Jay Curtis is a financial advisor with Navy Federal Investment Services, LLC, holding a Series 66 credential and four years of industry experience. Prior to joining Navy Federal, he worked at Bank of America and Merrill. Outside of his advisory role, Curtis is involved in several business activities, including managing Curtis Cruisin LLC, which rents recreational vehicles, and working as a caregiver and food delivery driver. Navy Federal Investment Services serves members of Navy Federal Credit Union along with 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 a range of solutions, including automated ETF portfolios and unified managed accounts.

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.

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.