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

Justin A

Series 66

Stevens Point, WI

Thrivent Investment Management

Justin Anderson is a Series 66-registered financial advisor with Thrivent Investment Management, based in Stevens Point, WI. He has eight years of industry experience, including eleven years at Associated Bank prior to joining Thrivent. Thrivent Investment Management offers Dedicated Planning Services to individuals, families, businesses, and nonprofit clients, providing comprehensive written recommendations across various financial planning topics. The firm combines goal-based analyses with managed-account options under a consolidated billing approach, while maintaining separate planning and portfolio management services.

Business ownership considerations
user avatar
firm logo

Kristi G

Series 66

Carmel, IN

Thrivent Investment Management

Kristi Grimm is a financial advisor at Thrivent Investment Management with 20 years of industry experience. She holds the Series 66 designation and has been with Thrivent and its affiliated firm 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 planning and allows clients to combine planning with managed-account programs under a consolidated billing option called WealthPlan, while keeping planning and portfolio management services separate.

Business ownership considerations
user avatar
firm logo

Jodi G

Series 66

North Scituate, RI

Thrivent Investment Management

Jodi Gaynor is a financial advisor at Thrivent Investment Management with one year of industry experience. She holds the Series 66 designation and previously worked at CVS Health Inc. for 24 years. Outside of her advisory role, she serves as CFO of BetterRx Compounding, Inc., a company focused on automating pharmaceutical compounding processes. Thrivent Investment Management provides Dedicated Planning Services to individuals, families, businesses, and nonprofit clients, offering comprehensive, goal-based planning across a range of financial topics without discretionary trading authority.

Business ownership considerations
user avatar
firm logo

Deanna H

Series 63, Series 65

Pierce, CO

Thrivent Investment Management

Deanna Hendricks is a financial advisor at Thrivent Investment Management with 40 years of industry experience. She has held her current roles at Thrivent Financial for Lutherans and Thrivent Investment Management Inc. since 2009. Hendricks holds Series 63 and Series 65 credentials. 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 across a variety of financial topics and enables clients to combine planning with managed-account services under a consolidated billing option called “WealthPlan,” while maintaining separate planning and management services.

Business ownership considerations
user avatar
firm logo

John S

Series 63, Series 65

York, PA

Thrivent Investment Management

John Spadafora Jr. is a financial advisor with Thrivent Investment Management in York, PA, holding Series 63 and Series 65 licenses and has 31 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, focusing on comprehensive, goal-based financial plans without discretionary trading authority. The firm offers ongoing and one-time planning engagements and integrates planning with managed-account programs under a consolidated billing option.

Business ownership considerations
user avatar
firm logo

Brian K

Series 66

Belmond, IA

Thrivent Investment Management

Brian Kapka is a Series 66-credentialed financial advisor with Thrivent Investment Management, located in Belmond, IA, and has 13 years of industry experience. He has been with Thrivent Financial for Lutherans and Thrivent Investment Management since 2012. Outside of his advisory role, Kapka owns and operates a hobby farm that includes cattle and firewood sales. 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 wide range of topics, with ongoing reviews, but does not provide discretionary portfolio management or institutional advisory selection.

Business ownership considerations
user avatar
firm logo

Cody H

Series 66

Lakewood, CA

Thrivent Investment Management

Cody Hale is a financial advisor with Thrivent Investment Management, holding a Series 66 designation and three years of industry experience. Prior to joining Thrivent, his work history includes roles in automotive sales and detailing as well as experience at the University of California, Irvine. Thrivent Investment Management provides Dedicated Planning Services to individuals, families, businesses, and nonprofit clients, delivering written financial recommendations across various planning areas without implementation. The firm offers a holistic, goal-based approach and separates its planning and managed-account services while maintaining periodic reviews of client plans.

Business ownership considerations
user avatar
firm logo

Kaley F

Series 66

Johnston, IA

Thrivent Investment Management

Kaley Fleig is a financial advisor with Thrivent Investment Management in Johnston, IA, holding a Series 66 credential and 18 years of industry experience. Her prior work includes roles at Raymond James, Farm Bureau Financial Services, and Iowa State Bank & Trust Company. She also served with the Fairfield Fire Department for 13 years. Thrivent Investment Management provides Dedicated Planning Services to individuals, families, businesses, and nonprofit clients, offering comprehensive written recommendations across various financial planning topics without implementation or discretionary portfolio management.

Business ownership considerations
user avatar
firm logo

Jason B

Series 63, Series 65

Eagan, MN

Thrivent Investment Management

Jason Briscoe is a financial advisor with Thrivent Investment Management, holding Series 63 and Series 65 credentials and 20 years of industry experience. He has been with Thrivent Financial for Lutherans since 2007 and Thrivent Investment Management since 2005. Outside of his advisory role, he is the owner of a real estate investment company focused on financing home rehabilitation projects. 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 and allows clients to combine planning with managed-account programs while keeping the services separate.

Business ownership considerations
user avatar
firm logo

Garland M

Series 63, Series 66

Jacksonville, FL

Thrivent Investment Management

Garland Mayerlen is a financial advisor at Thrivent Investment Management with Series 63 and Series 66 credentials and three years of industry experience. Prior to joining Thrivent, he held positions at Fidelity Investments and has also worked in education and retail. Outside of finance, he sells clothing online through Depop. Thrivent Investment Management offers Dedicated Planning Services to individuals, families, businesses, and nonprofit clients, providing goal-based financial planning without discretionary trading authority and allowing clients to combine planning with managed-account programs under a consolidated billing option.

Business ownership considerations
user avatar
firm logo

Weston W

Series 63, Series 65

Chambersburg, PA

Thrivent Investment Management

Weston Waytow is a financial advisor at Thrivent Investment Management with Series 63 and Series 65 designations. He has been with Thrivent since 2026 and has prior experience with the Borough of Chambersburg and Outdoor Living LLC. Thrivent Investment Management offers Dedicated Planning Services to individuals, families, businesses, and nonprofit clients, providing comprehensive written recommendations on various financial planning topics without implementing those recommendations. The firm emphasizes holistic, goal-based analyses and allows clients to combine planning with managed-account programs under a consolidated billing option called “WealthPlan.”

Business ownership considerations
user avatar
firm logo

Justun H

Series 63, Series 65

Frisco, TX

Thrivent Investment Management

Justun Hart is a financial advisor with Thrivent Investment Management in Frisco, TX, holding Series 63 and Series 65 licenses and five years of industry experience. He has been with Thrivent and its affiliated entities since 2020. Outside of his advisory role, he is a partner in Ballroom at the Reserve LLC, a small business that runs event venues on weekends. Thrivent Investment Management offers Dedicated Planning Services to individuals, families, businesses, and nonprofit clients, providing written recommendations on a wide range of financial planning topics. The firm combines goal-based analyses with managed-account programs while maintaining separate planning and portfolio management services.

Business ownership considerations
user avatar
firm logo

Jeremy S

Series 63, Series 65

Minneapolis, MN

Thrivent Investment Management

Jeremy Sikkink is a financial advisor at Thrivent Investment Management with 27 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at Thrivent Financial for Lutherans since 2012. Prior to that, he was with Wells Fargo Advisors for over 15 years. 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 on a broad range of topics and allows clients to combine planning with managed-account services while keeping them separate.

Business ownership considerations
user avatar
firm logo

Douglas M

Series 66

Fort Wayne, IN

Thrivent Investment Management

Douglas Morris is a financial advisor with Thrivent Investment Management in Fort Wayne, IN, holding a Series 66 designation and eight years of industry experience. He has been with Thrivent and its affiliates since 2018, following a prior career at Evans Toyota from 2006 to 2018. Thrivent Investment Management provides Dedicated Planning Services to individuals, families, businesses, and nonprofit clients, offering comprehensive written financial planning without portfolio management. The firm emphasizes goal-based analyses and allows clients to combine planning with managed-account programs while maintaining separation between these services.

Business ownership considerations
user avatar
firm logo

Janet S

Series 66

Carroll, IA

Thrivent Investment Management

Janet Smith is a financial advisor with Thrivent Investment Management, holding a Series 66 designation and 19 years of industry experience. She has been with Thrivent Financial for Lutherans and Thrivent Investment Management since 2006. Outside of her advisory role, she serves as a board member at Zion Lutheran Preschool in Manning, Iowa. Thrivent Investment Management provides Dedicated Planning Services to individuals, families, businesses, and nonprofit clients, offering comprehensive, goal-based financial analyses and planning solutions without managing client portfolios directly.

Business ownership considerations
user avatar
firm logo

David H

Series 63, Series 66

Albany, NY

Thrivent Investment Management

David Hawley is a financial advisor with Thrivent Investment Management in Albany, NY, holding Series 63 and Series 66 registrations and possessing 41 years of industry experience. He has been with Thrivent and its predecessor organizations since 2002. Thrivent Investment Management offers Dedicated Planning Services to individuals, families, businesses, and nonprofit clients through a network of Financial Advisors, focusing on comprehensive, goal-based planning without discretionary trading authority or traditional institutional portfolio management.

Business ownership considerations
user avatar
firm logo

Douglas H

Series 66

Chambersburg, PA

Thrivent Investment Management

Douglas Hess is a financial advisor with Thrivent Investment Management in Chambersburg, PA, holding a Series 66 designation and seven years of industry experience. He has worked with Thrivent Financial and Maculogix Inc. Prior to his advisory role, Hess was involved with Maculogix Inc. Outside of his advisory work, he serves on the boards of Habitat for Humanity of Franklin County and Awaken Us Ministries, and acts as Treasurer for Scott’s Mountain Camp, a recreational property cooperative. 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 planning without discretionary trading authority, with clients able to combine planning with managed-account programs under a consolidated billing option called “WealthPlan.”

Business ownership considerations
user avatar
firm logo

Gregory T

Series 63, Series 65

Geneseo, IL

Thrivent Investment Management

Gregory Timmerman is a financial advisor with Thrivent Investment Management, holding Series 63 and Series 65 licenses and bringing 28 years of industry experience. He has worked at Thrivent since 2019 and previously held roles at TD Ameritrade and U.S. Bancorp Investments. 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 various planning topics without managing client assets directly.

Business ownership considerations
user avatar
firm logo

Kevin H

Series 63, Series 66

Virginia Beach, VA

Thrivent Investment Management

Kevin Humphreys is a financial advisor with Thrivent Investment Management in Virginia Beach, VA. He holds Series 63 and Series 66 designations and has 32 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, focusing on goal-based analyses and written recommendations across various planning topics. The firm offers these services primarily through a network of financial advisors and separates planning from managed-account services under a consolidated billing option called "WealthPlan."

Business ownership considerations
user avatar
firm logo

Timothy M

Series 63, Series 66

Pewaukee, WI

Thrivent Investment Management

Timothy Mittelstadt is a financial advisor with Thrivent Investment Management, holding Series 63 and Series 66 licenses and bringing 34 years of industry experience. He has been with Thrivent Investment Management and Thrivent Financial for Lutherans since 2002. Outside of his advisory role, Mittelstadt serves as a middle and high school basketball referee and is a member of the Board of Directors for the Lighthouse Youth Center, participating in finance committee activities. Thrivent Investment Management provides Dedicated Planning Services to individuals, families, businesses, and nonprofit clients through a network of Financial Advisors, offering comprehensive, goal-based planning across various financial topics without discretionary trading authority.

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”)