Crystal Soderlind is a financial advisor with Thrivent Investment Management in Minneapolis, MN, holding Series 63 and Series 65 credentials and bringing 37 years of industry experience. She has been with Thrivent since 2014. Outside of her advisory role, she judges high school speech competitions in Chaska, MN. Thrivent Investment Management provides Dedicated Planning Services to individuals, families, businesses, and nonprofit clients, offering comprehensive written recommendations on topics such as retirement, tax, and estate planning, while maintaining these services separately from portfolio management.

Stephen Mlinaz is a financial advisor at Thrivent Investment Management based in Waukesha, WI, holding a Series 66 designation with one year of industry experience. He previously worked at Core BTS from 2012 to 2024 before joining Thrivent. 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 topics and allows clients to combine planning with managed-account services under a consolidated billing option called “WealthPlan.”

Todd Yeiter is a CFP® professional with over 31 years of industry experience, currently serving at Thrivent Investment Management in Minneapolis, MN. He has been with Thrivent and its predecessor, 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, focusing on holistic, goal-based financial planning without portfolio management for institutional clients.

Ryan Smith is a Series 66-licensed financial advisor with one year of industry experience. He currently works at Thrivent Investment Management and previously held roles at Ameriprise. Thrivent Investment Management provides Dedicated Planning Services to individuals, families, businesses, and nonprofit clients through a network of financial advisors. Its approach focuses on holistic, goal-based planning without discretionary trading authority, offering services that cover a broad range of topics including retirement, tax, estate, and business continuation planning.

Ryce Miller is a Series 66-licensed financial advisor with six years of experience at Thrivent Investment Management and prior experience running his own advisory firm for ten years. He is based in Bemidji, MN. 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. The firm combines planning with managed-account services under a consolidated billing option while maintaining separate planning and portfolio management functions.

Rory Brown is a financial advisor at Thrivent Investment Management in Minneapolis, MN, holding a Series 66 designation with four years of industry experience. His prior work includes roles at Rhythm City Casino and Uncle Bill’s Pizza. Rory has been with Thrivent and its affiliates since 2022. 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 analyses and integrates planning with managed accounts under its “WealthPlan” program, while maintaining separate planning and portfolio management services.

Jacob Hansen is a Series 66-registered financial advisor at Thrivent Investment Management with three years of industry experience. He previously worked in various roles outside financial services, including at Shin-Etsu MicroSi and Mountainside Fitness. Thrivent Investment Management provides Dedicated Planning Services to individuals, families, businesses, and nonprofit clients through a network of advisors, offering goal-based financial planning without discretionary trading authority. The firm’s approach includes comprehensive analyses and the option to combine planning with managed accounts under a consolidated billing system.

Ryan Kennedy is a financial advisor at Thrivent Investment Management, holding a Series 66 designation with one year of industry experience. His prior work includes roles at Thrivent Financial, Weymouth Public Schools, Everwood Day Camp, DoorDash, and Target. Thrivent Investment Management provides Dedicated Planning Services to individuals, families, businesses, and nonprofit clients, focusing on holistic, goal-based financial analyses and planning without discretionary trading authority. The firm offers these services through a network of advisors, combining planning with managed-account programs under a consolidated billing option called WealthPlan.

Robert Lawson is a financial advisor with Thrivent Investment Management in Lexington, KY, holding a Series 66 credential and 15 years of industry experience. He has been with Thrivent Financial for Lutherans and Thrivent Investment Management since 2011. Lawson serves as a board member for the Christian Appalachian Project, a nonprofit organization focused on aiding individuals living in poverty in Appalachia. 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 range of financial topics, with options to combine planning with managed accounts under a consolidated billing arrangement.

Patrick Kerwin is a financial advisor with Thrivent Investment Management in Green Bay, WI, holding a Series 66 designation and three years of industry experience. He previously worked at Northwestern Mutual and spent 18 years at Walgreens before joining Thrivent. Thrivent Investment Management provides Dedicated Planning Services to individuals, families, businesses, and nonprofit clients, delivering goal-based financial planning without discretionary trading authority and offering options to combine planning with managed-account programs.

Dana Peloquin is a financial advisor with Thrivent Investment Management in Rogers, Arkansas. Holding the Series 66 designation, Peloquin has previous experience in the pharmaceutical industry, including roles at Novartis and GlaxoSmithKline. 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 broad range of topics, with services delivered outside of portfolio management and without discretionary trading authority.

Kenneth Mathiesen 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 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 covering various planning topics, with options to combine planning and managed-account services under its WealthPlan program.

Martin Mc Cann V is a financial advisor at Thrivent Investment Management with a Series 66 credential and less than one year of industry experience. His prior work includes roles at Thrivent Financial, Guardian Capital Advisors, and positions outside finance such as at Chick-fil-A and Yosemite Sierra Summer Camp. He has also been involved with Grand Canyon University in various capacities. Thrivent Investment Management provides Dedicated Planning Services to individuals, families, businesses, and nonprofit clients. The firm offers holistic, goal-based financial planning without discretionary trading authority, allowing clients to combine planning with managed-account services under a consolidated billing option called “WealthPlan.”

Whitney Mc Pherson is a financial advisor with Thrivent Investment Management in Claremore, Oklahoma. He holds Series 63 and Series 66 licenses and has worked in the financial services industry since 2023. Prior to joining Thrivent, he spent five years at DXC Technology and seven years at Darden Restaurants. 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 without discretionary trading authority and offers an option to combine planning with managed-account services under a consolidated billing program.

David Herman is a financial advisor with Thrivent Investment Management in Fort Wayne, IN. He holds a Series 66 designation and has 19 years of industry experience, all with Thrivent since 2007. 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 various financial topics, offering these services separately from portfolio management and without accepting discretionary trading authority.

John Dunegan is a financial advisor with Thrivent Investment Management in Houston, TX. He holds a Series 66 designation and has six years of industry experience. Prior to joining Thrivent, he worked at Private Advisor Group, LPL Financial, Brookwood Advisors, and Invesco. Thrivent Investment Management provides Dedicated Planning Services to individuals, families, businesses, and nonprofit clients, offering comprehensive written recommendations on topics such as retirement, tax, estate, and special needs planning. The firm focuses on goal-based analyses and allows clients to combine planning with managed-account programs while keeping the services distinct.

Eric Iserman is a financial advisor at Thrivent Investment Management with one year of industry experience. He holds the Series 66 designation and previously worked at Symmetry Financial Group and E-Valuations LLC. Thrivent Investment Management provides Dedicated Planning Services to individuals, families, businesses, and nonprofit clients, offering goal-based analyses and written recommendations on a range of financial planning topics without managing client portfolios directly. Their services can be combined with managed accounts through a consolidated billing option called “WealthPlan.”

Michael Truesdell is a financial advisor with Thrivent Investment Management, holding a Series 66 designation and 19 years of industry experience. He has been with Thrivent Financial for Lutherans and Thrivent Investment Management since 2007. Outside of his advisory role, he serves as a board member on the Economic Vitality committee of the Greater Chamber of Commerce in Story City and is an assistant basketball coach for a local high school girls' team. Thrivent Investment Management provides Dedicated Planning Services to individuals, families, businesses, and nonprofit clients through a network of financial advisors, focusing on goal-based analyses and written recommendations across a broad range of financial topics without discretionary trading authority.

Peter Porterfield is a financial advisor with Thrivent Investment Management in Greenwood Village, Colorado. He holds a Series 66 designation and has one year of industry experience. His prior roles include positions at LPL Enterprise, Prudential Insurance Company of America, and various mortgage companies. Thrivent Investment Management provides Dedicated Planning Services to individuals, families, businesses, and nonprofit clients through a network of Financial Advisors. The firm emphasizes holistic, goal-based planning without discretionary trading authority and offers an option to combine planning with managed accounts under a consolidated billing arrangement.

Rachel Sampl is a Series 66-licensed financial advisor with nine years of industry experience. She is currently with Thrivent Investment Management and has previously worked at firms including Mass Mutual and LPL Enterprise. Her background also includes roles outside finance, such as at Ameristar Casino St. Charles and Carol House Furniture. Thrivent Investment Management offers Dedicated Planning Services to individuals, families, businesses, and nonprofit clients, focusing on holistic, goal-based analyses across a wide range of financial planning topics. The firm provides these services through a network of Financial Advisors without discretionary trading authority and allows clients to combine planning with managed-account programs under a consolidated billing option called “WealthPlan.”