Kevin Bowman is a financial advisor with Navy Federal Investment Services, LLC, holding Series 63 and Series 65 licenses and bringing 29 years of industry experience. He has previously worked at Victory Capital Advisers, USAA Financial Advisors, and other financial firms. Outside of his advisory role, he serves as executor and power of attorney for his mother's estate. 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 primarily through managed advisory programs with third-party portfolio managers. The firm combines advisory and commission-based channels within a banking and credit union structure.

Tomeka Brown is a CFP® and Series 66-licensed advisor with 18 years of industry experience. She is currently with Navy Federal Investment Services, LLC and has held previous roles at Charles Schwab, Merrill, and TIAA-CREF. 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 employs managed advisory programs that utilize third-party portfolio managers and supports both discretionary and automated investment solutions.

Tina Haines Anglin is a financial advisor with Navy Federal Investment Services, LLC, holding Series 63 and Series 66 designations and bringing 17 years of industry experience. Her prior roles include positions at J.P. Morgan Securities, Bank of America, Merrill, and First Command Financial Planning. 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 delivers advice through managed advisory programs utilizing third-party portfolio managers on the Envestnet platform and provides a range of investment solutions including unified managed accounts and automated ETF portfolios.

Christian Early is a financial advisor with Navy Federal Investment Services, LLC, holding a Series 66 designation and four years of industry experience. His career includes roles within various branches of Navy Federal, as well as prior experience in retail and education sectors. 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 employs managed advisory programs featuring third-party portfolio managers on the Envestnet platform and provides both advisory and commission-based implementation options.

Justin Taylor is a Series 66-credentialed financial advisor with five years of industry experience. He is currently with Navy Federal Investment Services, LLC and has prior experience at Agia, Valic Financial Advisors, and Clickstop, Inc. 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 supports layered solutions, including unified managed accounts and digital automated ETF portfolios.

Jeremy Fowler is a Series 66-licensed financial advisor with seven years of industry experience. He has worked at Navy Federal Investment Services, LLC and Navy Federal Financial Group, LLC since 2017. 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, 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 a range of solutions including unified managed accounts and digital automated ETF portfolios.

Matthew Sahagian is a financial advisor with Navy Federal Investment Services, LLC, holding a Series 66 credential and three years of industry experience. His prior work includes roles at Navy Federal Credit Union and First Command entities. Outside of his advisory work, he owns and manages a property management business in Texas. 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 primarily utilizes managed advisory programs with third-party portfolio managers and offers automated investment solutions through a range of managed accounts and digital ETF portfolios.

Enthony Silva is a Financial Solutions Advisor (FSA) with Merrill Lynch Wealth Management. In this role, he focuses on helping clients identify what matters most to them and their families to develop tailored strategies aimed at pursuing their financial goals. He holds professional designations as a Chartered Retirement Planning Counselor (CRPC) and a Personal Investment Advisor (PIA). Enthony earned his High School Diploma from NorthEast High School and completed an Accredited Certificate Program at the College for Financial Planning.

Jose Robles is a financial advisor with Navy Federal Investment Services, LLC, holding a Series 66 designation and one year of industry experience. His prior work includes roles at Navy Federal Financial Group and Regions Bank. 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 utilize third-party portfolio managers. The firm combines advisory and commission-based services through its affiliation with a banking and credit-union group.

Henry Portillo is a CFP® and ChFC® credentialed advisor with six years of industry experience. He currently works at Navy Federal Investment Services, LLC and previously held positions at Fidelity Investments, Transamerica Financial Advisors, and World Financial Group. Portillo serves in the Marine Corps and has entrepreneurial experience under his own name. 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 primarily delivers advice through managed advisory programs featuring third-party portfolio managers on the Envestnet platform and offers both discretionary and automated investment solutions.

Curtis Harris IV is a financial advisor with Navy Federal Investment Services, LLC, holding Series 63 and Series 65 designations and bringing 13 years of industry experience. He has worked at Navy Federal since 2017 and previously spent four years with Pruco Securities LLC and The Prudential Insurance Company of America. 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’s investment approach involves selecting and monitoring third-party portfolio managers on the Envestnet platform and providing layered solutions including unified managed accounts and tax or impact overlays.

Patrick Bryant is a CFP® with 16 years of industry experience, currently advising at Navy Federal Investment Services, LLC. He has worked with Navy Federal and its affiliated entities since 2015 and has prior experience at firms including Morgan Keegan & Company and LPL Financial. Bryant serves as a Trustee for the Rehabilitation Foundation of Northwest Florida, where he participates in funding decisions for disability-related support. Navy Federal Investment Services provides financial planning, portfolio management, and retirement-plan fiduciary services to members of Navy Federal Credit Union, as well as individual, trust, and institutional clients. The firm primarily offers advice through managed advisory programs utilizing third-party portfolio managers and also supports automated investment solutions.

Christopher Albonetti is a financial advisor with Navy Federal Investment Services, LLC, holding Series 63 and Series 65 licenses and having 13 years of industry experience. His prior roles include positions at Guaranty Private Wealth, Redhawk Wealth Advisors, Fidelity Investments, and TD Ameritrade. Outside of his advisory work, he serves as a board member for St. Benedict at Auburndale, a private high school, where he advises on general school operations. Navy Federal Investment Services serves members of Navy Federal Credit Union as well as individual, trust, and institutional clients, offering managed advisory programs that utilize third-party portfolio managers, financial planning, and various investment solutions delivered through both advisory and commission-based channels.

Matthew Storey is a financial advisor with Navy Federal Investment Services, LLC, holding a Series 66 designation and 10 years of industry experience. He has worked extensively within Navy Federal Financial Group and Navy Federal Investment Services since 2019, with prior experience at Edward Jones and Wells Fargo. 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 supports a range of layered solutions including unified managed accounts and automated ETF portfolios.

Matthew Waste is a financial advisor with Navy Federal Investment Services, LLC, holding Series 63 and Series 65 licenses and seven years of industry experience. His prior roles include positions at LPL Financial, CUNA Brokerage Services, Inc., and Wings Financial Credit Union. Based in Tampa, FL, he has been with Navy Federal entities since 2023. 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 primarily uses managed advisory programs with third-party portfolio managers and provides both tailored and automated investment solutions.

Mark Crabtree is a financial advisor with Navy Federal Investment Services, LLC, holding Series 63 and Series 66 licenses and bringing 10 years of industry experience. He has been with Navy Federal in various capacities since 2011, including roles at Navy Federal Financial Group, Navy Federal Investment Services, and Navy Federal Brokerage 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.

Khoi Nguyen is a financial advisor at Navy Federal Investment Services, LLC with 17 years of industry experience. He holds the ChFC® designation and Series 66 license. Prior to joining Navy Federal in 2011, he worked at Edward Jones for two 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 through managed advisory programs and third-party portfolio managers.

Jeffrey Fleuriot is a financial advisor with Navy Federal Investment Services, LLC, holding a Series 66 credential and four years of industry experience. His prior roles include positions at JPMorgan Chase, Merrill, Bank of America, Truist, and Morgan Stanley. Navy Federal Investment Services serves members of Navy Federal Credit Union and other 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 a variety of layered investment solutions, including unified managed accounts and automated ETF portfolios.

Vincent La Fata is a Series 66 licensed advisor with Navy Federal Investment Services, LLC and has five years of industry experience. His prior roles include positions at JPMorgan securities, Edward Jones, and Family First Life, where he was involved in insurance products. Outside of his advisory work, he has worked as a driver for Lyft and Uber and has served as a plasma donor. 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 fiduciary services. The firm primarily uses managed advisory programs with third-party portfolio managers and offers both advisory and commission-based channels through its dual registration as an investment adviser and broker-dealer.

Joi Morrison is a financial advisor with Navy Federal Investment Services, LLC, holding a Series 66 designation and three years of industry experience. Prior to her current role, she served in the United States Navy for 12 years. Navy Federal Investment Services serves members of Navy Federal Credit Union and other clients by providing portfolio management, financial planning, retirement-plan fiduciary services, and automated investment options. The firm utilizes managed advisory programs with third-party portfolio managers and offers layered investment solutions, combining advisory and commission-based channels within its credit union affiliation.