Robert Alspaugh is a financial advisor with Thrivent Investment Management based in Olympia, WA. He holds a Series 66 designation and has 23 years of industry experience, all with Thrivent Financial for Lutherans and Thrivent Investment Management since 2003. 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 that covers a wide range of topics and allows clients to combine planning with managed-account services under a consolidated billing option called WealthPlan.

Kylee Robertson is a financial advisor at Thrivent Investment Management with two years of industry experience. She holds the Series 66 designation and has prior experience at Northwestern Mutual and Williams Eye Institute. 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 covering topics such as retirement, income tax, estate, and special needs planning, combining these plans with managed-account programs under a consolidated billing option called “WealthPlan.”

Connor Duis is a Series 66-registered financial advisor with Thrivent Investment Management in Lincoln, Nebraska, with eight years of industry experience. He has been with Thrivent Financial and Thrivent Investment Management since 2018 and previously worked at American Family Insurance's Tara Myers Agency from 2015 to 2018. Thrivent Investment Management provides Dedicated Planning Services to individuals, families, businesses, and nonprofit clients through a large network of financial advisors. The firm offers holistic, goal-based financial analyses and a consolidated planning and managed-account service known as WealthPlan, while maintaining separate delivery of planning and portfolio management.

James Hurst is a Series 66 credentialed financial advisor with Thrivent Investment Management in Wilmington, NC. He joined Thrivent in 2025 and has prior experience in various roles at companies including Sawyer Products and Navionics, a Garmin Company. Thrivent Investment Management provides Dedicated Planning Services to individuals, families, businesses, and nonprofit clients through its network of Financial Advisors, offering goal-based financial plans across a wide range of topics. The firm’s approach separates planning from managed-account services and focuses on periodic reviews without discretionary trading authority.

Matthew Collier is a financial advisor with Thrivent Investment Management in Carson City, NV, holding Series 63 and Series 66 licenses and possessing 31 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. The firm offers goal-based, holistic planning without discretionary trading authority, allowing clients to combine planning with managed-account services under a consolidated billing arrangement called “WealthPlan.”

Marcella Lange is a financial advisor with Thrivent Investment Management, holding a Series 66 designation and 12 years of industry experience. She has been with Thrivent and its related entities since 2014. 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 financial planning that covers a wide range of topics, with clients able to combine planning and managed accounts under a consolidated billing option known as “WealthPlan.”

Ronald Adamoli is a financial advisor with Thrivent Investment Management in Surprise, Arizona. He holds Series 63 and Series 66 designations and has 24 years of industry experience. His prior work includes roles at Financial Engines Advisors, Bank of America, and Merrill. Thrivent Investment Management provides Dedicated Planning Services to individuals, families, businesses, and nonprofits through a network of Financial Advisors, focusing on holistic, goal-based financial planning without discretionary trading authority.

Julie Mattek is a financial advisor with Thrivent Investment Management in Green Bay, WI, holding a Series 66 designation and eight years of industry experience. She has worked with Thrivent and its affiliates since 2017. Prior to her finance career, Mattek spent over two decades at the Animal Hospital of Ashwaubenon. Thrivent Investment Management provides Dedicated Planning Services to individuals, families, businesses, and nonprofit clients through a network of financial advisors. The firm offers comprehensive planning across multiple areas such as retirement, tax, and estate planning, with ongoing reviews and the option to combine planning with managed-account services under a consolidated billing system.

Ray Stark is a financial advisor with Thrivent Investment Management in Harrisburg, PA, holding a Series 66 designation and nine years of industry experience. He has been with Thrivent and its affiliates since 2017. Outside of his advisory role, he owns Hand-to-Hand Ministries, LLC, where he serves as a certified coach, speaker, and trainer specializing in leadership and ministry development. Thrivent Investment Management provides Dedicated Planning Services to individuals, families, businesses, and nonprofit clients, focusing on holistic, goal-based analyses across a broad range of financial topics. The firm offers these planning services separately from portfolio management and emphasizes ongoing updates and reviews through its network of financial advisors.

Amberlea Johnson is a Series 66 licensed financial advisor with five years of industry experience. She has worked with Thrivent Investment Management and Thrivent Financial since 2021. Outside of her advisory role, she serves as a personal assistant at a luxury clothing store and participates as a surveyor for a food testing company. 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 financial planning covering a broad range of topics, with options to combine planning and managed-account services under a consolidated billing program called WealthPlan.

Tyson Schrecengost is a Series 66-registered advisor with Thrivent Investment Management, based in Westminster, CO, and has five years of industry experience. He has been with Thrivent and its affiliates since 2018. Outside of his financial advisory role, Schrecengost serves as a varsity boys basketball coach at Standley Lake High School and is a board member of Next Gen Ministries, a nonprofit focused on discipleship through education, sport, and community. Thrivent Investment Management offers Dedicated Planning Services to individuals, families, businesses, and nonprofit clients, providing comprehensive, goal-based planning across various life and financial topics without discretionary portfolio management.

Elizabeth Morris is a financial advisor with Thrivent Investment Management in Fort Wayne, IN. She holds Series 63 and Series 65 licenses and has recent experience working with organizations such as the Young Men's Christian Association of Dekalb County and Biggby Coffee. Thrivent Investment Management provides Dedicated Planning Services to individuals, families, businesses, and nonprofit clients, offering goal-based analyses and written recommendations across a range of financial planning topics. The firm allows clients to combine planning with managed-account services under a consolidated billing arrangement while maintaining separate service structures.

Max Levy is a financial advisor with Thrivent Investment Management based in Burbank, CA. He holds Series 63 and Series 66 credentials and has two years of industry experience. Prior to joining Thrivent, he worked at New York Life and Bishop Gold Group. Thrivent Investment Management offers Dedicated Planning Services to individuals, families, businesses, and nonprofit clients, focusing on holistic, goal-based analyses and written recommendations across various financial topics, without discretionary trading authority or institutional portfolio management.

Chelsya Knoernschild is a financial advisor at Thrivent Investment Management with 22 years of industry experience. She holds Series 63 and Series 66 designations and has worked with Thrivent Financial for Lutherans since 2004. Thrivent Investment Management provides Dedicated Planning Services to individuals, families, businesses, and nonprofit clients through a network of Financial Advisors. Their approach includes holistic, goal-based analyses and offers planning alongside managed-account programs without discretionary trading authority for the planning service.

Moriah Fagen is a Series 66-licensed financial advisor with Thrivent Investment Management, based in Menomonie, WI, and has two years of industry experience. Her prior roles include positions at Thrivent Financial and five years at Harvestime Church. 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 while maintaining separate billing and review processes.

Connor Parent is a financial advisor with Thrivent Investment Management, holding a Series 66 designation and one year of industry experience. His prior work includes roles at IBM, Northwestern Mutual, Travelers, and various positions before joining Thrivent. Thrivent Investment Management provides Dedicated Planning Services to individuals, families, businesses, and nonprofits, offering goal-based financial planning without discretionary trading authority. The firm allows clients to combine planning with managed-account services under a consolidated billing option while maintaining separate delivery of each service.

Charlene Zielin is a financial advisor with Thrivent Investment Management based in Otsego, MN. She holds a Series 66 designation and has been with Thrivent since 2025. Prior to her current role, she worked in healthcare and coaching roles, including positions at North Memorial Health and Char Marie Coaching. Thrivent Investment Management provides Dedicated Planning Services to individuals, families, businesses, and nonprofit clients, focusing on goal-based financial planning without discretionary portfolio management. The firm offers integrated planning and managed-account options through its WealthPlan program.

Nicholas Lewis is a CFP® with 22 years of industry experience, currently serving at Thrivent Investment Management since 2003. He is based in Owatonna, MN. Outside of his advisory work, he is president of the Board of Directors for the Owatonna Tackle Backers, a nonprofit supporting the local fishing team, and serves as a board member of the Owatonna Youth Hockey Association. Thrivent Investment Management provides Dedicated Planning Services to individuals, families, businesses, and nonprofit clients through a large network of advisors. The firm offers goal-based, holistic financial planning without discretionary trading authority, focusing on broad topics such as retirement, tax, estate, and special needs planning.

Richard Chaves is a financial advisor with Thrivent Investment Management, holding a Series 66 designation and 12 years of industry experience. He has worked at Thrivent since 2023, following prior roles at Fisher Investments and Ameriprise Financial 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 financial analyses and planning on a range of topics, allowing clients to combine planning with managed-account services under a consolidated billing option called “WealthPlan,” while keeping planning and investment management separate.

Leslie Fitzgerald is a financial advisor with Thrivent Investment Management in Fresno, CA, holding a Series 66 designation and 17 years of industry experience. She has been with Thrivent Financial for Lutherans and Thrivent Investment Management since 2008. Thrivent Investment Management provides Dedicated Planning Services to individuals, families, businesses, and nonprofit clients through a network of Financial Advisors. Their approach includes holistic, goal-based analyses and planning across a wide range of topics, offered as either one-time or ongoing engagements, with the option to combine planning and managed-account services under a consolidated billing arrangement.