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Patrick W

Series 66

Heath, TX

Thrivent Investment Management

Patrick Wilker is a financial advisor at Thrivent Investment Management with 18 years of industry experience. He holds a Series 66 designation and has previously worked at U.S. Bancorp Investments, Inc. and Ameriprise Financial Services, Inc. Wilker has been with Thrivent since 2021. 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 various topics, allowing clients to combine planning with managed-account services under a consolidated billing option called “WealthPlan.”

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Jared P

Series 66

Montgomeryville, PA

Thrivent Investment Management

Jared Payne is a financial advisor at Thrivent Investment Management based in Montgomeryville, PA. He holds a Series 66 designation and has one year of industry experience. Prior to joining Thrivent, he worked at several companies including Zolon Tech Inc and N4 Solutions LLC. Thrivent Investment Management provides Dedicated Planning Services to individuals, families, businesses, and nonprofit clients, offering comprehensive written recommendations on various financial planning topics without implementation. The firm combines goal-based analyses with managed-account options under a consolidated billing service called "WealthPlan," and maintains periodic reviews of client plans.

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Andrew M

Series 66

Chandler, AZ

Thrivent Investment Management

Andrew Miller is a financial advisor at Thrivent Investment Management with 14 years of industry experience. He holds the Series 66 designation and has worked at Thrivent Financial and Thrivent Investment Management since 2021, following a seven-year tenure at CUSO Financial Services, LP. Thrivent Investment Management provides Dedicated Planning Services to individuals, families, businesses, and nonprofit clients through a large network of Financial Advisors. The firm offers goal-based, holistic planning on a range of topics and allows clients to combine planning with managed accounts under a consolidated billing option, while keeping these services separate.

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Scott T

Series 63, Series 65

Wausau, WI

Thrivent Investment Management

Scott Thompson is a financial advisor at Thrivent Investment Management with 11 years of industry experience. He holds Series 63 and Series 65 licenses and has been with Thrivent since 2014. Outside of his advisory role, he owns a business involved in managing single-family rental properties. Thrivent Investment Management provides Dedicated Planning Services to individuals, families, businesses, and nonprofit clients, offering goal-based financial plans that address a wide range of topics without including implementation. The firm integrates planning with managed-account options through its “WealthPlan” program while maintaining separate service structures.

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Abigail S

Series 66

Nashville, TN

Thrivent Investment Management

Abigail Scott is a financial advisor at Thrivent Investment Management with a Series 66 credential and one year of industry experience. Prior to joining Thrivent, she worked at Southern Energy Credit Union and has been involved in social media promotion and resale of clothing as side activities. Thrivent Investment Management provides Dedicated Planning Services to individuals, families, businesses, and nonprofit clients through a network of Financial Advisors, focusing on comprehensive, goal-based financial planning without discretionary portfolio management.

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Jake Z

Series 63, Series 66

Minneapolis, MN

Thrivent Investment Management

Jake Zabloudil Jr. is a financial advisor with Thrivent Investment Management in Minneapolis, MN, holding Series 63 and Series 66 licenses and bringing 21 years of industry experience. He has previously worked at Avantax Investment Services and 1st Global Advisors. Thrivent Investment Management provides Dedicated Planning Services to individuals, families, businesses, and nonprofit clients, offering goal-based analyses and written recommendations across various financial planning topics without managing portfolios directly or holding discretionary trading authority.

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Lauren H

Series 63, Series 65

Rockledge, FL

Thrivent Investment Management

Lauren Hutto is a financial advisor with Thrivent Investment Management in Rockledge, Florida, holding Series 63 and Series 65 licenses and bringing 12 years of industry experience. She has been with Thrivent and its related entities since 2014. Outside of her advisory role, Hutto is a 25% owner of SLH Properties, a holding company for commercial property used for business operations. Thrivent Investment Management provides Dedicated Planning Services to individuals, families, businesses, and nonprofit clients, offering holistic, goal-based financial planning without discretionary portfolio management, and allowing clients to combine planning with managed-account services through a consolidated billing option.

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Craig M

Series 66

Niceville, FL

Thrivent Investment Management

Craig Martin is a financial advisor with Thrivent Investment Management in Destin, Florida. He holds the Series 66 designation and has seven years of industry experience. Prior to joining Thrivent, he worked at First Command Advisory Services and served in the United States Army for 24 years. Thrivent Investment Management provides Dedicated Planning Services to individuals, families, businesses, and nonprofit clients, offering goal-based analyses and written recommendations across various financial topics. The firm emphasizes a planning-focused approach without discretionary portfolio management or institutional advisory services.

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Jesse K

Series 66

New Richmond, WI

Thrivent Investment Management

Jesse Kvitek is a financial advisor with Thrivent Investment Management in New Richmond, WI, holding a Series 66 designation and 24 years of industry experience. He has been with Thrivent Financial for Lutherans and Thrivent Investment Management Inc. since 2002. Outside of his advisory role, Kvitek is the immediate past commodore of the St. Croix Yacht Club, where he continues to serve on the board and organizes club events. 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 accounts under a consolidated billing option, while keeping the services separate.

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Kyle G

Series 66

Colorado Springs, CO

Thrivent Investment Management

Kyle Gamache is a financial advisor at Thrivent Investment Management based in Colorado Springs, CO. He holds a Series 66 credential and has experience in various public sector and military roles prior to joining Thrivent in 2025. His previous positions include work with the U.S. Office of Personnel Management, the Defense Health Agency, and the City of Colorado Springs Department of Finance. 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 topics such as retirement, taxes, estate, and special needs, but does not provide portfolio management for institutional clients.

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Angela H

Series 66

Burnsville, MN

Thrivent Investment Management

Angela Hanson is a Series 66-registered advisor at Thrivent Investment Management with experience beginning in 2026. Prior to joining Thrivent, she worked at Kelly Education and spent 27 years with the USDA Farm Service Agency. 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 financial planning and offers an option to combine planning with managed-account services under a consolidated billing system called “WealthPlan.”

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Michael G

Series 63, Series 65

Poulsbo, WA

Thrivent Investment Management

Michael Guizzetti is a financial advisor at Thrivent Investment Management with 20 years of industry experience. He has worked at Thrivent and its affiliate Thrivent Financial for Lutherans since 2013 and was previously with Edelman Financial Engines from 2011 to 2013. Thrivent Investment Management provides Dedicated Planning Services to individuals, families, businesses, and nonprofit clients through a network of financial advisors. The firm focuses on goal-based planning across a wide range of topics, offering standalone planning separate from managed-account services.

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Justin S

Series 66

Atlanta, GA

Thrivent Investment Management

Justin Scales is a financial advisor with Thrivent Investment Management in Atlanta, GA. He holds a Series 66 designation and has prior experience with StateFarm Insurance and HCL Technologies. Thrivent Investment Management provides Dedicated Planning Services to individuals, families, businesses, and nonprofit clients through a network of Financial Advisors, focusing on goal-based planning and offering a combination of planning with managed-account programs while keeping services separate.

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Christina S

Series 63, Series 65

Florence, SC

Thrivent Investment Management

Christina Schneider is a financial advisor at Thrivent Investment Management with four years of experience in the industry. She holds the Series 63 and Series 65 designations and has worked primarily with Thrivent Financial since 2022. Prior to entering financial services, she held roles in communications and retail. Thrivent Investment Management provides Dedicated Planning Services to individuals, families, businesses, and nonprofit clients, delivering goal-based analyses and written recommendations across a range of financial planning topics. The firm offers these planning services independently from portfolio management and emphasizes ongoing client reviews.

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Lauren N

Series 63, Series 66

Portland, OR

Thrivent Investment Management

Lauren Neary is a financial advisor at Thrivent Investment Management with credentials including Series 63 and Series 66 licenses. She began her financial advisory career in 2026 and has prior experience in education and wellness-related roles. Neary has worked at organizations such as American Fidelity Assurance Company, Mission Acceleration, and held positions related to yoga instruction and academic support. Thrivent Investment Management provides dedicated planning services to individuals, families, businesses, and nonprofit clients, focusing on comprehensive, goal-based financial analyses and written recommendations on a range of planning topics without discretionary trading authority.

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Willie S

Series 66

Fort Wayne, IN

Thrivent Investment Management

Willie Smith is a financial advisor with Thrivent Investment Management in Fort Wayne, IN, holding a Series 66 designation and 10 years of industry experience. He has been with Thrivent Financial and Thrivent Investment Management since 2016. 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 various financial topics and offers an option to combine planning with managed-account services under a consolidated billing program called “WealthPlan.”

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Cody F

Series 66

Appleton, WI

Thrivent Investment Management

Cody Floeter is a financial advisor at Thrivent Investment Management with 21 years of industry experience. He has been with Thrivent and its predecessor entities since 2006 and 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 focuses on holistic, goal-based planning across various topics and offers clients the option to combine planning with managed-account services under a consolidated billing arrangement.

Business ownership considerations
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David P

Series 63, Series 65

Irvine, CA

Thrivent Investment Management

David Parker is a financial advisor with Thrivent Investment Management in Irvine, CA, holding Series 63 and Series 65 credentials and seven years of industry experience. Prior to joining Thrivent, he worked at Pine Point Advisors LLC and Bryant University. Outside of his advisory role, he owns a second home in New Hampshire that he rents via Airbnb and VRBO. Thrivent Investment Management provides Dedicated Planning Services to individuals, families, businesses, and nonprofits, focusing on holistic, goal-based analyses without discretionary portfolio management, and offers planning and managed-account options through a consolidated billing service called “WealthPlan.”

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Daniel M

Series 66

Spokane, WA

Thrivent Investment Management

Daniel Merritt is a financial advisor with Thrivent Investment Management in Spokane, WA. He holds a Series 66 designation and has been with Thrivent since 2026. Prior to joining the firm, he held roles at Gonzaga University, California Pension Fund, Creative Investment Research, and Panera Bread. Thrivent Investment Management provides Dedicated Planning Services to individuals, families, businesses, and nonprofit clients through a network of Financial Advisors. The firm offers comprehensive, goal-based analyses and allows clients to combine planning with managed-account programs under a consolidated billing option called “WealthPlan,” while keeping these services separate.

Business ownership considerations
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Kevin K

Series 63, Series 66

Knoxville, TN

Thrivent Investment Management

Kevin Knoernschild is a financial advisor with Thrivent Investment Management in Knoxville, TN. He holds Series 63 and Series 66 licenses and has 34 years of industry experience. Knoernschild 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 through a network of financial advisors. The firm offers comprehensive, goal-based planning across various topics, while keeping planning and managed-account services separate under a consolidated billing option.

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