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Robin H

Series 63, Series 65

Honolulu, HI

Navy Federal Investment Services, LLC

Robin Hue is a financial advisor with Navy Federal Investment Services, LLC, holding Series 63 and Series 65 registrations and bringing 28 years of industry experience. He has been with Navy Federal in various capacities since 2007. His other business activities include ownership of inactive real estate rental property in Honolulu, HI. 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, and retirement-plan fiduciary services, utilizing third-party portfolio managers through managed advisory programs and providing both advisory and commission-based channels.

ESG / Sustainable investing Tax-loss harvesting Wealth management Retirement plans for business owners (SEP, solo 401k)
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Map O

Series 63, Series 66

Houston, TX

Navy Federal Investment Services, LLC

Map On is a financial advisor with Navy Federal Investment Services, LLC, holding Series 63 and Series 66 licenses and three years of industry experience. Prior to joining Navy Federal, Map worked at Bank of America, Merrill, Simply Business, Farmers Financial Solutions, and other firms. 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 and provides layered investment solutions including unified managed accounts and digital automated ETF portfolios.

ESG / Sustainable investing Tax-loss harvesting Wealth management Retirement plans for business owners (SEP, solo 401k)
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Brian E

Series 66

Inwood, WV

Navy Federal Investment Services, LLC

Brian Evans is a Series 66 licensed advisor with Navy Federal Investment Services, LLC who has been in the financial industry for three years. He previously worked at Wells Fargo Clearing and Equitable Advisors and has a diverse background including roles in education and retail. Navy Federal Investment Services serves members of Navy Federal Credit Union and other individual, trust, and institutional clients with portfolio management, financial planning, and retirement-plan fiduciary services. The firm emphasizes managed advisory programs utilizing third-party portfolio managers on the Envestnet platform, offering both advisory and commission-based options through its dual registration as an investment adviser and broker-dealer.

ESG / Sustainable investing Tax-loss harvesting Wealth management Retirement plans for business owners (SEP, solo 401k)
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Sabrina L

Series 66

Lexington Park, MD

Navy Federal Investment Services, LLC

Sabrina Lee is a financial advisor at Navy Federal Investment Services, LLC with five years of industry experience. She holds the Series 66 designation and has worked at several affiliated entities within the Navy Federal network since 2015. 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 provides advice through managed advisory programs utilizing third-party portfolio managers and supports a range of solutions including unified managed accounts and digital automated ETF portfolios.

ESG / Sustainable investing Tax-loss harvesting Wealth management Retirement plans for business owners (SEP, solo 401k)
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Michael H

CFP®, Series 63, Series 65

Wesley Chapel, FL

Navy Federal Investment Services, LLC

Michael Hay is a CFP® professional with 11 years of experience in financial services. He is currently with Navy Federal Investment Services, LLC and previously worked at USAA in various financial advisory and investment roles. Outside of his advisory career, he has involvement with Twenty Sweets 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 primarily through managed advisory programs that use third-party portfolio managers.

ESG / Sustainable investing Tax-loss harvesting Wealth management Retirement plans for business owners (SEP, solo 401k)
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Richard H

Series 63, Series 65

Vienna, VA

Navy Federal Investment Services, LLC

Richard Horner Jr. is a financial advisor with Navy Federal Investment Services, LLC, holding Series 63 and Series 65 licenses and nine years of industry experience. Prior to joining Navy Federal, he worked at Wells Fargo Bank and Wells Fargo Clearing Services for nine and seven years, respectively. 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 primarily through managed advisory programs utilizing third-party portfolio managers.

ESG / Sustainable investing Tax-loss harvesting Wealth management Retirement plans for business owners (SEP, solo 401k)
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Xiomara D

Series 63, Series 65

Stafford, VA

Navy Federal Investment Services, LLC

Xiomara Diaz is a financial advisor at Navy Federal Investment Services, LLC with nine years of industry experience. She holds Series 63 and Series 65 licenses and has previously worked at Wells Fargo Clearing and Wells Fargo Bank. Outside of finance, she owns and operates B&E Mechanical LLC, a company specializing in HVAC and duct system 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 that utilize third-party portfolio managers.

ESG / Sustainable investing Tax-loss harvesting Wealth management Retirement plans for business owners (SEP, solo 401k)
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Cole L

Series 66

Vienna, VA

Navy Federal Investment Services, LLC

Cole Luther is a financial advisor at Navy Federal Investment Services, LLC with one year of industry experience. He holds a Series 66 designation and has a background that includes positions at Navy Federal Credit Union and Quantico Financial, as well as completing his education at the University of Tennessee Knoxville. 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 utilizing third-party portfolio managers on the Envestnet platform, supported by an investment committee that conducts due diligence and quarterly reviews.

ESG / Sustainable investing Tax-loss harvesting Wealth management Retirement plans for business owners (SEP, solo 401k)
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Sofia B

Series 63, Series 66

San Diego, CA

Navy Federal Investment Services, LLC

Sofia Biggs is a financial advisor with Navy Federal Investment Services, LLC, holding Series 63 and Series 66 credentials and six years of industry experience. Her career includes roles at Primerica Advisors and XP Securities LLC. Navy Federal Investment Services serves members of Navy Federal Credit Union and other clients by providing portfolio management, financial planning, and retirement-plan fiduciary services. The firm primarily advises through managed programs utilizing third-party portfolio managers and offers a range of investment solutions supported by both advisory and commission-based channels.

ESG / Sustainable investing Tax-loss harvesting Wealth management Retirement plans for business owners (SEP, solo 401k)
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Dominique H

Series 66

Vienna, VA

Navy Federal Investment Services, LLC

Dominique Hopkins is a financial advisor with Navy Federal Investment Services, LLC, holding a Series 66 designation and 15 years of industry experience. He has been associated with Navy Federal Financial Group and its related entities since 2008. 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 delivers advice through managed advisory programs utilizing third‑party portfolio managers and provides both personalized and automated investment solutions.

ESG / Sustainable investing Tax-loss harvesting Wealth management Retirement plans for business owners (SEP, solo 401k)
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Kari F

CFP®, Series 63, Series 66

Pensacola, FL

Navy Federal Investment Services, LLC

Kari Foust is a CFP® professional with 18 years of experience in the financial services industry. She has been with Navy Federal Investment Services, LLC since 2012 and currently works in Pensacola, FL. 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 utilizes managed advisory programs with third-party portfolio managers and provides layered investment solutions alongside a digital automated ETF portfolio product.

ESG / Sustainable investing Tax-loss harvesting Wealth management Retirement plans for business owners (SEP, solo 401k)
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Norberto C

Series 66

San Bernardino, CA

Navy Federal Investment Services, LLC

Norberto Carmona is a financial advisor with Navy Federal Investment Services, LLC, holding a Series 66 license and three years of industry experience. His prior roles include positions at Wescom Financial Services, CUSO Financial Services, Schoolsfirst Federal Credit Union, LPL Financial, and JP Morgan Chase & Co. He also served in the US Army Reserve for six years. 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 incorporate third-party portfolio managers.

ESG / Sustainable investing Tax-loss harvesting Wealth management Retirement plans for business owners (SEP, solo 401k)
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Thomas C

Series 66

Jacksonville, FL

Navy Federal Investment Services, LLC

Thomas Cannistra is a financial advisor with Navy Federal Investment Services, LLC, holding a Series 66 designation and three years of industry experience. He has worked within various entities of Navy Federal since 2014 and also operates Sand Dollar Consulting and Business Services, which provides auditing, business consulting, and tutoring services. Additionally, he serves as co-conservator for a family member’s assets and assists with financial record-keeping for a local photography business. 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 and third-party portfolio managers.

ESG / Sustainable investing Tax-loss harvesting Wealth management Retirement plans for business owners (SEP, solo 401k)
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Juan H

Series 63, Series 66

Fountain Valley, CA

Navy Federal Investment Services, LLC

Juan Herrera is a financial advisor with Navy Federal Investment Services, LLC, holding Series 63 and Series 66 licenses and 12 years of industry experience. His prior roles include positions at JPMorgan Chase Bank, J.P. Morgan Securities, Wescom, Comerica, Citi, and Wells Fargo. Outside of his advisory work, he has been involved with Wescom Wealth Management, operating an investment-related business under an LPL entity. 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 uses managed advisory programs with third-party portfolio managers on the Envestnet platform and provides both advisory and commission-based channels through its dual role as a registered investment adviser and broker-dealer affiliated with a banking and credit-union group.

ESG / Sustainable investing Tax-loss harvesting Wealth management Retirement plans for business owners (SEP, solo 401k)
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Tommy D

Series 66

Bethesda, MD

Navy Federal Investment Services, LLC

Tommy Davis is a financial advisor with Navy Federal Investment Services, LLC, holding a Series 66 license and 13 years of industry experience. He has worked at Navy Federal Investment Services and Navy Federal Financial Group since 2017 and has prior experience with Northwestern Mutual in various roles from 2012 to 2017. 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 focuses on managed advisory programs that utilize third-party portfolio managers and supports a range of solutions including unified managed accounts and automated ETF portfolios.

ESG / Sustainable investing Tax-loss harvesting Wealth management Retirement plans for business owners (SEP, solo 401k)
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Tyler L

Series 66

Pensacola, FL

Navy Federal Investment Services, LLC

Tyler Lovett is a financial advisor with Navy Federal Investment Services, LLC, holding a Series 66 designation and seven years of industry experience. He has been with Navy Federal Financial Group and its affiliated entities since 2017, including a prior role at Tom James Company. 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, and retirement-plan fiduciary services, utilizing managed advisory programs with third-party portfolio managers and providing both advisory and commission-based options through its affiliation with a banking and credit-union group.

ESG / Sustainable investing Tax-loss harvesting Wealth management Retirement plans for business owners (SEP, solo 401k)
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Kent M

Series 63, Series 66

Hamilton, VA

Navy Federal Investment Services, LLC

Kent Miller is a financial advisor at Navy Federal Investment Services, LLC with 32 years of industry experience. He holds Series 63 and Series 66 designations and has worked with Navy Federal-affiliated firms since 2010. Outside of his advisory role, he is a partner in a family LLC that manages a farm leasing operation in Hamilton, VA. 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 utilizes third-party portfolio managers primarily through the Envestnet platform and provides both managed advisory programs and automated investment options.

ESG / Sustainable investing Tax-loss harvesting Wealth management Retirement plans for business owners (SEP, solo 401k)
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Kellie J

Series 66

Oak Harbor, WA

Navy Federal Investment Services, LLC

Kellie Johnson is a financial advisor at Navy Federal Investment Services, LLC with two years of industry experience. She holds the Series 66 designation and has worked exclusively within Navy Federal entities since 2024, following prior experience at Boeing Employees Credit Union. Navy Federal Investment Services serves members of Navy Federal Credit Union and other individual, trust, and institutional clients by providing portfolio management, financial planning, and retirement-plan fiduciary services. The firm emphasizes managed advisory programs using third-party portfolio managers and offers layered investment solutions alongside automated ETF portfolios.

ESG / Sustainable investing Tax-loss harvesting Wealth management Retirement plans for business owners (SEP, solo 401k)
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Alicia F

Series 63, Series 65

Springfield, VA

Navy Federal Investment Services, LLC

Alicia Fouser is a financial advisor with Navy Federal Investment Services, LLC, holding Series 63 and Series 65 licenses and seven years of industry experience. Her work history includes roles at Navy Federal Financial Group and North West Financial Advisors, as well as experience with LPL Financial. Outside of her advisory role, she volunteers with Prince William County Schools in a classroom setting. Navy Federal Investment Services provides financial planning, portfolio management, and retirement-plan fiduciary services to members of Navy Federal Credit Union and other clients. The firm primarily delivers advice through managed advisory programs utilizing third-party portfolio managers and offers a range of layered investment solutions, including automated ETF portfolios.

ESG / Sustainable investing Tax-loss harvesting Wealth management Retirement plans for business owners (SEP, solo 401k)
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Steven L

Series 63, Series 66

Kailua, HI

Navy Federal Investment Services, LLC

Steven Ludwig is a financial advisor with Navy Federal Investment Services, LLC, holding Series 63 and Series 66 licenses and six years of industry experience. His prior work includes roles at Wells Fargo, T. Rowe Price, and ADP. 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 on the Envestnet platform, supplemented by digital automated investment options.

ESG / Sustainable investing Tax-loss harvesting Wealth management Retirement plans for business owners (SEP, solo 401k)
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