Andrew Haase is a financial advisor with Thrivent Investment Management in Cedar Rapids, IA. He holds the Series 66 designation and has recently begun his career in financial services. Prior to joining Thrivent, his work history includes roles in sales, insurance, and retail. Thrivent Investment Management provides Dedicated Planning Services to individuals, families, businesses, and nonprofit clients through a broad network of Financial Advisors. The firm offers goal-based, holistic planning covering topics such as retirement, tax, estate, and business continuation, with planning services that can be combined with managed-account programs under a consolidated billing option.

Diane Stewart is a Series 66-licensed financial advisor with Thrivent Investment Management, based in Harlan, Iowa. She has 18 years of industry experience and has been with Thrivent Financial for Lutherans and Thrivent Investment Management since 2007. Outside of her advisory role, she is involved in land management through ownership of a land rental position. Thrivent Investment Management provides Dedicated Planning Services to individuals, families, businesses, and nonprofit clients, focusing on holistic, goal-based analyses without discretionary trading authority. The firm offers planning on a range of financial topics and allows clients to integrate planning with managed-account services under a consolidated billing option called “WealthPlan.”

Steven Dell is a financial advisor at Thrivent Investment Management with six years of industry experience. He holds a Series 66 designation and has worked with Thrivent in various roles since 2020. Outside of his advisory work, Dell serves as an Associate Pastor of Youth Ministry at Grace Fellowship Church in Oak Forest, where he coordinates high school ministry programs and assists with other children's activities. 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 analyses and planning without discretionary trading authority, focusing on a broad range of planning topics and allowing clients to combine planning with managed-account programs under a consolidated billing option.

Alexander Di Cesare is a financial advisor with Thrivent Investment Management, holding a Series 66 designation and beginning his career in 2023. His background includes roles at Equitable Advisors, Rockland Financial Group, and experience in both educational and corporate settings. 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 provides planning and managed-account services separately, allowing clients to combine them under a consolidated billing option called “WealthPlan.”

Johnathon Peacock is a financial advisor at Thrivent Investment Management with two years of industry experience. He holds the Series 66 designation and has worked previously at Wealth Intelligence, LLC and Raymond James Financial Services, Inc. before joining Thrivent. Thrivent Investment Management provides Dedicated Planning Services to individuals, families, businesses, and nonprofit clients through a network of financial advisors. The firm focuses on goal-based planning across a broad range of topics and offers clients the option to combine planning with managed-account services under a consolidated billing program called WealthPlan.

Nicholas Poppe is a financial advisor at Thrivent Investment Management with five years of industry experience. He holds a Series 66 designation and has worked at several firms, including AssetMark Financial Holdings and Raymond James Financial Services. Thrivent Investment Management provides Dedicated Planning Services to individuals, families, businesses, and nonprofits through a network of financial advisors. The firm offers holistic, goal-based financial planning covering various topics, with the option to combine planning and managed-account services under a consolidated billing arrangement called WealthPlan.

John Janezich is a financial advisor with Thrivent Investment Management based in Anchorage, Alaska. He holds the Series 66 designation and has been with Thrivent since 2026. Prior to joining Thrivent, he was involved with Janezich Family, Ltd for eight years and spent two years at the University of Alaska. Thrivent Investment Management provides Dedicated Planning Services to individuals, families, businesses, and nonprofit clients through a network of Financial Advisors. Their approach focuses on holistic, goal-based planning across multiple areas, offering standalone or ongoing engagements without discretionary trading authority.

Joshua Haddad is a financial advisor at Thrivent Investment Management with seven years of industry experience. He has been with Thrivent Financial and Thrivent Investment Management since 2019 and previously worked at Liberty University from 2016 to 2019. Outside of his advisory role, Haddad is involved in a housing project that provides below-market rental properties to church staff and students. 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.

James Yanez is a Series 66 licensed financial advisor with six years of experience at Thrivent Investment Management, based in Overland Park, KS. Prior to joining Thrivent, he worked in property valuation and held positions outside the financial industry. Thrivent Investment Management provides Dedicated Planning Services to individuals, families, businesses, and nonprofit clients, offering comprehensive, goal-based financial planning without discretionary trading authority. The firm combines planning with managed-account services through a consolidated billing option while maintaining separation between the two.

Bryan Shore is a financial advisor with Thrivent Investment Management in Jacksonville, FL, holding a Series 66 designation and 17 years of industry experience. He previously worked at Scottrade, Inc. for 10 years before joining Thrivent in 2018. Outside of his advisory role, he occasionally lists a personal vehicle for rent through the platform Turo. 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. The firm offers comprehensive written recommendations on various financial topics and allows clients to combine planning with managed account services under a consolidated billing option called “WealthPlan.”

Liam O Callaghan is a financial advisor with Thrivent Investment Management, holding a Series 66 designation and six years of industry experience. He has been with Thrivent Financial and Thrivent Investment Management since 2020. Outside of his advisory role, he serves as a general board member for Summit Players Theater, a nonprofit organization that provides free Shakespeare performances in Wisconsin state parks. Thrivent Investment Management offers Dedicated Planning Services to individuals, families, businesses, and nonprofit clients, focusing on goal-based analyses across topics such as retirement, income tax, and estate planning. The firm allows clients to combine planning with managed-account programs while keeping those services separate.

Sarah Hamlen is a financial advisor at Thrivent Investment Management with 13 years of industry experience. She holds a Series 66 designation and has worked at Thrivent Investment Management since 2013 and Thrivent Financial for Lutherans since 2014. Hamlen serves as a public representative on the Montana Board of Public Accountants, a regulatory body overseeing accounting professionals in the state. 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 planning across various financial topics and allows clients to combine planning with managed-account programs under a consolidated billing option called “WealthPlan,” while keeping these services separate.

Brandy Simpson is a financial advisor with Thrivent Investment Management, holding Series 63 and Series 65 licenses and bringing 12 years of industry experience. She has been with Thrivent Financial and Thrivent Investment Management since 2014. 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 multiple topics and offers planning with an option to combine managed-account services under a consolidated billing arrangement called “WealthPlan.”

Connie White is a financial advisor with Thrivent Investment Management in Milwaukee, WI, holding Series 63 and Series 66 licenses and having five years of industry experience. Her background includes roles at R.W. Baird & Co. and First Financial Services, as well as entrepreneurial work with Mary Kay Cosmetics. She has also been involved with community organizations such as People Helping People and Embassy Center MKE. Thrivent Investment Management offers Dedicated Planning Services to individuals, families, businesses, and nonprofit clients through a network of financial advisors. The firm provides goal-based, holistic planning that covers a wide range of topics without including implementation, allowing clients to combine planning with managed accounts via a consolidated billing option called “WealthPlan.”

Robert Burns is a financial advisor at Thrivent Investment Management with 24 years of industry experience. He holds Series 63 and Series 66 licenses and has been with Thrivent since 2002. Outside of his advisory role, his spouse is involved in managing health insurance enrollments and rental property activities in Bend, Oregon. 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 wide range of topics and allows clients to combine planning with managed-account services under a consolidated billing system, while keeping these services distinct.

Michele Traver is a financial advisor at Thrivent Investment Management with 12 years of industry experience. She holds the Series 66 designation and has been with Thrivent Financial for Lutherans and Thrivent Investment Management since 2013. Outside of her advisory role, she serves as president of Project of Hope Ghana, a nonprofit focused on providing food, water, clothing, and other assistance to those in need. Thrivent Investment Management offers Dedicated Planning Services to individuals, families, businesses, and nonprofits, providing written recommendations across a range of financial topics without managing client accounts directly. The firm’s approach combines holistic, goal-based analyses with flexible planning and managed-account options under a consolidated billing program called WealthPlan.

Mark Gugel is a financial advisor with Thrivent Investment Management in Shelby Township, MI. He holds Series 63 and Series 66 designations and has 24 years of experience. Since 2002, he has worked with Thrivent Financial for Lutherans, Thrivent Investment Management, and Walsh College. Thrivent Investment Management provides Dedicated Planning Services to individuals, families, businesses, and nonprofit clients, offering written recommendations on a wide range of financial topics without including implementation. The firm delivers holistic, goal-based analyses and allows clients to combine planning with managed-account services while maintaining separate engagements.

Philip Wuerffel is a financial advisor with Thrivent Investment Management and holds Series 63 and Series 66 credentials. He has 10 years of industry experience, all with Thrivent Financial and Thrivent Investment Management. Outside of his advisory work, he serves as a board member and Tacoma Chapter Director for KIROS, an organization focused on connecting Christians in business. Thrivent Investment Management provides Dedicated Planning Services to individuals, families, businesses, and nonprofits through a network of financial advisors. The firm offers holistic, goal-based financial planning without portfolio management for institutional clients, combining planning with managed-account programs under a consolidated billing option.

Martin Cole is a financial advisor at Thrivent Investment Management with 27 years of industry experience. He holds the CFP® and ChFC® designations, along with Series 63 and Series 66 licenses. Cole has been with Thrivent Investment Management and Thrivent Financial for Lutherans 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 planning covering retirement, tax, estate, and other financial topics, while keeping planning and managed-account services separate under its WealthPlan option.

James Rowe is a financial advisor at Thrivent Investment Management with 16 years of industry experience. He holds Series 63 and Series 66 licenses and previously worked at firms including Edward Jones, JP Morgan Chase, and Wells Fargo Advisors. In addition to his advisory role, he serves as a board member of the Wake Medical Volunteer Board in Raleigh, NC. 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 without discretionary trading authority, offering clients a separation between planning and managed-account services.