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 financial advisor with Navy Federal Investment Services, LLC, holding a Series 66 designation and six years of industry experience. His prior work experience includes roles at J.P. Morgan Securities LLC, Cetera, and Capital One Bank. Outside of advising, he owns and operates two small businesses specializing in custom engraved accessories and selling prepared taco meals. Navy Federal Investment Services primarily serves members of Navy Federal Credit Union as well as 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 on the Envestnet platform.

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 at Navy Federal Investment Services, LLC with eight years of industry experience. He holds Series 65 and Series 66 licenses. Prior to joining Navy Federal, he worked at LPL Financial for seven years and Tower Federal Credit Union for ten years. 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. The firm uses third-party portfolio managers on the Envestnet platform and offers a range of advisory and brokerage services.

Luke Hinkle is a CFP®-certified financial advisor at Navy Federal Investment Services, LLC with four years of industry experience. He previously worked at Merrill for five years and served in the United States Navy and Navy Reserve from 2012 to 2021. 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 programs and brokerage channels. The firm utilizes third-party portfolio managers via the Envestnet platform and offers various management options including a Private Wealth Consulting program for high-net-worth clients.

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 at Navy Federal Investment Services, LLC with 19 years of industry experience. She holds a Series 66 designation and has worked with various affiliates of Navy Federal since 2007. 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 utilizes third-party portfolio managers via the Envestnet platform and offers specialized services including tax and impact overlays and a Private Wealth Consulting program for clients with $1 million or more.

Andrew Jurnovoy is a financial advisor with Navy Federal Investment Services, LLC, holding a Series 66 designation and two years of industry experience. His career includes roles at Navy Federal Investment Services, Navy Federal Financial Group, Premier Island Management Group, and Navy Federal Credit Union. 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. The firm delivers investment services mainly through third-party portfolio managers on the Envestnet platform and combines advisory and brokerage offerings within a credit-union affiliated structure.

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 11 years of industry experience and has been with Navy Federal Investment Services and its affiliated entities since 2016. Navy Federal Investment Services primarily serves members of Navy Federal Credit Union as well as individual, trust, and institutional clients. The firm offers financial planning, retirement-plan fiduciary services, and portfolio management through advisory programs and brokerage channels, using third-party portfolio managers and model-driven asset allocation.