Shari Watkins is a financial advisor with Thrivent Investment Management in Carolina Beach, NC, holding Series 63 and Series 66 credentials and bringing 16 years of industry experience. Her prior roles include positions at The Vanguard Group, the US Department of Commerce, and American Greetings. Thrivent Investment Management provides Dedicated Planning Services to individuals, families, businesses, and nonprofit clients through a network of Financial Advisors, offering holistic, goal-based analyses and planning across topics such as retirement and estate planning without discretionary trading authority.

Steven Steiner is a financial advisor with Thrivent Investment Management in Rockford, Illinois, holding a Series 66 designation and nine years of industry experience. His career includes roles at Thrivent Financial and a period of self-employment before joining Thrivent. Outside of his advisory work, he owns and manages a portfolio of rental properties in Beloit, Wisconsin. Thrivent Investment Management offers Dedicated Planning Services to individuals, families, businesses, and nonprofit clients, providing goal-based financial planning without discretionary portfolio management. The firm emphasizes holistic analyses and periodic plan reviews delivered through a large network of financial advisors.

Christopher Obrien is a financial advisor with Thrivent Investment Management in Clovis, CA, holding Series 63 and Series 66 designations and three years of industry experience. Prior to his current role, he worked for Save Mart Supermarkets for 26 years. Outside of his advisory work, Obrien is a hobbyist woodworker and occasionally completes commissioned projects for compensation. 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 separates planning from managed-account services and emphasizes periodic reviews and comprehensive written recommendations across various financial planning topics.

Jason Susee is a financial advisor at Thrivent Investment Management with 15 years of industry experience. He holds Series 63 and Series 65 designations and has been with Thrivent and its related entities since 2010. Thrivent Investment Management provides Dedicated Planning Services to individuals, families, businesses, and nonprofit clients, offering goal-based analyses and written recommendations across a broad range of topics. The firm’s approach combines planning with managed-account services under a consolidated billing option, while maintaining separate planning and investment management functions.

John Cherry is a financial advisor at Thrivent Investment Management with six years of experience in the industry. He holds a Series 66 designation and previously worked at WestRock for six years. Outside of his advisory role, he serves as Chair of the Outreach Committee at Prince of Peace Lutheran Church, where he leads community engagement activities including support for local schools and nursing home visits. Thrivent Investment Management provides Dedicated Planning Services to individuals, families, businesses, and nonprofits, focusing on comprehensive, goal-based financial planning without discretionary portfolio management, delivered through a large network of financial advisors.

Bailey McMahon is a financial advisor at Thrivent Investment Management with three years of industry experience. They hold Series 63 and Series 66 designations and have previously worked at Northwestern Mutual Wealth Management Company. 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 focused on various financial topics and allows clients to combine planning with managed-account programs under a consolidated billing option called “WealthPlan,” while keeping planning and portfolio management separate.

Sydney Kirchoff is a financial advisor at Thrivent Investment Management with two years of industry experience. She holds a Series 66 designation and has worked in various roles at Thrivent Financial and its affiliates since 2017. Outside of financial services, she has entrepreneurial experience operating Sydney's Services for ten years and has worked in childcare and educational settings. Thrivent Investment Management provides Dedicated Planning Services to individuals, families, businesses, and nonprofit clients, offering comprehensive, goal-based financial analyses and planning without discretionary trading authority. The firm combines planning with managed-account services through its WealthPlan option while maintaining separation between the two.

Jaden Schwendemann is a financial advisor with Thrivent Investment Management in Madison, MN. He holds Series 63 and Series 66 designations and has one year of industry experience. His prior work includes roles at Citizens Alliance Agency and Fastenal Co. Thrivent Investment Management offers Dedicated Planning Services to individuals, families, businesses, and nonprofit clients, providing goal-based financial analyses and written recommendations across a broad range of topics. The firm separates its planning services from managed-account programs and does not accept discretionary trading authority for planning engagements.

Nicole England is a financial advisor with Thrivent Investment Management, holding Series 63 and Series 66 credentials and having 20 years of industry experience. Her career includes roles at Wells Fargo Advisors, U.S. Bancorp Investments, and Edward Jones. She is currently based in Puyallup, Washington. Thrivent Investment Management provides Dedicated Planning Services to individuals, families, businesses, and nonprofit clients, offering goal-based, holistic financial planning without discretionary trading authority. The firm’s approach allows clients to combine planning with managed accounts under a consolidated billing option called “WealthPlan.”

Isaac Moin is a financial advisor with Thrivent Investment Management holding a Series 66 designation and beginning his advisory career in 2026. Prior to joining Thrivent, his work experience includes various roles unrelated to finance, such as involvement with local basketball organizations and positions in the food service and landscaping industries. Thrivent Investment Management provides Dedicated Planning Services to individuals, families, businesses, and nonprofit clients, focusing on holistic, goal-based financial planning without discretionary trading authority. The firm offers clients the option to combine planning with managed-account services under a consolidated billing program called WealthPlan, while maintaining the separation of planning and investment management.

Adam Bowling is a financial advisor with Thrivent Investment Management in Miamisburg, Ohio. He holds a Series 66 designation and has six years of industry experience. His prior work includes positions at Thrivent Financial, Jeff Wyler Auto Family, and several religious and publishing organizations. Thrivent Investment Management provides Dedicated Planning Services to individuals, families, businesses, and nonprofit clients, offering comprehensive, goal-based financial planning without discretionary portfolio management. The firm combines planning and managed-account services through a consolidated billing option called “WealthPlan,” while maintaining these services separately.

Lee Ficken is a financial advisor with Thrivent Investment Management in Fairview, Tennessee, holding a Series 66 designation and 13 years of industry experience. He has been with Thrivent Financial for Lutherans and Thrivent Investment Management since 2012. Ficken serves as a board member for One Vision International, a nonprofit organization providing aid in underserved regions globally. Thrivent Investment Management offers Dedicated Planning Services to individuals, families, businesses, and nonprofits, focusing on comprehensive, goal-based financial planning without discretionary trading authority. The firm’s services include ongoing or one-time planning engagements addressing various financial topics and integrate with managed-account programs through a consolidated billing option called “WealthPlan.”

Zachery Bancroft is a financial advisor with Thrivent Investment Management in Minneapolis, MN. He holds a Series 66 designation and has been with Thrivent and its affiliates since 2025. Prior to his financial career, Bancroft was involved with the Experimental Aircraft Association from 2020 to 2025. Thrivent Investment Management provides Dedicated Planning Services to individuals, families, businesses, and nonprofit clients, focusing on holistic, goal-based analyses and written recommendations across a range of financial planning topics. The firm offers planning separately from managed accounts and does not accept discretionary trading authority for its planning services.

Logan Hepburn is a financial advisor with Thrivent Investment Management in Collinsville, IL, holding a Series 66 designation and seven years of industry experience. He previously worked at Bank of America before joining Thrivent Financial in 2019. Thrivent Investment Management provides Dedicated Planning Services to individuals, families, businesses, and nonprofit clients, focusing on holistic, goal-based financial planning without discretionary trading authority. The firm offers a consolidated WealthPlan option that combines planning with managed-account services while maintaining them as separate engagements.

Kelly Mcintosh 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 and Thrivent Investment Management since 2004 and 2005, respectively. Outside of her advisory role, Mcintosh serves as a board member of the Syracuse Area Health Foundation. 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 a range of financial topics and offers these services either as one-time engagements or ongoing relationships, without discretionary trading authority.

Mark Gerler is a financial advisor with Thrivent Investment Management in St. Charles, MO, holding the Series 63 and Series 66 designations and bringing 24 years of industry experience. He has been with Thrivent Financial and Thrivent Investment Management since 2015. Thrivent Investment Management provides Dedicated Planning Services to individuals, families, businesses, and nonprofit clients, offering written recommendations on a wide range of financial topics without portfolio management or discretionary trading authority. The firm combines holistic, goal-based analyses with managed-account options under a consolidated billing program called “WealthPlan.”

Andrew Held is a Series 66-registered financial advisor with Thrivent Investment Management, based in South Saint Paul, MN. He has 19 years of industry experience, including 15 years with Thrivent Financial for Lutherans and Thrivent Investment Management. Outside of his advisory role, he serves as Vice President of the Dakota Soccer Club, coordinating youth soccer league activities. Thrivent Investment Management provides Dedicated Planning Services to individuals, families, businesses, and nonprofit clients, offering goal-based, holistic financial plans without discretionary trading authority, with options to combine planning with managed accounts under a consolidated billing system called WealthPlan.

Michael Jenison is a Series 66-licensed financial advisor with Thrivent Investment Management, based in Belmond, Iowa. He has one year of industry experience and has been with Thrivent since 2024. His prior work includes roles at Fareway and several educational institutions. Thrivent Investment Management provides Dedicated Planning Services to individuals, families, businesses, and nonprofit clients through a network of financial advisors. The firm focuses on goal-based analyses and planning across various financial topics, offering these services on a one-time or ongoing basis without discretionary trading authority.

Benjamin Schluckebier is a financial advisor with Thrivent Investment Management in Oak Creek, WI, holding Series 63 and Series 66 licenses. He has two years of industry experience, including roles at Thrivent Financial and Aptar. Outside of his advisory work, he has been involved with the Mukwonago Girls Basketball Club and the Town of Mukwonago Parks & Recreation. 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 and allows clients to combine planning with managed-account services under a consolidated billing option called “WealthPlan,” while maintaining separate service arrangements.

Bennett Andersen is a financial advisor with Thrivent Investment Management in Garland, TX, holding Series 63 and Series 66 licenses and six years of industry experience. Prior to joining Thrivent in 2025, he worked at Fidelity Brokerage Services LLC for five years. Outside of his advisory role, Andersen is involved in roofing inspections for Bacon Roofing and operates a freelance carpentry business creating custom furniture. Thrivent Investment Management provides Dedicated Planning Services to individuals, families, businesses, and nonprofits, focusing on comprehensive, goal-based financial planning without discretionary trading authority. The firm offers integrated planning and managed-account services under a consolidated billing option while maintaining separate delivery of each service.