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

Tara H

Series 63, Series 66

Hickory, NC

Thrivent Investment Management

Tara Hicks is a financial advisor with Thrivent Investment Management in Hickory, NC, holding Series 63 and Series 66 designations and having eight years of industry experience. She has been with Thrivent Investment Management since 2016 and at Thrivent Financial since 2017. Outside of her advisory role, she manages rental properties. 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 various financial topics, with services available on a one-time or ongoing basis, separate from managed-account programs.

Business ownership considerations
user avatar
firm logo

Demond R

Series 66

Broken Arrow, OK

Thrivent Investment Management

Demond Riouse is a Series 66-licensed financial advisor with Thrivent Investment Management, holding four years of industry experience. Prior to joining Thrivent, he worked at Guide Wealth Partners and Cetera, and before that at Securian Advisors MidAmerica and Minnesota Life Insurance Company. Outside of his advisory role, he serves as an at-large board member for the Brighton Village Homeowners Association in Broken Arrow, Oklahoma. Thrivent Investment Management provides Dedicated Planning Services to individuals, families, businesses, and nonprofit clients through a network of financial advisors, focusing on comprehensive, goal-based planning across a range of financial topics without discretionary trading authority.

Business ownership considerations
user avatar
firm logo

Bradley B

Series 63, Series 66

Roseville, CA

Thrivent Investment Management

Bradley Baer is a financial advisor with Thrivent Investment Management in Roseville, CA, holding Series 63 and Series 66 licenses and bringing 36 years of industry experience. He has been with Thrivent Financial for Lutherans and Thrivent Investment Management since 2002. 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 various topics and allows clients to integrate planning with managed account services under a consolidated billing option, while maintaining separation between planning and portfolio management.

Business ownership considerations
user avatar
firm logo

Paul H

Series 66

Downers Grove, IL

Thrivent Investment Management

Paul Hoyem is a financial advisor with Thrivent Investment Management, holding a Series 66 credential and bringing 25 years of industry experience. He has been with Thrivent Financial Bank and its affiliated entities since 2002. Outside of his advisory role, he serves as a board member of the Detroit Island Landowners Association, where he participates in the maintenance and management of local docks and roads. Thrivent Investment Management provides Dedicated Planning Services to individuals, families, businesses, and nonprofit clients, focusing on comprehensive, goal-based financial planning without discretionary portfolio management. The firm offers both one-time and ongoing planning engagements, integrating planning with managed-account services under a consolidated billing option called “WealthPlan.”

Business ownership considerations
user avatar
firm logo

Brian P

Series 66

Hughes Springs, TX

Thrivent Investment Management

Brian Peters is a Series 66-licensed financial advisor with 12 years of industry experience. He has been with Thrivent Financial and Thrivent Investment Management since 2019 and previously worked at T. Rowe Price from 2012 to 2019. 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 topics and offers clients the option to combine planning with managed-account services under a consolidated billing arrangement.

Business ownership considerations
user avatar
firm logo

Megan C

Series 63, Series 66

Nashville, NC

Thrivent Investment Management

Megan Coggin is a financial advisor at Thrivent Investment Management with three years of industry experience. She holds the Series 63 and Series 66 licenses and previously worked at Fidelity Investments and First Carolina Bank. 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 a broad range of topics without including implementation. The firm combines goal-based analyses with managed-account options under its WealthPlan billing program while maintaining separate planning and management services.

Business ownership considerations
user avatar
firm logo

Charles A

Series 66

Eagan, MN

Thrivent Investment Management

Charles Athmann is a financial advisor with Thrivent Investment Management in Eagan, MN, holding a Series 66 designation and bringing five years of industry experience. Prior to joining Thrivent, he worked at RBC Capital Markets for six years and held roles at Sedgwick, Kwik Trip, and Thrivent Financial. 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 financial analyses and planning that can be combined with managed-account programs under a consolidated billing option called “WealthPlan,” while keeping planning and management services separate.

Business ownership considerations
user avatar
firm logo

Thomas B

Series 63, Series 65

Davenport, IA

Thrivent Investment Management

Thomas Brooke is a financial advisor at Thrivent Investment Management with 19 years of industry experience. He holds Series 63 and Series 65 credentials and has been with Thrivent Financial for Lutherans and Thrivent Investment Management since 2010. 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 while keeping these services separate.

Business ownership considerations
user avatar
firm logo

Leah J

Series 66

Collinsville, IL

Thrivent Investment Management

Leah Joyce is a Series 66-credentialed financial advisor with 10 years of experience, currently serving at Thrivent Investment Management since 2016. She is located in Collinsville, IL. Outside of her advisory role, she acts as a trustee for a family trust that manages farms and rental properties. 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 without discretionary trading authority. The firm allows clients to combine planning with managed-account programs while keeping the services separate.

Business ownership considerations
user avatar
firm logo

Hermon M

Series 63, Series 65

Atlanta, GA

Thrivent Investment Management

Hermon Mason is a financial advisor with Thrivent Investment Management in Atlanta, GA, holding Series 63 and Series 65 licenses and 14 years of industry experience. Prior to his current role, he worked at Pruco Securities, LLC, and COUNTRY FINANCIAL. He serves on the Alumni Board of Averett University, a private Baptist university in Virginia. Thrivent Investment Management provides Dedicated Planning Services to individuals, families, businesses, and nonprofit clients through a network of Financial Advisors. The firm offers comprehensive, goal-based planning across various topics without discretionary trading authority, emphasizing periodic reviews and a separation between planning and managed-account services.

Business ownership considerations
user avatar
firm logo

Jeffrey W

Series 66

Germantown, MD

Thrivent Investment Management

Jeffrey White is a financial advisor at Thrivent Investment Management with three years of industry experience. He holds a Series 66 designation and has worked at firms including Northwestern Mutual Wealth Management Company and Joseph Greenwald and Laake. 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 across various planning topics, delivered as one-time or ongoing engagements, without discretionary trading authority or institutional portfolio management.

Business ownership considerations
user avatar
firm logo

James B

Series 63, Series 65

Westbury, NY

Thrivent Investment Management

James Bilger is a financial advisor with Thrivent Investment Management in Westbury, NY, holding Series 63 and Series 65 licenses and 28 years of industry experience. He has been with Thrivent Financial for Lutherans and Thrivent Investment Management for 24 years. Thrivent Investment Management provides Dedicated Planning Services to individuals, families, businesses, and nonprofit clients through Financial Advisors, offering goal-based analyses and written recommendations on a wide range of financial topics, though implementation of advice is separate from the planning service.

Business ownership considerations
user avatar
firm logo

James G

Series 66

Versailles, KY

Thrivent Investment Management

James Gould is a financial advisor with Thrivent Investment Management in Versailles, KY. He holds the Series 66 designation and has one year of industry experience. Prior to joining Thrivent, he worked at VeBridge Holdings/Konica Minolta Business Solutions for nine years. 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 retirement, tax, estate, business continuation, divorce, and special needs topics, with services delivered on a one-time or ongoing basis.

Business ownership considerations
user avatar
firm logo

Kelly P

Series 63, Series 66

Leonard, TX

Thrivent Investment Management

Kelly Perry is a financial advisor with Thrivent Investment Management in Greensburg, PA, holding Series 63 and Series 66 credentials and 25 years of industry experience. Perry has been with Thrivent and its predecessor entities since 2002. Outside of financial advising, Perry serves occasionally as a guest worship leader at local community churches and is an advisory board member for the Christian Family and Children's Center. Thrivent Investment Management provides Dedicated Planning Services to individuals, families, businesses, and nonprofits through a network of financial advisors, offering holistic, goal-based planning without discretionary trading authority. The firm’s approach integrates broad financial topics and allows clients to combine planning with managed-account programs under a consolidated billing option.

Business ownership considerations
user avatar
firm logo

Robert A

Series 66

Port Charlotte, FL

Thrivent Investment Management

Robert Altieri is a Series 66-credentialed financial advisor at Thrivent Investment Management with one year of industry experience. His background includes a range of roles primarily outside the financial sector, such as positions at various hospitality and retail businesses. 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 and allows clients to combine planning with managed-account programs, while maintaining separation between these services.

Business ownership considerations
user avatar
firm logo

Kyle N

Series 66

Mill Creek, WA

Thrivent Investment Management

Kyle Nowadnick is a financial advisor at Thrivent Investment Management with 18 years of industry experience. He holds the Series 66 credential and has been with Thrivent Financial For Lutherans and Thrivent Investment Management since 2008. Outside of his advisory role, Nowadnick is involved in motorcycle racing activities, including serving as a sponsored rider, instructor, brand ambassador, and track marshal. Thrivent Investment Management provides Dedicated Planning Services to individuals, families, businesses, and nonprofit clients through a network of financial advisors. The firm offers comprehensive, goal-based financial 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

Tian E

Series 66

Golden Valley, MN

Thrivent Investment Management

Tian Elder is a Series 66-licensed financial advisor at Thrivent Investment Management with two years of industry experience. Prior to joining Thrivent, Elder worked in marketing for energy companies and has a background that includes seven years at Hope Academy and six years at Chick-Fil-A. Outside of financial advising, Elder is involved in face-to-face marketing for energy programs from Xcel Energy and Center Point Energy. Thrivent Investment Management delivers Dedicated Planning Services to individuals, families, businesses, and nonprofit clients through a network of financial advisors. The firm provides goal-based planning on a broad range of topics without discretionary trading authority, allowing clients to combine planning with managed accounts under consolidated billing while keeping services separate.

Business ownership considerations
user avatar
firm logo

Karina H

Series 63, Series 66

Greenwood Village, CO

Thrivent Investment Management

Karina Holguin is a financial advisor at Thrivent Investment Management with one year of industry experience. She holds Series 63 and Series 66 licenses and previously worked at Gwen Brooks State Farm. 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 various topics, with an option to combine planning and managed accounts under a consolidated billing service called WealthPlan.

Business ownership considerations
user avatar
firm logo

Matthew S

Series 66

Madison, WI

Thrivent Investment Management

Matthew Strode is a financial advisor at Thrivent Investment Management in Madison, WI, holding a Series 66 designation with one year of industry experience. His prior work includes roles at Lake Ridge Bank and various positions outside finance such as Showtime Entertainment and Stars of Florida. 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. The firm offers both one-time and ongoing planning engagements, integrating these services with managed-account programs under a consolidated billing option called “WealthPlan.”

Business ownership considerations
user avatar
firm logo

Steven B

Series 66

Kutztown, PA

Thrivent Investment Management

Steven Bond is a financial advisor at Thrivent Investment Management with 12 years of industry experience. He holds the Series 66 designation and has been with Thrivent Financial For Lutherans and Thrivent Investment Management since 2013. Outside of his advisory role, Bond serves as the treasurer of the Optimist Club of Kutztown Foundation, which supports youth activities and fundraising events in the local community. 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 a broad range of topics without discretionary trading authority, allowing clients to combine planning with managed accounts under a consolidated billing option.

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”)