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Roger D

Series 66

Mount Horeb, WI

Thrivent Investment Management

Roger Deterding is a financial advisor with Thrivent Investment Management, holding a Series 66 designation and 15 years of industry experience. He has been with Thrivent Financial for Lutherans and Thrivent Investment Management since 2010. Outside of his advisory role, he serves as Treasurer of the Mount Horeb Area Historical Society, overseeing financial reporting and business practices for the local historical organization. Thrivent Investment Management provides Dedicated Planning Services to individuals, families, businesses, and nonprofit clients through a nationwide network of financial advisors. The firm focuses on holistic, goal-based financial planning across a range of areas and offers a combined planning and managed-account program under the WealthPlan option.

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Timothy G

Series 66

St Charles, MO

Thrivent Investment Management

Timothy Gerler is a Series 66-licensed financial advisor with Thrivent Investment Management, where he has worked since 2006, accumulating 19 years of industry experience. He serves on the Education Ministry Team Board at Immanuel Lutheran School, participating in monthly meetings to provide feedback on school matters. Thrivent Investment Management offers Dedicated Planning Services to individuals, families, businesses, and nonprofits, providing goal-based financial planning without discretionary trading authority. The firm integrates planning with managed accounts under a consolidated billing system called “WealthPlan,” while maintaining separate planning and investment management functions.

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Bryce K

Series 66

Colby, WI

Thrivent Investment Management

Bryce Kelley is a financial advisor with Thrivent Investment Management in Colby, Wisconsin, holding a Series 66 credential and 14 years of industry experience. He has been with Thrivent Financial for Lutherans and Thrivent Investment Management since 2012. Outside of his advisory role, Kelley serves as a basketball official and baseball umpire for the Wisconsin Interscholastic Athletic Association and participates as a board member and president of a nonprofit child care and early education center. Thrivent Investment Management provides Dedicated Planning Services to individuals, families, businesses, and nonprofit clients, focusing on holistic, goal-based planning without discretionary trading authority. The firm offers both one-time and ongoing planning relationships and integrates planning with managed-account services under a consolidated billing option called “WealthPlan.”

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Amanda S

Series 63, Series 65

Montgomeryville, PA

Thrivent Investment Management

Amanda Schulenberg is a financial advisor with Thrivent Investment Management in Montgomeryville, PA, holding Series 63 and Series 65 licenses and bringing 11 years of industry experience. She has been with Thrivent Financial since 2015, including two years at Thomas McGuire - Thrivent Financial before her current role. Thrivent Investment Management provides Dedicated Planning Services to individuals, families, businesses, and nonprofit clients, delivering comprehensive written recommendations on various financial topics without implementation, and offers clients the option to integrate planning with managed accounts through its WealthPlan program.

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Martha W

Series 66

Lexington, KY

Thrivent Investment Management

Martha Weeks is a financial advisor at Thrivent Investment Management with 18 years of industry experience. She holds a Series 66 designation and has worked at several firms including Truist Advisory Services, First Kentucky Securities, and Edward Jones. Outside of her financial career, she performs as a vocalist and instrumentalist with local music groups The T-Bones and Rays Music Exchange. Thrivent Investment Management delivers Dedicated Planning Services to individuals, families, businesses, and nonprofit clients through a network of Financial Advisors, offering goal-based analyses and planning across various financial topics without discretionary trading authority.

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William W

Series 66

Baxter, MN

Thrivent Investment Management

William Weiss is a Series 66-registered financial advisor with Thrivent Investment Management, based in Baxter, MN, and has five years of industry experience. Prior to his current role at Thrivent, he worked at Camp Foley and the Theodore Roosevelt Medora Foundation. Thrivent Investment Management provides Dedicated Planning Services to individuals, families, businesses, and nonprofit clients, offering comprehensive written recommendations on a range of financial planning topics without including implementation. The firm uses goal-based analyses and allows clients to combine planning with managed-account services while maintaining separate billing and oversight.

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Y Elena S

Series 66

Oakville, MO

Thrivent Investment Management

Y Elena Shull is a financial advisor at Thrivent Investment Management with six years of industry experience. She holds the Series 66 designation and has been with Thrivent since 2019. Prior to joining Thrivent, she spent 19 years at Axcess Financial DBA Check N Go. 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 topics, with clients able to combine planning services with managed accounts under a consolidated billing option called “WealthPlan.”

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Elizabeth M

Series 66

Mount Horeb, WI

Thrivent Investment Management

Elizabeth Miller is a Series 66-licensed financial advisor with six years of industry experience, currently with Thrivent Investment Management. Her prior roles include positions at SALT Software and involvement with nonprofit and community organizations such as Blackhawk Church and Harbor Athletic Club. 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 without discretionary portfolio management.

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Michael L

Series 66

Reedsburg, WI

Thrivent Investment Management

Michael Lopp is a financial advisor at Thrivent Investment Management with one year of industry experience. He holds a Series 66 designation and has been with Thrivent since 2025. Outside of his financial advisory role, Lopp serves as vice-president for two homeowners associations and occasionally provides pulpit supply teaching at various churches. 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 or institutional advisory services.

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Thomas L

Series 66

Fergus Falls, MN

Thrivent Investment Management

Thomas Larson is a Series 66–licensed financial advisor at Thrivent Investment Management with six years of industry experience. His prior roles include work at Ruhr Development and managing Fergus Falls Lodging. Larson has been with Thrivent Financial and Thrivent Investment Management since 2019. Thrivent Investment Management provides Dedicated Planning Services for individuals, families, businesses, and nonprofit clients through a network of advisors. The firm emphasizes holistic, goal-based planning across a broad range of topics, offering clients options to combine planning with managed-account programs while maintaining separate services.

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Taylor F

Series 66

Nassau, NY

Thrivent Investment Management

Taylor Foti is a financial advisor at Thrivent Investment Management with four years of industry experience. He holds a Series 66 designation and previously worked at Goldman Sachs Ayco for four years. 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 planning as standalone or combined with managed accounts under a consolidated billing option called “WealthPlan.”

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Mitchell V

Series 66

Oconomowoc, WI

Thrivent Investment Management

Mitchell Vogel is a financial advisor at Thrivent Investment Management with two years of industry experience. He holds the Series 66 designation and has worked at Thrivent Financial and Thrivent Investment Management since 2022. Outside of his advisory role, Vogel is involved in online reselling, primarily buying and selling shoes as part of a personal hobby. Thrivent Investment Management provides Dedicated Planning Services to individuals, families, businesses, and nonprofit clients, offering comprehensive, goal-based financial planning without portfolio management or discretionary trading authority. The firm allows clients to combine planning with managed-account services under a consolidated billing option called WealthPlan while maintaining separation between the two.

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Sarah M

Series 63, Series 65

Georgetown, TX

Thrivent Investment Management

Sarah Mc Entee is a financial advisor with Thrivent Investment Management in Georgetown, TX. She holds Series 63 and Series 65 credentials and has three years of industry experience, all with Thrivent and its affiliates. Thrivent Investment Management provides Dedicated Planning Services to individuals, families, businesses, and nonprofit clients, offering comprehensive written recommendations on various financial topics without implementation. The firm emphasizes holistic, goal-based planning combined with managed-account programs under a consolidated billing system called “WealthPlan,” while maintaining separation between planning and portfolio management services.

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Karen R

Series 66

Cameron, LA

Thrivent Investment Management

Karen Rhea is a Series 66 licensed financial advisor with 10 years of industry experience. She is currently with Thrivent Investment Management and Thrivent Financial, having joined in 2024. Prior to that, she worked at Symmetry Financial Group and held various roles outside of finance, including at Pinthouse Pizza and Brinker International. Thrivent Investment Management offers Dedicated Planning Services to individuals, families, businesses, and nonprofit clients, focusing on goal-based analyses and broad financial planning without discretionary trading authority. The firm provides both one-time and ongoing planning engagements and allows clients to combine planning with managed-account services under a consolidated billing option.

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Tatjana C

Series 66

Cincinnati, OH

Thrivent Investment Management

Tatjana Cumic is a financial advisor with Thrivent Investment Management in Cincinnati, OH, holding a Series 66 designation and bringing five years of industry experience. She has worked with Thrivent since 2020 and previously held roles at Express Employment Professionals and the University of Montenegro. Thrivent Investment Management provides Dedicated Planning Services to individuals, families, businesses, and nonprofit clients, offering comprehensive financial planning across a range of topics without portfolio management for institutional clients. The firm combines goal-based analyses with a managed-account program under a consolidated billing option called “WealthPlan.”

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Brooke M

Series 66

Pittsburgh, PA

Thrivent Investment Management

Brooke Marzullo is a Series 66-registered advisor with Thrivent Investment Management, based in Pittsburgh, PA, with seven years of industry experience. She has worked at Thrivent Financial and its affiliated entities since 2018. Prior to her financial advisory career, she held roles in education with Loudoun County Public Schools and Franklin Regional School District. Thrivent Investment Management provides Dedicated Planning Services to individuals, families, businesses, and nonprofit clients through a network of financial advisors, focusing on goal-based planning across various financial topics without discretionary trading authority.

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Matthew C

Series 63, Series 66

Napoleon, OH

Thrivent Investment Management

Matthew Crandall is a financial advisor with Thrivent Investment Management, holding Series 63 and Series 66 registrations and bringing 17 years of industry experience. He has worked with Thrivent Financial for Lutherans and Thrivent Investment Management since 2008. Thrivent Investment Management provides Dedicated Planning Services to individuals, families, businesses, and nonprofit clients through a network of financial advisors. The firm delivers goal-based, holistic planning across a wide range of topics, offering clients the option to combine planning with managed-account services under a consolidated billing program called WealthPlan.

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Charles B

Series 66

Wheaton, IL

Thrivent Investment Management

Charles Black III is a financial advisor at Thrivent Investment Management with seven years of industry experience. He holds a Series 66 designation and has been with Thrivent since 2019. Outside of his advisory role, he has experience as a print model for an outdoor apparel company. 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 analyses covering a broad range of planning topics, with the option to integrate planning and managed-account services under a consolidated billing arrangement.

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Donald G

Series 63, Series 65

Liberty Lake, WA

Thrivent Investment Management

Donald Garves is a financial advisor with Thrivent Investment Management, holding Series 63 and Series 65 designations and 19 years of industry experience. He has been with Thrivent Financial for Lutherans since 2011 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 goal-based planning covering a broad range of topics and allows clients to combine planning with managed-account programs under a consolidated billing option called “WealthPlan,” while keeping the services separate.

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Tara M

Series 66

Saint Augustine, FL

Thrivent Investment Management

Tara Manson is a financial advisor at Thrivent Investment Management with seven years of industry experience. She holds a Series 66 designation and previously worked at First Citizens Bank for nine years. Manson has been with Thrivent Financial and its related entities since 2019. Thrivent Investment Management provides Dedicated Planning Services to individuals, families, businesses, and nonprofits, focusing on holistic, goal-based planning across multiple financial topics. The firm combines planning and managed-account services under a consolidated billing option while maintaining separate delivery and does not offer institutional portfolio management.

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