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Jeremy H
Series 63, Series 66
Greenwood Village, CO
Thrivent Investment Management
Jeremy Hotsenpiller is a financial advisor at Thrivent Investment Management with nine years of industry experience. He holds Series 63 and Series 66 designations and has previously worked at U.S. Bancorp Investments and U.S. Bank. He is currently based in Greenwood Village, Colorado. Thrivent Investment Management provides Dedicated Planning Services to individuals, families, businesses, and nonprofit clients, focusing on holistic, goal-based financial analyses and planning without discretionary portfolio management for institutional clients.
Samuel R
Series 63, Series 65
Geneva, IL
Thrivent Investment Management
Samuel Roller is a financial advisor with Thrivent Investment Management in Geneva, IL, holding Series 63 and Series 65 licenses and with two years of industry experience. His prior work includes roles at DHI Mortgage Company and Moody Bible Institute. Thrivent Investment Management provides Dedicated Planning Services to individuals, families, businesses, and nonprofit clients, focusing on holistic, goal-based analyses and written recommendations across a broad range of planning topics without including implementation of those recommendations.
Sarah K
Series 66
Delaware, OH
Thrivent Investment Management
Sarah Kahaian is a financial advisor at Thrivent Investment Management with one year of industry experience. She holds a Series 66 designation and has prior work experience at Battelle Memorial Institute and St Mary Catholic Church. Thrivent Investment Management provides Dedicated Planning Services to individuals, families, businesses, and nonprofit clients, offering holistic, goal-based analyses and written recommendations on a broad range of financial topics. The firm combines planning with managed-account programs through a consolidated billing option, while maintaining planning and portfolio management as separate services.
Kyle B
Series 66
Huntington Beach, CA
Thrivent Investment Management
Kyle Brancato is a financial advisor at Thrivent Investment Management with three years of industry experience. He holds a Series 66 designation and has held various roles at Thrivent Financial and Thrivent Investment Management since 2022. Outside of his advisory work, he serves as CEO of Torque & Title Solutions, a business facilitating vehicle purchases for dealerships and individuals. 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 multiple areas, with an option to combine planning and managed-account services under a consolidated billing program called WealthPlan.
Laura T
Series 63, Series 65
Hillsboro, OR
Thrivent Investment Management
Laura Thompson Aue is a financial advisor with Thrivent Investment Management, holding Series 63 and Series 65 licenses and bringing nine years of industry experience. She has been with Thrivent Financial and its investment management division since 2017. Outside of her advisory role, she serves on the Executive Board of the Forest Grove Community Foundation, a nonprofit focused on supporting local charitable, educational, and scientific initiatives. Thrivent Investment Management offers Dedicated Planning Services to individuals, families, businesses, and nonprofit clients, providing goal-based analyses and planning without discretionary trading authority. The firm’s services include comprehensive written recommendations across various financial topics, with options to integrate planning and managed-account programs under a consolidated billing arrangement.
Tri H
Series 66
Granbury, TX
Thrivent Investment Management
Tri Hoang is a financial advisor at Thrivent Investment Management based in Granbury, TX. He holds a Series 66 designation and has been with Thrivent since 2026. Prior to his current role, he worked at Verizon and has experience in various service and fitness industry positions. Thrivent Investment Management offers Dedicated Planning Services to individuals, families, businesses, and nonprofit clients, focusing on holistic, goal-based financial planning without portfolio management for institutional clients. The firm provides written recommendations across multiple planning areas and allows clients to combine planning with managed accounts through its WealthPlan option.
Carla S
Series 63, Series 66
Chicago, IL
Thrivent Investment Management
Carla Snedden is a financial advisor at Thrivent Investment Management in Chicago, IL, with seven years of industry experience. She holds Series 63 and Series 66 designations and previously worked at Illinicare and Family Health Network. Thrivent Investment Management provides Dedicated Planning Services to individuals, families, businesses, and nonprofit clients, offering comprehensive written recommendations across various financial planning topics without including implementation. The firm uses goal-based analyses and allows clients to combine planning with managed-account programs under a consolidated billing option.
Christopher P
Series 66
Winona, MN
Thrivent Investment Management
Christopher Perkins is a Series 66-licensed financial advisor with Thrivent Investment Management in Winona, MN, where he has worked since 2019. He has a total of seven years of industry experience, including prior roles at Verve, A Credit Union. 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 wide range of financial topics, delivered as either one-time or ongoing engagements, with separate managed-account services available through a consolidated billing option.
Connor E
Series 66
Kutztown, PA
Thrivent Investment Management
Connor Eglin is a financial advisor at Thrivent Investment Management with one year of industry experience. He holds the Series 66 designation and has worked at Thrivent Financial since 2025. Prior to entering the financial industry, he was employed at Boscov's Department Store for six years. 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 and analysis across multiple financial topics, allowing clients to combine planning with managed-account programs while keeping these services separate.
Kris P
Series 66
Blairsville, GA
Thrivent Investment Management
Kris Pahl is a Series 66 credentialed financial advisor with 20 years of experience, currently practicing at Thrivent Investment Management. He has been with Thrivent Financial for Lutherans and Thrivent Investment Management since 2005. Outside of his advisory role, Mr. Pahl serves as an elder at All Saints Lutheran Church, assisting with spiritual support and church services. Thrivent Investment Management provides Dedicated Planning Services to individuals, families, businesses, and nonprofit clients, offering holistic, goal-based financial analyses without discretionary trading authority. The firm integrates planning and managed-account services under a consolidated billing option, serving clients through a large network of financial advisors.
Cory W
Series 63, Series 65, Series 66
Glencoe, MN
Thrivent Investment Management
Cory Werlinger is a financial advisor with Thrivent Investment Management, holding Series 63, 65, and 66 credentials and 17 years of industry experience. He has worked at Thrivent since 2019 and has prior experience with Waddell & Reed and Ameriprise Financial Services. 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 that covers a wide range of topics and allows clients to combine planning with managed-account services under a consolidated billing option called WealthPlan.
Gaylon H
Series 63, Series 65
De Witt, IA
Thrivent Investment Management
Gaylon Heetland is a financial advisor at Thrivent Investment Management with 31 years of industry experience. He holds Series 63 and Series 65 credentials and has been with Thrivent Financial for Lutherans since 2002. Outside of his advisory role, he is involved in a joint rental property venture with his wife. 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 financial topics without discretionary trading authority, allowing clients to combine planning with managed-account services under a consolidated billing option.
Michael C
Series 63, Series 65
Westbury, NY
Thrivent Investment Management
Michael Cousins is a financial advisor at Thrivent Investment Management with 20 years of industry experience. He holds Series 63 and Series 65 designations and has worked previously at Allstate Insurance Company and CitiGroup. He has been with Thrivent Financial and Thrivent Investment Management since 2021. Thrivent Investment Management provides Dedicated Planning Services to individuals, families, businesses, and nonprofit clients, offering comprehensive, goal-based financial planning without discretionary portfolio management. The firm’s planning services can be combined with managed-account programs under a consolidated billing option called “WealthPlan,” while keeping planning and management separate.
Lisa H
Series 66
Fayetteville, GA
Thrivent Investment Management
Lisa Hartel is a Series 66-licensed financial advisor with Thrivent Investment Management, based in Fayetteville, GA. She has 16 years of industry experience and has been with Thrivent and its affiliated entities since 2010. 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 covering a wide range of financial topics, delivered as one-time or ongoing engagements, and maintains a separation between planning and managed-account services.
Zachary C
Series 66
Atlanta, GA
Thrivent Investment Management
Zachary Concha is a financial advisor with Thrivent Investment Management in Atlanta, GA, holding a Series 66 credential and two years of industry experience. His prior roles include positions at Thrivent Financial and work experience at Georgia State University, Cold Stone Creamery, and North Cobb High School. Thrivent Investment Management provides Dedicated Planning Services to individuals, families, businesses, and nonprofit clients, offering goal-based analyses across various financial planning areas. The firm’s approach separates planning from managed-account services and does not provide portfolio management or institutional adviser selection.
John O
Series 66
Fargo, ND
Thrivent Investment Management
John O’day IV is a Series 66-credentialed advisor at Thrivent Investment Management with four years of industry experience. Prior to joining Thrivent, he worked in education at Northern Cass Public School and Valley City State University. Outside of financial advising, he serves as a Field Manager for the College Gridiron Showcase and works as a caddie for the PGA Tour Champions tournament. Thrivent Investment Management provides Dedicated Planning Services to individuals, families, businesses, and nonprofit clients, focusing on goal-based, holistic planning across various financial topics without discretionary trading authority.
Thomas M
Series 63, Series 66
Hartland, WI
Thrivent Investment Management
Thomas Mehl is a financial advisor with Thrivent Investment Management in Hartland, Wisconsin, holding Series 63 and Series 66 licenses with 38 years of industry experience. He has been with Thrivent Financial for Lutherans and Thrivent Investment Management since 2002. Thrivent Investment Management provides Dedicated Planning Services to individuals, families, businesses, and nonprofit clients, offering goal-based financial analyses and planning across a range of topics. The firm allows clients to integrate planning with managed accounts under a consolidated billing option while maintaining separate service structures.
Juan L
Series 63, Series 66
Minneapolis, MN
Thrivent Investment Management
Juan Lopez Maya is a Financial Solutions Advisor (FSA) with Merrill Lynch Wealth Management. In his role, he works closely with clients to define their financial goals and develop portfolio strategies aimed at helping them achieve those objectives. Juan offers ongoing advice and adapts financial plans as clients’ situations evolve, addressing priorities such as retirement planning, investing, and saving for unexpected expenses. Juan holds professional designations including Chartered Retirement Planning Counselor (CRPC), Personal Investment Advisor (PIA), and Sports & Entertainment Accredited Wealth Management Advisor (SE-AWMA). He earned his high school diploma from Oakcrest High School. Juan is bilingual, fluent in both Spanish and English.
Nathan J
Series 66
Portland, OR
Thrivent Investment Management
Nathan Jones is a Series 66-licensed financial advisor with eight years of industry experience, currently working at Thrivent Investment Management in Portland, OR. Prior to his advisory role, he worked for Portland Parks and Recreation from 2016 to 2018. Outside of his financial advisory work, he is involved as a co-owner of a seasonal recreational rental business offering inflatable paddle boards and kayaks in the Portland area. 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 a broad range of topics and integrates planning with managed-account services, while maintaining distinct service lines and without discretionary trading authority for these plans.
Amy N
Series 63, Series 65
Easton, PA
Thrivent Investment Management
Amy Nichols is a financial advisor at Thrivent Investment Management with eight years of industry experience. She holds Series 63 and Series 65 licenses and previously worked seven years at Larry Lancaster State Farm before joining Thrivent in 2018. 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 covering a range of planning topics and allows clients to combine planning with managed-account programs under a consolidated billing option called “WealthPlan.”
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