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Clara C

Series 66

Cape Girardeau, MO

Thrivent Investment Management

Clara Chavarria is a financial advisor at Thrivent Investment Management with Series 66 credentials and one year of industry experience. Her prior roles include positions at Mary's Pence and the Church of the Brethren. Thrivent Investment Management provides Dedicated Planning Services to individuals, families, businesses, and nonprofit clients, offering goal-based analyses and written recommendations across various financial topics, without discretionary trading authority or institutional portfolio management.

Business ownership considerations
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Mark L

Series 66

Appleton, WI

Thrivent Investment Management

Mark Lampereur is a financial advisor with Thrivent Investment Management in Appleton, WI, holding a Series 66 designation and 18 years of industry experience. His prior roles include positions at Northwestern Mutual Investment Services LLC and Provisions Wealth Planners. Outside of his advisory work, he operates an eBay store specializing in vintage outboard, boat, and snowmobile parts. Thrivent Investment Management offers Dedicated Planning Services to individuals, families, businesses, and nonprofit clients, providing broad financial planning on topics such as retirement, tax, estate, and business continuation without portfolio management or implementation of recommendations.

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Jonah B

Series 66

Valparaiso, IN

Thrivent Investment Management

Jonah Besch is a financial advisor at Thrivent Investment Management with 14 years of industry experience. He holds the Series 66 designation and has been with Thrivent Financial for Lutherans and Thrivent Investment Management since 2011. Besch serves as a board member for Habitat for Humanity and Home Team Valpo, both nonprofit organizations focused on community housing initiatives. Thrivent Investment Management provides Dedicated Planning Services to individuals, families, businesses, and nonprofit clients, offering goal-based, holistic financial plans without discretionary trading authority. The firm integrates planning with managed-account services through its WealthPlan option while maintaining a clear separation between the two.

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Logan G

Series 63, Series 65

Minneapolis, MN

Thrivent Investment Management

Logan Goetzinger is a financial advisor at Thrivent Investment Management in Minneapolis, MN, holding Series 63 and Series 65 licenses. He joined Thrivent in 2026 and has prior work experience with Foley Equipment Company, River Creek Farms, and Browns Shoe Fit Co. Thrivent Investment Management offers Dedicated Planning Services to individuals, families, businesses, and nonprofit clients through a network of Financial Advisors. The firm provides goal-based financial planning without discretionary portfolio management and integrates planning with managed-account programs under a consolidated billing system called WealthPlan.

Business ownership considerations
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Brandon H

Series 66

Burnsville, MN

Thrivent Investment Management

Brandon Hoium is a financial advisor at Thrivent Investment Management with Series 66 credentials. He has one year of industry experience and previously worked for Furniture Mart USA for ten years in sales. Thrivent provides Dedicated Planning Services to individuals, families, businesses, and nonprofit clients, focusing on holistic, goal-based financial plans without discretionary trading authority. The firm offers ongoing or one-time planning engagements and integrates planning with managed-account services under its WealthPlan option.

Business ownership considerations
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Adam S

Series 63, Series 66

New Tazewell, TN

Thrivent Investment Management

Adam Schrader is a financial advisor with Thrivent Investment Management and holds Series 63 and Series 66 licenses. He has four years of industry experience, including previous roles at Edward Jones and as CEO of LvLuP Solutions, a small business consulting firm focused on financial application processing. Schrader is based in New Tazewell, Tennessee. Thrivent Investment Management provides Dedicated Planning Services to individuals, families, businesses, and nonprofit clients, offering comprehensive written recommendations across various financial planning areas without managing client portfolios directly. The firm uses goal-based analyses and client information to support one-time or ongoing planning engagements, with an option to combine planning and managed-account services under a consolidated billing program called WealthPlan.

Retirement income strategy Business ownership considerations Retirement plans for business owners (SEP, solo 401k) Wealth management Inheritance planning Founder/Business Owner
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Russell Z

Series 66

Austin, TX

Thrivent Investment Management

Russell Zapalac is a financial advisor at Thrivent Investment Management with 10 years of industry experience. He holds a Series 66 designation and has been with Thrivent Financial since 2016. Outside of his advisory role, he serves as a director on the Woodlawn Place Condos HOA board, where he participates in decisions regarding capital improvements and maintenance. 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 programs while maintaining separate service arrangements.

Business ownership considerations
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Carlos T

Series 66

Oviedo, FL

Thrivent Investment Management

Carlos Travieso is a financial advisor with Thrivent Investment Management in Oviedo, FL, holding a Series 66 designation and bringing 15 years of industry experience. He has been with Thrivent Investment Management and Thrivent Financial for Lutherans since 2012. 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 that can be combined with managed-account programs under a consolidated billing arrangement, while keeping planning and portfolio management services separate.

Business ownership considerations
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Chase G

Series 66

Holmen, WI

Thrivent Investment Management

Chase Gould is a financial advisor at Thrivent Investment Management with six years of industry experience. He holds the Series 66 designation and has worked primarily with Thrivent Financial since 2020. His prior work includes roles at Precision Dose and Forest Springs Camp & Conference Center. 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 multiple areas without discretionary trading authority, and clients can combine planning with managed-account services under a consolidated billing option called “WealthPlan.”

Business ownership considerations
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David S

Series 66

Wautoma, WI

Thrivent Investment Management

David Stevens is a financial advisor with Thrivent Investment Management in Wautoma, WI. He holds a Series 66 designation and has three years of experience at Thrivent, preceded by five years at Generac Power Systems. Prior to his current role, he worked with Brian Getchius - Thrivent from 2019 to 2025. Thrivent Investment Management provides Dedicated Planning Services to individuals, families, businesses, and nonprofit clients, offering goal-based financial planning across a broad range of topics without including implementation of recommendations. The firm combines these planning services with managed accounts under a consolidated billing option called “WealthPlan” while maintaining separation between planning and portfolio management.

Business ownership considerations
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Jon L

Series 66

Vernon, CT

Thrivent Investment Management

Jon Lindblom is a Series 66 licensed financial advisor with Thrivent Investment Management, where he has worked since 2015. He has 10 years of industry experience and serves as an elder on the council board of Union Congregational Church, overseeing church governance and operations. Thrivent Investment Management provides Dedicated Planning Services to individuals, families, businesses, and nonprofits, delivering holistic goal-based analyses and written recommendations across a range of planning topics without providing portfolio management for institutional clients.

Business ownership considerations
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Sharon D

Series 66

Amarillo, TX

Thrivent Investment Management

Sharon Doggett is a financial advisor with Thrivent Investment Management in Amarillo, TX, holding a Series 66 designation and nine years of industry experience. She has been with Thrivent since 2017. Doggett serves as Secretary of Sand Spur Lake, Inc., a private lake community, where she manages meeting minutes and supports board operations. 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 without discretionary trading authority and combines planning with managed-account programs under a consolidated billing option.

Business ownership considerations
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Dustin G

Series 63, Series 65

Appleton, WI

Thrivent Investment Management

Dustin Gubin is a financial advisor at Thrivent Investment Management with 10 years of industry experience. He holds Series 63 and Series 65 licenses and has been with Thrivent Financial and its affiliated entities since 2015. 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 in areas such as retirement, tax, estate, and special needs planning, without managing discretionary portfolios for institutional clients.

Business ownership considerations
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Gary O

Series 66

Burnsville, MN

Thrivent Investment Management

Gary Olson is a financial advisor at Thrivent Investment Management with four years of industry experience. He holds a Series 66 designation and has worked at Thrivent Financial and Thrivent Investment Management since 2021. Prior to his financial career, Olson served for 18 years with Mdewakanton Public Safety. Thrivent Investment Management provides Dedicated Planning Services to individuals, families, businesses, and nonprofit clients, offering goal-based analyses across a broad range of financial topics without managing client accounts directly.

Business ownership considerations
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Travis N

Series 66

Louisville, KY

Thrivent Investment Management

Travis Nicks is a financial advisor at Thrivent Investment Management with four years of industry experience. He holds the Series 66 designation and previously worked at UPS for nine years. Outside of his advisory role, he serves as the treasurer for Big Spring Church of Christ. Thrivent Investment Management offers Dedicated Planning Services to individuals, families, businesses, and nonprofit clients, providing holistic, goal-based financial analyses without discretionary trading authority. The firm’s approach allows clients to combine planning with managed-account programs while keeping these services separate.

Business ownership considerations
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Mandy R

Series 66

Wausau, WI

Thrivent Investment Management

Mandy Roberts is a Series 66-credentialed financial advisor at Thrivent Investment Management with six years of industry experience. Prior to joining Thrivent in 2020, she worked in the Marathon and Mosinee School Districts. Outside of her advisory role, she teaches yoga classes and hosts wellness retreats through her business, Be Blue LLC, serves as a yoga instructor at the Woodson YMCA, and holds board and leadership positions with Wisconsin Public Radio and local community organizations. Thrivent Investment Management offers Dedicated Planning Services to individuals, families, businesses, and nonprofits, providing holistic, goal-based financial analyses without discretionary trading authority. Their approach includes comprehensive written recommendations and an option to combine planning with managed-account services under consolidated billing.

Business ownership considerations
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Adam F

Series 66

Worthington, OH

Thrivent Investment Management

Adam Ferne is a financial advisor with Thrivent Investment Management in Worthington, OH, holding a Series 66 designation and bringing 23 years of industry experience. He has been 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 analyses covering a wide range of planning topics and allows clients to combine planning with managed-account programs under a consolidated billing option called “WealthPlan.”

Business ownership considerations
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Jacob M

Series 66

Minneapolis, MN

Thrivent Investment Management

Jacob Magnuson is a financial advisor with Thrivent Investment Management in Minneapolis, MN, holding a Series 66 credential and two years of industry experience. His prior experience includes roles at Avantax Advisory Services, MRK Financial Solutions, and TruPlan Financial Planners. Outside of his advisory work, he has worked seasonally as a UPS support driver. Thrivent Investment Management provides Dedicated Planning Services to individuals, families, businesses, and nonprofit clients through a network of Financial Advisors. The firm delivers holistic, goal-based analyses across a broad range of planning topics and offers clients the option to combine planning with managed-account services under a consolidated billing arrangement.

Business ownership considerations
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Scot F

CFP®, Series 63, Series 65

Grand Rapids, MI

Thrivent Investment Management

Scot Fay is a Certified Financial Planner (CFP®) with 33 years of industry experience, currently serving as a financial advisor at Thrivent Investment Management. He has been with Thrivent Financial for Lutherans and Thrivent Investment Management since 2002. Outside of his advisory role, he holds a 30% ownership stake in a general partnership for a single dwelling rental property. Thrivent Investment Management provides Dedicated Planning Services to individuals, families, businesses, and nonprofit clients, offering comprehensive, goal-based financial analyses and written recommendations across various planning areas. The firm emphasizes planning delivered through financial advisors and does not provide discretionary portfolio management for institutional clients.

Business ownership considerations
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Gerald P

Series 66

Greenwood, IN

Thrivent Investment Management

Gerald Poore is a Series 66-licensed financial advisor with 17 years of industry experience, currently with Thrivent Investment Management. He has been with Thrivent Financial for Lutherans and its investment management arm since 2008. Outside of his advisory role, he manages commercial real estate used for office and business purposes. Thrivent Investment Management provides Dedicated Planning Services to individuals, families, businesses, and nonprofits, focusing on goal-based financial planning without discretionary trading authority. The firm allows clients to combine these planning services with managed accounts under a consolidated billing option while keeping the two services separate.

Business ownership considerations
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