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Ann E
Series 63, Series 65
Sterling Heights, MI
Thrivent Investment Management
Ann Escandon is a financial advisor with Thrivent Investment Management, holding Series 63 and Series 65 credentials and bringing 15 years of industry experience. She has been with Thrivent Financial and its investment management arm since 2015. Outside of her advisory role, she is also a Mary Kay beauty consultant. Thrivent Investment Management provides Dedicated Planning Services to individuals, families, businesses, and nonprofit clients, focusing on holistic, goal-based planning across a wide range of financial topics. The firm offers planning as a one-time or ongoing service, separate from portfolio management, and supports integration with managed accounts through its WealthPlan billing option.
Emily M
Series 66
Burnsville, MN
Thrivent Investment Management
Emily Milton is a financial advisor with Thrivent Investment Management in Burnsville, MN. She holds the Series 66 designation and has been with Thrivent since 2026. Prior to her current role, she worked in various positions in the hospitality industry from 2014 to 2026. 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 planning covering topics such as retirement, estate, and tax planning, with options to combine planning services with managed accounts under a consolidated billing program.
Jonathan B
Series 63, Series 66
Vadnais Heights, MN
Thrivent Investment Management
Jonathan Behnken is a financial advisor with Thrivent Investment Management, holding Series 63 and Series 66 credentials and bringing 23 years of industry experience. He has been with Thrivent Financial and its investment management subsidiary since 2002. Behnken serves as a board member for Good in the 'Hood, a nonprofit organization focused on meal provision and basic care services for underserved community members. Thrivent Investment Management provides Dedicated Planning Services to individuals, families, businesses, and nonprofit clients, offering comprehensive written financial plans without implementation. The firm emphasizes holistic, goal-based analyses and allows clients to integrate planning with managed-account services under a consolidated billing structure.
Chase L
Series 66
Minneapolis, MN
Thrivent Investment Management
Chase Lapan is a financial advisor at Thrivent Investment Management with 11 years of industry experience. He holds a Series 66 designation and has been with Thrivent and its affiliated entities since 2014. 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 a consolidated billing option called WealthPlan, combining planning with managed-account services while maintaining them as separate engagements.
Timothy Z
Series 66
Overland Park, KS
Thrivent Investment Management
Timothy Zitter is a financial advisor with Thrivent Investment Management, holding a Series 66 designation and 21 years of industry experience. He has been with Thrivent Financial for Lutherans and Thrivent Investment Management since 2005. Thrivent Investment Management provides Dedicated Planning Services to individuals, families, businesses, and nonprofits, focusing on holistic, goal-based financial planning without discretionary trading authority. The firm offers planning and managed-account programs separately, with a consolidated billing option called “WealthPlan.”
Karly H
Series 63, Series 66
Victoria, TX
Thrivent Investment Management
Karly Hoerig is a financial advisor with Thrivent Investment Management in Victoria, TX, holding Series 63 and Series 66 licenses and bringing nine years of industry experience. Her career includes roles at Thrivent Financial since 2017 and prior work with Adaptive Driving Access from 2015 to 2017. 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 and offering both one-time and ongoing planning engagements.
Terry K
Series 66
Bay St Louis, MS
Thrivent Investment Management
Terry King is a Series 66-licensed financial advisor with Thrivent Investment Management, where he has worked since 2002, totaling 23 years in the industry. He is involved in several community organizations in Slidell, Louisiana, including serving as a board member of Rotary Rebuilds Slidell and the Concerned Citizens of St. Tammany, and as Foundation Chair for the Rotary Club of Slidell. King is also an author working on books and media projects related to historical accounts of public corruption in Louisiana. Thrivent Investment Management offers Dedicated Planning Services to individuals, families, businesses, and nonprofits, providing goal-based financial analysis and planning without portfolio management or institutional advisory roles.
Gregory D
Series 63, Series 66
Waterville, OH
Thrivent Investment Management
Gregory Durivage is a financial advisor with Thrivent Investment Management, holding Series 63 and Series 66 credentials and bringing 12 years of industry experience. He has been with Thrivent Financial and Thrivent Investment Management since 2014. Outside of his advisory role, he serves as a council member at Zion Lutheran Church in Waterville, Ohio. Thrivent Investment Management provides Dedicated Planning Services to individuals, families, businesses, and nonprofit clients, focusing on goal-based analyses and written recommendations across a wide range of financial planning topics, while keeping planning and managed-account services separate.
Rachel A
Series 66
Veradale, WA
Thrivent Investment Management
Rachel Albrecht is a financial advisor with Thrivent Investment Management, holding a Series 66 designation and six years of industry experience. She has been with Thrivent Financial since 2013 in various capacities. Thrivent Investment Management provides Dedicated Planning Services to individuals, families, businesses, and nonprofit clients through a network of Financial Advisors. Their approach includes holistic, goal-based analyses and offers clients the option to combine planning with managed-account programs while maintaining separate services.
Gary E
Series 66
Liberty, MO
Thrivent Investment Management
Gary Eldridge is a financial advisor with Thrivent Investment Management, holding a Series 66 designation and eight years of industry experience. He has been with Thrivent and its affiliates since 2017, following a 19-year tenure at Boston Financial Data Services. Outside of his advisory work, he engages in food delivery services through DoorDash. 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 without discretionary trading authority and offers clients opportunities to combine planning with managed-account programs under a consolidated billing option.
Lucas B
Series 66
Johnston, IA
Thrivent Investment Management
Lucas Borseth is a financial advisor with Thrivent Investment Management, holding a Series 66 credential and one year of industry experience. His work history includes multiple roles within Thrivent since 2024 and prior experience at Target and American Eagle Outfitters. 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 on a range of topics and allows clients to combine planning with managed-account services under a consolidated billing option called WealthPlan.
William C
Series 66
Lincoln, NE
Thrivent Investment Management
William Cary is a Series 66-licensed advisor with Thrivent Investment Management in Lincoln, NE, joining the firm in 2026 following 23 years of military service. He has one year of industry experience. 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 planning without portfolio management for institutional clients, focusing on broad topics such as retirement, tax, and estate planning.
Mark R
Series 66
Lomita, CA
Thrivent Investment Management
Mark Rizkalla is a financial advisor with Thrivent Investment Management holding a Series 66 designation and two years of industry experience. Prior to joining Thrivent, he was the owner of Riz Management Inc and worked for Wescom Central Credit Union for 18 years. He is also a licensed notary public providing services to escrow companies in California. Thrivent Investment Management offers Dedicated Planning Services to individuals, families, businesses, and nonprofit clients through a network of financial advisors, focusing on goal-based analyses and planning on a broad range of financial topics without discretionary trading authority.
William R
Series 66
Cleveland, TN
Thrivent Investment Management
William Roebuck is a financial advisor with Thrivent Investment Management in Cleveland, TN, holding a Series 66 designation and four years of industry experience. His prior roles include positions at Thompson, Price, Scott, Adams & Co, PA, Arnett, Kirksey, Kimsey, Sullivan, Lay & Hall, PLLC, and Mix 104.1 WCLE. Outside of his financial advisory work, he serves as a board member for Foundation House Ministries, a nonprofit aiding women in crisis pregnancies, and as vice president of BNI Southeast TN, focused on business networking and referrals. Thrivent Investment Management provides Dedicated Planning Services to individuals, families, businesses, and nonprofit clients, emphasizing holistic, goal-based financial analyses and planning without discretionary trading authority.
John N
Series 63, Series 65
Idaho Falls, ID
Thrivent Investment Management
John Nolan Jr. is a financial advisor at Thrivent Investment Management with 11 years of industry experience. He holds Series 63 and Series 65 designations and has been with Thrivent Financial and Thrivent Investment Management since 2014. The firm offers Dedicated Planning Services to individuals, families, businesses, and nonprofit clients, providing comprehensive financial planning without portfolio management or discretionary trading authority. Thrivent combines goal-based planning with managed-account options under a consolidated billing system while maintaining separate planning and investment services.
Jarrett H
Series 63, Series 65
Minneapolis, MN
Thrivent Investment Management
Jarrett Holley is a financial advisor with Thrivent Investment Management based in Minneapolis, MN. He holds Series 63 and Series 65 credentials and has one year of industry experience. His prior experience includes roles at New York Life Insurance Company and work as an independent financial professional. 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 various financial topics, combining planning with managed-account options while keeping these services separate.
Aaron F
Series 66
Iowa Falls, IA
Thrivent Investment Management
Aaron Fopma is a Series 66-credentialed financial advisor with Thrivent Investment Management, based in Iowa Falls, IA. He has seven years of industry experience and previously worked for Iowa Select Farms for 22 years. Outside of his advisory role, he serves on several nonprofit boards, including the Scenic City Civic Foundation, Overflow Thrift Store, Omega Life Christian Ministries, and the Iowa Farm Bureau. 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 offers both one-time and ongoing planning engagements and integrates planning with managed-account services through its consolidated billing option, WealthPlan.
Brenda C
Series 63, Series 66
Minneapolis, MN
Thrivent Investment Management
Brenda Carlson is a financial advisor at Thrivent Investment Management with 29 years of industry experience. She holds Series 63 and Series 66 designations and has been with Thrivent Financial and Thrivent Investment Management since 2015. 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 a wide range of topics without discretionary portfolio management or institutional advisory services.
Thomas D
Series 63, Series 66
Alpharetta, GA
Thrivent Investment Management
Thomas Dortch is a financial advisor at Thrivent Investment Management with one year of industry experience. He holds Series 63 and Series 66 licenses and has previously worked at Automotive Risk Management Partners, Nolan Transportation Group, Cole Hixon Insurance, and the University of Alabama. 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 multiple areas, offering both one-time and ongoing engagements without discretionary trading authority.
Matthew P
Series 63, Series 66
Sturtevant, WI
Thrivent Investment Management
Matthew Pedersen is a financial advisor at Thrivent Investment Management with four years of industry experience. He holds Series 63 and Series 66 designations. His prior experience includes roles at J.P. Morgan Securities LLC and JPMorgan Chase Bank, N.A., among other positions in both public and private sectors. Thrivent Investment Management provides Dedicated Planning Services to individuals, families, businesses, and nonprofit clients, offering goal-based financial analyses and written recommendations on a variety of planning topics. The firm’s approach separates planning from managed-account services and emphasizes periodic reviews without discretionary trading authority.
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