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Anthony F

Series 63, Series 65

Middlefield, OH

Thrivent Investment Management

Anthony Fisher is a financial advisor with Thrivent Investment Management in Middlefield, OH, holding Series 63 and Series 65 licenses and with one year of industry experience. His prior work includes positions at Bankers Life & Casualty, Bankers Life Advisory Services, and entrepreneurial experience in contracting and painting. He also works as a 1099 insurance agent for Bankers Life and Casualty Company, writing various insurance products including Medicare Supplement and annuities. Thrivent Investment Management provides Dedicated Planning Services to individuals, families, businesses, and nonprofit clients, offering comprehensive written financial plans without portfolio management or discretionary trading authority. The firm emphasizes goal-based analyses and allows clients to combine planning with managed-account programs under a consolidated billing option.

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Zachary G

Series 66

St Charles, MO

Thrivent Investment Management

Zachary Gerler is a financial advisor with Thrivent Investment Management in St. Charles, MO, holding a Series 66 designation and 11 years of industry experience. He has been with Thrivent Financial since 2015 and with 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 goal-based, holistic planning covering various topics including retirement and estate planning, with options to combine planning and managed-account programs under a consolidated billing system called WealthPlan.

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Alison L

Series 66

Chicago, IL

Thrivent Investment Management

Alison Litowsky is a financial advisor with Thrivent Investment Management in Chicago, IL. She holds the Series 66 designation and has been with Thrivent since 2025. Her prior experience includes roles at Accenture Federal Services and self-employment. 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 and allows clients to combine planning with managed-account services while keeping them separate.

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Brett M

Series 66

Simi Valley, CA

Thrivent Investment Management

Brett Mountain is a financial advisor at Thrivent Investment Management with nine years of industry experience. He holds the Series 66 designation and previously worked at Wells Fargo Bank before joining Thrivent in 2017. 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 analyses and allows clients to combine planning with managed-account services under a consolidated billing option called "WealthPlan," while keeping the services separate.

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Jackson R

Series 66

Burnsville, MN

Thrivent Investment Management

Jackson Raskob is a Financial Advisor at Thrivent Investment Management with a Series 66 designation and one year of industry experience. His prior work includes roles at State Farm, T-Mobile, and the American Diabetes Association, where he was involved for five years. He also has a decade of experience with Medina Entertainment Center. Thrivent Investment Management provides Dedicated Planning Services to individuals, families, businesses, and nonprofit clients through its network of Financial Advisors, offering comprehensive planning across a range of topics without portfolio management or institutional advisory services.

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Raj V

Series 66

Loveland, CO

Thrivent Investment Management

Raj Vaswani is a financial advisor at Thrivent Investment Management with a Series 66 credential and one year of industry experience. His prior roles include positions at Thrivent Financial, Devonshire Partners, Athena Investment Advisors, and academic involvement with Simon Business School at the University of Rochester. Thrivent Investment Management provides Dedicated Planning Services to individuals, families, businesses, and nonprofits, offering goal-based analyses across various financial topics through a network of advisors. The firm’s approach separates planning from managed-account services and focuses on ongoing, periodic reviews without discretionary trading authority.

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Carson L

Series 66

Canton, GA

Thrivent Investment Management

Carson Ledford is a Series 66-licensed financial advisor currently with Thrivent Investment Management. He has worked at Thrivent and its affiliated entities since 2025. Prior to his advisory role, he has experience related to golf course operations at the University of Georgia Golf Course and Canton Golf Club. 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 financial planning across various topics with periodic reviews, while keeping planning and managed accounts separate.

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Riley H

Series 66

Sugar Land, TX

Thrivent Investment Management

Riley Hall is a financial advisor at Thrivent Investment Management with one year of industry experience. He holds a Series 66 designation and previously worked at KnowBe4 Inc. and Enterprise Holdings Inc. prior to joining Thrivent. Thrivent Investment Management provides Dedicated Planning Services to individuals, families, businesses, and nonprofit clients, offering goal-based analyses across a range of financial topics. The firm’s approach separates planning from managed-account services and does not include discretionary trading authority for its planning service.

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Taylor V

Series 63, Series 65

Worthington, OH

Thrivent Investment Management

Taylor Voris is a financial advisor with Thrivent Investment Management, holding Series 63 and Series 65 credentials and bringing 12 years of industry experience. He has been with Thrivent Financial for Lutherans and Thrivent Investment Management since 2013. 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 financial planning without discretionary trading authority. Their approach includes holistic analyses and the option to combine planning with managed accounts under a consolidated billing system called “WealthPlan.”

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Rodger B

Series 63, Series 66

Scottsdale, AZ

Thrivent Investment Management

Rodger Byrdy is a financial advisor with Thrivent Investment Management in Scottsdale, AZ, holding Series 63 and Series 66 registrations and bringing 14 years of industry experience. He has worked at Thrivent Financial and Thrivent Investment Management since 2018, following five years at The Vanguard Group. Thrivent Investment Management provides Dedicated Planning Services to individuals, families, businesses, and nonprofit clients through a network of advisors, offering holistic, goal-based financial analyses and planning without portfolio management or discretionary trading authority.

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Jackie P

Series 66

Yankton, SD

Thrivent Investment Management

Jackie Potts is a financial advisor at Thrivent Investment Management with a Series 66 designation and one year of industry experience. Her prior work includes roles at Van Gerpen & Associates, Elwood Family Dental Care, and Wohlenberg Ritzman & Co. 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 analyses and planning on various topics, allowing clients to integrate planning with managed accounts under a consolidated billing option called “WealthPlan.”

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Sara B

ChFC®, Series 66

Marshall, MN

Thrivent Investment Management

Sara Brink is a financial advisor with Thrivent Investment Management in Marshall, MN, holding the ChFC® and Series 66 designations and bringing 26 years of industry experience. She has worked at Thrivent and its related entities since 2019, following a 13-year tenure at Ameriprise Financial Services. Brink serves on the United Way of Southwest Minnesota grant review committee and is a member of the local public school board. 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 or institutional advisory services.

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Randal T

Series 66

Lake Shore, MN

Thrivent Investment Management

Randal Thompson is a financial advisor at Thrivent Investment Management with a Series 66 designation and one year of industry experience. Prior to joining Thrivent, he held various roles in the hospitality and service sectors, including Lake Life Hospitality and multiple restaurants. He was previously the owner of a handyman and landscaping business, Solid Ground Solutions LLC, which is currently in the process of dissolution. 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 across a broad range of topics, without discretionary trading authority or institutional portfolio management.

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Cardell J

Series 66

Minneapolis, MN

Thrivent Investment Management

Cardell Johnson is a Series 66 licensed financial advisor with 27 years of industry experience. He has been with Thrivent Financial for Lutherans and Thrivent Investment Management Inc. in Minneapolis, MN, since 2003. 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 integrate planning with managed-account programs under a consolidated billing option called “WealthPlan.”

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David H

Series 63, Series 65

St Louis, MO

Thrivent Investment Management

David Hoft is a financial advisor at Thrivent Investment Management based in St. Louis, MO. He holds Series 63 and Series 65 licenses and has been with Thrivent since 2026. Prior to joining Thrivent, he worked at Kimberly Clark Professional and Caleres, 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 financial planning across various topics, with the option to combine planning services with managed accounts through its WealthPlan program.

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Tamaya V

Series 66

Tulsa, OK

Thrivent Investment Management

Tamaya Veldstra is a financial advisor at Thrivent Investment Management in Tulsa, OK, holding a Series 66 designation. She has one year of industry experience and previously worked at various financial institutions and credit unions. 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 on a range of topics and allows clients to combine planning with managed accounts under a consolidated billing option.

Business ownership considerations
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Faith J

Series 66

Fort Lauderdale, FL

Thrivent Investment Management

Faith Joseph is a financial advisor with Thrivent Investment Management in Fort Lauderdale, FL. She holds a Series 66 designation and joined the firm in 2025. Her prior work experience includes roles at Thrivent Financial, Midland Medical, Chenmed, and the University of North 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 planning with written recommendations across various financial topics, separate from managed-account services.

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Benjamin R

Series 63, Series 65

Chadron, NE

Thrivent Investment Management

Benjamin Rust is a financial advisor at Thrivent Investment Management based in Chadron, NE, with nine years of industry experience. He has been with Thrivent Financial and Thrivent Investment Management since 2016. Rust holds Series 63 and Series 65 designations. Thrivent Investment Management provides Dedicated Planning Services to individuals, families, businesses, and nonprofit clients through a network of Financial Advisors. Their holistic, goal-based planning addresses various financial topics and can be combined with managed-account programs under a consolidated billing option, while keeping planning and portfolio management services distinct.

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Alan M

Series 63, Series 66

Ames, IA

Thrivent Investment Management

Alan Metz is a financial advisor with Thrivent Investment Management, holding Series 63 and Series 66 credentials and bringing 27 years of industry experience. He has been with Thrivent Financial for Lutherans and Thrivent Investment Management since 2002. Outside of his advisory role, Metz serves on the boards of the Perry Lutheran Home and the Gilbert Lutheran Church Foundation, and he owns Sunny Heights LLC, a meeting venue and lodging business in Ames, Iowa. Thrivent Investment Management provides Dedicated Planning Services to individuals, families, businesses, and nonprofit clients, offering holistic, goal-based financial planning without discretionary portfolio management. The firm integrates planning with managed accounts through a consolidated billing option called “WealthPlan,” maintaining separate management and planning services.

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Tanner C

Series 63, Series 66

Webster, SD

Thrivent Investment Management

Tanner Christensen is a financial advisor with Thrivent Investment Management, holding Series 63 and Series 66 credentials and six years of industry experience. He has worked at Thrivent Financial since 2019 and previously served in the Army National Guard for 14 years, where he held the rank of Major and was operations officer for his battalion. Outside of his financial advisory role, Christensen serves on several boards including Sanford Hospital, the Veterans of Foreign Wars as a trustee, and Bethesda Nursing Home. 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 covering various topics and allows clients to integrate planning with managed-account services while maintaining separate relationships.

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