Alasa Harper is a financial advisor with Thrivent Investment Management in Nashville, IN, holding Series 63 and Series 66 licenses and seven years of industry experience. Prior to joining Thrivent in 2020, Harper worked at Allstate Insurance and other firms in various roles. 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, and offers a combined planning and managed-account option called WealthPlan.

Cole Bryant is a financial advisor with Thrivent Investment Management in Pasadena, CA, holding a Series 66 designation and two years of industry experience. His prior work includes positions at Peermusic, Azusa Pacific University, and Houzz. Outside of advising, he is the owner of BRYANT & SEG LLC, an LLC formed to manage a real estate investment property jointly held with another member. Thrivent Investment Management offers Dedicated Planning Services to individuals, families, businesses, and nonprofit clients, focusing on goal-based financial planning without discretionary trading authority and providing ongoing plan reviews through its network of financial advisors.

Sinjin Torres is a financial advisor with Thrivent Investment Management based in Las Vegas, NV. He holds Series 63 and Series 65 designations and has three years of industry experience. Prior to joining Thrivent, he worked in hospitality and other business roles and is also the CEO of Fine Society, a luxury streetwear brand. Thrivent Investment Management provides Dedicated Planning Services to individuals, families, businesses, and nonprofit clients, offering comprehensive, goal-based financial planning without discretionary trading authority. Their approach includes modeling tools and consolidated billing options, focusing on ongoing plan reviews and coordination with managed account services.

Brook Williams is a financial advisor with Thrivent Investment Management in Montgomeryville, PA. He holds Series 63 and Series 65 licenses and has 25 years of industry experience, all with Thrivent Financial for Lutherans since 2002. Williams serves as a board member for the Indian Valley Education Foundation, where he helps coordinate fundraising efforts and decision-making to support educational programs in the Souderton School District. Thrivent Investment Management provides Dedicated Planning Services to individuals, families, businesses, and nonprofit clients, focusing on holistic, goal-based financial analyses. The firm offers planning on a one-time or ongoing basis, with services covering a wide range of topics but without implementation of recommendations or discretionary trading authority.

Tanner Haessly is a financial advisor at Thrivent Investment Management with five years of industry experience. He holds Series 63 and Series 65 licenses. His prior work includes positions at Ameriprise, Mutual of Omaha, and Thrivent Financial. Thrivent Investment Management provides Dedicated Planning Services to individuals, families, businesses, and nonprofit clients, offering comprehensive, goal-based financial planning with periodic reviews, while keeping planning and managed-account services distinct.

Brian Eichhorn is a financial advisor with Thrivent Investment Management in Minot, ND, holding a Series 66 designation and 14 years of industry experience. He has been with Thrivent Financial for Lutherans and Thrivent Investment Management since 2011. Eichhorn serves as a Trust Committee Member for Zion Lutheran Church in Minot, where he helps direct the church’s trust funds. Thrivent Investment Management provides Dedicated Planning Services to individuals, families, businesses, and nonprofit clients, offering goal-based financial planning across multiple areas without including implementation of the recommendations.

Jessica Erickson is a financial advisor at Thrivent Investment Management with five years of industry experience. She holds the Series 66 designation and has worked at Thrivent Financial since 2021. Her prior experience includes roles in property management and credit union services. Thrivent Investment Management provides Dedicated Planning Services to individuals, families, businesses, and nonprofits, focusing on holistic, goal-based financial analyses without discretionary trading authority. The firm combines planning with managed-account programs under a consolidated billing option while maintaining separate services.

Jeremy Kelley is a financial advisor with Thrivent Investment Management, holding a Series 66 designation and 13 years of industry experience. He has worked at Thrivent since 2014 and previously spent one year with Morgan Stanley. 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 but does not provide discretionary portfolio management for institutional clients.

David Carlisle is a Series 66-licensed financial advisor with Thrivent Investment Management, where he has worked since 2014 and at THRIVENT Financial since 2015, totaling 11 years in the industry. He is active in youth development as Committee Chairman for Cub Scouts Pack 914 and as an Assistant Scoutmaster for Boy Scouts Troop 924 in Livermore. Thrivent Investment Management provides Dedicated Planning Services to individuals, families, businesses, and nonprofits through a large network of advisors, focusing on holistic, goal-based planning across a broad range of financial topics without discretionary trading authority.

Matthew Chew is a financial advisor at Thrivent Investment Management with Series 63 and Series 65 licenses. He joined Thrivent in 2026 and has no prior industry experience in financial advising. His background includes diverse roles across several organizations, including the University of Northwestern St. Paul and various service and security positions. 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 financial planning and offers clients the option to combine planning with managed-account services under a consolidated billing structure called “WealthPlan.”

Allison Rice is a financial advisor at Thrivent Investment Management in Albany, NY, holding a Series 66 designation. She began her career in the financial industry in 2026 and has prior experience in educational and child-focused organizations. 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’s approach includes periodic plan reviews and the option to combine planning with managed-account services under a consolidated billing arrangement.

Kari Scott is a financial advisor at Thrivent Investment Management with three years of industry experience. She holds the Series 66 designation and previously worked at Citizens State Bank and Citizens Community Federal. Scott’s background includes experience outside finance, having worked at The Eau Claire Ale House for three years. Thrivent Investment Management provides Dedicated Planning Services to individuals, families, businesses, and nonprofit clients, offering both one-time and ongoing planning engagements. The firm delivers holistic, goal-based analyses and allows clients to combine planning with managed-account programs under a consolidated billing option called “WealthPlan.”

Carson Cacciatore is a financial advisor with Thrivent Investment Management in Watertown, MA. He holds a Series 66 designation and has been with Thrivent since 2026. Prior to joining Thrivent, he worked with Chi Alpha Campus Ministries for seven years and has experience in entrepreneurial ventures including Blue Sail Coffee and U Storage. Thrivent Investment Management provides Dedicated Planning Services to individuals, families, businesses, and nonprofit clients through a network of advisors. The firm offers holistic, goal-based analyses across various financial topics and allows clients to combine planning with managed-account programs while keeping the services separate.

Gary Keesling is a financial advisor with Thrivent Investment Management, holding Series 63 and Series 65 credentials and bringing 24 years of industry experience since 2002. He serves as a board member for Painting Pathways Clubhouse, a nonprofit organization supporting adults with mental health concerns. 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 while keeping these services separate.

James Gill is a financial advisor with Thrivent Investment Management in Annville, PA, holding Series 63 and Series 65 licenses with 14 years of industry experience. He has been with Thrivent Financial for Lutherans and Thrivent Investment Management since 2012. Outside of his advisory role, he serves as chair of the endowment fund committee at Zion's Evangelical Lutheran Church, overseeing grant approvals in a volunteer capacity. Thrivent Investment Management provides Dedicated Planning Services to individuals, families, businesses, and nonprofit clients, focusing on holistic, goal-based analyses without discretionary trading authority, and offers options to combine planning with managed accounts under separate engagements.

Joe Davis is a Series 66-licensed financial advisor at Thrivent Investment Management with seven years of industry experience. He has been with Thrivent since 2018 and previously served 18 years in the Navy. Thrivent Investment Management provides Dedicated Planning Services to individuals, families, businesses, and nonprofit clients through a network of financial advisors, focusing on holistic, goal-based financial planning without discretionary trading authority.

Mark Baker is a financial advisor with Thrivent Investment Management in Valparaiso, IN, holding Series 63 and Series 66 licenses and having 19 years of industry experience. He has worked with Thrivent Financial For Lutherans and Thrivent Investment Management since 2006. 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 a wide range of topics and allows clients to combine planning with managed-account services under a consolidated billing option called “WealthPlan.”

Cassidy Wilson is a financial advisor at Thrivent Investment Management with seven years of industry experience. She holds a Series 66 designation and has been with Thrivent and its affiliated entities since 2014. Thrivent Investment Management provides Dedicated Planning Services to individuals, families, businesses, and nonprofit clients through a network of financial advisors, offering one-time or ongoing planning engagements focused on topics such as retirement, income tax, estate, and business continuation planning. The firm combines holistic, goal-based analyses with managed-account options under a consolidated billing approach, while keeping planning and portfolio management services separate.

Brandon Di Simone is a financial advisor with Thrivent Investment Management holding a Series 66 designation and has two years of industry experience. His prior work includes roles at Arete Wealth Management and Center Street Securities. Thrivent Investment Management provides Dedicated Planning Services to individuals, families, businesses, and nonprofit clients through a network of financial advisors, offering comprehensive planning across various topics without including implementation, and allowing clients to combine planning with managed-account programs under a consolidated billing option.

Alan Iverson is a financial advisor at Thrivent Investment Management with three years of industry experience. He holds Series 63 and Series 65 licenses and previously worked for nearly two decades at Anderson Funeral Home as a funeral director. In addition to his advisory role, Iverson is involved with Memory Share, a video streaming company serving funeral homes by providing livestream and recording services. 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 planning across various topics, combining these plans with managed-account services under a consolidated billing option, while maintaining separate planning and portfolio management functions.