Tracy Malsavage is a financial advisor at Thrivent Investment Management with 28 years of industry experience. She has been with Thrivent Financial for Lutherans and Thrivent Investment Management since 2002. Outside of her advisory role, she works as a sales consultant for Norwex, a company specializing in environmentally friendly cleaning products. 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 without discretionary trading authority.

Daniel Weltzin is a financial advisor at Thrivent Investment Management with eight years of industry experience. He has worked at Thrivent Financial and Sentry Insurance prior to his current role. Outside of his advisory work, he serves as a member of the board of elders at Woodlands Church, participating in decision-making alongside pastoral staff. 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 and allows clients to combine planning with managed-account programs under a consolidated billing option.

William O'Doherty is a financial advisor at Thrivent Investment Management with 23 years of industry experience. He holds a Series 66 designation and 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 comprehensive goal-based planning on topics such as retirement, tax, estate, and special needs planning, delivered either as a one-time or ongoing engagement.

Holly Cannon is a financial advisor with Thrivent Investment Management in Anchorage, Alaska, holding a Series 66 designation and 14 years of industry experience. She has been with Thrivent Investment Management since 2013 and previously worked at Cameron Gilchrist - Thrivent Financial for ten years. Thrivent Investment Management provides Dedicated Planning Services to individuals, families, businesses, and nonprofit clients, offering goal-based analyses and written recommendations across a range of planning topics without discretionary trading authority, with an option to combine planning and managed-account services through a consolidated billing program called WealthPlan.

Preston Langhoff is a financial advisor at Thrivent Investment Management with two years of industry experience. He holds a Series 66 designation and has previous work experience at Kiewit and Texas State Technical College. Langhoff is also a partner in Langhoff Bro Properties LLC. Thrivent Investment Management provides Dedicated Planning Services to individuals, families, businesses, and nonprofit clients through a network of Financial Advisors, offering planning on a one-time or ongoing basis that covers a broad set of financial topics without implementation services. The firm focuses on holistic, goal-based analyses and allows clients to combine planning with managed-account programs under a consolidated billing option.

Herley Gaston is a financial advisor at Thrivent Investment Management with two years of industry experience. He holds the Series 63 and Series 66 designations and has prior experience at Crowe LLC and Thrivent Financial. Outside of advisory work, he occasionally serves as a substitute teacher in the Seaford School District. Thrivent Investment Management provides Dedicated Planning Services to individuals, families, businesses, and nonprofit clients, offering goal-based financial planning on a one-time or ongoing basis without discretionary trading authority. The firm integrates planning with managed-account services under a consolidated billing option called WealthPlan, while maintaining separation between these services.

Christopher Hirz is a financial advisor with Thrivent Investment Management and holds a Series 66 designation. He has experience at KeyBank and Thrivent Financial, totaling approximately four years in the financial industry. Thrivent Investment Management provides Dedicated Planning Services to individuals, families, businesses, and nonprofit clients, offering goal-based analyses and written recommendations on a broad range of financial planning topics. The firm separates its planning services from portfolio management and offers clients a consolidated billing option through its WealthPlan program.

Justin Kelly is a financial advisor with Thrivent Investment Management, holding a Series 66 designation and based in Madison, WI. He has recent experience with Thrivent Financial and its investment management division, and previously worked at Princeton Club West and Kelly Home Improvement. Thrivent Investment Management provides Dedicated Planning Services to individuals, families, businesses, and nonprofits, offering holistic, goal-based financial analyses and planning without discretionary trading authority. Their approach includes a consolidated billing option combining planning and managed-account services, with ongoing reviews typically conducted annually.

Arthur Corazza is a Series 66 licensed financial advisor with Thrivent Investment Management in Rock Hill, SC. He joined Thrivent Financial and Thrivent Investment Management in 2026 after 11 years at United Rentals. 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 a broad range of topics and allows clients to combine planning with managed-account programs under a consolidated billing option called “WealthPlan.”

Theodore Kruzich is a financial advisor at Thrivent Investment Management with a Series 66 designation and one year of industry experience. Prior to joining Thrivent, he worked at Cardinal Systems for four years and Judson University for six years. Thrivent Investment Management provides Dedicated Planning Services to individuals, families, businesses, and nonprofit clients through a network of financial advisors, offering goal-based analyses and planning in areas such as retirement, tax, estate, and special needs. The firm separates planning from managed-account services and does not accept discretionary trading authority for its Dedicated Planning Service.

Simon Fisher is a financial advisor with Thrivent Investment Management based in Ormond Beach, Florida. He holds Series 63 and Series 65 credentials and has two years of industry experience. Prior to joining Thrivent, he worked at several firms including Keyes Stange & Wooten Wealth Management, Built Technologies, Computer Services Inc., The Copper River Group, and First International Bank and Trust. Outside of his advisory role, he serves as a director on the board of the South Daytona Lions Club, a community service organization. Thrivent Investment Management offers Dedicated Planning Services to individuals, families, businesses, and nonprofit clients, focusing on comprehensive goal-based financial planning across a broad range of topics. The firm’s approach separates planning services from managed accounts and does not provide discretionary portfolio management for institutional clients.

Steven Woolery is a financial advisor with Thrivent Investment Management in Shakopee, MN, holding a Series 66 designation and 10 years of industry experience. He has been with Thrivent Financial and Thrivent Investment Management since 2015. Outside of his advisory role, Woolery is also a musician who performs as a guitarist and vocalist in multiple bands. Thrivent Investment Management provides Dedicated Planning Services to individuals, families, businesses, and nonprofit clients, focusing on holistic, goal-based financial analyses and offering planning engagements separate from portfolio management.

Michael Sundsmo is a CFP® and Series 66-registered financial advisor with 18 years of industry experience. He has been with Thrivent Investment Management in Anoka, MN since 2007. Thrivent Investment Management provides Dedicated Planning Services for individuals, families, businesses, and nonprofits through a network of financial advisors. The firm offers goal-based, holistic planning across various topics without discretionary trading authority, and its services can be combined with managed accounts under a consolidated billing option called “WealthPlan.”

Brandon Yurek is a financial advisor at Thrivent Investment Management with a Series 66 designation and no prior industry experience. His background includes ten years of active duty service in the U.S. Army and recent full-time study at Northwest Florida State College. He has been with Thrivent and its affiliated entities since 2025. Thrivent Investment Management offers Dedicated Planning Services to individuals, families, businesses, and nonprofits, providing comprehensive written recommendations on topics such as retirement, tax, estate, and special needs planning. The firm combines holistic, goal-based analyses with options to integrate planning and managed accounts under a consolidated billing system.

Reece Roubic is a financial advisor at Thrivent Investment Management with four years of industry experience. He holds a Series 66 designation and has previously worked at Ameriprise and the Fund Evaluation Group. Thrivent Investment Management provides Dedicated Planning Services to individuals, families, businesses, and nonprofit clients, offering comprehensive written recommendations on a range of topics including retirement, tax, and estate planning. The firm emphasizes goal-based analyses and periodic reviews, delivering planning and managed-account services separately.

Levi Hattervig is a financial advisor at Thrivent Investment Management with a Series 66 designation. He has been with Thrivent and its affiliated entities since 2025. His prior roles include nine years at Winona Health and six years at South Dakota State University. Thrivent Investment Management provides Dedicated Planning Services to individuals, families, businesses, and nonprofit clients through a network of Financial Advisors. Their approach focuses on holistic, goal-based analyses and offers a combined planning and managed-account option called WealthPlan, while maintaining planning and investment management as separate services.

Danny Smith is a financial advisor with Thrivent Investment Management in Moscow, Idaho, holding Series 63 and Series 66 licenses and 10 years of industry experience. He has been with Thrivent Financial and Thrivent Investment Management since 2016. Smith serves as a board member of Greenfield Giving, an organization focused on supporting charitable efforts worldwide. Thrivent Investment Management provides Dedicated Planning Services to individuals, families, businesses, and nonprofits through a network of financial advisors. The firm offers holistic, goal-based planning across multiple financial topics and allows clients to combine planning with managed accounts under a consolidated billing option called WealthPlan.

Christopher Smith is a financial advisor at Thrivent Investment Management with 13 years of industry experience. He holds a Series 66 credential and has worked at firms including Innovia Wealth, Eagle Strategies (NY Life), and New York Life. Smith is based in Grand Rapids, MI. 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 delivers holistic, goal-based analyses and allows clients to combine planning with managed-account services under a consolidated billing option.

Nicole Muenz is a financial advisor with Thrivent Investment Management holding a Series 66 designation and four years of industry experience. Her career includes roles at Central Trust Bank, LPL Financial, and State Street Bank, as well as academic positions at the University of Missouri and Truman State University. Outside of finance, she serves as an Assistant Tournament Director for USA Softball of Kansas City, supporting local girls' softball tournaments. Thrivent Investment Management provides Dedicated Planning Services to individuals, families, businesses, and nonprofit clients, focusing on holistic, goal-based financial analyses without discretionary trading authority. Their planning integrates with managed-account programs under a consolidated billing system while maintaining separate service offerings.

Jonathan Stricker is a financial advisor at Thrivent Investment Management with 31 years of industry experience. He holds Series 63 and Series 65 designations and has been with Thrivent Financial and Thrivent Investment Management Inc. since 2014. He is based in Palm Harbor, Florida. 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 planning that covers a broad range of topics and allows clients to combine planning with managed-account programs under a consolidated billing option called “WealthPlan.”