Jordan Meier is a financial advisor with Thrivent Investment Management in Minneapolis, MN, holding Series 63 and Series 65 credentials and three years of industry experience. His prior work includes roles at Limitless Male medical clinic and Diamond Plastics. Thrivent Investment Management provides Dedicated Planning Services to individuals, families, businesses, and nonprofit clients, offering holistic, goal-based financial analyses and written recommendations on a variety of planning topics without including implementation. The firm allows clients to combine planning with managed-account services under a consolidated billing option called “WealthPlan,” while keeping the services separate.

Eric Werlinger is a financial advisor with Thrivent Investment Management, holding a Series 66 designation and 11 years of industry experience. He 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 analyses and allows clients to combine planning with a managed-account program under a consolidated billing option called “WealthPlan,” while keeping planning and portfolio management services separate.

Allan Uy is a financial advisor with Thrivent Investment Management in New York, NY. He holds a Series 66 designation and has prior experience at Jefferies LLC and PricewaterhouseCoopers LLP. He also has a background in private equity with I Squared Capital and academic experience at St. John's University. Thrivent Investment Management provides Dedicated Planning Services to individuals, families, businesses, and nonprofit clients, focusing on goal-based financial planning across various topics without including implementation. The firm offers integrated planning and managed-account options under a consolidated billing structure called “WealthPlan.”

Nathan Migliazzo is a financial advisor at Thrivent Investment Management in Spokane, WA, holding a Series 66 credential with one year of industry experience. His prior work includes roles at The Hartford Fire Insurance Company and Aetna Life Insurance. Thrivent Investment Management provides Dedicated Planning Services to individuals, families, businesses, and nonprofit clients, offering goal-based analyses and comprehensive written recommendations across various financial planning topics. The firm combines planning with managed-account options while maintaining separate services and does not provide portfolio management for institutional clients.

Michael Legacy is a Series 66–licensed financial advisor with 13 years of industry experience, currently with Thrivent Investment Management. He previously worked at Commonwealth Financial Network for 12 years and Morgan Stanley for one year. Outside of his advisory role, Legacy serves as Vice President of Business Development at Legacy Realty, a real estate sales firm in San Diego. Thrivent Investment Management provides Dedicated Planning Services to individuals, families, businesses, and nonprofit clients, focusing on comprehensive goal-based analyses without offering discretionary portfolio management or institutional advisory services.

Emma Ngo is a financial advisor at Thrivent Investment Management with one year of industry experience. She holds a Series 66 designation and has prior work history at Thrivent Financial, as well as experience in the hospitality sector with Scottsdale Resort and Spa and Sanctuary Resort. Ngo also worked at Canopy Tempe and has experience in education from her time at Arizona State University, Jefferson High School, and Oak Grove Middle School. Thrivent Investment Management provides Dedicated Planning Services to individuals, families, businesses, and nonprofit clients, offering goal-based financial planning through a network of advisors. The firm’s approach includes holistic, model-driven analyses and a consolidated billing option combining planning with managed-account programs, while maintaining separate services.

Wyatt Eisenberger is a financial advisor at Thrivent Investment Management with eight years of industry experience. He holds Series 63 and Series 65 licenses and has been with Thrivent Financial since 2018. Outside of his advisory role, Eisenberger is a co-owner of Marquette Ambition LLC, which manages a property used partially for Thrivent Financial business. Thrivent Investment Management offers Dedicated Planning Services to individuals, families, businesses, and nonprofit clients, focusing on comprehensive goal-based analyses and written recommendations across various planning areas without portfolio management for institutional clients.

Matthew Kachel is a financial advisor at Thrivent Investment Management with a Series 66 credential and less than one year of industry experience. He has held prior roles at several organizations, including Security Jewelers and Americorps, and has attended UW Superior. Thrivent Investment Management provides Dedicated Planning Services to individuals, families, businesses, and nonprofit clients, offering goal-based analyses and written recommendations across various planning topics without discretionary trading authority.

Jason Buchan is a financial advisor with Thrivent Investment Management, holding a Series 66 designation and one year of industry experience. Prior to his current role, he served as the lead pastor at Northside Church, where he was involved in teaching, preaching, counseling, and managing the church’s operations. Thrivent Investment Management offers Dedicated Planning Services to individuals, families, businesses, and nonprofit clients, providing holistic, goal-based financial analyses without discretionary trading authority and allowing clients to integrate planning with managed-account programs under a consolidated billing option.

Regina Lierman is a financial advisor with Thrivent Investment Management based in Twin Falls, Idaho. She holds the Series 66 designation and has recently transitioned to the financial industry after a long career primarily with Trinidad Benham Corp. and Illinois Foundation Seed Inc. Thrivent Investment Management provides Dedicated Planning Services to individuals, families, businesses, and nonprofit clients, offering comprehensive written recommendations on a broad range of financial planning topics. The firm combines goal-based analyses with managed-account options under a consolidated billing structure while maintaining separate planning and portfolio services.

Angeles Molina is a financial advisor with Thrivent Investment Management in Houston, TX. She holds a Series 66 designation and has prior experience at The Antioch Partners and Memorial Tax Advisors. Her background also includes roles in education and insurance. 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 on a broad range of topics without discretionary portfolio management and allows clients to combine planning with managed accounts under a consolidated billing option.

Michael Landis is a financial advisor with Thrivent Investment Management and holds the Series 63 and Series 65 designations. He has 19 years of industry experience, including roles at Principal Securities Incorporated, Principal Life Insurance Company, and Waddell & Reed Inc. Outside of his advisory work, he serves as President of the Gladstone Education Foundation, which supports educational programs in the Gladstone, Oregon community. Thrivent Investment Management provides Dedicated Planning Services to individuals, families, businesses, and nonprofit clients, focusing on holistic, goal-based financial planning without portfolio management or discretionary trading authority.

Jessica Hess is a financial advisor at Thrivent Investment Management with three years of industry experience. She previously worked at the Leclair Group and has a background as an athletic trainer at Ridgeview, a regional hospital where she provided emergency care and sports medicine services. Hess holds a Series 66 designation. Thrivent Investment Management offers Dedicated Planning Services to individuals, families, businesses, and nonprofit clients, focusing on goal-based financial planning without discretionary trading authority. The firm provides holistic analyses across various planning topics and allows clients to combine planning with managed-account programs under a consolidated billing option.

Tracey Love is a financial advisor with Thrivent Investment Management, holding a Series 66 designation and 16 years of industry experience. Her prior roles include positions at Ameriprise Financial Services and administrative work with Love Medical LLC, a medical device company. She is based in Savannah, GA. Thrivent Investment Management provides Dedicated Planning Services to individuals, families, businesses, and nonprofit clients through a network of Financial Advisors, offering comprehensive planning on retirement, tax, estate, and other financial matters without discretionary trading authority.

Savannah Todd is a financial advisor at Thrivent Investment Management with one year of industry experience. She holds the Series 66 designation and previously worked at Thrivent Financial and served in educational roles at Calvary Day School and other institutions. Thrivent Investment Management provides Dedicated Planning Services to individuals, families, businesses, and nonprofits, focusing on comprehensive, goal-based analyses across various planning topics without including implementation. The firm offers a combined planning and managed-account option called “WealthPlan” while maintaining separate service components.

John Hazim is a Series 66-licensed financial advisor with Thrivent Investment Management in Pensacola, FL. He joined Thrivent in 2026 and previously worked at Florida Blue and Covenant Care. Thrivent Investment Management offers Dedicated Planning Services to individuals, families, businesses, and nonprofits, providing comprehensive written recommendations on topics such as retirement, taxes, and estate planning. The firm combines goal-based planning with managed-account programs under a consolidated billing option but does not provide discretionary trading authority for its planning services.

Gregory Powers is a financial advisor with Thrivent Investment Management, holding a Series 66 designation and 24 years of industry experience. He has been with Thrivent Financial for Lutherans and Thrivent Investment Management since 2002. Outside of his advisory role, he serves as Junior Warden on the Vestry of St. John the Baptist Episcopal Church, participating in property management and church operations. Thrivent Investment Management provides Dedicated Planning Services to individuals, families, businesses, and nonprofit clients, focusing on holistic, goal-based financial planning without discretionary trading authority. The firm offers a managed-account program and periodic plan reviews, emphasizing planning delivered through a large network of financial advisors rather than institutional portfolio management.

Wilfred Wong is a financial advisor with Thrivent Investment Management in Minneapolis, MN, holding a Series 66 designation and 15 years of industry experience. He has worked at Thrivent Financial and Thrivent Investment Management since 2017, with prior roles at Waddell & Reed and various insurance carriers. Thrivent Investment Management provides Dedicated Planning Services to individuals, families, businesses, and nonprofits, offering holistic, goal-based financial planning across a range of topics without discretionary trading authority. The firm allows clients to integrate planning with managed-account programs while keeping these services separate.

Nathan Lacoursiere is a financial advisor at Thrivent Investment Management with three years of industry experience. He holds a Series 66 designation and has worked previously at Wells Fargo and Thrivent Financial. Outside of his advisory role, he operates an Etsy shop that produces and sells 3D printed miniatures for tabletop games. Thrivent Investment Management provides Dedicated Planning Services to individuals, families, businesses, and nonprofit clients, focusing on holistic, goal-based financial planning without discretionary trading authority. The firm offers a range of planning topics and integrates planning with managed-account programs under a consolidated billing option.

Jesse Mettrick is a financial advisor with Thrivent Investment Management, holding a Series 66 credential. He has experience at Thrivent since 2025 and previously worked in the aerospace sector at Lockheed Martin Aeronautics and General Atomics Aeronautical. Thrivent Investment Management delivers Dedicated Planning Services to individuals, families, businesses, and nonprofits through a network of advisors, offering comprehensive written recommendations on various financial planning topics without including implementation. The firm’s goal-based analyses can be combined with managed-account services under a consolidated billing option called “WealthPlan,” while maintaining separate planning and asset management functions.