Joseph Bishop is a financial advisor with Thrivent Investment Management in Nashville, TN, holding Series 65 and Series 66 licenses and 15 years of industry experience. His career includes roles at LPL Financial, Evansville Teachers FCU, Cetera Investment Services, Jackson National Life Distributors, Waddell & Reed, and Equitable Advisors. He previously received trail commissions from Equitable Holdings but is no longer actively servicing clients there. Thrivent Investment Management offers Dedicated Planning Services to individuals, families, businesses, and nonprofits through a network of financial advisors. The firm provides goal-based, holistic planning analyses across various financial topics without managing client portfolios or institutional assets directly.

Robert Bell is a financial advisor with Thrivent Investment Management in Ontario, CA, holding a Series 66 designation and 24 years of industry experience. He has been with Thrivent Financial for Lutherans and Thrivent Investment Management since 2002. 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 focused on topics such as retirement, tax, estate, and special needs planning, delivered separately from portfolio management services.

Rocco Degregorio is a financial advisor at Thrivent Investment Management with four years of industry experience. He holds the Series 63 and Series 66 designations. Prior to joining Thrivent, he worked for Glass Gardens and ShopRite of Paramus. 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’s approach integrates detailed planning with managed-account programs, offering flexible options for clients under its WealthPlan service.

Mark Harris is a financial advisor at Thrivent Investment Management with one year of industry experience. He holds a Series 66 designation and previously worked at Hoffman & Hoffman, Amazon, and Guilford College. 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 a managed-account program under a consolidated billing option, focusing on planning without discretionary trading authority.

Anthony Grgas is a financial advisor with Thrivent Investment Management in Burnsville, MN. He holds Series 63, Series 65, and Series 66 designations and has been with Thrivent since 2025. Prior to joining Thrivent, his background includes roles at Lexis-Nexis, Stahlke Bus, Wolters Kluwer, and LegalShield. Thrivent Investment Management provides Dedicated Planning Services to individuals, families, businesses, and nonprofit clients. The firm focuses on holistic, goal-based financial planning without discretionary trading authority and offers clients the option to combine planning with managed accounts through its WealthPlan consolidated billing program.

Ronald Richards is a financial advisor at Thrivent Investment Management with 20 years of industry experience. He holds Series 63 and Series 65 licenses and previously worked at Cambridge Investment Research Advisors for over 16 years. Richards is based in Boise, Idaho. Thrivent Investment Management provides Dedicated Planning Services to individuals, families, businesses, and nonprofit clients, focusing on goal-based analyses and written recommendations across a broad range of financial topics. The firm separates its planning services from managed accounts and does not offer portfolio management for institutional clients.

Derek Johns is a financial advisor with Thrivent Investment Management in Minneapolis, MN, holding Series 63 and Series 65 designations and bringing 28 years of industry experience. He has been with Thrivent and its affiliated entities since 2003, with a brief employment gap in 2019-2020. Thrivent Investment Management provides Dedicated Planning Services to individuals, families, businesses, and nonprofit clients through a network of financial advisors, offering goal-based analyses and written recommendations across various planning areas without discretionary trading authority or portfolio management for institutional clients.

Mark Johnson is a financial advisor with Thrivent Investment Management in Lakewood, CO, holding Series 63 and Series 66 registrations with nine years of industry experience. He has worked at Thrivent Financial and Thrivent Investment Management since 2017. Johnson serves on the Finance Team at St. Luke's United Methodist Church, providing oversight of the church’s fiscal budget and general fund. 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 allows clients to combine planning with managed-account services under a consolidated billing option called “WealthPlan,” while maintaining separate planning and portfolio management functions.

Grant Swanson is a financial advisor with Thrivent Investment Management, holding a Series 66 credential and one year of industry experience. Prior to joining Thrivent, he worked at 1st Financial Bank USA for five years and served as an assistant coach for high school athletes with the Santa Barbara Unified School District. Outside of his advisory role, he is president of the Bella Vista Park Homeowners Association, organizing community events. 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 financial analyses and planning without discretionary trading authority, allowing clients to combine planning with managed-account programs under a consolidated billing option called “WealthPlan.”

Beth Weldy is a Financial Advisor at Thrivent Investment Management in Champaign, Illinois. She holds the Series 66 designation and has recently begun her advisory career, previously working for the City of Champaign for 11 years. Thrivent Investment Management provides Dedicated Planning Services to individuals, families, businesses, and nonprofit clients, offering goal-based analyses on a range of financial topics. The firm’s approach separates planning from managed-account services and does not include discretionary trading authority for its planning engagements.

Lillian Stinson is a financial advisor at Thrivent Investment Management with seven years of industry experience. She holds Series 63 and Series 65 licenses and has worked at firms including Sterling Capital Management, Ally Invest Securities, and Thrivent Financial. Prior to her financial career, she spent time as a real estate agent in North Carolina. Thrivent Investment Management provides Dedicated Planning Services to individuals, families, businesses, and nonprofit clients, offering holistic, goal-based financial analyses and planning without discretionary trading authority. The firm allows clients to integrate planning with managed accounts through a consolidated billing option while maintaining separate services.

Jonathan Copeland is a financial advisor at Thrivent Investment Management with 10 years of industry experience. He holds the Series 66 designation and has worked at firms including Principal Securities, Securian Financial Services, and Cetera prior to joining Thrivent. Thrivent Investment Management provides Dedicated Planning Services to individuals, families, businesses, and nonprofit clients, offering goal-based analyses and written recommendations on various financial topics. The firm separates its planning services from managed accounts and typically conducts annual reviews of recommendations.

Di Ivory Edgecomb is a Series 66 licensed financial advisor at Thrivent Investment Management with one year of industry experience. Prior to joining Thrivent, Edgecomb worked in real estate and held a position with the City of Hollywood. 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 financial planning without discretionary trading authority.

Anna Soderblom is a Series 66-licensed advisor with Thrivent Investment Management, based in Pinetop, AZ. She has been with Thrivent and its related entities since 2025, transitioning from prior roles in healthcare and retail. Thrivent Investment Management offers Dedicated Planning Services to individuals, families, businesses, and nonprofit clients, providing holistic, goal-based analyses and written recommendations across various financial planning topics, while keeping planning and managed-account services separate.

Kathryn Baness is a financial advisor with Thrivent Investment Management, holding a Series 66 credential and six years of industry experience. Her prior firms include LPL Financial, Wells Fargo Advisors, Morgan Stanley, and Northwestern Mutual Investment Services. She is also a notary with the National Notary Association. Thrivent Investment Management provides Dedicated Planning Services to individuals, families, businesses, and nonprofit clients, focusing on holistic, goal-based financial analyses and planning without discretionary trading authority. The firm’s approach allows clients to integrate planning with managed-account services under a consolidated billing option called “WealthPlan.”

Aaron Christian is a financial advisor with Thrivent Investment Management, holding a Series 66 designation and bringing 11 years of industry experience. He has been with Thrivent since 2014 and Thrivent Financial since 2015. Outside of his advisory role, Christian serves as a committee member on several nonprofit boards and church councils, including the Southwestern Washington Synod ELCA Mission Endowment Fund Board and Camp Lutherwood Oregon. 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 analyses and holistic planning across various financial topics, with an option to combine planning with managed-account services under a consolidated billing arrangement.

Matthew Heller is a financial advisor with Thrivent Investment Management in Ames, IA. He holds a Series 66 designation and has 16 years of industry experience. Heller has been with Thrivent Financial for Lutherans since 2010 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. The firm offers holistic, goal-based planning and allows clients to combine planning with managed-account programs under a consolidated billing option called “WealthPlan,” while keeping services separate.

Katherine Gross is a financial advisor with Thrivent Investment Management in Gainesville, FL, holding Series 63 and Series 65 licenses and bringing 32 years of industry experience. She has been with Thrivent Financial for Lutherans and Thrivent Investment Management since 2002. Outside of her advisory role, she serves as Chair of the Stewardship Committee at First Lutheran Church, where she is involved in planning and promoting the congregation’s annual giving programs. 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 without discretionary trading authority and emphasizes ongoing plan reviews while keeping planning separate from managed-account services.

Sherry Sheppard is a financial advisor with Thrivent Investment Management, holding Series 63 and Series 65 credentials and bringing 13 years of industry experience. She has been with Thrivent Financial for Lutherans since 2013 and with Thrivent Investment Management since 2012. 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 a consolidated WealthPlan option that combines planning with managed-account services while keeping them separate.

Christopher Poer is a Series 66-registered financial advisor with Thrivent Investment Management in Fargo, ND, with six years of industry experience. Prior to his current role, he worked in the hospitality sector at Porter Creek Hardwood Grill and Doolittles Woodfire Grill. Thrivent Investment Management provides Dedicated Planning Services to individuals, families, businesses, and nonprofit clients, focusing on comprehensive, goal-based analyses across a range of financial planning topics. The firm offers planning as a standalone service or paired with managed accounts through its WealthPlan option, without discretionary trading authority for the planning service.