Navy Federal Investment Services, LLC

Selena Edrosa is a financial advisor with Navy Federal Investment Services, LLC, holding Series 63 and Series 66 designations and bringing 17 years of industry experience. She has worked in various capacities within Navy Federal affiliated firms since 2009. 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’s approach centers on managed advisory programs using third-party portfolio managers on the Envestnet platform, supported by an investment committee that performs due diligence and ongoing reviews.

Joshua Porras is a financial advisor with Navy Federal Investment Services, LLC, holding a Series 66 designation and nine years of industry experience. He has been with Navy Federal in various roles since 2018, including positions at Navy Federal Credit Union and Navy Federal Financial Group, and previously worked at Phase Four Financial Solutions. Outside of his advisory work, he volunteers as a lead for small group discussions at Rise City Church. 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, supported by due diligence from an investment committee and a range of portfolio solutions including automated ETF products.

Alex Brumback is a financial advisor with Navy Federal Investment Services, LLC, holding a Series 66 designation and six years of industry experience. His prior roles include positions at J.P. Morgan Securities LLC and Cetera. Outside of his advisory work, he operates two small businesses specializing in custom engraved accessories and food 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, and retirement-plan fiduciary services. The firm primarily delivers advice through managed advisory programs that utilize third-party portfolio managers and provides planning and reporting via its investment adviser representatives.

Todd Phillips is a financial advisor with Navy Federal Investment Services, LLC, holding a Series 66 license and 14 years of industry experience. He has worked extensively within Navy Federal-affiliated firms since 2015, with previous roles at Invest Financial Corporation, Chase Investment Services Corp., and Morgan Stanley & Co. LLC. 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, retirement-plan fiduciary services, and automated investment options, primarily through managed advisory programs utilizing third-party portfolio managers on the Envestnet platform.

Joseph Schultz Jr. is a financial advisor with Navy Federal Investment Services, LLC, holding a Series 66 designation and eight years of industry experience. He has been with Navy Federal Investment Services and Navy Federal Financial Group since 2018, following a year at NYLIFE Securities LLC and New York Life Insurance Company. Prior to his advisory career, he spent four years at the University of West Florida. 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 employs managed advisory programs featuring third-party portfolio managers and provides layered investment solutions alongside automated ETF portfolio options.

Amy Karsko is a financial advisor with Navy Federal Investment Services, LLC, holding a Series 66 designation and having five years of industry experience. Her work history includes multiple roles within Navy Federal entities since 2018 and prior experience at Granite State Credit Union and St. Mary's Bank. Navy Federal Investment Services serves members of Navy Federal Credit Union and other clients by offering portfolio management, financial planning, and retirement-plan fiduciary services. The firm primarily uses managed advisory programs with third-party portfolio managers and supports a range of investment solutions, including automated ETF portfolios.

Richard Garcia is a financial advisor with Navy Federal Investment Services, LLC, holding Series 63 and Series 65 licenses and bringing 18 years of industry experience. His career includes seven years at Navy Federal Brokerage Service, LLC and Navy Federal Financial Group, LLC, along with prior roles at Pvg Asset Management and VIP Services, 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. The firm emphasizes managed advisory programs utilizing third-party portfolio managers on the Envestnet platform, supported by an investment committee overseeing due diligence and portfolio reviews.

Corey Truss is a financial advisor at Navy Federal Investment Services, LLC with eight years of industry experience. He holds Series 65 and Series 66 licenses and has previously worked at LPL Financial and Tower Federal Credit Union. 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 uses managed advisory programs with third-party portfolio managers and provides layered investment solutions and digital automated portfolios.

Ruby Mabry is a financial advisor with Navy Federal Investment Services, LLC, holding a Series 66 credential and one year of industry experience. She has been with Navy Federal-affiliated firms since 2019, including Navy Federal Credit Union and Navy Federal Investment Services. Prior to that, she worked in retail at US Flag Supply, Ulta Beauty, and Soma Intimates. 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 emphasizes managed advisory programs utilizing third-party portfolio managers and provides layered portfolio solutions alongside digital automated ETF products.

Luke Hinkle is a financial advisor at Navy Federal Investment Services, LLC with the CFP® designation and Series 63 and 66 licenses. He has four years of industry experience, including five years at Merrill and military service in the United States Navy and Navy Reserve. 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 uses managed advisory programs with third-party portfolio managers and offers a range of layered investment solutions and automated ETF portfolios.

Stephen Widner is a Series 63 registered advisor with 35 years of experience in the financial services industry. He has worked at Navy Federal Investment Services, LLC and Navy Federal Financial Group, LLC since 2020, following two decades at CUSO Financial Services, L.P. in various advisory roles. 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 provides a range of investment solutions, including automated ETF portfolios and unified managed accounts.

Mark Estep is a financial advisor with Navy Federal Investment Services, LLC, holding a Series 66 designation and 20 years of industry experience. His career includes roles at Navy Federal Asset Management, LLC and Navy Federal Financial Group, LLC, reflecting two decades with affiliated organizations. Navy Federal Investment Services serves members of Navy Federal Credit Union along with individual, trust, and institutional clients. The firm provides portfolio management, financial planning, retirement-plan fiduciary services, and automated investment options, primarily through managed advisory programs that utilize third-party portfolio managers and the Envestnet platform.

Anabelle Lassiter is a financial advisor with Navy Federal Investment Services, LLC, holding a Series 66 designation and 19 years of industry experience. She has been with Navy Federal in various capacities since 2007. 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.

Andrew Jurnovoy is a Series 66 licensed financial advisor with Navy Federal Investment Services, LLC, based in Pensacola, FL. He has three years of industry experience, including prior roles at Premier Island Management Group and Navy Federal Credit Union. 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 structures client portfolios by selecting and monitoring third-party portfolio managers through the Envestnet platform and provides both managed advisory programs and automated ETF portfolio products.

James Barnes is a CFP®-certified financial advisor with 13 years of industry experience. He is currently with Navy Federal Investment Services, LLC and has held various roles within Navy Federal’s affiliated entities since 2013. Barnes serves as a board member of the Humane Society of 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 primarily delivers advice through managed advisory programs utilizing third-party portfolio managers and supports a range of portfolio solutions including unified managed accounts and automated ETF portfolios.