Navy Federal Investment Services, LLC

Selena Edrosa is a financial advisor with Navy Federal Investment Services, LLC, holding Series 63 and Series 66 licenses and 16 years of industry experience. She has been with Navy Federal Financial Group and its affiliated entities since 2009. 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 utilizes model portfolios managed by third-party portfolio managers and provides additional services such as account monitoring, rebalancing, and tax and impact overlay options.

Joshua Porras is a financial advisor with Navy Federal Investment Services, LLC, holding a Series 66 designation and eight years of industry experience. He has worked at Navy Federal Investment Services and Navy Federal Financial Group since 2020, and previously at Navy Federal Credit Union and Phase Four Financial Solutions. Outside of his advisory role, he volunteers as a lead for small group discussions at Rise City Church. 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 uses model portfolios managed by third-party portfolio managers on platforms such as Envestnet, with ongoing due diligence and investment committee oversight.

Alex Brumback is a Series 66-licensed financial advisor with six years of industry experience, currently with Navy Federal Investment Services, LLC. His prior roles include positions at JP Morgan Chase Bank and Cetera. Outside of finance, he owns and operates two small businesses: a custom engraved accessories venture and a taco meal service. 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 utilizes model portfolios managed by third-party portfolio managers and provides clients with account monitoring, rebalancing, and optional overlay services.

Todd Phillips is a financial advisor with Navy Federal Investment Services, LLC and holds a Series 66 designation. He has 14 years of industry experience, all within various entities affiliated with Navy Federal, including Navy Federal Credit Union and Navy Federal Brokerage Services. 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 advisory platforms including wrap fee programs and unified managed accounts.

Joseph Schultz Jr. is a Series 66-licensed financial advisor with Navy Federal Investment Services, LLC, where he has worked since 2018. He has seven years of industry experience, including prior roles at NYLIFE Securities LLC and New York Life Insurance Company. Before entering the financial services industry, he spent four years at the University of West Florida. 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 advisory platforms including wrap fee programs and unified managed accounts.

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.

Richard Garcia is a financial advisor with Navy Federal Investment Services, LLC, holding Series 63 and Series 65 licenses and 17 years of industry experience. His career includes roles at Navy Federal Brokerage Service, Navy Federal Financial Group, Pvg Asset Management, and VIP Services. Navy Federal Investment Services primarily serves members of Navy Federal Credit Union as well as individual investors and trusts, offering portfolio management, financial planning, retirement-plan fiduciary services, and an automated ETF-based Digital Investor product. The firm uses model portfolios managed by third-party firms and provides account monitoring, rebalancing, and optional overlay services.

Corey Truss is a financial advisor with Navy Federal Investment Services, LLC, holding Series 65 and Series 66 credentials and seven years of industry experience. His prior roles include positions at LPL Financial and Tower Federal Credit Union. 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 using model portfolios managed by third-party advisers.

Stephen Widner is a financial advisor at Navy Federal Investment Services, LLC with 34 years of industry experience. He holds the Series 63 designation and has worked at Navy Federal Investment Services since 2020, following two decades at CUSO Financial Services, L.P. Navy Federal Investment Services primarily serves members of Navy Federal Credit Union along with individual investors and trusts, offering portfolio management, financial planning, and retirement-plan fiduciary services through model portfolios managed by third-party firms on the Envestnet platform.

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.

Anabelle Lassiter is a financial advisor with Navy Federal Investment Services, LLC, holding a Series 66 designation and 18 years of industry experience. She has worked within various divisions of Navy Federal since 2007, including Navy Federal Asset Management and Navy Federal Financial Group. 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 delivers investment advice through model portfolios managed by third-party portfolio managers on the Envestnet platform and other subadvisers, combining account monitoring, rebalancing, and optional tax and impact overlay services.

Andrew Jurnovoy is a Series 66-licensed financial advisor with Navy Federal Investment Services, LLC, based in Pensacola, FL. He has two years of industry experience and has held various roles within Navy Federal entities since 2017. Prior to joining Navy Federal, he worked at Premier Island Management Group and the Independent Florida Alligator. 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 utilizes model portfolios managed by third-party subadvisers and provides ongoing account monitoring, rebalancing, and optional overlay services.

James Barnes is a CFP® with 12 years of experience in the financial services industry and is currently with Navy Federal Investment Services, LLC. His career has been primarily with Navy Federal-affiliated firms since 2013. He serves on the board of the Humane Society of Pensacola, FL. Navy Federal Investment Services, LLC 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 ongoing account monitoring, rebalancing, and optional tax and impact overlay services.

Brian Franklin is a financial advisor with Navy Federal Investment Services, LLC, holding the ChFC® designation and Series 66 license. He has 10 years of industry experience, including a year at Lincoln Financial Advisors prior to joining Navy Federal. Franklin owns and manages a real estate rental property in Virginia Beach, VA. 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 account monitoring, rebalancing, and optional tax and impact overlay services.

Patricia Flores is a financial advisor with Navy Federal Investment Services, LLC, holding Series 63 and Series 65 licenses and bringing 26 years of industry experience. Her prior roles include positions at CUSO Financial Services, LP and Linsco Private Ledger. 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 uses third-party portfolio managers on platforms such as Envestnet and provides ongoing account monitoring and due diligence.