Pensacola, FL Heritage Oaks Drive Office

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.

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.

David Wallin is a financial advisor with Navy Federal Investment Services, LLC, holding a Series 66 designation and 18 years of industry experience. He has been with Navy Federal Investment Services since 2010 and Navy Federal Financial Group since 2010, based in Pensacola, FL. 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 portfolio managers on platforms such as Envestnet and works with well-known firms including BlackRock, Vanguard, and Fidelity.

Alyssa Schuster is a financial advisor with Navy Federal Investment Services, LLC, holding a Series 66 designation and two years of industry experience. She previously worked at Stifel for five years and has held roles with Baird and Prestige Wealth Management. Outside of her advisory work, she serves as a notary in Florida and works as a brand ambassador for Red Aspen. 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 utilizes third-party portfolio managers on the Envestnet platform and provides a range of services including tax and impact overlay and a Private Wealth Consulting program for clients with $1,000,000 or more.

Monica Comer is a financial advisor with Navy Federal Investment Services, LLC, holding Series 63 and Series 65 designations and bringing 33 years of industry experience. She has been with Navy Federal Investment Services since 2014 and is also affiliated with Navy Federal Financial Group. Outside of her advisory work, Comer is involved with "A Night with the King," a women’s addiction center in Pensacola, FL, where she serves as a mentor, coach, and co-hosts an annual banquet event. 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 model portfolios managed by third-party portfolio managers and provides ongoing due diligence, account monitoring, and optional tax and impact overlay services.

Thomas Leechin is a financial advisor with Navy Federal Investment Services, LLC, holding Series 63 and Series 66 credentials and 26 years of industry experience. He has been with Navy Federal Investment Services since 2014 and also serves with Navy Federal Financial Group. Outside of his advisory role, Leechin volunteers as Treasurer for the Emerald Coast Gator Club, a nonprofit organization, and serves as President of the Intercoastal Point Condo Association board. Navy Federal Investment Services primarily serves members of Navy Federal Credit Union and a range of 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 overlay services and a Private Wealth Consulting program for high-net-worth clients.

William Bowman Jr. is a financial advisor with Navy Federal Investment Services, LLC, holding ChFC® and Series 66 designations and bringing 20 years of industry experience. He has worked with Navy Federal affiliated firms since 2010. Outside of his advisory role, he owns and manages a property management company overseeing lease contracts and maintenance. 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. The firm utilizes model portfolios managed by third-party portfolio managers and provides account monitoring, rebalancing, and optional tax and impact overlay services.

Andrea Mack is a financial advisor with Navy Federal Investment Services, LLC, holding the ChFC® and Series 63 designations and bringing 27 years of industry experience. Her prior roles include positions at Highland Capital/OWI, Riversource Distributors, Inc., and Securian Financial Services, Inc. She is based in Pensacola, FL. 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 utilizes model portfolios managed by third-party portfolio managers and provides ongoing account monitoring, rebalancing, and optional overlay services.

Adam Cartwright is a financial advisor at Navy Federal Investment Services, LLC with six years of industry experience. He holds the ChFC® designation and Series 66 license. Prior to joining Navy Federal, he worked at Regions Bank and Walmart, and has experience in higher education from his time at the University of South Dakota. 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 like Envestnet and provides account monitoring, rebalancing, and optional tax and impact overlay services.

Nicholas Wilson is a Series 66-licensed financial advisor with Navy Federal Investment Services, LLC, based in Spanish Fort, AL. He has three years of industry experience, including roles at Navy Federal Investment Services and Navy Federal Financial Group. Outside of his advisory work, he serves as a religious audio engineer for Freedom Church. Navy Federal Investment Services primarily serves members of Navy Federal Credit Union and individual investors, offering portfolio management, financial planning, and retirement-plan fiduciary services. The firm’s approach includes managed accounts and model portfolios utilizing third-party managers, with ongoing due diligence and client account monitoring.

Kari Foust is a CFP® professional with 18 years of industry experience, currently serving as an advisor at Navy Federal Investment Services, LLC since 2017. She has been affiliated with Navy Federal Financial Group and its investment services divisions since 2012. Navy Federal Investment Services, LLC primarily serves members of Navy Federal Credit Union, individual investors, and trusts by 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 on the Envestnet platform and emphasizes ongoing due diligence and account monitoring.

Tyler Lovett is a financial advisor with Navy Federal Investment Services, LLC, holding a Series 66 designation and seven years of industry experience. He has worked with Navy Federal Financial Group since 2017, with prior experience at the Tom James Company. Navy Federal Investment Services primarily serves members of Navy Federal Credit Union as well as 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 on the Envestnet platform and offers a range of services including model-driven asset allocation, tax and impact overlay services, and a Private Wealth Consulting program for high-net-worth clients.

William Copeland is a financial advisor with Navy Federal Investment Services, LLC, holding a Series 66 designation and 10 years of industry experience. He has been with Navy Federal Investment Services and Navy Federal Financial Group since 2015. 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 both advisory and brokerage channels. The firm utilizes third-party portfolio managers via the Envestnet platform and maintains a unique structure affiliated with a large credit-union banking group.