Amy Karsko is a financial advisor at Navy Federal Investment Services, LLC with four years of industry experience. She holds the Series 66 designation and has worked exclusively within the Navy Federal Financial Group and its affiliated entities since 2018. Prior to that, she held positions at Granite State Credit Union, the Reginal Economic Development Center, and St. Mary's Bank. Navy Federal Investment Services primarily serves members of Navy Federal Credit Union along with individual investors and trusts, providing portfolio management, financial planning, retirement-plan fiduciary services, and an automated ETF-based Digital Investor product. The firm offers model portfolios managed by third-party portfolio managers and maintains a dual registration as both an investment adviser and broker-dealer.

Mark Estep is a financial advisor at Navy Federal Investment Services, LLC with 19 years of industry experience. He holds the Series 66 designation and has worked within various Navy Federal entities since 2006, including Navy Federal Asset Management and Navy Federal Financial Group. Navy Federal Investment Services primarily serves members of Navy Federal Credit Union as well as individual investors and trusts, offering portfolio management, financial planning, and retirement-plan fiduciary services. The firm utilizes model portfolios managed by third-party portfolio managers and provides a range of investment advisory and brokerage services tailored to a membership retail client base.

John Mcconnell is a financial advisor with Navy Federal Investment Services, LLC, holding Series 63 and Series 65 licenses and bringing 12 years of industry experience. His career includes roles at Navy Federal Financial Group and Edelman Financial Services. Navy Federal Investment Services primarily serves members of Navy Federal Credit Union as well as individual, trust, and institutional clients, offering financial planning, retirement-plan fiduciary services, and portfolio management mainly through third-party managers on the Envestnet platform. The firm operates as both an SEC-registered investment adviser and broker-dealer, providing a mix of advisory and brokerage services.

Hourieh Ghasripour is a financial advisor at Navy Federal Investment Services, LLC with 18 years of industry experience. She holds Series 63 and Series 65 credentials and has worked at various entities within Navy Federal since 2011. Navy Federal Investment Services primarily serves members of Navy Federal Credit Union as well as individual, trust, and institutional clients, offering financial planning, retirement-plan fiduciary services, and portfolio management through advisory programs and brokerage channels. The firm uses third-party portfolio managers on the Envestnet platform and provides a mix of discretionary and non-discretionary services, maintaining oversight of client suitability and manager selection.

Regina Mayhew is a financial advisor with Navy Federal Investment Services, LLC, holding a Series 66 designation and 20 years of industry experience. She has been with Navy Federal Investment Services since 2014 and also works with Navy Federal Financial Group. She provides notary services for clients at the Hughes Branch in Vienna, VA, on an as-needed basis without compensation. Navy Federal Investment Services primarily serves members of Navy Federal Credit Union along with individual investors and trusts, offering portfolio management, financial planning, retirement-plan fiduciary services, and an automated ETF-based Digital Investor product. The firm utilizes model portfolios managed by third-party portfolio managers and provides ongoing account monitoring, rebalancing, and optional overlay services.

Elijah Hawkes is a Series 66-licensed financial advisor with eight years of industry experience. He is currently with Navy Federal Investment Services, LLC and has prior work history with Morgan Stanley, Merrill, Bank of America, and other firms. Elijah has also held roles in retail sales at Nordstrom and Saks Fifth Avenue. Navy Federal Investment Services primarily serves members of Navy Federal Credit Union and other individual, trust, and institutional clients, offering financial planning, portfolio management, and retirement-plan fiduciary services. The firm uses third-party portfolio managers on the Envestnet platform and provides a range of advisory and brokerage services through a dual-registered structure.

Nicole Petersen is a financial advisor with Navy Federal Investment Services, LLC, holding a Series 66 designation and six years of industry experience. She has been with Navy Federal Credit Union and its affiliated entities since 2012. Navy Federal Investment Services primarily serves members of Navy Federal Credit Union along with individual investors and trusts, offering portfolio management, financial planning, retirement-plan fiduciary services, and an automated ETF-based Digital Investor product. The firm utilizes model portfolios managed by third-party managers through platforms like Envestnet, providing account monitoring, rebalancing, and additional overlay services.

Richard Horner Jr. is a financial advisor with Navy Federal Investment Services, LLC, holding Series 63 and Series 65 credentials and eight years of industry experience. Prior to his current role, he worked at Wells Fargo Clearing Services and Wells Fargo Bank. Navy Federal Investment Services primarily serves members of Navy Federal Credit Union, individual investors, and trusts by offering portfolio management, financial planning, and retirement-plan fiduciary services. The firm uses model portfolios managed by third-party managers and provides account monitoring, rebalancing, and optional tax and impact overlay services.

Cole Luther is a Series 66-licensed financial advisor with one year of industry experience. He is currently with Navy Federal Investment Services, LLC and has prior experience at Navy Federal Credit Union and Quantico Financial. He studied at the University of Tennessee Knoxville from 2021 to 2025. Navy Federal Investment Services primarily serves members of Navy Federal Credit Union along with individual, trust, and institutional clients, providing financial planning, retirement-plan fiduciary services, and portfolio management through advisory and brokerage channels. The firm employs third-party portfolio managers accessed via the Envestnet platform and offers a range of overlay services and a Private Wealth Consulting program for high-net-worth clients.

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 with Navy Federal Financial Group and Navy Federal Investment Services since 2015. Navy Federal Investment Services primarily serves members of Navy Federal Credit Union, individual investors, and trusts, offering portfolio management, financial planning, retirement-plan fiduciary services, and an automated ETF-based Digital Investor product. The firm utilizes model portfolios managed by third-party managers on platforms such as Envestnet, providing account monitoring, rebalancing, and optional tax and impact overlay services.

Sijal Chudal is a financial advisor with Navy Federal Investment Services, LLC, holding a Series 66 designation and having one year of industry experience. Prior to joining Navy Federal, Sijal worked at Citibank and MUFG Investor Services and has experience at George Mason University. Navy Federal Investment Services primarily serves members of Navy Federal Credit Union along with individual, trust, and institutional clients by providing financial planning, retirement-plan fiduciary services, and portfolio management. The firm operates as both an SEC-registered investment adviser and broker-dealer, using third-party portfolio managers accessed through the Envestnet platform and offering services including tax overlay, impact investing, and private wealth consulting.

Frank Gyesaw is a financial advisor with Navy Federal Investment Services, LLC, holding a Series 66 designation and 19 years of industry experience. His career includes roles at Navy Federal Brokerage Services, LLC and Navy Federal Asset Management, LLC. Outside of his advisory work, he volunteers as a temporary manager at Good Shepherd Clinic, a nonprofit in Kumasi, Ghana. Navy Federal Investment Services primarily serves members of Navy Federal Credit Union, individual investors, and trusts, offering portfolio management, financial planning, and retirement-plan fiduciary services. The firm uses model portfolios managed by third-party managers and provides ongoing account monitoring, rebalancing, and optional overlay services.

Tomeka Brown is a CFP® with 18 years of industry experience, currently with Navy Federal Investment Services, LLC. She has worked at Navy Federal Brokerage Services and Navy Federal Financial Group since 2018 and previously held roles at Charles Schwab and Charles Schwab Bank from 2016 to 2018. Navy Federal Investment Services primarily serves members of Navy Federal Credit Union along with individual, trust, and institutional clients. The firm offers financial planning, retirement-plan fiduciary services, and portfolio management through advisory programs and brokerage channels, utilizing third-party portfolio managers and model-driven asset allocation on the Envestnet platform.