Sarah Mackay is a financial advisor with Thrivent Investment Management in Irvine, CA, holding Series 63 and Series 65 licenses and having four years of industry experience. She has been with Thrivent since 2018, with roles at both Thrivent Financial and Thrivent Investment Management Inc. Thrivent Investment Management offers Dedicated Planning Services to individuals, families, businesses, and nonprofit clients through financial advisors. The firm focuses on goal-based, holistic financial planning across topics such as retirement, tax, estate, and special needs, providing written recommendations without discretionary trading authority.

Nathaniel Simmons is a financial advisor with Thrivent Investment Management in Columbia, MO, holding Series 63 and Series 65 credentials and bringing 10 years of industry experience. He has been with Thrivent Financial and Thrivent Investment Management since 2016. Outside of his advisory work, he serves as an elder at his home church, participating in monthly meetings and prayers for church members and staff. Thrivent Investment Management provides Dedicated Planning Services to individuals, families, businesses, and nonprofit clients, delivering goal-based analyses and written recommendations across a broad range of financial topics. The firm offers these planning services without accepting discretionary trading authority and enables clients to combine planning with managed-account programs under a consolidated billing option.

James Feret is a financial advisor at Thrivent Investment Management in Olathe, KS, holding Series 63 and Series 65 licenses with 28 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 through a network of Financial Advisors. The firm offers holistic, goal-based analyses and allows clients to integrate planning with managed-account programs under consolidated billing while keeping the services separate.

Iuveni Alejandro Gutierrez is a financial advisor with Thrivent Investment Management, holding Series 63 and Series 65 licenses and two years of industry experience. Prior to joining Thrivent, he held roles at TIAA-CREF Individual & Institutional Services and has worked in arts organizations including Theatreworks Colorado and Town Hall Arts Center. Thrivent Investment Management provides Dedicated Planning Services to individuals, families, businesses, and nonprofit clients, offering comprehensive written recommendations on retirement, tax, estate, business continuation, and special needs planning without portfolio management or discretionary trading authority.

Roberto Devilla is a financial advisor at Thrivent Investment Management with 12 years of industry experience. He holds Series 63 and Series 66 licenses and has previously worked at firms including NYLIFE Securities LLC, New York Life Insurance Company, LPL Enterprise, and The Prudential Insurance Company of America. 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 on various financial topics, delivered either as one-time or ongoing relationships, and allows clients to combine planning with managed-account services under a consolidated billing option.

Vivian Toomer is a financial advisor with Thrivent Investment Management in Minneapolis, MN. She holds the Series 66 designation and has experience working with Thrivent Financial and its affiliated entities since 2024, following over a decade as an independent advisor. Thrivent Investment Management provides Dedicated Planning Services to individuals, families, businesses, and nonprofit clients through a network of financial advisors, delivering written recommendations on a wide range of planning topics without implementation. The firm offers holistic, goal-based analyses and combines planning with managed-account services under a consolidated billing option called “WealthPlan.”

Sydney Veilleux is a financial advisor at Thrivent Investment Management with three years of industry experience. Prior to joining Thrivent in 2026, Veilleux worked at Vanguard Advisers from 2023 to 2026 and was involved with Lightening the Load, LLC in 2022 and 2023. Veilleux holds a Series 66 designation. Thrivent Investment Management provides Dedicated Planning Services to individuals, families, businesses, and nonprofit clients, offering comprehensive written recommendations across various financial planning topics without implementation services. The firm combines holistic, goal-based analyses with managed-account programs under a consolidated billing option called “WealthPlan,” while maintaining planning and portfolio management services as separate offerings.

Yiting Li is a Series 66-licensed financial advisor with Thrivent Investment Management in Burnsville, MN, and has one year of industry experience. Prior to joining Thrivent, Li was involved with the Family Education and Diabetes Series (FEDS) Community Research for ten 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 allows clients to combine planning with managed-account services under a consolidated billing option known as “WealthPlan.”

Rebecca Montoya is a financial advisor at Thrivent Investment Management in Austin, TX, with 11 years of industry experience. She holds Series 63 and Series 66 credentials and has worked at firms including Charles Schwab, Merrill, and Bank of America. 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 analyses across a broad range of planning topics, with the option to combine planning and managed-account services under a consolidated billing arrangement.

Aaron Nosler is a financial advisor with Thrivent Investment Management in Glendale, CA, holding Series 63 and Series 66 licenses and possessing 10 years of industry experience. He has been with Thrivent Financial and its investment management division since 2016. Outside of his advisory role, Nosler is the creator and owner of The Kilo Company, which imports honey from Europe, Canada, and Latin America for sale to retailers. 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 without discretionary trading authority, focusing on ongoing or one-time planning engagements rather than institutional portfolio management.

Susan Lovejoy is a financial advisor with Thrivent Investment Management, holding a Series 66 designation and bringing 20 years of industry experience. She has been with Thrivent Financial for Lutherans since 2006 and Thrivent Investment Management since 2005. Outside of her financial advisory role, she serves as President of both the Rotary Club of Lehighton and the Council of Trinity Evangelical Lutheran Church, leading community and congregational activities. Thrivent Investment Management provides Dedicated Planning Services to individuals, families, businesses, and nonprofit clients, offering comprehensive written recommendations across various financial topics without implementing those recommendations. The firm combines goal-based analyses with optional managed-account services under a consolidated billing program called “WealthPlan,” while maintaining separation between planning and portfolio management.

Michael McGee is a financial advisor at Thrivent Investment Management with 30 years of industry experience. He holds the Series 63 and Series 66 designations and has been with Thrivent Financial for Lutherans and Thrivent Investment Management since 2002, totaling 24 years at both firms. 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 allows clients to combine planning with managed-account programs under a consolidated billing option called “WealthPlan,” while keeping planning and investment management separate.

Sophi Heim is a financial advisor at Thrivent Investment Management with four years of industry experience. She holds the Series 66 designation and previously worked at Ameriprise and Polaris Industries. Heim maintains an active CPA license. Thrivent Investment Management provides Dedicated Planning Services to individuals, families, businesses, and nonprofit clients, offering comprehensive written recommendations across a variety of planning topics. The firm combines holistic, goal-based analysis with optional managed-account services, while keeping planning and portfolio management separate.

Steven Meyers is a financial advisor with Thrivent Investment Management in Minneapolis, MN. He holds the Series 66 designation and has three years of industry experience. His prior roles include positions at Horter Investment Management, Park Avenue Securities, Guardian Life Insurance Company, Stifel Nicolaus & Co Inc, and UBS Financial Services Inc. 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 that covers a wide range of topics and allows clients to combine planning with managed-account services under a consolidated billing option.

Delane Sayler is a financial advisor at Thrivent Investment Management with 35 years of industry experience. He holds the Series 63 and Series 66 designations and has been with Thrivent since 2002. Outside of his advisory role, he serves on the school board of Zion Lutheran School, where he participates in governance and budget planning. Thrivent Investment Management offers Dedicated Planning Services to individuals, families, businesses, and nonprofit clients through a network of advisors. The firm provides holistic, goal-based financial analyses and allows clients to combine planning with managed accounts under a consolidated billing option, while maintaining separate service delivery.

Andrew Mortenson is a financial advisor with Thrivent Investment Management, holding a Series 66 designation and 18 years of industry experience. He has been with Thrivent Financial for Lutherans and Thrivent Investment Management since 2008. Outside of his advisory role, Mortenson serves as treasurer on the leadership board of St. John's Lutheran Church, involved in financial oversight and strategic direction for the church and its affiliated school. Thrivent Investment Management provides Dedicated Planning Services to individuals, families, businesses, and nonprofits, focusing on goal-based financial planning across a range of topics. The firm separates its planning services from managed-account programs and emphasizes periodic reviews and advisor-delivered updates without discretionary trading authority.

Jonathan Doering is a financial advisor with Thrivent Investment Management, holding Series 63 and Series 66 licenses and bringing 34 years of industry experience. He has been with Thrivent Financial for Lutherans and Thrivent Investment Management since 2002. Outside of his advisory role, he has collected residual income from prior health insurance sales with Blue Cross/Anthem. Thrivent Investment Management provides Dedicated Planning Services to individuals, families, businesses, and nonprofit clients, offering goal-based analyses and written recommendations on a variety of financial planning topics. The firm’s approach separates planning from portfolio management and emphasizes client engagement through its WealthPlan consolidated billing option.

Alan Caulkins is a financial advisor with Thrivent Investment Management, holding Series 63 and Series 65 credentials and bringing 27 years of industry experience. He has been with Thrivent Financial for Lutherans since 2006 and Thrivent Investment Management since 2004. Outside of his advisory role, he is a member of a local rock and roll band called Mile Post 6, where he plays guitar and provides vocals. 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 analyses and written recommendations on a broad range of financial topics, while keeping planning and managed-account services separate.

Robert Kopp is a financial advisor with Thrivent Investment Management, holding a Series 66 designation and five years of industry experience. He has worked at Thrivent Financial and its related entities since 2020 and previously spent six years at Able South Carolina. Thrivent Investment Management provides Dedicated Planning Services to individuals, families, businesses, and nonprofit clients, delivering holistic, goal-based financial analyses without discretionary trading authority. The firm offers both one-time and ongoing planning relationships and integrates planning with managed-account programs under a consolidated billing option.

Luke Gruppen is a financial advisor with Thrivent Investment Management in Grand Rapids, MI. He holds a Series 66 designation and has two years of industry experience. His work history includes roles at Thrivent Financial and an internship at Stifel (North Coast Wealth Advisors). 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 various topics, with options to combine planning and managed-account services under a consolidated billing arrangement.