Joshua Koch is a financial advisor with Thrivent Investment Management, holding Series 63 and Series 66 designations and four years of industry experience. Prior to joining Thrivent, he worked at Sentry Insurance for seven years. He serves as Secretary on the Board of Directors for Hardship Heroes, a local nonprofit organization that provides gifts and experiences to individuals and families facing medical hardships. Thrivent Investment Management offers Dedicated Planning Services to individuals, families, businesses, and nonprofits, delivering goal-based analyses and written recommendations across multiple planning areas without managing client assets directly.

Jeffrey Kolzow is a financial advisor with Thrivent Investment Management in Mesa, AZ, holding Series 63 and Series 66 licenses and with 32 years of industry experience. He has been with Thrivent and its predecessor entity since 2002. Thrivent Investment Management provides Dedicated Planning Services to individuals, families, businesses, and nonprofit clients, offering comprehensive written recommendations on various financial topics without portfolio management or discretionary trading authority.

David Meade is a Series 66-credentialed financial advisor with 24 years of experience, currently serving at Thrivent Investment Management since 2002. He is a board member of Concordia University Austin and the Mission Leader Institute, participating in policy oversight for both organizations. Thrivent Investment Management provides Dedicated Planning Services to individuals, families, businesses, and nonprofits, offering holistic, goal-based financial planning without discretionary trading authority and allowing clients to combine planning with managed-account services through a consolidated billing option.

Paul White is a financial advisor with Thrivent Investment Management in Litchfield, MN, holding the ChFC® designation and Series 63 and 66 licenses. He has 27 years of industry experience, including 24 years with Thrivent Investment Management and Thrivent Financial for Lutherans. Outside of his advisory role, he owns White's Pure Honey, a local honey production business, and holds a passive ownership stake in Island Pine Golf Course in Atwater, MN. Thrivent Investment Management provides Dedicated Planning Services to individuals, families, businesses, and nonprofit clients, offering holistic, goal-based financial planning without discretionary trading authority. The firm’s approach includes broad financial topics and allows clients to combine planning with managed-account programs under a consolidated billing option.

Cole Steinke is a Series 66-credentialed financial advisor with Thrivent Investment Management, based in Clintonville, WI. He has 14 years of industry experience and has been with Thrivent Financial for Lutherans and Thrivent Investment Management since 2011. 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 covering topics such as retirement, tax, estate, business continuation, divorce, and special needs, offering clients the option to combine planning with managed-account programs under a consolidated billing structure.

Beth Newland is a financial advisor with Thrivent Investment Management in Reynoldsburg, OH, holding a Series 66 designation and five years of industry experience. She has been with Thrivent and its affiliated entities since 2020 and previously worked for Child Care Resources, Inc. and Zane State College. Outside of her advisory role, Newland serves as a board member of the Bethel Community Center and participates on the mission committee of North Terrace Church of Christ. 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 areas such as retirement, tax, and estate planning, without offering portfolio management or institutional advisory selection.

Tara Goins is a financial advisor with Thrivent Investment Management in Jupiter, FL, holding Series 63 and Series 65 credentials and having 17 years of industry experience. She has been with Thrivent Financial and its related entities since 2017, with prior employment noted in 2016-2017. Thrivent Investment Management provides Dedicated Planning Services to individuals, families, businesses, and nonprofit clients through a network of Financial Advisors, offering comprehensive written recommendations across various financial planning topics without implementing those recommendations directly. The firm emphasizes holistic, goal-based analyses and allows clients to integrate planning with managed-account programs through a consolidated billing option called “WealthPlan,” while maintaining separate services.

Chad Erickson is a financial advisor at Thrivent Investment Management with 20 years of industry experience. He holds a Series 66 credential and has worked at Thrivent Financial for Lutherans and Thrivent Investment Management since 2005. Erickson serves as the secretary for the City of East Grand Forks Planning and Zoning Commission, participating in monthly meetings to guide city planning and development. 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 on topics such as retirement, tax, and estate planning, with clients able to combine planning and managed-account services under a consolidated billing option.

Parker Patierno is a financial advisor at Thrivent Investment Management with a Series 66 designation and less than one year of industry experience. His prior work includes roles at Amazon, Continental Disc Corporation, and KONG Company. Thrivent Investment Management provides Dedicated Planning Services to individuals, families, businesses, and nonprofit clients through a network of Financial Advisors, offering comprehensive planning on topics such as retirement, tax, estate, and business continuation without implementation of recommendations. The firm’s approach combines holistic, goal-based analyses with options for integrating planning and managed-account services under a consolidated billing arrangement called “WealthPlan.”

La Rae Klocksien is a financial advisor with Thrivent Investment Management in Cambridge, MN, holding a Series 66 designation and one year of industry experience. She previously managed WillowBridge, Inc, a wellness service company offering salon, massage, and yoga services, where she assisted with reporting, marketing, and IT. Thrivent Investment Management provides Dedicated Planning Services to individuals, families, businesses, and nonprofits, focusing on holistic, goal-based analyses and planning across a wide range of financial topics without discretionary trading authority.

Elizabeth Mc Kinley is a financial advisor with Thrivent Investment Management, holding Series 63 and Series 66 credentials and eight years of industry experience. She has been with Thrivent and its affiliates since 2018. Outside of her advisory work, she serves on the Board of Directors for the YWCA Carlisle and Cumberland County and works as a voting machine operator/clerk for the Cumberland County Bureau of Elections. Thrivent Investment Management provides Dedicated Planning Services to individuals, families, businesses, and nonprofit clients, focusing on goal-based analyses across various financial planning topics. The firm offers these services through a network of financial advisors but does not provide portfolio management for institutional clients.

Aaron Klawuhn is a financial advisor at Thrivent Investment Management with nine years of industry experience. He holds a Series 66 designation and has worked at Thrivent Financial since 2017. Outside of his advisory work, Klawuhn serves as an Assistant Cubmaster for Cub Scout Pack 240 in Owosso, MI, and is a ruling elder at Grace Orthodox Presbyterian Church in Lansing, MI. 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 allows clients to combine planning with managed-account programs while keeping the services separate.

Marcus Krachinski is a financial advisor at Thrivent Investment Management with one year of industry experience. He holds the Series 66 designation and previously worked at Upper Peninsula State Bank, Rocket Mortgage LLC, and Bank of America Merrill Lynch. Marcus has also held roles at Northern Michigan University, Hannahville Indian Community, and North Central Area Schools. Thrivent Investment Management provides Dedicated Planning Services to individuals, families, businesses, and nonprofit clients, focusing on goal-based analyses across various financial planning topics. The firm offers both one-time and ongoing planning engagements, with options to combine planning with managed-account services under a consolidated billing program called WealthPlan.

Julie Pressnell is a financial advisor at Thrivent Investment Management with 12 years of industry experience. She has previously worked at Raymond James & Associates and operated Serenity Coaching LLC, where she provided personal development coaching. Thrivent Investment Management offers Dedicated Planning Services focused on individuals, families, businesses, and nonprofit clients, delivering holistic and goal-based financial planning without discretionary trading authority. The firm emphasizes comprehensive written recommendations across various planning areas and integrates planning with managed-account services through its WealthPlan option.

Curtis Bissell is a financial advisor with Thrivent Investment Management, holding a Series 66 credential and 12 years of industry experience. He has been with Thrivent and its affiliated firms since 2014. Outside of his advisory role, Bissell serves as Vice President of Buckets of Hope for Tender Hearts, a nonprofit supporting child loss organizations, and is the Pastor of the Online Campus for Garfield Memorial United Methodist Church. 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 and allows clients to combine planning with managed-account services under a consolidated billing option called “WealthPlan.”

Stephen Drake is a financial advisor with Thrivent Investment Management in Allen, TX. He holds a Series 66 designation and has two years of industry experience. Prior to joining Thrivent, he worked in educational settings including Grand Prairie ISD, Faith Family Academy, and Ector County ISD. 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 financial planning covering various topics, with the option to combine planning and managed-account services under a consolidated program called “WealthPlan.”

Kristi Budin is a financial advisor with Thrivent Investment Management in Sparta, WI, holding a Series 66 designation and five years of industry experience. She has been with Thrivent Financial and its investment management affiliate since 2020, following a decade of experience at John Budin - Thrivent Financial from 2010 to 2020. 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 financial planning without portfolio management or institutional advisory services, allowing clients to combine planning with managed accounts under a consolidated billing system called “WealthPlan.”

Dena Degroat is a financial advisor at Thrivent Investment Management with 25 years of industry experience. She has been with Thrivent Financial for Lutherans and Thrivent Investment Management since 2002. Degroat serves as a board member for the Minnesota Planned Giving Council and Family Promise in Anoka County. 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 without discretionary trading authority and allows clients to combine planning and managed-account services under a consolidated billing option called “WealthPlan.”

David Houck III is a financial advisor at Thrivent Investment Management with two years of industry experience. He holds the Series 66 designation and previously worked at Google, Cisco Systems, and NCR Corporation. Outside of his advisory role, he serves as president of the Houck Foundation, a private family foundation that provides grants to nonprofit organizations such as the Atlanta Humane Society, Rotary, and Georgia Aquarium. Thrivent Investment Management offers Dedicated Planning Services to individuals, families, businesses, and nonprofit clients, delivering holistic, goal-based financial plans without discretionary portfolio management. The firm emphasizes thorough planning on topics including retirement, estate, and tax issues, while keeping planning and managed-account services separate.

Myron Schelp is a financial advisor with Thrivent Investment Management in Kansas City, MO, holding Series 63 and Series 65 designations and bringing 27 years of industry experience. He has been with Thrivent Financial for Lutherans and Thrivent Investment Management since 2002. Outside of his advisory role, he manages a farm property that is cash rented for agricultural use. Thrivent Investment Management offers Dedicated Planning Services to individuals, families, businesses, and nonprofits, providing comprehensive written recommendations on a wide range of financial topics without managing client portfolios directly. The firm’s approach centers on holistic, goal-based analyses and allows clients to combine planning services with managed accounts under an integrated billing option.