Kirk Perry is a financial advisor with Thrivent Investment Management in Greensburg, PA. He holds the ChFC® designation and Series 63 and 66 licenses, with 31 years of industry experience. Perry has been with Thrivent Financial for Lutherans and its investment management division since 2002. Thrivent Investment Management provides Dedicated Planning Services to individuals, families, businesses, and nonprofit clients, focusing on goal-based financial analyses and planning across a wide range of topics. The firm’s approach separates planning from managed-account services, allowing clients to combine both under a consolidated billing option called “WealthPlan.”

David Knechtle is a financial advisor with Thrivent Investment Management in Georgetown, MA, holding a Series 66 credential and possessing nine years of industry experience. His prior work includes roles at PIN Wealth, LLC and Securities America. He has been with Thrivent and its related entities since 2023. 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 planning and managed-account programs with a focus on comprehensive, written recommendations across various financial topics without discretionary trading authority for planning services.

Javarne Smith is a financial advisor with Thrivent Investment Management in Orange, NJ. He holds a Series 66 designation and has one year of industry experience. Prior to joining Thrivent, he held positions at J.P. Morgan Chase Bank, New York Life, and other firms. Outside of his advisory role, Smith serves as Secretary of the Essex County Chapter and Chair of the Faith-Based Committee for the Jamaica Organization of New Jersey, a nonprofit supporting the Jamaican community. 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 without discretionary trading authority. The firm’s approach allows clients to integrate planning with managed-account programs under a consolidated billing option while keeping those services separate.

Troy Robie is a financial advisor with Thrivent Investment Management in Bryan, Texas, holding a Series 66 designation and 17 years of industry experience. He has been with Thrivent Financial for Lutherans since 2009 and Thrivent Investment Management since 2008. Outside of his advisory role, he serves as Employment Support Workforce Manager at BlueForge Alliance, a nonprofit focused on strengthening the submarine manufacturing sector through employment initiatives. Thrivent Investment Management provides Dedicated Planning Services to individuals, families, businesses, and nonprofits, offering comprehensive planning without discretionary trading authority. The firm emphasizes holistic, goal-based analyses and allows clients to integrate planning with managed-account programs under consolidated billing.

Kevin King is a financial advisor with Thrivent Investment Management in Hermantown, MN. He holds Series 63 and Series 65 credentials and has 18 years of industry experience, including 15 years with Thrivent Financial for Lutherans and Thrivent Investment Management. 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 various topics, with an option to combine planning with managed-account services under a consolidated billing arrangement.

Jessica Berg is a financial advisor with Thrivent Investment Management in Osseo, Wisconsin, holding Series 63 and Series 65 licenses with 10 years of industry experience. She previously worked at Royal Credit Union, LPL Financial, and INVEST Financial Corp. Outside of her advisory role, she owns and operates a hobby farm involved in the sale of cattle and other livestock. Thrivent Investment Management provides Dedicated Planning Services to individuals, families, businesses, and nonprofit clients, offering comprehensive written recommendations on retirement, tax, estate, and other financial planning topics. The firm’s approach combines goal-based analyses and flexible service options without discretionary trading authority.

Peter Go is a financial advisor with Thrivent Investment Management based in West Bend, WI, holding a Series 66 credential and seven years of industry experience. Prior to his current role, he has been affiliated with various Thrivent entities and has experience outside of finance, including teaching and working in the food industry. He serves as Chair of the Finance Committee for Kettlebrook Church, is President of the Board for the nonprofit Family Promise of Washington County, and co-hosts a podcast focused on the Milwaukee Brewers. 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 financial analyses and planning without discretionary trading authority, allowing clients to combine planning with managed-account programs under a consolidated billing option called WealthPlan.

Sarah Rindt is a financial advisor at Thrivent Investment Management in Minneapolis, MN, with 14 years of industry experience. She holds the Series 66 designation and has been with Thrivent Financial for Lutherans and Thrivent Investment Management since 2011. Outside of her advisory role, she occasionally plays piano and organ for church services. 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 does not manage institutional portfolios and separates its planning services from managed-account programs.

Brent Bartell is a financial advisor with Thrivent Investment Management, holding Series 63 and Series 65 licenses and bringing 33 years of industry experience. He has worked at Thrivent entities since 2006, including roles at Thrivent Financial and its associated teams since 2014. Outside of his advisory work, he is employed part-time as a warehouse associate at an Amazon sortation center. Thrivent Investment Management provides Dedicated Planning Services to individuals, families, businesses, and nonprofits through a large network of financial advisors. The firm offers holistic, goal-based financial planning separate from managed-account services, with written recommendations across a range of topics and periodic reviews, but does not provide discretionary portfolio management for institutional clients.

Helen Yang is a financial advisor at Thrivent Investment Management in Minneapolis, MN, holding a Series 66 designation with 18 years of industry experience. Her prior work includes roles at Charles Schwab, Avantax, and HD Vest Investment Services. 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 analyses that cover a wide range of financial planning topics. The firm offers a consolidated billing option called “WealthPlan” that allows clients to combine planning with managed-account services while keeping them separate.

Zachary Farrell is a financial advisor with Thrivent Investment Management based in Kendallville, IN. He holds Series 63 and Series 66 licenses and has four years of industry experience. Prior to his current role, he worked at Intertek and held several positions at Calvin University. Thrivent Investment Management provides Dedicated Planning Services to individuals, families, businesses, and nonprofit clients through a network of advisors. The firm offers comprehensive, goal-based planning on a range of financial topics, with options to combine planning with managed-account programs under consolidated billing.

Evan Hebel is a financial advisor with Thrivent Investment Management, holding a Series 66 designation and beginning his career in 2025. Prior to joining Thrivent, his work experience includes roles in education and maintenance. 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 of recommendations.

Megan Weigand is a financial advisor at Thrivent Investment Management with three years of industry experience. She holds the Series 66 designation and previously worked at Carr Services LLC and REMAX Realty 100. Thrivent Investment Management provides Dedicated Planning Services to individuals, families, businesses, and nonprofit clients, offering goal-based analyses and written recommendations on a wide range of financial planning topics, with clients able to combine planning with managed-account services under a consolidated billing option called WealthPlan.

Jay Kempf is a financial advisor at Thrivent Investment Management with 22 years of industry experience. He holds the Series 66 designation and has been with Thrivent Financial For Lutherans and Thrivent Investment Management Inc since 2004. He serves as a board member of Glen Eden Memorial Parks and is a director for WELS Lutherans for Life of Michigan, a pregnancy care center. Thrivent Investment Management provides Dedicated Planning Services to individuals, families, businesses, and nonprofit clients, focusing on holistic, goal-based analyses across a broad range of financial planning topics. The firm offers a planning service separate from portfolio management, emphasizing written recommendations without discretionary trading authority.

Karen Newquist is a financial advisor with Thrivent Investment Management in Madison, WI, holding Series 63 and Series 65 licenses and bringing 12 years of industry experience. She has been with Thrivent Financial and Thrivent Investment Management since 2014. 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 analyses and allows clients to combine planning with managed-account services under a consolidated billing program called “WealthPlan.”

Gregory Bickle is a financial advisor with Thrivent Investment Management in Denver, CO, holding a Series 66 designation and 22 years of industry experience. He has been with Thrivent Financial for Lutherans and Thrivent Investment Management since 2004. He serves as a voting member of the Board of Directors for the Lutheran Family Services Rocky Mountain Foundation, which oversees charitable funds for social services in the region. Thrivent Investment Management provides Dedicated Planning Services to individuals, families, businesses, and nonprofits, offering comprehensive written recommendations on topics such as retirement, tax, estate, and special needs planning. The firm combines goal-based planning with managed-account programs under a consolidated billing option, while maintaining separate planning and portfolio management services.

Roger Yoh is a financial advisor with Thrivent Investment Management, holding the ChFC® designation and Series 63 and 66 licenses. He has 25 years of industry experience and has been with Thrivent since 2015. Outside of his advisory role, he serves on the board of the Reading Berks Basketball Association, where he chairs the Hall of Fame Committee. Thrivent Investment Management provides Dedicated Planning Services to individuals, families, businesses, and nonprofit clients, 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 called “WealthPlan.”

Nick Goins is a Series 66-licensed financial advisor with 11 years of industry experience. He is currently with Thrivent Investment Management and Thrivent Financial, where he has worked since 2022. Prior to that, he held roles at MML Investor Services LLC, Mass Mutual, Wells Fargo Clearing, and Edward Jones. Thrivent Investment Management provides Dedicated Planning Services to individuals, families, businesses, and nonprofit clients, offering comprehensive written recommendations on topics such as retirement, taxes, estate, business continuation, divorce, and special needs planning. The firm uses holistic, goal-based analyses and allows clients to combine planning with managed-account programs while maintaining separate service structures.

James Wiberg is a financial advisor at Thrivent Investment Management in Chaska, MN, with 30 years of industry experience. He has held his current roles at Thrivent Financial for Lutherans and Thrivent Investment Management since 2002. He holds Series 63 and Series 66 designations. Thrivent Investment Management provides Dedicated Planning Services to individuals, families, businesses, and nonprofits through a network of Financial Advisors. The firm offers goal-based planning across various financial topics and allows clients to combine planning with managed-account services under a consolidated billing option called “WealthPlan,” while keeping planning and asset management separate.

Scott Morris is a financial advisor with Thrivent Investment Management, holding Series 63 and Series 66 designations and bringing 38 years of industry experience. He has been with Thrivent Investment Management and THRIVENT Financial since 2002. Thrivent Investment Management provides Dedicated Planning Services to individuals, families, businesses, and nonprofit clients through Financial Advisors, offering goal-based planning on topics such as retirement, tax, estate, and special needs without managing client portfolios directly. The firm combines planning with managed-account programs while keeping the services separate and conducts periodic reviews of its recommendations.