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Avlin P
Series 66
Irvine, CA
Thrivent Investment Management
Avlin Prosa is a financial advisor with Thrivent Investment Management in Irvine, CA, holding a Series 66 designation and one year of industry experience. Prior to joining Thrivent, Prosa worked at Astraios Financial and has additional experience in educational and service roles at Chapman University and other organizations. Thrivent Investment Management provides Dedicated Planning Services to individuals, families, businesses, and nonprofit clients, focusing on goal-based financial planning across various topics without managing client portfolios directly. Their approach integrates planning with managed-account programs through a consolidated billing option while keeping those services distinct.
Nathan P
Series 63, Series 65
Golden Valley, MN
Thrivent Investment Management
Nathan Perbix is a financial advisor at Thrivent Investment Management with nine years of industry experience. He holds the Series 63 and Series 65 designations. His career has been primarily with Thrivent Financial and Thrivent Investment Management since 2017. Thrivent Investment Management provides Dedicated Planning Services to individuals, families, businesses, and nonprofit clients, focusing on holistic, goal-based analyses across a range of financial topics. The firm offers these services through a network of financial advisors and allows clients to combine planning with managed-account programs under a consolidated billing option called “WealthPlan.”
Carolyn P
Series 66
Idaho Falls, ID
Thrivent Investment Management
Carolyn Perez is a Series 66 licensed financial advisor at Thrivent Investment Management with seven years of industry experience. She has been with Thrivent and its affiliated entities since 2018. Prior to her financial advisory career, her work history includes roles in education and small business. Thrivent Investment Management provides Dedicated Planning Services to individuals, families, businesses, and nonprofit clients through a network of 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.”
Michael F
Series 66
Madera, CA
Thrivent Investment Management
Michael Fitzgerald is a Series 66–licensed financial advisor with Thrivent Investment Management, based in Madera, CA, and has 21 years of industry experience. He has been with Thrivent Investment Management and its predecessor, Thrivent Financial for Lutherans, since 2004 and 2005 respectively. Outside of his advisory role, he serves as Treasurer for the Horn of Africa Evangelical Mission, a nonprofit focused on training and sending missionaries in Africa. Thrivent Investment Management provides Dedicated Planning Services to individuals, families, businesses, and nonprofit clients, delivering goal-based, holistic financial analyses without discretionary portfolio management. The firm offers integrated planning and managed-account services through a consolidated billing option called “WealthPlan,” emphasizing comprehensive written recommendations across a range of financial topics.
Michael W
Series 66
Conover, NC
Thrivent Investment Management
Michael Woods is a financial advisor at Thrivent Investment Management in Conover, NC, holding a Series 66 designation. He has prior experience at Catawba Valley Health System and Iredell Health System, as well as community involvement through a decade of work at Newton Recreation Center. Thrivent Investment Management offers Dedicated Planning Services to individuals, families, businesses, and nonprofit clients, providing comprehensive, goal-based financial planning without portfolio management or institutional advisory services.
Nichole M
Series 66
Tomah, WI
Thrivent Investment Management
Nichole Martin is a financial advisor with Thrivent Investment Management, holding a Series 66 designation and bringing five years of industry experience. She has been with Thrivent and its affiliated entities since 2019. Outside of her advisory role, Martin owns a home business that creates custom shirts and decor for local organizations and events. Thrivent Investment Management provides Dedicated Planning Services to individuals, families, businesses, and nonprofit clients, offering goal-based financial planning without discretionary trading authority and allowing clients to combine planning with managed-account programs under a consolidated billing option.
Brett D
Series 63, Series 66
Colorado Springs, CO
Thrivent Investment Management
Brett Dismang is a financial advisor at Thrivent Investment Management in Greenwood Village, CO, with nine years at the firm and eight years of industry experience. He holds Series 63 and Series 66 licenses. Prior to joining Thrivent, he worked at ITsoft, LLC for three years. 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 analyses and planning across a broad range of topics, with options to combine planning with managed-account programs under consolidated billing.
Clay S
Series 66
Williamsburg, KY
Thrivent Investment Management
Clay Shelton is a financial advisor with Thrivent Investment Management in Williamsburg, KY, holding a Series 66 designation and beginning his advisory career in 2026. His prior experience includes roles at Northwestern Mutual and Thrivent Financial, as well as non-financial positions ranging from education to various service roles over the past decade. Thrivent Investment Management provides Dedicated Planning Services to individuals, families, businesses, and nonprofit clients through a network of Financial Advisors. The firm delivers holistic, goal-based financial planning that can be engaged on a one-time or ongoing basis, offering a combination of planning and managed-account services without discretionary trading authority.
Robert B
Series 66
Bloomington, IL
Thrivent Investment Management
Robert Borchers is a Series 66-licensed financial advisor with Thrivent Investment Management, based in Bloomington, Illinois. He has 10 years of industry experience and has been with Thrivent Financial and Thrivent Investment Management since 2015. Outside of his advisory role, Borchers serves as the grounds coordinator and a voting member on the board of directors for the Oakridge Property Owners Association. Thrivent Investment Management provides Dedicated Planning Services to individuals, families, businesses, and nonprofit clients, offering holistic, goal-based financial planning without discretionary trading authority. The firm allows clients to combine planning with managed-account services under a consolidated billing option called WealthPlan, while maintaining separate planning and portfolio management services.
Benjamin T
Series 63, Series 65
Tempe, AZ
Thrivent Investment Management
Benjamin Thomas is a financial advisor with Thrivent Investment Management in Tempe, AZ, holding Series 63 and Series 65 designations and six years of industry experience. His work history includes roles at Thrivent Financial since 2017 and Modern Woodmen of America in 2019. Thrivent Investment Management provides Dedicated Planning Services to individuals, families, businesses, and nonprofits, focusing on holistic, goal-based financial analyses without discretionary trading authority, and offers flexible planning combined with managed-account options under its WealthPlan program.
William P
Series 66
Indianapolis, IN
Thrivent Investment Management
William Powers is a financial advisor with Thrivent Investment Management in Indianapolis, IN, holding a Series 66 designation and 24 years of industry experience. He has been with Thrivent Financial for Lutherans and Thrivent Investment Management since 2013. 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 analyses and written recommendations on a wide range of financial planning topics, with clients able to integrate planning services with managed accounts under a consolidated billing option called “WealthPlan.”
Jared H
Series 66
Hiawatha, IA
Thrivent Investment Management
Jared Hanstrom is a financial advisor at Thrivent Investment Management with one year of industry experience. He holds the Series 66 designation and has prior work history that includes service in the United States Navy and roles in medical waste management and consulting. Thrivent Investment Management provides Dedicated Planning Services to individuals, families, businesses, and nonprofit clients, offering comprehensive written recommendations on a wide range of financial topics through a network of advisors. The firm emphasizes holistic, goal-based planning combined with managed-account options under its WealthPlan program, while maintaining a separation between planning and portfolio management services.
Mark L
Series 66
Bullhead City, AZ
Thrivent Investment Management
Mark Larson is a financial advisor with Thrivent Investment Management in Bullhead City, AZ. He holds a Series 66 designation and has 17 years of industry experience. He has worked at Thrivent Financial for Lutherans and Thrivent Investment Management since 2008, and has been involved with Mls Enterprises, Inc. since 1987. 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 analyses and offers planning services that can be combined with managed accounts under a consolidated billing option called “WealthPlan,” while keeping the services separate.
Laun D
Series 66
Galesburg, IL
Thrivent Investment Management
Laun Dunn is a financial advisor with Thrivent Investment Management in Galesburg, IL, holding a Series 66 credential and one year of industry experience. Prior to joining Thrivent, Dunn worked at Stratus Networks and served with United Way organizations in Knox County and the Lower Anthracite Region. He is a part-time merchandiser for a Pepsi soft drink distributor and serves on the board of directors for the WIRC Community Action Agency. Thrivent Investment Management offers Dedicated Planning Services to individuals, families, businesses, and nonprofit clients, focusing on comprehensive goal-based analyses without providing discretionary portfolio management for institutional clients.
Perry F
Series 66
Brenham, TX
Thrivent Investment Management
Perry Flowers is a Series 66-credentialed financial advisor with five years of industry experience, currently associated with Thrivent Investment Management. His prior work includes roles at Thrivent Financial and a range of other organizations dating back to 2014. Thrivent Investment Management provides Dedicated Planning Services to individuals, families, businesses, and nonprofit clients, offering comprehensive planning across areas such as retirement, tax, estate, and special needs without discretionary trading authority. The firm combines planning with managed-account options under a consolidated billing service called “WealthPlan,” while maintaining separate management and planning functions.
Pamela N
Series 66
Bismarck, ND
Thrivent Investment Management
Pamela Nieuwenhuis is a financial advisor at Thrivent Investment Management with two years of experience at the firm and a total of nearly 10 years in the financial industry. She holds the Series 66 designation and has prior experience with First Western Bank & Trust and Railway Credit Union. Pamela serves as a volunteer board member and worship team member at Journey Fellowship Church in Bismarck. 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 that addresses a broad range of topics and allows clients to combine planning with managed accounts under consolidated billing options.
Robert V
Series 66
Asheville, NC
Thrivent Investment Management
Robert Viands is a financial advisor at Thrivent Investment Management with two years of industry experience. He holds the Series 66 designation and has worked at Thrivent Financial and Thrivent Investment Management since 2023. Prior to his financial services career, he was involved with Daystar Machining Technologies and operated Viands Lawn Care Plus. Thrivent Investment Management offers Dedicated Planning Services to individuals, families, businesses, and nonprofits, providing comprehensive planning that covers topics such as retirement, tax, estate, and special needs planning. The firm emphasizes client-driven, goal-based analyses and separates planning from managed-account services.
Paul B
Series 66
Omaha, NE
Thrivent Investment Management
Paul Baumann is a financial advisor with Thrivent Investment Management in Omaha, NE, holding a Series 66 designation and four years of industry experience. He previously worked at KEMBA Financial Credit Union and Pentagon Federal Credit Union. He serves as an elder at Zion Lutheran Church, where he participates in board activities related to church operations and fund allocation. 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 financial planning addressing a wide range of topics, with an option to combine planning with managed-account programs under a consolidated billing system.
Gbar G
Series 66
Atlanta, GA
Thrivent Investment Management
Gbar Grimes is a financial advisor at Thrivent Investment Management with eight years of industry experience and a Series 66 designation. Prior to joining Thrivent in 2025, he worked at Merrill from 2015 to 2023 and at Truist Advisory Services and Truist Investment Services from 2023 to 2025. Thrivent Investment Management provides Dedicated Planning Services to individuals, families, businesses, and nonprofit clients through a network of Financial Advisors, offering both one-time and ongoing planning relationships. The firm focuses on holistic, goal-based analyses and allows clients to combine planning with managed-account services under a consolidated billing option.
Rachel L
Series 63, Series 65
Oak Creek, WI
Thrivent Investment Management
Rachel Lutze is a financial advisor with Thrivent Investment Management in Oak Creek, WI, holding the Series 63 and Series 65 designations and having 20 years of industry experience. She has been with Thrivent Investment Management since 2006 and has worked with Thrivent Financial for Lutherans since 2005. Outside of her advisory work, she is a wellness advocate with doTERRA essential oils, conducting classes and managing an online sales site. Thrivent Investment Management provides Dedicated Planning Services to individuals, families, businesses, and nonprofit clients, offering detailed written recommendations on a wide range of financial planning topics. The firm combines holistic, goal-based analyses with managed-account programs under a consolidated billing approach while maintaining separate planning and portfolio management services.
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