products and services are being offered through LPL or its affiliates, which are separate entities from, and not affiliates of, PenFed Credit Union or PenFed Wealth Management. Securities and insurance offered through LPL or its affiliates are:

Not Insured by NCUA or Any Other Government Agency Not Credit Union Guaranteed Not Credit Union Deposits or Obligations May Lose Value

Representatives are neither tax advisors nor attorneys. For information regarding your specific tax situation, please consult a tax professional. For legal questions, including a discussion about estate planning, please consult your attorney.

The LPL Financial Registered Representative(s) associated with this site may only discuss and/or transact business only with residents of the states in which they are properly registered or licensed. No offers may be made or accepted from any resident of any other state.

Your Credit Union (“Financial Institution”) provides referrals to financial professionals of LPL Financial LLC (“LPL”) pursuant to an agreement that allows LPL to pay the Financial Institution for these referrals. This creates an incentive for the Financial Institution to make these referrals, resulting in a conflict of interest. The Financial Institution is not a current client of LPL for advisory services.

Please visit https://www.lpl.com/disclosures/is-lpl-relationship-disclosure.html for more detailed information.