Michael Ure is a financial advisor at Thrivent Investment Management with three years of industry experience. He previously worked at The Beck Group and Bomel Construction. Outside of his advisory role, he is involved in managing a rental property. Thrivent Investment Management offers Dedicated Planning Services to individuals, families, businesses, and nonprofit clients, providing goal-based financial analyses and written recommendations across a broad range of planning topics, without portfolio management or implementation services.

Michael Weister is a financial advisor at Thrivent Investment Management in Sioux Falls, SD, holding a Series 66 designation and possessing 16 years of industry experience. His prior work includes eight years with Edward Jones before joining Thrivent Financial and Thrivent Investment Management in 2018. Thrivent Investment Management provides Dedicated Planning Services to individuals, families, businesses, and nonprofit clients, focusing on goal-based analyses across various planning topics without discretionary trading authority. The firm allows clients to integrate planning with managed-account services under a consolidated billing option called “WealthPlan.”

Robert Patrick is a financial advisor with Thrivent Investment Management, holding Series 63 and Series 65 licenses and bringing 37 years of industry experience. He has worked at Thrivent Financial and Thrivent Investment Management since 2020 and previously held roles at TIAA-CREF and Tiaa between 2016 and 2019. Thrivent Investment Management provides Dedicated Planning Services to individuals, families, businesses, and nonprofit clients, offering goal-based, holistic financial analyses and planning without discretionary trading authority. The firm’s approach separates planning and managed-account services, allowing clients the option to combine them under a consolidated billing program called “WealthPlan.”

Heather Bleier is a financial advisor with Thrivent Investment Management based in Jensen Beach, FL. She holds a Series 66 designation and has four years of industry experience. Prior to joining Thrivent, she worked at Globe Life Liberty National Division and has experience with Lutheran Church–Missouri Synod organizations. 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 on topics including retirement, tax, estate, and business continuation, while keeping planning services separate from managed-account programs.

Deegan Dickson is a financial advisor at Thrivent Investment Management in Chicago, IL, holding a Series 66 designation with three years of industry experience. His prior work includes roles at Asset Living, Solid Rock Masonry, and Vector Marketing. Thrivent Investment Management provides Dedicated Planning Services to individuals, families, businesses, and nonprofit clients, offering goal-based financial analyses and planning without discretionary trading authority. The firm’s approach allows clients to combine planning with managed accounts under a consolidated billing option while keeping services separate.

Benjamin Carr is a Series 66-licensed financial advisor with 18 years of experience at Thrivent Investment Management and Thrivent Financial for Lutherans in Cedarburg, WI. He has been with the firm since 2008. Outside of his advisory role, he owns and operates a commercial property management LLC for bookkeeping and maintenance purposes related to his Thrivent business. 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 a broad range of topics and offers clients the option to combine planning with managed-account programs under a consolidated billing approach.

Daniel Larson is a financial advisor at Thrivent Investment Management with 11 years of industry experience. He holds the Series 63 and Series 66 licenses and has been with Thrivent Financial and Thrivent Investment Management since 2014. 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 covering topics such as retirement, tax, estate, and special needs planning, with options to combine planning and managed-account services under a consolidated billing program called "WealthPlan."

William Allen is a financial advisor at Thrivent Investment Management with two years of industry experience. He holds a Series 66 credential and has held prior positions at Equitable Advisors and Marcus & Millichap, Ufkes Group. Thrivent Investment Management provides Dedicated Planning Services to individuals, families, businesses, and nonprofit clients, offering broad financial planning without portfolio management or discretionary trading authority. The firm’s approach includes holistic, goal-based analyses and the option to combine planning with managed accounts under a consolidated billing system.

Gavin Zimmerman is a financial advisor with Thrivent Investment Management in Yankton, SD, holding a Series 66 designation and 10 years of industry experience. He has been with Thrivent Financial and its affiliate firm since 2016. Outside of his advisory role, he serves as President and board member of the nonprofit Keep Yankton Beautiful and chairs the Stewart Stars PTA committee. Thrivent Investment Management provides Dedicated Planning Services to individuals, families, businesses, and nonprofit clients through a network of advisors. The firm offers goal-based, holistic planning across a range of topics and allows clients to combine planning with managed-account services under a consolidated billing option called WealthPlan.

Steven Jones is a Series 66-licensed financial advisor with Thrivent Investment Management, based in Poughkeepsie, NY. He has 15 years of industry experience and has been with Thrivent Financial for Lutherans and Thrivent Investment Management since 2010. Outside of his advisory role, Jones serves as president of the board for Mid-Hudson Love in the Name of Christ, a nonprofit organization assisting individuals and families in need, and holds board leadership positions with Lutheran Care Network and Overlook Estate Association. Thrivent Investment Management provides Dedicated Planning Services to individuals, families, businesses, and nonprofit clients through a network of financial advisors, offering holistic, goal-based financial analyses and planning without discretionary portfolio management.

Patti Powell is a financial advisor with Thrivent Investment Management in New Hope, MN, holding Series 63 and Series 66 credentials and bringing 10 years of industry experience. She has been with Thrivent Financial and its affiliated entities since 2016. Powell serves as a board member of Quorum: The Twin Cities LGBTQ+ and Allied Chamber of Commerce. Thrivent Investment Management provides Dedicated Planning Services to individuals, families, businesses, and nonprofit clients through a network of financial advisors, offering comprehensive, goal-based financial planning without discretionary portfolio management.

Samuel Johnson is a financial advisor with Thrivent Investment Management in Minneapolis, MN, holding a Series 66 designation. He joined Thrivent in 2025 and previously spent 13 years at Concordia University, St. Paul. Outside of advising, he serves on Concordia University’s Kinesiology Dissertation Committee, providing feedback and guidance on student research. Thrivent Investment Management offers Dedicated Planning Services to individuals, families, businesses, and nonprofits, delivering holistic, goal-based financial analyses without discretionary trading authority. The firm allows clients to combine planning with managed accounts under a consolidated billing option called “WealthPlan” while keeping services separate.

Sebastian Jones is a financial advisor with Thrivent Investment Management in Harbor City, CA, holding Series 63 and Series 65 credentials and one year of industry experience. Prior to joining Thrivent in 2026, he worked at First Command Brokerage Services, Advisory Services, and Insurance Services in 2025, and spent nine years with the Los Angeles Police Department from 2016 to 2025. Thrivent Investment Management provides Dedicated Planning Services to individuals, families, businesses, and nonprofit clients, offering goal-based financial analyses and written recommendations across a range of planning topics. The firm’s services are available as one-time or ongoing engagements and are distinct from portfolio management or institutional advisory functions.

Kelly Goldsmith is a financial advisor with Thrivent Investment Management, holding Series 63 and Series 66 credentials and over 21 years of industry experience. She has worked at Thrivent Financial and Thrivent Investment Management since 2004. Outside of her advisory role, she serves as Treasurer for the Southeast Gwinnett Cooperative Ministry and volunteers on the Social Ministry Committee at Oak Road Lutheran Church. 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 planning without discretionary trading authority, allowing clients to combine planning with managed-account programs under a consolidated billing option.

Brooke Mcnerny is a financial advisor at Thrivent Investment Management with two years of industry experience. Prior to joining Thrivent, she worked at Charles Schwab and has experience in healthcare and education sectors. Thrivent Investment Management provides Dedicated Planning Services to individuals, families, businesses, and nonprofit clients, offering goal-based financial analyses and written recommendations covering various planning areas without implementation services. The firm combines planning and managed-account programs through a consolidated billing option while maintaining separate services.

Joshua Daigle is a financial advisor at Thrivent Investment Management with two years of industry experience. He holds a Series 66 designation and previously worked at Elevation Church and Waters Church. 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 financial plans covering a wide range of topics, with the option to combine planning and managed-account services under a consolidated billing arrangement.

Jason Baird is a financial advisor with Thrivent Investment Management, holding Series 63 and Series 65 licenses and three years of industry experience. His prior work includes roles at Northwestern Mutual and Thrivent Financial, as well as several years of service at community churches. Thrivent Investment Management offers Dedicated Planning Services to individuals, families, businesses, and nonprofit clients, providing goal-based financial analyses and written recommendations across multiple planning areas without discretionary trading authority. The firm’s approach emphasizes holistic planning combined with optional managed-account services under a consolidated billing structure.

Jason Harpham is a financial advisor at Thrivent Investment Management with five years of industry experience. He holds Series 63 and Series 66 licenses and previously worked at TD Ameritrade and Ricoh. Thrivent Investment Management provides Dedicated Planning Services to individuals, families, businesses, and nonprofits, focusing on goal-based financial planning without discretionary portfolio management. Their approach includes comprehensive written recommendations and offers clients the option to combine planning with managed accounts under a consolidated billing structure.

Melanie Hendrix is a financial advisor with Thrivent Investment Management in Greer, SC, holding Series 63 and Series 66 credentials and having 20 years of industry experience. She has been with Thrivent Financial for Lutherans and Thrivent Investment Management since 2007. Thrivent Investment Management provides Dedicated Planning Services to individuals, families, businesses, and nonprofit clients. The firm emphasizes holistic, goal-based planning and offers clients the option to combine planning with managed-account programs under a consolidated billing arrangement called “WealthPlan,” while maintaining separate planning and portfolio management services.

Greg Everson is a Series 66 licensed financial advisor with Thrivent Investment Management, where he has worked since 2015. He has 10 years of industry experience. Outside of his advisory role, he serves as president of a real estate holding company and is a member of the property committee at First Lutheran Church in Williston, ND. Thrivent Investment Management provides Dedicated Planning Services to individuals, families, businesses, and nonprofit clients, offering focused financial planning without portfolio management for institutional clients. The firm emphasizes holistic, goal-based analyses and periodic reviews delivered through a network of financial advisors.