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Nathaniel A
Series 63, Series 65
Bristol, TN
Thrivent Investment Management
Nathaniel Akers is an advisor at Thrivent Investment Management in Bristol, Tennessee, holding Series 63 and Series 65 licenses. He has been with Thrivent since 2026 and previously worked at First Horizon Bank and Allstate Insurance. 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 with written recommendations addressing various topics, including retirement, estate, and tax planning, while keeping planning and managed-account services separate under its WealthPlan option.
Keith W
Series 66
Williamsport, PA
Thrivent Investment Management
Keith Wood is a Series 66-licensed financial advisor with 23 years of experience at Thrivent Financial for Lutherans and Thrivent Investment Management, both based in Williamsport, PA. Since 2024, he has been involved with Capstone Health, referring prospects to the health and wellness firm. Thrivent Investment Management provides Dedicated Planning Services to individuals, families, businesses, and nonprofits, focusing on holistic, goal-based financial planning across various topics. The firm separates planning from portfolio management and offers a consolidated billing option called “WealthPlan” for clients combining planning with managed accounts.
Gary C
Series 66
Bloomington, IL
Thrivent Investment Management
Gary Cates III is a financial advisor with Thrivent Investment Management, holding a Series 66 designation and two years of industry experience. His career includes roles at Thrivent Financial and Thrivent Investment Management, as well as earlier positions outside the financial sector including bartending at a local bar and grill. Thrivent Investment Management offers Dedicated Planning Services to individuals, families, businesses, and nonprofit clients, focusing on goal-based planning without discretionary trading authority and providing a range of written recommendations across financial and estate planning topics.
Cole M
Series 66
Livonia, MI
Thrivent Investment Management
Cole Misuraca is a financial advisor at Thrivent Investment Management with two years of industry experience. He holds a Series 66 designation and has previously worked at firms including Ceros Financial Services, Flexible Plan Investments, and Equitable Advisors LLC. Outside of finance, he works part-time in event serving at Zuccaro's Banquets and Catering. Thrivent Investment Management provides Dedicated Planning Services to individuals, families, businesses, and nonprofit clients, offering comprehensive, goal-based financial planning without discretionary portfolio management. The firm’s approach includes periodic reviews and the option to combine planning with managed accounts under a consolidated billing program.
Tanya D
Series 66
Menomonie, WI
Thrivent Investment Management
Tanya Dean is a Series 66-registered financial advisor with Thrivent Investment Management, based in Menomonie, WI. She has five years of industry experience and has been with Thrivent Financial and its affiliates since 2013. 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 without discretionary trading authority and allows clients to combine planning with managed-account services under a consolidated billing option called “WealthPlan.”
Aaron R
Series 63, Series 66
Riverview, FL
Thrivent Investment Management
Aaron Riley is a financial advisor at Thrivent Investment Management with two years of industry experience. He holds the Series 63 and Series 66 designations and previously worked at Northwestern Mutual and New York Life. Before entering the financial services field, he spent five years with the United States Postal Service. 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 without discretionary trading authority and allows clients to combine these services with managed accounts under a consolidated billing option called “WealthPlan.”
Brianna R
Series 66
Lutz, FL
Thrivent Investment Management
Brianna Randazzo is a financial advisor with Thrivent Investment Management in Lutz, FL. She holds a Series 66 credential and has two years of experience with Thrivent Investment Management and related entities, as well as prior experience at Wells Fargo and Fifth Third. 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 for institutional clients.
Adrian H
Series 66
Waconia, MN
Thrivent Investment Management
Adrian Huang is a Series 66-registered financial advisor with Thrivent Investment Management, based in Waconia, MN. He has held various roles at Thrivent Financial since 2025 and has experience working in athletic and educational departments at Macalester College and local schools. 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 across multiple financial topics, typically delivered as either one-time or ongoing engagements without discretionary trading authority.
Christopher R
Series 66
Napoleon, OH
Thrivent Investment Management
Christopher Ridley is a Series 66 licensed advisor at Thrivent Investment Management with two years of industry experience. He previously operated The RIDGE Project for 16 years. Ridley is also the owner and operator of The Ridley Company, LLC, a real estate investment business. Thrivent Investment Management provides Dedicated Planning Services to individuals, families, businesses, and nonprofit clients, focusing on goal-based analyses and broad financial planning topics without managing client portfolios directly.
Dominic T
Series 66
Downers Grove, IL
Thrivent Investment Management
Dominic Tommasone is a financial advisor at Thrivent Investment Management with two years of industry experience. He holds a Series 66 designation and has worked in various roles including at Thrivent Financial and Village Automotive. Thrivent Investment Management provides Dedicated Planning Services to individuals, families, businesses, and nonprofit clients, offering comprehensive written recommendations on a wide range of planning topics without implementation. The firm combines goal-based analyses with managed-account options under a consolidated billing system while maintaining separate planning and portfolio management services.
Jonathan G
Series 66
Worthington, OH
Thrivent Investment Management
Jonathan Groleau is a financial advisor at Thrivent Investment Management with 12 years of industry experience. He holds a Series 66 designation and has been with Thrivent since 2013, including work with Thrivent Financial for Lutherans since 2014. He is involved in identifying commercial space to house his office. Thrivent Investment Management provides Dedicated Planning Services to individuals, families, businesses, and nonprofit clients, delivering comprehensive planning across various topics without including implementation. The firm offers holistic, goal-based analyses and allows clients to combine planning with managed accounts under a consolidated billing option called “WealthPlan.”
Taylor F
Series 66
Clover, SC
Thrivent Investment Management
Taylor Flanagan is a financial advisor at Thrivent Investment Management with seven years of industry experience. He holds the Series 66 designation and has worked at Thrivent Financial and Charles Beatty, in addition to prior experience outside the financial sector. Thrivent Investment Management provides Dedicated Planning Services to individuals, families, businesses, and nonprofit clients through a network of advisors, offering comprehensive goal-based planning across various financial topics without discretionary portfolio management.
Ann S
Series 66
Minneapolis, MN
Thrivent Investment Management
Ann Staloch is a financial advisor with Thrivent Investment Management based in Minneapolis, MN. She holds the Series 66 designation and has recently started her advisory career, joining Thrivent in 2024. Outside of her advisory role, she has been involved with the Waseca Area Chamber of Commerce since 2018. 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 covering various topics, with optional managed-account integration under its consolidated WealthPlan billing.
Christopher J
Series 66
Burnsville, MN
Thrivent Investment Management
Christopher Johnson is a financial advisor at Thrivent Investment Management in Burnsville, MN, holding a Series 66 designation with three years of industry experience. His prior work includes roles at DoorDash and the University of Minnesota-Twin Cities. Thrivent Investment Management offers Dedicated Planning Services to individuals, families, businesses, and nonprofit clients, providing holistic, goal-based financial planning without portfolio management or discretionary authority, and allowing clients to integrate planning with managed accounts through its WealthPlan option.
Kenneth A
Series 66
Luxemburg, WI
Thrivent Investment Management
Kenneth Arendt is a financial advisor with Thrivent Investment Management in Luxemburg, WI, holding a Series 66 designation and 19 years of industry experience. He has been with Thrivent Investment Management and Thrivent Financial For Lutherans since 2006. Thrivent Investment Management provides Dedicated Planning Services to individuals, families, businesses, and nonprofit clients, offering comprehensive written recommendations on topics such as retirement, tax, estate, and special needs planning. The firm uses holistic, goal-based analyses and allows clients to integrate planning with managed-account programs under a consolidated billing option called “WealthPlan,” while keeping planning and investment management services separate.
Miguel G
Series 66
Katy, TX
Thrivent Investment Management
Miguel Garces is a financial advisor at Thrivent Investment Management with four years of industry experience. He holds a Series 66 designation and has previously worked at Bank of America NA, NACA, Guardian Life, Veritat Advisors, Chase Investment Services Corp., and Edward Jones. 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 accounts under a consolidated billing program called WealthPlan.
Conrad N
Series 63, Series 66
Aiken, SC
Thrivent Investment Management
Conrad Neumann is a financial advisor with Thrivent Investment Management in Aiken, SC, holding Series 63 and Series 66 licenses and bringing three years of industry experience. He has worked at Thrivent Financial and Thrivent Investment Management since 2023. Outside of financial advising, Neumann owns and operates Washington Shippers LLC, an Amazon drop shipping and resale business. Thrivent Investment Management provides Dedicated Planning Services to individuals, families, businesses, and nonprofit clients through its network of Financial Advisors, focusing on holistic, goal-based financial planning without discretionary trading authority. The firm offers a consolidated billing option called “WealthPlan” that combines planning with managed-account services while keeping the two distinct.
Christen K
Series 66
Glendale, AZ
Thrivent Investment Management
Christen Krueger is a financial advisor with Thrivent Investment Management, holding a Series 66 designation and 20 years of industry experience. Christen has been with Thrivent and its related entities since 2005, including 18 years at THRIVENT Financial. 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 without discretionary trading authority, combining planning with managed-account options under a consolidated billing service called WealthPlan.
Michael K
Series 63, Series 65
Beaver Dam, WI
Thrivent Investment Management
Michael Kapets is a financial advisor with Thrivent Investment Management in Beaver Dam, WI, holding Series 63 and Series 65 licenses and bringing 16 years of industry experience. He has been with Thrivent Financial and Thrivent Investment Management since 2010. 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 various planning topics, while implementation and discretionary trading authority are not included in the service.
Gary E
Series 63, Series 65
Greensboro, NC
Thrivent Investment Management
Gary Everhart Jr. is a financial advisor at Thrivent Investment Management with 14 years of industry experience. He holds Series 63 and Series 65 designations and has been with Thrivent since 2015. Outside of his advisory role, he serves as District 7690 Chair for the Coins for Alzheimer’s Research Trust and is a board member of the Fellowship of Christian Athletes. Thrivent Investment Management provides Dedicated Planning Services to individuals, families, businesses, and nonprofits, focusing on goal-based analyses and planning across a broad range of financial topics without implementation or discretionary trading authority.
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