Sheri Swackhamer is a financial advisor with Thrivent Investment Management, holding Series 63 and Series 66 designations and bringing 22 years of industry experience. She has been with Thrivent Financial for Lutherans and Thrivent Investment Management since 2010. Outside of her advisory role, she rents a basement bedroom in her home on a month-to-month basis. Thrivent Investment Management provides Dedicated Planning Services to individuals, families, businesses, and nonprofit clients, focusing on comprehensive, goal-based financial and estate planning without discretionary portfolio management. The firm offers integrated planning and managed-account services through its WealthPlan option while maintaining separate billing and review processes.

Katrina Kaschinske is a financial advisor with Thrivent Investment Management in Frankenmuth, MI, holding a Series 66 designation and possessing 22 years of industry experience. She has been with Thrivent Financial for Lutherans and Thrivent Investment Management since 2003. Outside of her advisory role, she serves as a Ministry Council member at St. Lorenz Lutheran Church. Thrivent Investment Management provides Dedicated Planning Services to individuals, families, businesses, and nonprofit clients, offering goal-based analyses across a broad range of financial planning topics. The firm combines planning with managed-account options under a consolidated billing system while maintaining separate planning and management services.

Steven Gundersen is a financial advisor with Thrivent Investment Management, holding Series 63 and Series 66 designations and 20 years of industry experience. He has worked with Thrivent Financial for Lutherans and Thrivent Investment Management since 2006. Thrivent Investment Management offers Dedicated Planning Services to individuals, families, businesses, and nonprofit clients through a network of Financial Advisors. The firm provides holistic, goal-based financial planning that covers various topics such as retirement, tax, estate, and special needs planning, with the option to combine planning services with managed accounts under a consolidated billing arrangement called “WealthPlan.”

David Brown is a financial advisor with Thrivent Investment Management, holding Series 63 and Series 65 credentials and six years of industry experience. Prior to joining Thrivent in 2025, he worked with Eagle Strategies and New York Life. Outside of his advisory role, Brown serves as a volunteer pastor at The Welcome Table, a non-denominational congregation, and is a board member of Family Promise of York County, a ministry supporting homeless families. He also provides coaching and consulting services to churches through Pinnacle Leadership Associates. Thrivent Investment Management offers Dedicated Planning Services to individuals, families, businesses, and nonprofit clients, delivering holistic, goal-based financial plans without discretionary trading authority. The firm emphasizes planning across various topics and allows clients to combine these services with managed accounts under a consolidated billing option.

Scott Fuhrman is a financial advisor with Thrivent Investment Management, holding Series 63 and Series 66 licenses and 32 years of industry experience. He has been with Thrivent Financial for Lutherans and Thrivent Investment Management since 2002. Fuhrman serves as a board member for both the Youth Educational Shooting Sports organization, which supports youth education in shooting sports, and the Fairmont Trap Club, a nonprofit shooting sports facility. Thrivent Investment Management offers Dedicated Planning Services to individuals, families, businesses, and nonprofit clients, providing holistic, goal-based financial plans covering a broad range of topics without portfolio management or implementation services.

Gabriel Groothuis is a financial advisor with Thrivent Investment Management, holding a Series 66 designation and six years of industry experience. He has worked at Thrivent Financial and Thrivent Investment Management since 2019, with earlier roles including positions at Stifel Nicholas and the University of Northern Iowa. Thrivent Investment Management provides Dedicated Planning Services to individuals, families, businesses, and nonprofit clients, offering detailed written recommendations on topics such as retirement, estate, and special needs planning. The firm uses holistic, goal-based analyses and allows clients to combine planning with managed-account services under a consolidated billing option.

Brittney Cooper is a Series 66-licensed financial advisor at Thrivent Investment Management with three years of industry experience. She has worked in various roles including at Thrivent Financial, Adams Homes, and Abraham Legacy Realty. Cooper serves on the board of Early Learning Connections Inc., a nonprofit child care facility, and is an inaugural board member of Enterprising Black Orlando, a community initiative focused on advancing racial economic equity and supporting Black-owned businesses in Central Florida. Thrivent Investment Management provides Dedicated Planning Services to individuals, families, businesses, and nonprofits, offering comprehensive, goal-based financial planning without discretionary trading authority. The firm emphasizes written recommendations across a broad range of topics and integrates planning with managed-account programs under a consolidated billing option.

Emily Simpson is a Series 66-licensed financial advisor at Thrivent Investment Management with four years of industry experience. She previously worked for U.S. Bank for six years before joining Thrivent in 2022. Outside of her advisory role, Simpson serves as Vice President on her neighborhood homeowners association board. Thrivent Investment Management provides Dedicated Planning Services to individuals, families, businesses, and nonprofit clients, focusing on goal-based financial planning across various areas such as retirement and estate planning. The firm offers planning separate from portfolio management, with options to combine planning and managed accounts under a consolidated billing program called WealthPlan.

Brittney Leppien is a financial advisor at Thrivent Investment Management with three years of industry experience. She holds Series 63 and Series 66 licenses. Her prior work includes roles at Fidelity Investments and participation in the United States Antarctic Program. 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 covering a broad range of topics without implementation services, allowing clients to integrate planning with managed-account programs under a consolidated billing option called “WealthPlan.”

Beth Bebb is a financial advisor with Thrivent Investment Management, holding a Series 66 designation and bringing 19 years of industry experience. She has been with Thrivent and its predecessor firms since 2007. Outside of her advisory role, Bebb is a motivational speaker and trainer in youth ministry and religious education and also operates a web-based Avon representative business. 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 analyses and planning without discretionary trading authority, focusing on written recommendations across various financial topics and allowing clients to combine planning with managed-account services under a consolidated billing option.

Christy Alvord is a Series 66 licensed advisor at Thrivent Investment Management with six years of industry experience. She has worked with Thrivent Financial and its investment management division since 2020 and previously spent eight years with the City of Allentown. Thrivent Investment Management provides Dedicated Planning Services to individuals, families, businesses, and nonprofit clients through a network of financial advisors. The firm offers comprehensive written recommendations on various financial planning topics and allows clients to combine planning with managed account services under a consolidated billing option.

Carrie Rueckl is a financial advisor at Thrivent Investment Management with 15 years of industry experience. She holds Series 63 and Series 66 licenses and previously worked at Bankers Life Securities, Inc. and The American College. Thrivent Investment Management provides Dedicated Planning Services to individuals, families, businesses, and nonprofit clients, offering holistic, goal-based financial analyses and written recommendations across various planning topics. The firm combines planning with managed-account services under a consolidated billing option while maintaining separate service structures.

Preston Schmidt is a financial advisor with Thrivent Investment Management, holding a Series 66 designation and 19 years of industry experience. He has been with Thrivent Financial for Lutherans and Thrivent Investment Management since 2006. Thrivent Investment Management provides Dedicated Planning Services to individuals, families, businesses, and nonprofit clients, offering comprehensive written recommendations on topics such as retirement, tax, estate, and special needs planning. The firm integrates holistic, goal-based analyses with managed-account options under a consolidated billing system called “WealthPlan,” while keeping planning and asset management services separate.

Kristen Graham is a financial advisor at Thrivent Investment Management with two years of industry experience. She holds Series 63 and Series 65 licenses and previously worked at Northwestern Mutual Wealth Management Company and Aon. 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 covering various financial topics and allows clients to combine planning with managed-account programs, while keeping these services separate.

Michael Lorentz is a financial advisor at Thrivent Investment Management with seven years of industry experience. He holds Series 63 and Series 66 credentials and has previously worked at Charles Schwab and TD Ameritrade. Thrivent Investment Management provides Dedicated Planning Services to individuals, families, businesses, and nonprofits, offering goal-based financial planning without discretionary portfolio management or institutional advisory services. Its approach combines comprehensive written recommendations with options for ongoing reviews and separate managed-account programs.

Bryan Selby is a financial advisor with Thrivent Investment Management in Eugene, OR, holding Series 63 and Series 65 licenses and three years of industry experience. He previously worked at J.P. Morgan Securities and JPMorgan Chase Bank, N.A. before joining Thrivent Financial and Thrivent Investment Management Inc. in 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 planning and allows clients to combine planning with managed accounts under a consolidated billing option called WealthPlan, while maintaining separate management and planning services.

Gina Snider is a Series 66-registered advisor with Thrivent Investment Management in Erie, PA, and has been with the firm since 2026. She previously worked at Vincent R Kremer from 2014 to 2026 and has been involved with Holy Trinity Lutheran Church and St Matthew's Lutheran Church in various capacities. Thrivent Investment Management provides Dedicated Planning Services to individuals, families, businesses, and nonprofit clients, focusing on holistic, goal-based financial analyses and offering both one-time and ongoing planning engagements. The firm separates planning from managed-account services and conducts periodic reviews without accepting discretionary trading authority for its planning offerings.

Terald Shaw is a Series 66 licensed advisor with six years of industry experience, currently with Thrivent Investment Management. His work history includes positions at Eaton and its Crouse-Hinds Business unit prior to joining Thrivent. He serves as President of the Purdue Alumni of Central Florida and is a board secretary for the Windermere Little League. Thrivent Investment Management provides Dedicated Planning Services to individuals, families, businesses, and nonprofit clients through a network of Financial Advisors, focusing on holistic, goal-based financial planning without portfolio management for institutional clients.

Carmen Buss is a financial advisor with Thrivent Investment Management in Appleton, WI, holding Series 63 and Series 66 licenses and possessing 36 years of industry experience. She has been with Thrivent and its related entity, Thrivent Financial for Lutherans, since 2008. Thrivent Investment Management provides Dedicated Planning Services to individuals, families, businesses, and nonprofit clients, offering comprehensive written recommendations on topics such as retirement, income tax, estate, business continuation, divorce, and special needs planning. The firm delivers holistic, goal-based analyses and allows clients to integrate planning with managed-account services through a consolidated billing option, maintaining separate planning and portfolio management functions.

Chad Tutton is a Series 66-licensed financial advisor with Thrivent Investment Management, based in Onalaska, WI. He has three years of industry experience, including prior roles at Cetera Advisor Networks LLC and Minnesota Life Insurance Company, as well as twelve years of service in the United States Navy. Thrivent Investment Management provides Dedicated Planning Services to individuals, families, businesses, and nonprofit clients, offering goal-based, holistic financial plans across a broad range of topics. The firm’s approach separates planning from portfolio management and emphasizes periodic reviews without discretionary trading authority for planning services.