Jared Brooks is a financial advisor at Thrivent Investment Management with six years of industry experience. He holds a Series 66 designation and has worked with Thrivent since 2020. Prior to his financial career, he spent over a decade at Planes Moving and Storage of Chicago. Thrivent Investment Management provides Dedicated Planning Services to individuals, families, businesses, and nonprofit clients, offering both one-time and ongoing planning engagements. The firm focuses on holistic, goal-based analyses and allows clients to combine planning with managed-account services under a consolidated billing option called “WealthPlan,” while keeping these services separate.

Jesse Davison is a Series 66-credentialed financial advisor at Thrivent Investment Management with eight years of industry experience. He has worked at Thrivent Financial and Thrivent Investment Management since 2017 and previously spent four years at CFD International. 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, holistic planning across various topics and allows clients to combine planning with managed-account programs under a consolidated billing option, while keeping planning and portfolio management services separate.

Elton Chan is a financial advisor with Thrivent Investment Management in Minneapolis, MN, holding a Series 66 designation and 16 years of industry experience. He has been with Thrivent and its affiliated entities since 2014. Chan serves on the Board of Directors for the National Society of Compliance Professionals, a nonprofit organization supporting compliance professionals in the financial services industry. Thrivent Investment Management provides Dedicated Planning Services to individuals, families, businesses, and nonprofit clients, focusing on holistic, goal-based analyses across a broad range of financial planning topics. The firm offers planning and managed-account services separately, with ongoing periodic reviews and no discretionary trading authority for the planning service.

Mark Jensen is a financial advisor at Thrivent Investment Management with 29 years of industry experience. He holds the ChFC® designation and securities licenses Series 63 and Series 66. Jensen has been with Thrivent Financial for Lutherans and Thrivent Investment Management since 2002. Outside of his advisory role, he serves as a board member for several local organizations including the Yellow Medicine East scholarship fund, Yellow Medicine Community Education, and Avera-Granite Falls Hospital and Manor, and assists clients with health insurance coverage through the MNsure exchange. Thrivent Investment Management provides Dedicated Planning Services to individuals, families, businesses, and nonprofits, offering holistic, goal-based financial planning that covers a wide range of topics but does not include implementation of recommendations. The firm emphasizes ongoing client engagement through planning and managed-account programs while maintaining separate service arrangements.

Daniel Gehle is a financial advisor at Thrivent Investment Management with three years of industry experience. He holds Series 63 and Series 66 designations and has worked at Thrivent Financial since 2023. Prior to his financial advisory career, he spent 15 years at The Home Depot. Gehle also serves as a board member of LifeWise Academy, an organization focused on educating children about Christian teachings during school hours. Thrivent Investment Management provides Dedicated Planning Services to individuals, families, businesses, and nonprofit clients through a large network of financial advisors. The firm offers holistic, goal-based financial planning without discretionary trading authority, allowing clients to integrate planning with managed-account programs under a consolidated billing option.

Deborah Crain is a financial advisor at Thrivent Investment Management in Mascoutah, IL, holding Series 63 and Series 65 licenses with three years of industry experience. Before joining Thrivent in 2026, she worked at Merrill, First Bank, Knock Lending, Sourcepoint Mortgage, Veterans United Home Loans, Regions Bank, and US Bank. Thrivent Investment Management provides Dedicated Planning Services to individuals, families, businesses, and nonprofits, focusing on holistic, goal-based financial planning without discretionary trading authority. The firm offers integrated planning and managed-account programs under a consolidated billing option called WealthPlan.

Danielle Kerns is a financial advisor at Thrivent Investment Management with 10 years of industry experience. She holds the Series 63 and Series 65 designations and has been with Thrivent Financial and Thrivent Investment Management since 2015. She also serves as a Publicity Coordinator for the Hunter Family School Association, supporting event planning and volunteer coordination at her children's elementary school. Thrivent Investment Management provides Dedicated Planning Services to individuals, families, businesses, and nonprofits, focusing on holistic, goal-based financial analysis and planning without discretionary trading authority. The firm offers both one-time and ongoing planning engagements and integrates planning with managed-account programs under a consolidated billing option called “WealthPlan.”

Paul Osckel is a financial advisor with Thrivent Investment Management, holding a Series 66 designation and beginning his advisory career in 2025. Prior to joining Thrivent, he worked in public service roles at the City of Lakewood and Clear Creek County. Outside of his advisory work, he provides home health care for his son under a state-supported program and rents a family-owned travel trailer to the public. Thrivent Investment Management offers Dedicated Planning Services to individuals, families, businesses, and nonprofit clients, focusing on goal-based financial planning across a range of topics. The firm’s approach separates planning from managed-account services and does not accept discretionary trading authority for its planning engagements.

Stephen Knopke is a financial advisor at Thrivent Investment Management with one year of industry experience. He holds a Series 66 designation and previously worked for Precoat Metals from 2014 to 2024. 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 combines planning with managed-account programs under a consolidated billing option.

Paul Johnson is a financial advisor with Thrivent Investment Management, holding Series 63 and Series 65 credentials and 13 years of industry experience. He has been with Thrivent Financial for Lutherans and Thrivent Investment Management since 2012. Outside of his advisory role, he is the owner and oversees general operations of a coffee house called The Liquid Bean. Thrivent Investment Management provides Dedicated Planning Services to individuals, families, businesses, and nonprofit clients through a network of financial advisors, offering goal-based analyses and planning across various financial topics without discretionary trading authority.

Shawn Bramer is a financial advisor at Thrivent Investment Management with a Series 66 credential. He has been with Thrivent and its affiliated entities since 2025, and has prior experience in various roles outside of the financial industry. 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 across multiple financial topics and allows clients to combine planning with managed-account services under a consolidated billing option called “WealthPlan.”

Victoria Morgenthaler is a financial advisor at Thrivent Investment Management based in Minneapolis, MN. She holds the Series 66 designation and has been with Thrivent since 2025. Previously, she has had roles at Battle Creek Church and Oliveto. Thrivent Investment Management provides Dedicated Planning Services to individuals, families, businesses, and nonprofit clients, offering goal-based financial planning without discretionary trading authority and combining planning with managed-account programs through a consolidated billing option called “WealthPlan.”

Nathaniel Cooper is a financial advisor with Thrivent Investment Management in Exton, PA, holding a Series 66 designation and three years of industry experience. Prior to his current role starting in 2023, he worked at Stillwater Medical Center from 2016 to 2022. Thrivent Investment Management provides Dedicated Planning Services to individuals, families, businesses, and nonprofit clients through a network of financial advisors, offering both one-time and ongoing planning engagements that cover a wide range of financial topics without implementation of recommendations. The firm’s approach includes holistic, goal-based analyses and allows clients to combine planning with managed-account services under a consolidated billing option.

Sarah Groleau is a Series 66-licensed financial advisor with Thrivent Investment Management, based in Dedham, MA, with 18 years of industry experience. She has been with Thrivent Financial and Thrivent Investment Management since 2008. Outside of her advisory role, she serves as Vice President of Cynthia's Challenge, a nonprofit supporting families with special needs, is a board member at large for Friends of the Library and chairs the Freedom, NH School Board. Thrivent Investment Management provides Dedicated Planning Services to individuals, families, businesses, and nonprofit clients through a network of financial advisors. The firm focuses on holistic, goal-based planning across multiple topics and integrates planning with managed-account services while maintaining separate planning and implementation functions.

Marley Schiavone is a financial advisor with Thrivent Investment Management, holding a Series 66 designation and two years of industry experience. Marley has worked with Thrivent and its affiliated firms since 2021 and previously was involved with Locker Room Fitness, LLC. Thrivent Investment Management offers Dedicated Planning Services to individuals, families, businesses, and nonprofit clients, providing comprehensive written recommendations on a range of financial planning topics. The firm emphasizes goal-based analyses and separates planning services from managed-account programs.

Matthew Day 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 for Food City for 14 years. Outside of his advisory role, he maintains a real estate rental property. Thrivent Investment Management provides Dedicated Planning Services to individuals, families, businesses, and nonprofit clients, offering comprehensive planning across topics such as retirement, tax, estate, and special needs, with a focus on holistic, goal-based analyses and the option to combine planning with managed-account services under a consolidated billing program called “WealthPlan.”

Douglas Schlegel Jr. is a financial advisor with Thrivent Investment Management, holding a Series 66 designation and two years of industry experience. His background includes service in the military and roles at Thrivent Financial and Amazon. Outside of advising, he is developing a business to manage rental properties through an LLC. Thrivent Investment Management provides Dedicated Planning Services to individuals, families, businesses, and nonprofit clients, focusing on holistic, goal-based financial planning without discretionary trading authority. The firm’s approach separates planning from managed accounts while offering a consolidated billing option called “WealthPlan.”

Shawn Perkins is a financial advisor at Thrivent Investment Management with four years of industry experience. He holds the Series 66 designation and previously served in the Kansas Army National Guard for 22 years. Perkins has been with Thrivent and its affiliates since 2022. Thrivent Investment Management provides Dedicated Planning Services to individuals, families, businesses, and nonprofits. The firm offers holistic, goal-based financial planning without discretionary trading authority, combining planning with managed-account programs under a consolidated billing option called “WealthPlan.”

Nicholas Sampl is a financial advisor at Thrivent Investment Management with four years of industry experience. He holds the Series 63 and Series 66 credentials and has previously worked at United Scripts, McKesson, and Ameristar Casino. Thrivent Investment Management provides Dedicated Planning Services to individuals, families, businesses, and nonprofit clients, offering goal-based financial analyses and written recommendations across a broad range of planning topics. The firm separates its planning service from managed accounts and emphasizes ongoing review without discretionary trading authority.

David Collins is a financial advisor with Thrivent Investment Management, holding Series 63 and Series 66 designations and bringing 37 years of industry experience. He has been with Thrivent and its predecessor, Thrivent Financial for Lutherans, since 2002. Thrivent Investment Management offers Dedicated Planning Services to individuals, families, businesses, and nonprofit clients through a network of advisors, providing goal-based analyses and written recommendations across various financial topics. The firm separates planning services from managed accounts and emphasizes ongoing plan reviews without discretionary trading authority.