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Joshua J

Series 66

Cottage Grove, MN

Thrivent Investment Management

Joshua Johnson is a financial advisor at Thrivent Investment Management with six years of industry experience. He holds a Series 66 designation and previously worked at Great Lakes Coca Cola for seven years. Outside of his advisory role, he is a co-owner of an online dietary supplement startup called GUT HABITS LLC. 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 financial topics, allowing clients to combine planning with managed-account services under a consolidated billing option.

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Joshua H

Series 63, Series 66

Aberdeen, SD

Thrivent Investment Management

Joshua Hellwig is a financial advisor with Thrivent Investment Management in Aberdeen, SD, holding Series 63 and Series 66 credentials and two years of industry experience. Prior to joining Thrivent, he worked at Matt Scott-Thrivent and has experience with Aberdeen Parks and Recreation as well as Northern State University. Outside of his advisory role, he serves as a part-time drummer in the worship band at Bethlehem Lutheran Church. 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 analyses without discretionary trading authority.

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Robin W

Series 63, Series 66

Wilsonville, OR

Thrivent Investment Management

Robin Welch is a financial advisor with Thrivent Investment Management in Wilsonville, OR, holding Series 63 and Series 66 licenses and bringing 18 years of industry experience. He has been with Thrivent Financial and Thrivent Investment Management since 2007. Welch serves as a mentor for the Firefighter Cancer Support Network, assisting firefighters and their families affected by cancer. 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 retirement, tax, estate, and other financial topics, offering these services as standalone engagements separate from managed-account programs.

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Joshua J

Series 66

Ridgeland, MS

Thrivent Investment Management

Joshua Jones is a financial advisor with Thrivent Investment Management, holding a Series 66 designation and 11 years of industry experience. He has been with Thrivent Financial and its investment management division since 2015. Thrivent Investment Management provides Dedicated Planning Services to individuals, families, businesses, and nonprofit clients through a network of financial advisors, offering comprehensive goal-based analyses and planning on topics such as retirement, tax, estate, and business continuation, without discretionary portfolio management for institutional clients.

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Laura W

Series 66

Burlington, WI

Thrivent Investment Management

Laura White is a financial advisor at Thrivent Investment Management with two years of industry experience. She holds the Series 66 designation and has worked at Thrivent Financial and its affiliates since 2019. Prior to her financial services career, she was employed in education at Guilford County Schools for ten years and has experience in fitness-related roles. 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 across a wide range of topics, delivering written recommendations without discretionary trading authority or institutional portfolio management.

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Diana G

Series 66

Bay St Louis, MS

Thrivent Investment Management

Diana Garrard is a financial advisor at Thrivent Investment Management with 16 years of industry experience. She holds a Series 66 designation and has worked extensively within Thrivent-affiliated firms since 2017. Outside of her advisory role, she has engaged as an independent contractor with various soccer associations over a ten-year period. Thrivent Investment Management provides Dedicated Planning Services to individuals, families, businesses, and nonprofits, offering holistic, goal-based financial plans that cover topics such as retirement, tax, and estate planning. The firm separates its planning services from portfolio management, focusing on written recommendations without discretionary trading authority.

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Nathan M

Series 66

Ironwood, MI

Thrivent Investment Management

Nathan Musolff is a financial advisor with Thrivent Investment Management, holding a Series 66 designation and six years of industry experience. He has worked with Thrivent Financial and Thrivent Investment Management since 2016. Prior to his financial career, Musolff served at the Antigo Police Department for 21 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 analyses and planning on a broad range of topics, allowing clients to combine planning with managed-account programs while keeping the services separate.

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Cody V

Series 63, Series 65

Saint Joseph, MO

Thrivent Investment Management

Cody Vaughn is a financial advisor with Thrivent Investment Management in Saint Joseph, MO, holding Series 63 and Series 65 credentials and 17 years of industry experience. He has been with Thrivent Financial for Lutherans and its investment management division since 2008. Vaughn serves as a board member of the Family Guidance Center, a nonprofit focused on behavioral health and social services. Thrivent Investment Management provides Dedicated Planning Services to individuals, families, businesses, and nonprofit clients, offering goal-based analyses across a wide range of financial planning topics without managing client portfolios directly.

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Ian M

Series 66

Osage Beach, MO

Thrivent Investment Management

Ian Mac Laughlin is a financial advisor at Thrivent Investment Management with three years of industry experience. He holds a Series 66 designation and has previously worked at firms including Nicklas Financial, LPL Financial LLC, and First Mid Bank & Trust. Outside of his advisory role, he owns and operates a cattle farming business. 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, and special needs planning, without providing portfolio management or discretionary trading authority.

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Michael O

Series 66

Jackson, MO

Thrivent Investment Management

Michael O Loughlin is a financial advisor at Thrivent Investment Management based in Jackson, MO. He holds the Series 66 designation and has prior work experience at Procter & Gamble, AT&T, Biokyowa, and Cape County Private Ambulance. He began his advisory career with Thrivent in 2026. 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 and planning across various financial topics, delivered as either a one-time or ongoing engagement, without managing client portfolios directly.

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Isaac T

Series 66

Arcadia, CA

Thrivent Investment Management

Isaac Taylor is a financial advisor with Thrivent Investment Management in Arcadia, CA, holding the Series 66 designation and 13 years of industry experience. He has been with Thrivent Financial for Lutherans and Thrivent Investment Management since 2013. Outside of his advisory work, Taylor serves as a board member for the Pasadena Fire Foundation and the Pasadena Fire Department EMS Reserve, both nonprofit organizations focused on community safety and emergency medical services. 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 covering a wide range of topics and allows clients to combine planning with managed-account programs under a consolidated billing option, maintaining planning and investment management as separate services.

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Donna B

Series 66

Greeensburg, PA

Thrivent Investment Management

Donna Bailey is a Series 66-licensed financial advisor with seven years of industry experience, currently with Thrivent Investment Management. She has been with Thrivent Financial since 2019 and previously worked at The BonTon Stores, Inc. from 2016 to 2018. Thrivent Investment Management provides Dedicated Planning Services to individuals, families, businesses, and nonprofits, offering goal-based financial planning that addresses a wide range of topics without portfolio management or institutional advisory services.

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Jill F

Series 66

Butler, MO

Thrivent Investment Management

Jill Fischer is a financial advisor at Thrivent Investment Management with eight years of industry experience. She holds a Series 66 designation and has worked at Thrivent Financial and Thrivent Investment Management since 2017. Prior to her financial advisory career, she spent 12 years with Appleton City R-II Schools. Outside of her advisory role, Fischer serves as a director and board member for several nonprofit organizations focused on charitable and educational initiatives in her community. 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 range of financial topics and allows clients to combine planning with managed-account programs while keeping the services distinct.

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Alexander M

Series 66

Dallas, TX

Thrivent Investment Management

Alexander Marsh is a financial advisor at Thrivent Investment Management in Dallas, TX, holding a Series 66 designation with two years of industry experience. His prior work includes roles at Equitable Advisors and various positions outside the financial sector. Thrivent Investment Management provides Dedicated Planning Services to individuals, families, businesses, and nonprofit clients, offering comprehensive goal-based financial planning without discretionary trading authority. The firm combines planning with managed-account options under a consolidated billing program called WealthPlan.

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Sharon C

Series 63, Series 66

Liverpool, NY

Thrivent Investment Management

Sharon Charles is a financial advisor at Thrivent Investment Management with 35 years of industry experience. She has held her current roles at Thrivent Financial for Lutherans and Thrivent Investment Management Inc. since 2005. She holds the Series 63 and Series 66 designations. Thrivent Investment Management offers Dedicated Planning Services to individuals, families, businesses, and nonprofit clients, providing comprehensive written recommendations on a variety of financial planning topics. The firm focuses on holistic, goal-based analyses and allows clients to combine planning with managed accounts under a consolidated billing option while keeping the services distinct.

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Eva S

Series 66

Mendota Heights, MN

Thrivent Investment Management

Eva Stukenberg is a financial advisor with Thrivent Investment Management who holds a Series 66 designation and has 12 years of industry experience. She has been with Thrivent and its affiliated entities since 2014. Outside of her advisory role, she serves as Secretary and Treasurer on the Board of Directors for the Riverwood Place Business Condominium Association in Mendota Heights, MN. 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 called “WealthPlan,” while keeping these services separate.

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Rachel W

Series 66

Cedar Park, TX

Thrivent Investment Management

Rachel Wirth is a financial advisor at Thrivent Investment Management with one year of industry experience. She holds the Series 66 designation and previously worked at Thermo Fisher Scientific for eleven years. Thrivent Investment Management provides Dedicated Planning Services to individuals, families, businesses, and nonprofit clients, offering goal-based financial planning without portfolio management for institutional clients. The firm delivers holistic analyses and allows clients to combine planning with managed-account programs under a consolidated billing option called “WealthPlan.”

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Boyd H

ChFC®, Series 63, Series 65

Salisbury, NC

Thrivent Investment Management

Boyd Hough is a financial advisor with Thrivent Investment Management in Salisbury, NC, holding the ChFC® designation and Series 63 and 65 licenses. He has 44 years of industry experience and 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 broad, goal-based planning approach. The firm’s planning services address various financial topics and can be combined with managed-account programs under a consolidated billing option, while keeping planning and asset management separate.

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Jeffrey S

Series 66

Northglenn, CO

Thrivent Investment Management

Jeffrey Schuchard is a financial advisor at Thrivent Investment Management with 36 years of industry experience. He has been with Thrivent and its affiliated entity, Thrivent Financial for Lutherans, since 2002. He holds the Series 66 designation and is based in Northglenn, Colorado. 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 called “WealthPlan,” while keeping these services separate.

Business ownership considerations
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Jennifer D

Series 66

Minneapolis, MN

Thrivent Investment Management

Jennifer Dixon is a financial advisor with Thrivent Investment Management in Minneapolis, MN. She holds the Series 66 designation and has 10 years of industry experience. Her prior work includes roles at Prudential Insurance Company of America, LPL Enterprise, and Hornor Townsend & Kent Inc. 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 planning without discretionary trading authority and combines planning with managed-account services under a consolidated billing option called “WealthPlan.”

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