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.

Allen Osterloh Jr. is a Series 66-licensed financial advisor at Navy Federal Investment Services, LLC, with three years of industry experience. He previously worked at JPMorgan Chase Bank and J.P. Morgan Securities and served in the US Army for 22 years. 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 delivers advice primarily through managed advisory programs that utilize third-party portfolio managers on the Envestnet platform, supported by an investment committee conducting due diligence and reviews.