Overwhelmed by options?
Answer a few questions to see advisors matched to you.
Find a financial advisor
Based on your filters
James T
Series 66
Johns Creek, GA
Thrivent Investment Management
James Tuenge is a financial advisor with Thrivent Investment Management in Johns Creek, GA. He holds a Series 66 credential and began his advisory career in 2025 after a 28-year tenure at Newell Brands. Outside of his advisory role, he participates in market research studies related to food product testing. Thrivent Investment Management provides Dedicated Planning Services to individuals, families, businesses, and nonprofits, offering goal-based financial planning without discretionary portfolio management. Their approach includes comprehensive written recommendations across various planning areas and allows clients to integrate planning with managed-account services through a consolidated billing option called WealthPlan.
Daniel R
Series 63, Series 66
Fort Myers, FL
Thrivent Investment Management
Daniel Rolon is a financial advisor at Thrivent Investment Management in Fort Myers, FL, holding Series 63 and Series 66 licenses with one year of industry experience. His prior roles include positions at Vanguard Marketing Corporation, The Vanguard Group, Inc., and Retirement Plan Consulting Group. Thrivent Investment Management provides Dedicated Planning Services to individuals, families, businesses, and nonprofit clients, offering comprehensive written recommendations on various financial topics without managing client assets directly. The firm emphasizes holistic, goal-based planning with periodic reviews and allows clients to combine planning with managed-account services under a consolidated billing option.
Shanell F
Series 66
Lake Worth, FL
Thrivent Investment Management
Shanell Foster is a Series 66-credentialed financial advisor with over 10 years of experience, currently with Thrivent Investment Management and Thrivent Financial since 2015. She serves as President of the Shanell Foster Foundation Inc., a nonprofit focused on expanding educational access and career opportunities for underserved populations, and is a board member of Paths and Gateways, an organization supporting education in rural communities. Thrivent Investment Management offers Dedicated Planning Services to individuals, families, businesses, and nonprofits, providing holistic, goal-based financial planning without discretionary portfolio management.
Hugh H
Series 63, Series 66
Minneapolis, MN
Thrivent Investment Management
Hugh Humphrey is a financial advisor with Thrivent Investment Management in Minneapolis, MN, holding Series 63 and Series 66 licenses and 13 years of industry experience. His prior experience includes ten years at Lincoln Financial Securities Corporation and Lincoln Financial Advisors Corporation. Thrivent Investment Management offers Dedicated Planning Services to individuals, families, businesses, and nonprofit clients, providing goal-based planning across a wide range of financial topics without discretionary trading authority, and allowing clients to integrate planning with managed-account programs through a consolidated billing option.
Brenden S
Series 63, Series 66
Fountain Hills, AZ
Thrivent Investment Management
Brenden Slavik is a financial advisor with Thrivent Investment Management in Fountain Hills, AZ, holding Series 63 and Series 66 credentials and three years of industry experience. His prior roles include positions at Fidelity Investments and Charles Schwab & Co., Inc. Thrivent Investment Management provides Dedicated Planning Services to individuals, families, businesses, and nonprofit clients, offering holistic, goal-based financial plans without discretionary trading authority and allowing clients to combine planning with managed-account programs under a consolidated billing option.
Mark H
Series 63, Series 65
Madison, WI
Thrivent Investment Management
Mark Hammes is a financial advisor at Thrivent Investment Management in Madison, WI, holding Series 63 and Series 65 licenses with 38 years of industry experience. He has been with Thrivent Investment Management and Thrivent Financial for Lutherans since 2002. 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 written recommendations across various planning areas. The firm combines planning and managed-account services under a consolidated billing option called WealthPlan, while maintaining separation between these services.
Debra B
Series 63, Series 66
Minneapolis, MN
Thrivent Investment Management
Debra Bougie 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. She has been with Thrivent Financial for Lutherans and Thrivent Investment Management since 2014. Thrivent Investment Management provides Dedicated Planning Services to individuals, families, businesses, and nonprofit clients through its network of financial advisors. The firm offers comprehensive goal-based planning across various topics, allowing clients to combine planning with managed-account services under an integrated billing option while keeping the services distinct.
Chad R
Series 66
Sioux City, IA
Thrivent Investment Management
Chad Robinson is a financial advisor at Thrivent Investment Management with 13 years of industry experience. He holds a Series 66 designation and has been with Thrivent Financial for Lutherans and Thrivent Investment Management since 2013. 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 focused on a broad range of financial topics and allows clients to combine planning with managed accounts under a consolidated billing option called “WealthPlan.”
Brandon W
Series 66
St Louis, MO
Thrivent Investment Management
Brandon Wilkes is a financial advisor at Thrivent Investment Management based in St. Louis, MO. He holds a Series 66 designation and has been with Thrivent Financial and Thrivent Investment Management since 2026. Prior to his current role, he spent ten years at Peoples Church St. Louis. Thrivent Investment Management provides Dedicated Planning Services to individuals, families, businesses, and nonprofit clients, offering comprehensive written recommendations across various financial topics without implementation. 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.”
Nancy T
Series 66
Houston, TX
Thrivent Investment Management
Nancy Tellez is a financial advisor with Thrivent Investment Management in Houston, TX, holding a Series 66 designation and 16 years of industry experience. She has been with Thrivent Financial for Lutherans and its affiliate Thrivent Investment Management since 2009. 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, combining planning and managed-account services under a consolidated billing option called “WealthPlan.”
Adam B
Series 66
Troy, NC
Thrivent Investment Management
Adam Burrow is a financial advisor at Thrivent Investment Management with a Series 66 credential and one year of industry experience. His prior work includes roles at Shelton Insurance and Montgomery Insurance, as well as a year at Burrows Landscaping. Thrivent Investment Management offers Dedicated Planning Services to individuals, families, businesses, and nonprofits, delivering holistic, goal-based financial plans that cover a wide range of topics. The firm allows clients to combine planning with managed-account services under a consolidated billing option called “WealthPlan,” while maintaining separate planning and portfolio management functions.
Peter P
Series 63, Series 66
Pismo Beach, CA
Thrivent Investment Management
Peter Patag is a financial advisor with Thrivent Investment Management and holds Series 63 and Series 66 licenses. He has four years of industry experience, including roles at Thrivent Financial and Primerica. His prior background includes time at Blakeslee & Blakeslee Inc., Farmers Insurance Group, and California Polytechnic State University at San Luis Obispo. Thrivent Investment Management provides Dedicated Planning Services to individuals, families, businesses, and nonprofits through a network of financial advisors. The firm offers comprehensive, goal-based planning with a focus on topics such as retirement, tax, estate, and business continuation, without discretionary trading authority or institutional portfolio management.
Benjamin E
Series 66
Virginia, MN
Thrivent Investment Management
Benjamin Eastman is a financial advisor with Thrivent Investment Management in Virginia, MN. He holds a Series 66 designation and has 10 years of industry experience, all within the Thrivent organization. He also served as an educator at American Military University from 2015 to 2023. Thrivent Investment Management provides Dedicated Planning Services to individuals, families, businesses, and nonprofit clients, offering goal-based planning across a broad range of topics without implementation services. The firm allows clients to combine planning with managed-account programs under a consolidated billing option called “WealthPlan” while maintaining separate planning and portfolio management services.
Tammy V
Series 63, Series 66
Slickville, PA
Thrivent Investment Management
Tammy Valero is a financial advisor at Thrivent Investment Management with one year of industry experience. Her prior roles include positions at New York Life Insurance Company and NYLife Securities LLC. Before entering the financial services industry, she spent over two decades working at Valero Century RV. Thrivent Investment Management provides Dedicated Planning Services to individuals, families, businesses, and nonprofit clients through a nationwide network of advisors. The firm offers holistic, goal-based financial planning focused on a broad range of topics and allows clients to combine planning with managed-account services while keeping them distinct.
Edwin R
Series 66
Homestead, FL
Thrivent Investment Management
Edwin Rodriguez Salazar is a financial advisor with Thrivent Investment Management, holding a Series 66 designation and three years of industry experience. His work history includes multiple roles within Thrivent Financial and Thrivent Investment Management since 2020, with prior experience at ACR of South Florida. Thrivent Investment Management provides Dedicated Planning Services to individuals, families, businesses, and nonprofit clients, offering comprehensive written recommendations on retirement, tax, estate, and other planning topics. The firm combines these planning services with a managed-account program under a consolidated billing option called “WealthPlan,” while maintaining separate planning and portfolio management functions.
Erich B
Series 66
Fond Du Lac, WI
Thrivent Investment Management
Erich Beyersdorf is a financial advisor with Thrivent Investment Management and holds a Series 66 designation. He has four years of industry experience and has been with Thrivent since 2021. Outside of his advisory role, he serves as a resident youth pastor at Edgewood Community Church, where he leads programs and outreach for youth and young adults. Thrivent Investment Management offers Dedicated Planning Services to individuals, families, businesses, and nonprofits, providing comprehensive written recommendations on retirement, tax, estate, and other financial planning topics without discretionary trading authority.
Casey H
Series 63, Series 65
Brenham, TX
Thrivent Investment Management
Casey Henly is a financial advisor with Thrivent Investment Management in Brenham, TX, holding Series 63 and Series 65 licenses and eight years of industry experience. He has been with Thrivent and its affiliates since 2015, including roles at Producers Cooperative Association prior to that. Henly serves as a board member on the City of Brenham Police Department Training Advisory Board. 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 a broad range of topics and allows clients to combine planning with managed-account options under a consolidated billing structure, while maintaining planning and portfolio management as separate services.
Robert L
Series 66
Mentor, OH
Thrivent Investment Management
Robert Lord III is a financial advisor with Thrivent Investment Management, holding a Series 66 designation and bringing 10 years of industry experience. Prior to joining Thrivent in 2020, he worked at Kennard Financial Services and was self-employed. Outside of finance, he serves as a volleyball official, officiating matches at various educational levels. Thrivent Investment Management provides Dedicated Planning Services to individuals, families, businesses, and nonprofits through a network of financial advisors. The firm offers holistic, goal-based financial planning without discretionary trading authority, allowing clients to combine planning with managed-account programs under a consolidated billing option.
Victoria D
Series 66
St Cloud, MN
Thrivent Investment Management
Victoria Dvorak is a financial advisor at Thrivent Investment Management with one year of industry experience. She holds a Series 66 designation and previously worked at Capital One for 15 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 analyses and planning on a range of topics, allowing clients to combine planning with managed-account programs under a consolidated billing option called “WealthPlan,” while keeping these services separate.
Brian H
Series 66
O'Fallon, MO
Thrivent Investment Management
Brian Horner is a financial advisor at Thrivent Investment Management with three years of industry experience. He holds the Series 66 designation and has worked within Thrivent since 2023. Outside of his advisory role, Horner serves as a board member on the Fellowship of Christian Athletes Golf Event Planning Committee. Thrivent Investment Management provides Dedicated Planning Services to individuals, families, businesses, and nonprofits, focusing on holistic, goal-based analyses across a wide range of planning topics. The firm offers these planning services separately from managed accounts and does not accept discretionary trading authority for its Dedicated Planning Service.
Not sure where to start?
We'll help you think it through—whether you ultimately need an advisor or not. Warmer helps you compare advisors clearly, so you can choose with confidence.
For advisor listings, we rely on sources including public filings and data provided by advisors, and we cannot guarantee that all information is current or accurate. Advisors are independent and may not have reviewed or updated this information. Please review an advisor’s Form ADV and do your own diligence before deciding whether to work with them.
Advisor matching and introductions are provided by FinanceHQ LLC (“FHQ”), a wholly-owned subsidiary of Warmer and an SEC-registered investment advisor. We receive compensation from certain participating advisors for introductions or referrals. This creates a conflict of interest because we have an incentive to recommend advisors who compensate us, including those who pay us more. You pay no fee to use our matching service, and advisor fees are not increased because of a referral or introduction. We do not review the ongoing performance of advisors, manage or hold assets, guarantee performance, or provide advice about specific investments.
By using our service, you agree to our Terms of Service and Advisory Agreement, and acknowledge our Privacy Policy. Please review FHQ’s ADV Part 2A and Form CRS. Logos provided by Logo.dev
© 2026 Warmer Holdings Inc. (“Warmer”)
Finding advisors...
Find a financial advisor
Based on your filters