Fred Lee is a financial advisor at Thrivent Investment Management in Minneapolis, MN, holding a Series 66 designation with 21 years of industry experience. His career includes roles at U.S. Bancorp Investments, Wells Fargo Clearing Services, J.P. Morgan Securities, Morgan Stanley, and Banc of America Investment Services. Thrivent Investment Management provides Dedicated Planning Services to individuals, families, businesses, and nonprofit clients through a network of financial advisors, offering detailed, goal-based planning across a broad range of financial topics without discretionary trading authority.

Jason Rodriguez is a financial advisor at Thrivent Investment Management with 14 years of industry experience. He has previously worked at First Command Advisory Services and related entities for over a decade before joining Thrivent. He holds Series 63 and Series 65 credentials. Thrivent Investment Management provides Dedicated Planning Services to individuals, families, businesses, and nonprofit clients through its network of Financial Advisors. The firm offers holistic, goal-based financial planning across a broad range of topics, with options to combine planning with managed accounts under a consolidated billing arrangement.

Pamela Schott is a financial advisor with Thrivent Investment Management, holding a Series 66 designation and bringing 18 years of industry experience. She has been affiliated with Thrivent Financial for Lutherans and Thrivent Investment Management since 2010. Outside of her advisory role, she is a Mary Kay consultant primarily for personal use of products. Thrivent Investment Management provides Dedicated Planning Services to individuals, families, businesses, and nonprofit clients. The firm offers goal-based, holistic planning across a broad range of financial topics, allowing clients to combine planning with managed-account programs while maintaining separate planning and investment services.

Ian Cole is a financial advisor at Thrivent Investment Management with six years of industry experience. He holds the Series 66 designation and has been with Thrivent since 2020, including prior roles at Thrivent Financial. Before entering the financial industry, he spent time working at Olivet Nazarene University and Momence Church of the Nazarene. Thrivent Investment Management provides Dedicated Planning Services to individuals, families, businesses, and nonprofits, focusing on goal-based analyses and comprehensive financial planning without discretionary portfolio management. The firm offers clients the option to combine planning with managed accounts through a consolidated billing service called “WealthPlan.”

John Roesinger is a financial advisor with Thrivent Investment Management, holding a Series 66 designation and 22 years of industry experience. He has been with Thrivent Financial for Lutherans and Thrivent Investment Management since 2004. Outside of his advisory role, he serves as a board member for the Coalition to Support and Shelter the Homeless, a nonprofit organization addressing temporary shelter and support services in Central Bucks County. Thrivent Investment Management provides Dedicated Planning Services to individuals, families, businesses, and nonprofit clients, delivering written recommendations on retirement, tax, estate, and other planning topics without implementation. The firm combines goal-based analyses and managed-account options through a consolidated billing program called WealthPlan, while maintaining separate planning and portfolio management services.

Neal Larsen is a financial advisor at Thrivent Investment Management with three years of industry experience. He holds the Series 66 designation and has previously worked with firms including Scorpion Internet Marketing and 1st Global Advisors. Larsen serves as a board member for the Samaritan Center, a nonprofit organization providing resources to the homeless population in Simi Valley. Thrivent Investment Management offers Dedicated Planning Services to individuals, families, businesses, and nonprofit clients, focusing on comprehensive goal-based financial analyses and planning across a wide range of topics. The firm’s approach separates planning services from managed accounts and does not include discretionary trading authority for its planning engagements.

Wilson Rimmer is a financial advisor with Thrivent Investment Management in Martinsburg, WV, holding Series 63 and Series 65 licenses and six years of industry experience. He has been with Thrivent Financial and Thrivent Investment Management since 2019. Prior to his financial career, he worked with the Potomac District of the Assemblies of God for 18 years. Thrivent Investment Management provides Dedicated Planning Services to individuals, families, businesses, and nonprofit clients through a network of financial advisors. The firm offers holistic, goal-based planning without discretionary trading authority and allows clients to combine planning with managed-account programs under a consolidated billing option called “WealthPlan.”

Greg Roemer is a financial advisor with Thrivent Investment Management in Washington, DC, holding Series 63 and Series 65 credentials and 29 years of industry experience. He has been with Thrivent and its affiliated entities since 2002. Outside of his advisory work, Roemer serves on the Advancement Advisory Committee for Rockbridge Academy, a private K-12 religious school. Thrivent Investment Management provides Dedicated Planning Services to individuals, families, businesses, and nonprofits, delivering holistic, goal-based financial analyses and planning without discretionary trading authority. The firm’s approach separates planning from managed-account services and does not include institutional portfolio management.

Andrew Blanchard is a Series 66-credentialed financial advisor with Thrivent Investment Management in Raleigh, NC, with two years of industry experience. Prior to his financial advisory role, he served nine years in the U.S. Air Force and was a homemaker for five years. Outside of his advisory work, he is involved as an actor represented by a talent agency and serves as a board member for the Apex Public School Foundation. Thrivent Investment Management provides Dedicated Planning Services to individuals, families, businesses, and nonprofit clients, offering comprehensive financial planning focused on goals such as retirement, tax, estate, and special needs planning. The firm combines planning with managed-account programs under consolidated billing while maintaining separate planning and investment services.

Bradley Wuertz is a financial advisor with Thrivent Investment Management in Naples, FL, holding Series 63 and Series 66 licenses and possessing 38 years of industry experience. He has been with Thrivent Investment Management and its predecessor, Thrivent Financial for Lutherans, since 2002. Thrivent Investment Management provides Dedicated Planning Services to individuals, families, businesses, and nonprofits through a network of advisors, delivering goal-based financial planning without discretionary portfolio management or institutional advisory services. The firm offers integrated planning and managed-account options with a focus on broad financial topics and periodic plan reviews.

Daniel Kapeller is a financial advisor with Thrivent Investment Management in St. Louis, MO, holding a Series 66 designation and with one year of industry experience. Prior to joining Thrivent, he held various roles including positions in catering and food service at Delaware North Sportservice. Outside of financial advising, he has worked in event catering at Busch Stadium. Thrivent Investment Management provides Dedicated Planning Services to individuals, families, businesses, and nonprofit clients through a network of financial advisors. The firm offers goal-based planning on a wide range of financial topics and allows clients to combine planning with managed-account services under a consolidated billing option called WealthPlan, while keeping these services separate.

Nehemiah Auble is a financial advisor at Thrivent Investment Management with a Series 66 designation. He has less than one year of industry experience and began his career at Thrivent in 2026. Prior to his current role, his background includes work at Liberty University and various other organizations. Thrivent Investment Management provides Dedicated Planning Services to individuals, families, businesses, and nonprofit clients, focusing on holistic, goal-based financial planning without discretionary portfolio management. The firm offers both one-time and ongoing planning engagements, addressing a broad range of financial topics.

Melinda Poulton is a Series 66 licensed financial advisor at Thrivent Investment Management with four years of industry experience. She has worked at Thrivent Financial and Thrivent Investment Management since 2022. Outside of her advisory role, she acts as a brand ambassador for nutritional supplements and wellness products in a limited capacity. Thrivent Investment Management provides Dedicated Planning Services to individuals, families, businesses, and nonprofit clients, focusing on holistic, goal-based analyses across various financial planning topics. The firm offers a planning service separate from portfolio management and allows clients to combine planning with managed-account programs under consolidated billing.

Michael Roberts is a financial advisor at Thrivent Investment Management in Minneapolis, MN, with 11 years of industry experience. He holds Series 63 and Series 65 credentials. His prior work includes roles at Ameriprise Financial Services, RBC Capital Markets, U.S. Bank, and U.S. Bancorp Investments. Thrivent Investment Management provides Dedicated Planning Services to individuals, families, businesses, and nonprofit clients through a network of financial advisors. The firm offers goal-based analyses and planning across various financial topics, allowing clients to combine planning with managed-account programs under a consolidated billing option called “WealthPlan.”

Carol Passig is a Series 66 licensed financial advisor with Thrivent Investment Management, where she has worked since 2006. She has 20 years of industry experience and is based in Pueblo, Colorado. Passig is also listed as president of Trasta Data Systems, an S-corp that is not investment related and operated by her spouse. Thrivent Investment Management provides Dedicated Planning Services to individuals, families, businesses, and nonprofit clients through a large network of financial advisors. The firm focuses on holistic, goal-based planning across a range of financial topics, offering these services either as one-time or ongoing engagements without discretionary portfolio management.

Roger Williams is a financial advisor at Thrivent Investment Management with seven years of industry experience. He holds the Series 66 designation and has been with Thrivent Financial since 2019. Outside of his advisory role, Williams serves as Vice Chair on the board of the Minnesota Boychoir, a nonprofit organization providing music education and performance opportunities for boys in the Twin Cities area. Thrivent Investment Management offers Dedicated Planning Services to individuals, families, businesses, and nonprofit clients, providing holistic, goal-based financial analyses and written recommendations across a variety of topics. The firm enables clients to combine planning with managed-account programs through its WealthPlan option while keeping the services separate.

Daniel Beiser Jr. is a financial advisor with Thrivent Investment Management, holding a Series 66 designation and two years of industry experience. Prior to joining Thrivent, he worked in various roles at companies including Iron Mountain and several laboratories. He serves as a board member for a parent-teacher organization, where he helps run meetings and guide the board’s activities. Thrivent Investment Management provides Dedicated Planning Services to individuals, families, businesses, and nonprofit clients through a network of financial advisors. The firm offers holistic, goal-based financial planning without discretionary trading authority and allows clients to combine planning with managed-account services under a consolidated billing option called “WealthPlan.”

Jonathan Bundy is a financial advisor at Thrivent Investment Management with one year of industry experience. He previously worked for Monarch Investment and Management Group from 2012 to 2025. Bundy holds a Series 66 designation. Thrivent Investment Management provides Dedicated Planning Services to individuals, families, businesses, and nonprofit clients through a network of Financial Advisors. The firm offers goal-based planning across various financial topics and integrates planning with managed-account programs under a consolidated billing option called “WealthPlan.”

Robert Falck is a financial advisor with Thrivent Investment Management in Overland Park, KS. He holds Series 63 and Series 66 licenses and has two years of industry experience. His prior work includes roles at J.P. Morgan Securities and JPMorgan Chase bank N.A., as well as four years of service in the Marine Corps. Thrivent Investment Management provides Dedicated Planning Services to individuals, families, businesses, and nonprofit clients through a network of financial advisors. The firm offers holistic, goal-based financial planning and allows clients to combine planning with managed-account services under a consolidated billing option called “WealthPlan,” while keeping these services distinct.

Shannon James is a financial advisor at Thrivent Investment Management with four years of industry experience. She holds Series 63 and Series 66 credentials and has worked at Thrivent since 2021. Outside of her advisory role, she is involved in several entrepreneurial and community activities, including coordinating a family-owned event venue, operating a notary public business, organizing a creative studio focused on publishing and crafts, and offering motivational speaking engagements. Thrivent Investment Management provides Dedicated Planning Services to individuals, families, businesses, and nonprofit clients, focusing on holistic, goal-based financial planning without discretionary portfolio management. Their approach includes broad-based written recommendations and integrates planning with managed-account services under a consolidated billing system called WealthPlan.