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Suzanne G
Series 66
Omaha, NE
Thrivent Investment Management
Suzanne Gornell is a financial advisor with Thrivent Investment Management in Omaha, NE, holding a Series 66 designation and with 10 years of industry experience. She has been with Thrivent Financial and Thrivent Investment Management since 2016. 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 broad range of topics and allows clients to combine planning with managed-account services through a consolidated billing option called “WealthPlan.”
Matthew A
Series 66
Minneapolis, MN
Thrivent Investment Management
Matthew Anderson is a financial advisor at Thrivent Investment Management in Minneapolis, MN, with 27 years of industry experience. He holds the Series 66 designation and has been with Thrivent Financial for Lutherans and Thrivent Investment Management since 2006. 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 addresses a wide range of financial topics and allows clients to combine planning with managed-account services under a consolidated billing option called “WealthPlan.”
Donald M
Series 63, Series 66
Ormond Beach, FL
Thrivent Investment Management
Donald Murtaugh is a financial advisor with Thrivent Investment Management in Ormond Beach, FL, holding Series 63 and Series 66 credentials and 29 years of industry experience. His prior work includes roles at Morgan Stanley, Wells Fargo Advisors, LPL Financial, and UBS Financial Services. Murtaugh was also associated with Cowan Financial Group as an investment-related activity. Thrivent Investment Management provides Dedicated Planning Services to individuals, families, businesses, and nonprofit clients, offering comprehensive written financial planning across various topics without managing implementation. The firm emphasizes goal-based analyses and allows clients to unify planning with managed accounts under a consolidated billing option called “WealthPlan.”
John H
Series 66
Collinsville, IL
Thrivent Investment Management
John Hoagland is a financial advisor at Thrivent Investment Management with 10 years of industry experience. He has held roles at Thrivent Financial since 2015. Hoagland participates as a case study grader for the Wealth Management Certified Planner program at the American College of Finance and serves as a board member for Good Samaritan Ministries, which provides affordable housing and community services in East St. Louis. Thrivent Investment Management offers 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 various financial topics, providing written recommendations without offering portfolio management or discretionary trading authority for these services.
Richard M
Series 63, Series 65
Austin, MN
Thrivent Investment Management
Richard Makope is a financial advisor at Thrivent Investment Management with 11 years of industry experience. He holds Series 63 and Series 65 licenses and previously worked at JP Morgan Chase Bank and The Prudential Insurance Company of America. Outside of his advisory role, he is involved in youth soccer coaching as the owner of ICONIC LLC and serves as an assistant varsity soccer coach at St. Francis Xavier High School. Additionally, he participates in community and nonprofit activities including a vice president position at Dawn Capital and a board member role at The Family Radio Station. Thrivent Investment Management provides Dedicated Planning Services to individuals, families, businesses, and nonprofit clients through a network of financial advisors. Its approach focuses on holistic, goal-based planning across various topics, offering ongoing or one-time engagements without discretionary portfolio management for institutional clients.
Cameron B
Series 66
Parker, CO
Thrivent Investment Management
Cameron Bowling is a financial advisor with Thrivent Investment Management, holding a Series 66 designation and beginning his advisory career in 2026. Prior to joining Thrivent, he served 20 years in the Marine Corps. 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 various topics, offering clients the option to combine planning with managed-account services while keeping them separate.
Marc H
Series 63, Series 65
Minneapolis, MN
Thrivent Investment Management
Marc Hauser is a financial advisor at Thrivent Investment Management in Minneapolis, MN, holding Series 63 and Series 65 licenses with 27 years of industry experience. He has been with Thrivent Investment Management and Thrivent Financial for Lutherans since 2005. 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 focused on a broad range of topics and allows clients to combine planning with managed-account programs under a consolidated billing option called “WealthPlan.”
Aldo C
Series 66
Boise, ID
Thrivent Investment Management
Aldo Cabrini is a financial advisor with Thrivent Investment Management in Boise, ID, holding a Series 66 designation and nine years of industry experience. He has worked at Thrivent Financial and Thrivent Investment Management since 2017 and previously held a role at AlertSense Inc from 2015 to 2017. Thrivent Investment Management provides Dedicated Planning Services to individuals, families, businesses, and nonprofit clients, offering goal-based, holistic financial planning without discretionary trading authority. The firm allows clients to combine planning with managed accounts under a consolidated billing option called “WealthPlan.”
Christian D
Series 66
Lakeville, MN
Thrivent Investment Management
Christian Dane is a financial advisor with Thrivent Investment Management in Lakeville, MN. He holds a Series 66 designation and has 10 years of industry experience. His career includes roles at Thrivent Financial and Purshe Kaplan Sterling Investments, Inc. prior to his current position. 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 financial topics, delivered as either one-time or ongoing engagements without discretionary trading authority.
Tracy B
Series 63, Series 66
Wooster, OH
Thrivent Investment Management
Tracy Boorman is a financial advisor with Thrivent Investment Management in Wooster, Ohio, holding Series 63 and Series 66 licenses and bringing 31 years of industry experience. She 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 advisors, focusing on comprehensive, goal-based analyses and planning across various financial topics without discretionary portfolio management or institutional advisory services.
Andrew G
ChFC®, Series 63, Series 66
Golden Valley, MN
Thrivent Investment Management
Andrew Gerling is a financial advisor at Thrivent Investment Management with 25 years of industry experience. He holds the ChFC® designation as well as Series 63 and 66 licenses and has been with Thrivent Financial for Lutherans since 2002. Outside of his advisory role, Gerling is an on-call firefighter for the City of Golden Valley, a scuba diving instructor, a prize chairman for the Ducks Unlimited Lake Minnetonka Chapter, and a seaplane pilot for Adventure Seaplanes. Thrivent Investment Management provides Dedicated Planning Services to individuals, families, businesses, and nonprofit clients through its network of financial advisors. The firm offers goal-based planning analyses across a broad range of topics, delivering written recommendations without implementation, and allows clients to combine planning with managed-account services under a consolidated billing option.
Krista K
Series 66
Aiken, SC
Thrivent Investment Management
Krista Kuehl is a financial advisor at Thrivent Investment Management with Series 66 credentials and one year of industry experience. Her work history includes roles at Thrivent Financial and Thrivent Investment Management since 2021. Prior to her financial career, she held positions in diverse fields including agriculture and hospitality. 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 institutional advisory services.
Stefanie Y
Series 66
Atlanta, GA
Thrivent Investment Management
Stefanie Yelverton is a financial advisor at Thrivent Investment Management based in Atlanta, GA. She holds a Series 66 designation and has recently begun her career in the industry, joining Thrivent Investment Management in 2025. Prior to her current role, she worked for over two decades at The Westin Peachtree Plaza. 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 across various topics, with an option to combine planning and managed-account services under a consolidated billing program called “WealthPlan.”
Donald I
Series 66
Greenwood, IN
Thrivent Investment Management
Donald Ivey III is a financial advisor at Thrivent Investment Management with a Series 66 credential and one year of industry experience. His prior work experience includes roles at MSD of Decatur Township and LGSTX Distribution Services, Inc. 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 broad range of topics, allowing clients to combine planning with managed-account services under a consolidated billing option called “WealthPlan.”
Sherith S
Series 63, Series 66
Thousand Oaks, CA
Thrivent Investment Management
Sherith Squires is a financial advisor with Thrivent Investment Management in Thousand Oaks, CA, holding Series 63 and Series 66 licenses and 35 years of industry experience. She has worked with Thrivent Financial for Lutherans and Thrivent Investment Management since 2002. Outside of her advisory role, she is a joint owner of a commercial office building leased to multiple tenants, including other Thrivent representatives. Thrivent Investment Management provides Dedicated Planning Services to individuals, families, businesses, and nonprofit clients, delivering holistic, goal-based financial analyses and planning without discretionary trading authority. The firm’s services include a model-based approach to comprehensive financial planning and an optional managed-account program under a consolidated billing system called “WealthPlan.”
Micah D
Series 66
St Louis, MO
Thrivent Investment Management
Micah Davie is a Series 66-licensed financial advisor with Thrivent Investment Management in St. Louis, Missouri, where he has worked since 2020. He has five years of industry experience, including roles outside financial services in the automotive and retail sectors. Davie serves as an assistant coach for the Francis Howell Central Hockey Club, focusing on developing high school hockey players. Thrivent Investment Management provides Dedicated Planning Services to individuals, families, businesses, and nonprofit clients, offering comprehensive written recommendations on a broad range of financial topics. The firm uses goal-based analyses and allows clients to combine planning with managed-account services, maintaining separate planning and investment management functions.
William K
Series 66
Fargo, ND
Thrivent Investment Management
William Keating is a financial advisor at Thrivent Investment Management with one year of industry experience. Prior to joining Thrivent, he spent nine years at Atos IT Solutions & Services, Inc. He serves as a board member for Sunset Memorial Gardens, a nonprofit cemetery in Fargo, ND, and is the Sports Director for the Sons of Norway organization, promoting Norwegian heritage and culture. Thrivent Investment Management provides Dedicated Planning Services to individuals, families, businesses, and nonprofit clients, offering goal-based analyses and broad financial recommendations without portfolio management for institutional clients.
Jeffrey K
Series 63, Series 65
Overland Park, KS
Thrivent Investment Management
Jeffrey Kroenlein is a financial advisor with Thrivent Investment Management, holding Series 63 and Series 65 credentials and bringing 10 years of industry experience. He has been with Thrivent Financial and Thrivent Investment Management since 2015. Thrivent Investment Management offers Dedicated Planning Services to individuals, families, businesses, and nonprofit clients through a network of Financial Advisors. The firm provides holistic, goal-based planning across a broad range of topics, allowing clients to combine planning with managed-account programs while keeping services separate.
Libertad S
Series 66
Tacoma, WA
Thrivent Investment Management
Libertad Sarmiento is a financial advisor at Thrivent Investment Management with Series 66 credentials and less than one year of industry experience. Prior to joining Thrivent, Libertad held positions at Amazon, Whitworth University, and various other organizations. Thrivent Investment Management provides Dedicated Planning Services to individuals, families, businesses, and nonprofit clients, offering goal-based, holistic planning without portfolio management or discretionary trading authority. Their approach includes comprehensive written recommendations and the option to combine planning with managed-account services under a consolidated billing system.
Dailoc T
Series 63, Series 66
Irvine, CA
Thrivent Investment Management
Dailoc Tran is a financial advisor at Thrivent Investment Management with Series 63 and Series 66 credentials and two years of industry experience. Prior to joining Thrivent, Tran worked at J.P. Morgan Securities LLC and JPMorgan Chase Bank, N.A. Tran also has experience working outside the financial industry, including a four-year period at 7 Leaves Cafe. 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 financial planning topics. The firm allows clients to combine planning with managed-account programs under consolidated billing while keeping the services separate.
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