Matthew Steffeck is a Series 66-registered financial advisor with 11 years of industry experience. He has worked at Thrivent Investment Management since 2014, including its earlier iteration as THRIVENT Financial, and also spent time at Schneider National. He is currently based in Green Bay, WI. 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 multiple topics, allowing clients to combine planning with managed-account services while maintaining separate billing and oversight.

Kay Kapets is a financial advisor with Thrivent Investment Management, holding a Series 66 designation and bringing 20 years of industry experience. She has been with Thrivent Financial and its affiliates since 2007. 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 but does not offer portfolio management for institutional clients.

Joel Brieske is a financial advisor with Thrivent Investment Management, holding Series 63 and Series 65 credentials and bringing 22 years of industry experience. He has worked with Thrivent Financial for Lutherans and Thrivent Investment Management since 2004. Outside of advising, he serves as Secretary for the Tomah Baseball Club, a youth baseball organization focused on fundraising and community engagement. Thrivent Investment Management provides Dedicated Planning Services to individuals, families, businesses, and nonprofits, offering holistic, goal-based financial planning across a range of topics. The firm separates planning from managed-account services and does not accept discretionary trading authority for its Dedicated Planning Service.

Sommer Lockhart is a financial advisor at Thrivent Investment Management in Fargo, ND, with four years of industry experience. She holds a Series 66 designation and has been with Thrivent since 2021. Outside of her advisory role, she supports agricultural and local business activities through involvement with Lockhart Farms and Big Axx LLC. Thrivent Investment Management provides Dedicated Planning Services to individuals, families, businesses, and nonprofit clients, focusing on goal-based financial planning without discretionary portfolio management. The firm offers a planning approach that can be combined with managed-account programs under a consolidated billing option called “WealthPlan.”

Keith Knobloch is a financial advisor at Thrivent Investment Management with eight years of industry experience. He has worked at Thrivent Financial and Thrivent Investment Management since 2017 and previously spent eight years at SGT, 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 analyses and allows clients to combine planning with managed-account programs under a consolidated billing option, while maintaining separate planning and portfolio management services.

David Buss is a financial advisor with Thrivent Investment Management in Appleton, Wisconsin, holding Series 63 and Series 65 licenses and bringing 19 years of industry experience. He has been with Thrivent Financial for Lutherans and Thrivent Investment Management since 2007. Outside of his advisory role, he owns a personal photography business and serves on the Board of Personnel at Faith Lutheran Church in Appleton. He also works as a substitute track announcer at Shawano Speedway. 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 covering a wide range of planning topics and allows clients to combine planning with managed-account services while maintaining separate engagements.

Sawyer Brown is a financial advisor with Thrivent Investment Management, holding a Series 66 designation and one year of industry experience. Prior to joining Thrivent, he served in the U.S. Army Reserves as a Small Arms Repairer (91F) and has work experience at Western Technical College and Menomonie High School. He continues to serve in the Army Reserve, where his duties include inspecting and maintaining small arms and related equipment. Thrivent Investment Management provides Dedicated Planning Services to individuals, families, businesses, and nonprofit clients. The firm offers holistic, goal-based financial planning that covers a range of topics without discretionary trading authority, allowing clients to integrate planning with managed-account services through a consolidated billing option called WealthPlan.

Douglas Pressley is a financial advisor with Thrivent Investment Management in Scottsdale, AZ, holding Series 63 and Series 66 credentials. He has one year of experience at Thrivent, preceded by roles at Tanoan LLC and Statlinx, as well as over a decade at Fresenius Kidney Care. Thrivent Investment Management provides Dedicated Planning Services to individuals, families, businesses, and nonprofit clients through a network of Financial Advisors, offering comprehensive written recommendations on a variety of financial planning topics without implementation. The firm focuses on holistic, goal-based analyses and allows clients to combine planning with managed-account programs under a consolidated billing structure.

Lori Grundmeier is a financial advisor with Thrivent Investment Management who holds a Series 66 designation. She has been with Thrivent since 2026 and has one year of industry experience. Prior to her current role, she worked at Schade Vineyard and Winery and has been involved with organizations such as the Boys and Girls Club of Brookings and South Dakota State University. Thrivent Investment Management provides Dedicated Planning Services to individuals, families, businesses, and nonprofit clients, focusing on holistic, goal-based financial planning across various topics. The firm offers planning without discretionary trading authority and allows clients to combine planning with managed-account services under a consolidated billing option.

Brett Perks is a financial advisor with Thrivent Investment Management in Greenwood, IN, holding Series 63, 65, and 66 designations and with 28 years of industry experience. He has been with Thrivent Financial For Lutherans and Thrivent Investment Management Inc. since 2010. Thrivent Investment Management provides Dedicated Planning Services to individuals, families, businesses, and nonprofit clients, offering goal-based analyses and written recommendations across various financial topics. The firm separates planning from managed-account services and does not provide portfolio management or institutional adviser selection.

Taylor Main is a financial advisor at Thrivent Investment Management with five years of industry experience. He holds a Series 66 designation and previously worked at Heritage Memorial Funding for seven years. Outside of finance, Main owns and operates a part-time, seasonal business focused on skull cleaning and mounting services. Thrivent Investment Management provides Dedicated Planning Services to individuals, families, businesses, and nonprofits, offering comprehensive written recommendations on various financial topics. The firm combines holistic, goal-based analyses with managed-account options while maintaining separate planning and portfolio management services.

Everette Morgan Jr. is a financial advisor with Thrivent Investment Management in Woodstock, VA, holding a Series 66 designation and over 20 years of industry experience. He has been with Thrivent Financial for Lutherans and Thrivent Investment Management since 2005. Outside of his advisory role, Morgan serves on the Board of Zoning Appeals for the Town of Woodstock and is a member of the Board of Directors for Family Promise of Shenandoah County, a nonprofit organization focused on preventing and ending family homelessness. 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 without discretionary trading authority, emphasizing periodic reviews and separating planning services from managed-account programs.

Eric Rabe is a Series 66-credentialed advisor at Thrivent Investment Management with no prior industry experience. His work history includes roles at Wintrust Mortgage, Johnson Financial Group, and GMR Marketing. Thrivent Investment Management provides Dedicated Planning Services to individuals, families, businesses, and nonprofits, offering holistic, goal-based analyses across various financial planning topics without implementation of recommendations. The firm combines planning with managed-account programs under a consolidated billing option called “WealthPlan” while maintaining separate services.

Raymond Carlisle is a financial advisor at Thrivent Investment Management with 28 years of industry experience. He has been with Thrivent Financial for Lutherans and Thrivent Investment Management since 2002. Outside of his advisory role, he serves as a board member for the Birch Lakes Owners Association, overseeing common areas for commercial office properties. 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 across various topics, allowing clients to combine planning with managed-account services under a consolidated billing option called “WealthPlan.”

Gavin Kroener is a financial advisor at Thrivent Investment Management based in Burnsville, MN. He holds Series 63 and Series 65 licenses and has one year of industry experience. Prior to his current role, he worked at Jamba Juice and was involved with the U.S. Soccer Federation Referee Program. 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 and allows clients to combine planning with managed-account services under a consolidated billing option called “WealthPlan.”

Philip Oestreich is a financial advisor with Thrivent Investment Management, holding Series 63, 65, and 66 designations and bringing 19 years of industry experience. He has worked with Thrivent Financial for Lutherans and Thrivent Investment Management since 2008. Oestreich serves as a board member for CASA Bastrop, a nonprofit supporting children in the court system, and participates in several community organizations including the Rotary Club of La Grange and the Fayette County Disaster Recovery Team. Thrivent Investment Management provides Dedicated Planning Services to individuals, families, businesses, and nonprofit clients, focusing on holistic, goal-based financial plans without discretionary trading authority. The firm offers a range of written recommendations across financial planning topics and combines planning with managed-account services under a consolidated billing system called WealthPlan.

William Weber is a financial advisor with Thrivent Investment Management in Appleton, WI, holding Series 63 and Series 66 licenses and having 10 years of industry experience. His prior roles include positions at Northwestern Mutual and a distributor role with AdvoCare, where he sells nutritional supplements. He also serves as a brand ambassador for a clothing company. Thrivent Investment Management provides Dedicated Planning Services to individuals, families, businesses, and nonprofit clients, focusing on comprehensive planning across various financial topics without implementing recommendations directly. The firm supports combining planning with managed-account services under a consolidated billing option called WealthPlan.

Joshua Cairns is a financial advisor at Thrivent Investment Management with two years of industry experience. He holds a Series 66 designation and has worked at Thrivent Financial and Midwest Communications. Outside of his advisory role, Cairns owns and operates a family hobby farm where he manages production and sales of vegetables and wildlife feed. Thrivent Investment Management offers Dedicated Planning Services to individuals, families, businesses, and nonprofit clients, providing holistic, goal-based planning across various financial topics without discretionary trading authority. The firm combines planning with managed-account programs through a consolidated billing option while maintaining separate service components.

Scott Erickson is a Series 66-credentialed financial advisor with Thrivent Investment Management in Minneapolis, MN, with two years of industry experience. He has held multiple roles within Thrivent Financial and Thrivent Investment Management since 2024. Outside of his advisory work, he owns Hospitality Furniture Source LLC, an independent manufacturer’s representative for custom restaurant furniture and millwork. 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 planning without discretionary trading authority and allows clients to combine planning with managed-account services under a consolidated billing program called WealthPlan.

Alfred Todd III is a financial advisor with Thrivent Investment Management, holding Series 63 and Series 66 licenses and bringing 31 years of industry experience. He has been with Thrivent and its related entities since 2002. Outside of his advisory role, he serves as a board member for Bethel Lutheran Church and as director of Al’s Bike Drive, a nonprofit that purchases bicycles to donate to the Marine’s Toys for Tots Program. Thrivent Investment Management provides Dedicated Planning Services to individuals, families, businesses, and nonprofit clients, delivering goal-based financial analyses without discretionary trading authority. Their approach includes comprehensive planning across various topics with options to combine planning and managed-account services under a consolidated billing structure.