Overwhelmed by options?

Answer a few questions to see advisors matched to you.

Filters 1

Find a financial advisor

Based on your filters

user avatar
firm logo

Joshua P

Series 66

Bellevue, WA

Thrivent Investment Management

Joshua Post is a financial advisor with Thrivent Investment Management in Bellevue, WA, holding a Series 66 designation and 20 years of industry experience. He has been with Thrivent Financial for Lutherans and Thrivent Investment Management since 2005. Outside of his advisory role, Post serves as a board member for Railroad Creek Renewable Energy, a nonprofit initiative focused on developing a hydroelectric clean energy project, and is an at-large board member for Immanuel Community Services, which provides services to the homeless and poor in Seattle. Thrivent Investment Management offers Dedicated Planning Services to individuals, families, businesses, and nonprofit clients, providing comprehensive, goal-based financial planning without portfolio management or discretionary trading authority. The firm combines planning with a managed-account program under a consolidated billing option called WealthPlan, maintaining planning and managed-account services as separate engagements.

Business ownership considerations
user avatar
firm logo

Derek C

Series 66

Maumee, OH

Thrivent Investment Management

Derek Cipiti is a financial advisor with Thrivent Investment Management, holding a Series 66 designation and bringing 21 years of industry experience. He has been with Thrivent Financial for Lutherans and Thrivent Investment Management since 2005. Thrivent Investment Management provides Dedicated Planning Services to individuals, families, businesses, and nonprofit clients through a network of financial advisors, offering goal-based analyses and planning on topics such as retirement, income tax, estate, and special needs, without managing portfolios or providing institutional advisory services.

Business ownership considerations
user avatar
firm logo

Benjamin W

Series 66

Watertown, WI

Thrivent Investment Management

Benjamin Wolfe is a financial advisor with Thrivent Investment Management in Watertown, WI, holding a Series 66 designation and six years of industry experience. His prior work includes roles at Car Services LLC and Charter NEX Films. 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 without discretionary trading authority, allowing clients to combine planning with managed accounts under a consolidated billing option.

Business ownership considerations
user avatar
firm logo

Jack B

Series 66

Lancaster, PA

Thrivent Investment Management

Jack Beasley is a financial advisor at Thrivent Investment Management with one year of industry experience. He holds a Series 66 designation and has worked at Thrivent Financial and Thrivent Investment Management since 2024. Prior to his financial services career, he was employed by the Cornwall-Lebanon School District and West Chester University. 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 that can be combined with managed-account programs under a consolidated billing option called “WealthPlan,” while maintaining separate planning and portfolio management services.

Business ownership considerations
user avatar
firm logo

Mark P

Series 63, Series 66

Bellevue, WA

Thrivent Investment Management

Mark Peterson is a financial advisor with Thrivent Investment Management in Bellevue, WA. He holds Series 63 and Series 66 licenses and has 24 years of industry experience, all with Thrivent Financial for Lutherans and Thrivent Investment Management. Outside of his advisory role, he is a partner in a fishing guide company, Kenai Kingpin Outfitters LLC. Thrivent Investment Management provides Dedicated Planning Services to individuals, families, businesses, and nonprofit clients through a broad network of advisors. The firm focuses on holistic, goal-based planning covering areas such as retirement, income tax, and estate planning, with planning services offered separately from managed-account programs.

Business ownership considerations
user avatar
firm logo

Steven N

Series 63, Series 65

Sedalia, MO

Thrivent Investment Management

Steven Nichols is a financial advisor at Thrivent Investment Management with 35 years of industry experience. He has been with Thrivent and its affiliate, Thrivent Financial for Lutherans, since 2002. Nichols holds Series 63 and Series 65 licenses. 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 planning that covers topics such as retirement, income tax, estate, and business continuation, with options to integrate planning alongside managed-account services under a consolidated billing arrangement.

Business ownership considerations
user avatar
firm logo

Matthew J

Series 63, Series 65

Watertown, SD

Thrivent Investment Management

Matthew Johnson is a financial advisor at Thrivent Investment Management with five years of industry experience. He holds the Series 63 and Series 65 licenses and has worked at Thrivent Financial and Thrivent Investment Management since 2020. Outside of finance, he served as president and CEO of MrJohnson Furnishings, a home furnishings business co-owned with his wife, and is a board member of Brookings Behavioral Health and Wellness, a nonprofit mental health organization. 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 planning on a one-time or ongoing basis, addressing a broad range of topics including retirement, tax, and estate planning.

Business ownership considerations
user avatar
firm logo

Glen S

Series 66

Woodbine, NJ

Thrivent Investment Management

Glen Stewart is a financial advisor with Thrivent Investment Management, holding a Series 66 designation and four years of industry experience. He previously worked in education with the Upper Township School District for 24 years. Outside of his financial advisory role, he contributes creative content as an image provider for Shutterstock. Thrivent Investment Management offers Dedicated Planning Services to individuals, families, businesses, and nonprofit clients, delivering goal-based financial planning without discretionary trading authority. The firm emphasizes comprehensive written recommendations covering various planning areas and provides clients with options to coordinate planning and managed-account services through its WealthPlan program.

Business ownership considerations
user avatar
firm logo

Tait S

Series 66

Platte, SD

Thrivent Investment Management

Tait Sibbel is a financial advisor at Thrivent Investment Management with a Series 66 designation and experience beginning in 2025. Prior to joining Thrivent, he worked at Ag Consulting Group and Cargill. Outside of his advisory role, Sibbel is involved in his community as the offensive coordinator for Platte Geddes High School football, president of the Platte Geddes Area Youth Football program, and president of the finance council at St. Peter's Catholic Church. He also owns and operates a family ranch. 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 addressing a range of financial topics, while maintaining separate managed-account services and does not serve institutional portfolio management or adviser selection needs.

Business ownership considerations
user avatar
firm logo

Kaden R

Series 66

Chandler, AZ

Thrivent Investment Management

Kaden Rieffenberger is a financial advisor at Thrivent Investment Management with a Series 66 designation and one year of industry experience. Prior to joining Thrivent, he held positions at Cascadia, Scheels, and worked in event catering and education. Thrivent Investment Management provides Dedicated Planning Services to individuals, families, businesses, and nonprofits, offering goal-based financial analyses without discretionary trading authority, and allows clients to combine planning with managed accounts through its WealthPlan option.

Business ownership considerations
user avatar
firm logo

Ryan L

Series 66

Kenmore, WA

Thrivent Investment Management

Ryan Larson is a Series 66 licensed financial advisor with Thrivent Investment Management. He joined Thrivent in 2026 and has prior experience working with Pine Creek Group LLC and various roles in retail and agricultural services. 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 programs under a consolidated billing option, with a focus on planning rather than portfolio management for institutional clients.

Business ownership considerations
user avatar
firm logo

Sara M

Series 63, Series 65

Van Wert, OH

Thrivent Investment Management

Sara Mesing is a financial advisor with Thrivent Investment Management in Van Wert, Ohio, holding Series 63 and Series 65 credentials and four years of industry experience. Prior to joining Thrivent, she worked in the hospitality sector and with Beachbody. She serves on the Endowment Committee of Saint Paul Lutheran Church, reviewing funding requests for the congregation. Thrivent Investment Management provides Dedicated Planning Services to individuals, families, businesses, and nonprofits, delivering holistic, goal-based financial plans without discretionary trading authority. The firm allows clients to combine planning with managed-account services through a consolidated billing program called WealthPlan.

Business ownership considerations
user avatar
firm logo

Robert K

Series 66

Camp Hill, PA

Thrivent Investment Management

Robert Kedney III is a Series 66 credentialed financial advisor with five years of experience, currently with Thrivent Investment Management. Prior to his advisory role, he worked in the education sector for over nine years. He serves on the boards of Pennsylvania Furniture Mission and Create Columbia, nonprofit organizations focused on providing furniture to families in need and promoting the arts in Columbia, Pennsylvania. Thrivent Investment Management offers Dedicated Planning Services to individuals, families, businesses, and nonprofits, providing holistic, goal-based financial analyses and planning without discretionary portfolio management.

Business ownership considerations
user avatar
firm logo

Merianne M

Series 66

Streator, IL

Thrivent Investment Management

Merianne Morris is a financial advisor at Thrivent Investment Management with two years of industry experience. She holds a Series 66 designation and previously worked at Stertil ALM Corp. for 17 years before joining Thrivent. 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 planning across a broad range of topics, allowing clients to combine planning with managed-account services under a consolidated billing option called “WealthPlan.”

Business ownership considerations
user avatar
firm logo

Nathan R

Series 63, Series 66

Lakewood, CO

Thrivent Investment Management

Nathan Richter is a financial advisor at Thrivent Investment Management with six years of industry experience. He holds Series 63 and Series 66 designations and has worked at Thrivent Financial since 2020. Outside of his advisory role, Richter tutors high school students in ACT preparation. Thrivent Investment Management provides Dedicated Planning Services to individuals, families, businesses, and nonprofits through a network of financial advisors. The firm offers goal-based financial planning without discretionary trading authority and integrates planning with managed-account programs under a consolidated billing option called “WealthPlan.”

Business ownership considerations
user avatar
firm logo

Henry H

Series 63, Series 65

Cedar Grove, IN

Thrivent Investment Management

Henry Hampton is a financial advisor at Thrivent Investment Management with 10 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at Thrivent and its affiliates since 2016, as well as a brief tenure at Global Financial Private Capital, Inc. Hampton serves as a board member for Reach Out Pregnancy Center, a nonprofit organization supporting women and families through pregnancy and family development. 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 a range of financial topics, with options to integrate planning and managed accounts under a consolidated billing structure, while maintaining distinct services.

Business ownership considerations
user avatar
firm logo

Shannon G

Series 66

Anthem, AZ

Thrivent Investment Management

Shannon Gallop is a financial advisor at Thrivent Investment Management with 19 years of industry experience. She holds the Series 66 designation and has worked at firms including MassMutual and E*TRADE Securities. Outside of advising, she also works as a travel agent, assisting clients with scheduling vacations around the world. Thrivent Investment Management offers Dedicated Planning Services to individuals, families, businesses, and nonprofit clients, focusing on comprehensive, goal-based financial planning without discretionary portfolio management.

Business ownership considerations
user avatar
firm logo

Tanya S

Series 66

Dundalk, MD

Thrivent Investment Management

Tanya Stanley is a financial advisor with Thrivent Investment Management. She holds a Series 66 designation and has experience in the industry since 2026. Prior to entering financial services, she worked for AstraZeneca for two years and spent 23 years at 3M 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 without discretionary trading authority and allows clients to combine planning with managed-account services under a consolidated billing option.

Business ownership considerations
user avatar
firm logo

Katie F

Series 66

Camp Hill, PA

Thrivent Investment Management

Katie Funk is a financial advisor with Thrivent Investment Management and holds a Series 66 designation. She has two years of industry experience and has previously worked with organizations including Water Street Mission and McLean Mortgage Corporation. Thrivent Investment Management provides Dedicated Planning Services to individuals, families, businesses, and nonprofit clients through a network of Financial Advisors. Its planning offerings cover a wide range of topics and can be combined with managed-account programs under a consolidated billing option, while keeping planning and portfolio management services distinct.

Business ownership considerations
user avatar
firm logo

Christopher W

Series 66

Eldora, IA

Thrivent Investment Management

Christopher Wieting is a financial advisor with Thrivent Investment Management, holding a Series 66 designation and 18 years of industry experience. He has been with Thrivent Financial and its investment management division since 2008. Outside of his advisory role, Wieting serves as a volunteer Judicial Magistrate Commissioner on the Hardin County Judicial Magistrate Commission. 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, holistic planning and allows clients to combine planning with managed account services under a consolidated billing option called “WealthPlan,” while keeping those services separate.

Business ownership considerations
Warmer team member

Not sure where to start?

We'll help you think it through—whether you ultimately need an advisor or not. Warmer helps you compare advisors clearly, so you can choose with confidence.

Find your advisor

For advisor listings, we rely on sources including public filings and data provided by advisors, and we cannot guarantee that all information is current or accurate. Advisors are independent and may not have reviewed or updated this information. Please review an advisor’s Form ADV and do your own diligence before deciding whether to work with them.

Advisor matching and introductions are provided by FinanceHQ LLC (“FHQ”), a wholly-owned subsidiary of Warmer and an SEC-registered investment advisor. We receive compensation from certain participating advisors for introductions or referrals. This creates a conflict of interest because we have an incentive to recommend advisors who compensate us, including those who pay us more. You pay no fee to use our matching service, and advisor fees are not increased because of a referral or introduction. We do not review the ongoing performance of advisors, manage or hold assets, guarantee performance, or provide advice about specific investments.

By using our service, you agree to our Terms of Service and Advisory Agreement, and acknowledge our Privacy Policy. Please review FHQ’s ADV Part 2A and Form CRS. Logos provided by Logo.dev

© 2026 Warmer Holdings Inc. (“Warmer”)