Robert Smith is a Series 66 licensed financial advisor with seven years of industry experience. He has worked at Thrivent Financial and Thrivent Investment Management since 2018 and previously spent twelve years at EBSCO Industries. Thrivent Investment Management provides Dedicated Planning Services to individuals, families, businesses, and nonprofit clients, offering comprehensive written recommendations on a range of financial planning topics without implementing those recommendations. The firm emphasizes holistic, goal-based analyses and allows clients to combine planning with managed-account services under a consolidated billing option called WealthPlan.

Phillip Summersett is a financial advisor at Thrivent Investment Management with six years of industry experience. He holds Series 63 and Series 65 registrations and has worked at Thrivent Financial and Thrivent Investment Management since 2020. Prior to his financial advisory role, he was involved with Victory Worship Center and Pima County, AZ. Thrivent Investment Management provides Dedicated Planning Services to individuals, families, businesses, and nonprofit clients, focusing on holistic, goal-based financial planning without discretionary trading authority. The firm offers integrated planning and managed-account services through a consolidated billing option known as WealthPlan.

Chelsea Zinser is a financial advisor at Thrivent Investment Management with three years of industry experience. She holds a Series 66 designation and has previously worked at Glades Wealth Partners and FMSbonds, Inc. prior to joining Thrivent Financial and Thrivent Investment Management. Thrivent Investment Management provides Dedicated Planning Services to individuals, families, businesses, and nonprofit clients through a network of Financial Advisors, focusing on holistic, goal-based financial planning without discretionary trading authority. Their services include broad written recommendations on retirement, tax, estate, and special needs planning, delivered as one-time or ongoing engagements.

Phillip Sollman is a financial advisor with Thrivent Investment Management, holding a Series 66 designation and nine years of industry experience. He has been with Thrivent since 2016 and previously worked at Angie's List from 2012 to 2017. Outside of his advisory role, he serves on the school board for Zion Lutheran School in Decatur, Indiana. 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 programs under a consolidated billing option called WealthPlan.

Doug Horne is a financial advisor with Thrivent Investment Management, holding Series 63 and Series 65 designations, and has 10 years of industry experience. He has been with Thrivent since 2016. Outside of his advisory role, Horne serves as Director of Music at Family of Faith Church, is a trustee for the Village of Monee, and is a board member of Provision Theatre, a professional faith-based theatre company. He also leads the Rhythm Makers Orchestra as a bandleader. Thrivent Investment Management provides Dedicated Planning Services to individuals, families, businesses, and nonprofit clients through a network of Financial Advisors, offering broad-based planning recommendations without implementation services. The firm emphasizes holistic, goal-based analyses and maintains a separation between planning and managed-account services under its “WealthPlan” offering.

Trevor Opp is a financial advisor at Thrivent Investment Management with seven years of industry experience. He holds a Series 66 designation and has worked at Thrivent Financial since 2019. Outside of his advisory role, he serves as Vice President of the Ridge at Hawktree Homeowners Association in Bismarck, ND. Thrivent Investment Management provides Dedicated Planning Services to individuals, families, businesses, and nonprofit clients, focusing on holistic, goal-based analyses across a broad range of financial topics. The firm offers planning engagements as one-time or ongoing services without discretionary trading authority and allows clients to combine planning with managed accounts under a consolidated billing option.

Robert Oneill is a financial advisor at Thrivent Investment Management with 15 years of industry experience. He holds a Series 66 designation and has worked at Thrivent since 2016, following two years at Capital Analysts. Outside of his advisory role, he consults on strategy, marketing, and business development through his firm, Robert J. Oneill & Associates LLC. Thrivent Investment Management provides Dedicated Planning Services to individuals, families, businesses, and nonprofit clients, focusing on holistic, goal-based financial planning across various areas without discretionary trading authority.

Dustin Eckhardt is a financial advisor with Thrivent Investment Management in Collinsville, IL, holding a Series 66 license and 22 years of industry experience. He has worked at Thrivent Financial for Lutherans and Thrivent Investment Management since 2003. Outside of his advisory role, he is the owner of an LLC established to manage future office space. Thrivent Investment Management offers Dedicated Planning Services to individuals, families, businesses, and nonprofit clients, providing goal-based, holistic financial planning without discretionary trading authority. The firm combines planning with managed-account programs under a consolidated billing option while maintaining separate services.

Bart Malcomson is a financial advisor at Thrivent Investment Management with 30 years of industry experience. He holds Series 63 and Series 65 credentials and has been with Thrivent and its affiliated entities 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 goal-based, holistic financial plans and allows clients to combine planning with managed-account services under a consolidated billing option called “WealthPlan,” while maintaining separate planning and investment management functions.

Aaron Speakman is a financial advisor with Thrivent Investment Management based in Canton, Ohio. He holds a Series 66 designation and has three years of industry experience. Prior to his current role, he spent over 25 years managing agricultural operations as president and owner of Rummell Farms Inc. Thrivent Investment Management offers Dedicated Planning Services to individuals, families, businesses, and nonprofit clients, focusing on holistic, goal-based analyses across a broad range of financial planning topics. The firm delivers planning through a network of advisors without discretionary trading authority and allows clients to combine planning with managed-account programs under a consolidated billing option.

Laurie Truelove is a Series 66 licensed financial advisor with Thrivent Investment Management, based in Lubbock, TX, with 10 years of industry experience. She has worked with Thrivent Financial and its investment management division since 2016. Outside of her advisory role, she has served as past president of the Texas Women in Business - Lubbock Chapter and is a board member of The Inside Out Foundation, a nonprofit supporting individuals undergoing cancer treatment. Thrivent Investment Management provides Dedicated Planning Services to individuals, families, businesses, and nonprofit clients, focusing on holistic, goal-based financial planning without discretionary portfolio management.

Courtney Thurston is a financial advisor at Thrivent Investment Management with a Series 66 designation and one year of experience in the industry. Prior to joining Thrivent, Thurston worked in dental and orthodontic fields, including roles at VanLaecken Orthodontics and Dental Care Associates. 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 covering topics such as retirement, income tax, and estate planning, delivered either as one-time or ongoing engagements without discretionary trading authority.

Luke Banks is a financial advisor with Thrivent Investment Management, holding Series 63 and Series 65 licenses and six years of industry experience. His prior roles include positions at Wells Fargo Bank, LPL Financial, and Infinex Investments. 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 written recommendations on a range of financial planning topics, with planning services delivered separately from managed accounts under a consolidated billing option.

Eli Maughan is a financial advisor with Thrivent Investment Management in Atlanta, GA. He holds a Series 66 designation and has been with Thrivent and its affiliates since 2025. Prior to this, he worked at Northwestern Mutual and had experience outside the financial industry, including a role at Domino’s Pizza. Thrivent Investment Management provides Dedicated Planning Services to individuals, families, businesses, and nonprofit clients, offering holistic, goal-based financial plans that address a broad range of topics such as retirement, tax, and estate planning. The firm delivers these services through a large network of advisors while keeping planning and managed-account services separate.

Mark Owens is a financial advisor at Thrivent Investment Management in Minneapolis, MN, holding a Series 66 designation. He has worked at Thrivent Financial and Thrivent Investment Management since 2026 and previously spent ten years at Cedarville University. Thrivent Investment Management provides Dedicated Planning Services to individuals, families, businesses, and nonprofit clients, offering comprehensive, goal-based financial planning without portfolio management for institutional clients. The firm integrates planning with managed-account options under a consolidated billing structure while maintaining separate service components.

Glenna Etchison is a financial advisor at Thrivent Investment Management with four years of industry experience. She holds the Series 66 designation and has worked with various Thrivent entities since 2021. Outside of her advisory role, she serves on the advisory board of the Salvation Army and is the Advancement Chair for Cub Scout Pack 215 in LaPorte, Indiana. Thrivent Investment Management provides Dedicated Planning Services to individuals, families, businesses, and nonprofit clients, focusing on holistic, goal-based analyses and written recommendations across multiple financial planning areas without portfolio management or institutional advisory services.

Kyle Olson is a financial advisor with Thrivent Investment Management and holds Series 63 and Series 65 licenses. He has eight years of industry experience, all with Thrivent, and previously worked with First Lutheran Church. Outside of his advisory role, Olson serves on the board of an ecumenical community center and is involved with local economic development organizations, including a pending appointment as president of the Hiawatha Foundation for Economic Development. Thrivent Investment Management provides Dedicated Planning Services to individuals, families, businesses, and nonprofit clients, focusing on holistic, goal-based financial analyses. The firm offers planning engagements without discretionary trading authority and integrates planning with managed-account services under a consolidated billing option called “WealthPlan.”

Beverly Howdeshell is a financial advisor at Thrivent Investment Management with 18 years of industry experience. She holds Series 63 and Series 65 credentials and previously worked at Edward Jones for 13 years. Outside of her advisory role, she serves as executor of a family trust and is involved in managing a family farm. Thrivent Investment Management provides Dedicated Planning Services to individuals, families, businesses, and nonprofits through its network of advisors, offering comprehensive, goal-based financial planning without discretionary trading authority. The firm’s approach integrates planning with managed accounts via a consolidated billing option while maintaining separate service structures.

Scott Schaefer is a financial advisor with Thrivent Investment Management in Edmond, Oklahoma, holding Series 63 and Series 66 licenses and bringing 34 years of industry experience. He has been with Thrivent and its affiliated entity, Thrivent Financial for Lutherans, since 2002. Outside of his advisory role, he owns rental properties in Edmond and handles maintenance tasks personally. Thrivent Investment Management provides Dedicated Planning Services to individuals, families, businesses, and nonprofits through a network of financial advisors. The firm focuses on holistic, goal-based financial planning without discretionary trading authority, offering ongoing or one-time engagements that cover a broad range of financial topics.

David Bronstad is a financial advisor with Thrivent Investment Management, holding Series 63 and Series 65 licenses and having 21 years of industry experience. He has been with Thrivent and its predecessor entities since 2006. Outside of his advisory role, he serves as Treasurer for Holy Cross Lutheran Church and is involved in local real estate activities as a board member and general partner in property management ventures. Thrivent Investment Management provides Dedicated Planning Services to individuals, families, businesses, and nonprofits, focusing on comprehensive goal-based financial analyses without discretionary portfolio management. The firm offers planning on a broad range of topics through a network of advisors, allowing clients to combine planning with managed accounts under a consolidated billing option.