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Fiorella M

Series 66

Greenwood Village, CO

Thrivent Investment Management

Fiorella Moscoso is a financial advisor with Thrivent Investment Management in Greenwood Village, CO, holding a Series 66 designation and one year of industry experience. She has previously worked at US Bank and owns a consulting firm. Thrivent Investment Management provides Dedicated Planning Services to individuals, families, businesses, and nonprofits, focusing on goal-based financial planning without portfolio management or institutional advisory roles.

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Samuel M

Series 66

Pierre, SD

Thrivent Investment Management

Samuel Missal is a financial advisor with Thrivent Investment Management in Pierre, South Dakota, holding a Series 66 designation and six years of industry experience. Prior to joining Thrivent in 2020, he worked at AAA Insurance from 2016 to 2020. Outside of his advisory role, he serves as the president of the Fraternal Benefits Society South Dakota and is a board member of Resurrection 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 goal-based, holistic planning on a range of topics including retirement and estate planning, with the option to combine planning and managed accounts under a consolidated billing program called WealthPlan.

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Joel H

Series 63, Series 65

Delavan, WI

Thrivent Investment Management

Joel Hermann is a financial advisor with Thrivent Investment Management in Delavan, Wisconsin, holding the Series 63 and Series 65 credentials and bringing 25 years of industry experience. He has been with Thrivent and its affiliated firm Thrivent Financial for Lutherans since 2002. Outside of his advisory role, he serves as the president of the board for St. Mark Lutheran School, a K-8 institution. 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 covers various topics including retirement, tax, estate, and special needs planning, while maintaining separation between planning and managed-account services.

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Eric B

Series 63, Series 66

Salisbury, NC

Thrivent Investment Management

Eric Brady is a financial advisor with Thrivent Investment Management in Salisbury, NC, holding Series 63 and Series 66 credentials and bringing 34 years of industry experience. He has been with Thrivent Financial for Lutherans and Thrivent Investment Management since 2002. Brady serves as a board member of the Union Fire Department, a volunteer organization providing fire and medical services to the community. Thrivent Investment Management offers Dedicated Planning Services to individuals, families, businesses, and nonprofit clients, providing holistic, goal-based analyses across various financial topics. The firm enables clients to combine planning with managed-account programs under consolidated billing while maintaining separate planning and portfolio management services.

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Harold G

Series 66

Granite Falls, MN

Thrivent Investment Management

Harold Goedgedrag is a Series 66-credentialed financial advisor with seven years of industry experience, currently working at Thrivent Investment Management. His prior experience includes eight years at ING Bank. Outside of his advisory role, he serves as Secretary for the Kiwanis Club of Granite Falls, where he takes meeting notes and communicates with members. Thrivent Investment Management provides Dedicated Planning Services to individuals, families, businesses, and nonprofits, focusing on comprehensive, goal-based financial planning without discretionary trading authority. The firm offers a range of planning topics and combines these services with managed-account options under a consolidated billing system called WealthPlan.

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Jeffrey M

Series 66

North Charleston, SC

Thrivent Investment Management

Jeffrey Malott is a financial advisor at Thrivent Investment Management with five years of industry experience. He holds the Series 66 designation and has worked at Thrivent Financial and LGCY Power, among other firms. Outside of his advisory role, he volunteers with The Exchange Club of Charleston, a community organization that supports local nonprofits through events such as the Coastal Carolina Fair. Thrivent Investment Management provides Dedicated Planning Services to individuals, families, businesses, and nonprofit clients, focusing on comprehensive, goal-based financial planning without discretionary trading authority. The firm combines planning with managed-account programs under consolidated billing while keeping these services distinct.

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Amy P

Series 66

New Ulm, MN

Thrivent Investment Management

Amy Pearson is a financial advisor with Thrivent Investment Management in New Ulm, MN, holding a Series 66 designation and having 10 years of industry experience. She has been with Thrivent Financial and Thrivent Investment Management since 2016. Outside of her advisory role, she assists with budgeting and record keeping at a local tanning salon owned by her family. Thrivent Investment Management provides Dedicated Planning Services to individuals, families, businesses, and nonprofit clients, focusing on comprehensive, goal-based financial planning without discretionary trading authority, and offers the option to integrate planning with managed accounts through its WealthPlan program.

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Gretchen F

Series 66

Woodstock, VA

Thrivent Investment Management

Gretchen Franti is a financial advisor with Thrivent Investment Management in Woodstock, VA, holding a Series 66 designation and eight years of industry experience. She has been with Thrivent since 2018. Outside of her advisory role, she serves as a board member for the Culpeper County Chamber, participating in executive, finance, and marketing committee activities. 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 planning without discretionary trading authority. The firm allows clients to combine planning with managed-account services under a consolidated billing option called WealthPlan, but portfolio management for institutional clients is not offered.

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Stephanie B

Series 66

Lancaster, CA

Thrivent Investment Management

Stephanie Bueno is a financial advisor at Thrivent Investment Management with five years of industry experience. She holds a Series 66 designation and has worked in various roles within Thrivent Financial and related entities since 2013, with prior experience at James Loken. Thrivent Investment Management provides Dedicated Planning Services to individuals, families, businesses, and nonprofit clients through a network of financial advisors, offering goal-based, holistic financial planning without discretionary trading authority.

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Lisa D

Series 63, Series 66

Minneapolis, MN

Thrivent Investment Management

Lisa Dargontina is a financial advisor with Thrivent Investment Management in Minneapolis, MN, holding Series 63 and Series 66 credentials and bringing 23 years of industry experience. She previously worked at LPL Financial for 18 years before joining Thrivent in 2021. Thrivent Investment Management provides Dedicated Planning Services to individuals, families, businesses, and nonprofit clients, focusing on holistic, goal-based analyses and a broad range of financial planning topics without portfolio management for institutional clients. The firm offers an integrated approach through its WealthPlan option, combining planning with managed-account services while maintaining separate engagements.

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Mary H

Series 63, Series 66

Wheaton, MN

Thrivent Investment Management

Mary Holtz is a financial advisor at Thrivent Investment Management in Wheaton, MN, with three years of industry experience. She holds Series 63 and Series 66 designations and previously worked at Spartannash for 22 years. Thrivent Investment Management provides Dedicated Planning Services to individuals, families, businesses, and nonprofit clients, offering comprehensive goal-based analyses without discretionary trading authority. The firm allows clients to combine planning with managed-account services under a consolidated billing option while keeping these services separate.

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Bailey H

Series 66

Appleton, WI

Thrivent Investment Management

Bailey Hegg is a Series 66-licensed financial advisor with one year of industry experience, currently with Thrivent Investment Management. Prior to joining Thrivent, Hegg worked in the Appleton Area School District for five years. 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 a broad range of topics, with an option to combine planning with managed-account services under a consolidated billing program called WealthPlan.

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Hamza B

Series 66

Waukegan, IL

Thrivent Investment Management

Hamza Bendjabeur is a financial advisor with Thrivent Investment Management, holding a Series 66 designation and one year of industry experience. His prior roles include positions at Merrill and Rasier LLC, as well as a year at the College for Financial Planning. 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 plans covering a range of topics and allows clients to combine planning with managed-account services under a consolidated billing option called WealthPlan.

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Jennifer T

Series 63, Series 66

Lockwood, MO

Thrivent Investment Management

Jennifer Thieman is a financial advisor with Thrivent Investment Management in Lockwood, MO, holding Series 63 and Series 66 designations and bringing nine years of industry experience. She has been with Thrivent Financial since 2018 and previously worked at Immanuel Lutheran School for 15 years. Thrivent Investment Management provides Dedicated Planning Services to individuals, families, businesses, and nonprofit clients through a network of advisors, offering goal-based, holistic analyses across various financial topics without discretionary trading authority. The firm allows clients to combine planning with managed-account services under a consolidated billing option called “WealthPlan.”

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Brenda G

Series 66

Newbury Park, CA

Thrivent Investment Management

Brenda Guzman is a financial advisor with Thrivent Investment Management, holding a Series 66 designation and 16 years of industry experience. She has been with Thrivent and its affiliated entities since 2009. Outside of her advisory role, she assists with a family cleaning business that provides office and home cleaning services. Thrivent Investment Management offers Dedicated Planning Services to individuals, families, businesses, and nonprofit clients, focusing on holistic, goal-based financial planning without discretionary trading authority. The firm supports clients with a range of planning topics and allows integration with managed-account programs under a consolidated billing system.

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Tyler T

Series 66

Minneapolis, MN

Thrivent Investment Management

Tyler Tschetter is a financial advisor with Thrivent Investment Management in Minneapolis, MN, holding a Series 66 designation and bringing 10 years of industry experience. He has been with Thrivent and its affiliated entities continuously 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 various topics and combines planning with managed-account programs while maintaining separate services and reviews.

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William S

Series 66

High Point, NC

Thrivent Investment Management

William Stone Jr. is a Series 66-licensed financial advisor at Thrivent Investment Management with six years of experience in the industry. Before joining Thrivent, he worked at Gilbarco/Veeder-Root for seven years. Outside of his advisory role, he owns a real estate investment company involved in home renovations and property management. Thrivent Investment Management offers Dedicated Planning Services to individuals, families, businesses, and nonprofit clients, focusing on comprehensive, goal-based financial planning without discretionary portfolio management.

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Manuel S

Series 63, Series 65

Walnut Creek, CA

Thrivent Investment Management

Manuel Soliz Jr. is a financial advisor with Thrivent Investment Management in Walnut Creek, CA, holding Series 63 and Series 65 licenses and possessing 27 years of industry experience. He has been with Thrivent Financial for Lutherans and Thrivent Investment Management since 2009. 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 planning without discretionary trading authority or institutional portfolio management.

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Judy A

Series 66

Perrysburg, OH

Thrivent Investment Management

Judy Ashley is a financial advisor at Thrivent Investment Management with 21 years of industry experience. She holds a Series 66 designation and has been with Thrivent Financial for Lutherans and Thrivent Investment Management since 2004. Outside of her advisory work, she is a co-owner of RJAJ Properties, LLC, where she manages an owner-occupied office building in Perrysburg, Ohio. 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 on a broad range of topics, while keeping planning and managed-account services separate.

Business ownership considerations
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William W

Series 66

Fairview, TN

Thrivent Investment Management

William Wall is a financial advisor at Thrivent Investment Management with three years of industry experience. He holds a Series 66 designation and has been with Thrivent and its affiliated entities since 2022. Prior to his financial advisory roles, Wall spent several years as a professional drummer and currently teaches and performs drums as a side activity. Thrivent Investment Management provides Dedicated Planning Services to individuals, families, businesses, and nonprofit clients, focusing on holistic, goal-based financial planning across a wide range of topics. The firm’s services include one-time or ongoing planning engagements and offer clients the option to combine planning with managed accounts through a consolidated billing program called “WealthPlan.”

Business ownership considerations
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