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Andrew A
Series 66
Slidell, LA
Thrivent Investment Management
Andrew Allain is a Series 66-licensed financial advisor with Thrivent Investment Management, where he has worked since 2017. He has nine years of industry experience, including prior service with Knights of Columbus from 2014 to 2017. Outside of his advisory role, Allain serves as a non-voting board member at large for Louisiana Pulmonary Disease Camp Inc and as a board member for Safe Harbor Advisory Board, supporting fundraising and community outreach efforts. Thrivent Investment Management provides Dedicated Planning Services to individuals, families, businesses, and nonprofits, offering comprehensive written recommendations on various financial planning topics without implementation services. The firm emphasizes goal-based, holistic analyses and allows clients to integrate planning with managed-account programs under a consolidated billing option called “WealthPlan.”
Andrew Z
Series 66
Golden Valley, MN
Thrivent Investment Management
Andrew Zgurich is a financial advisor at Thrivent Investment Management with a Series 66 designation and experience spanning roles at Everest Financial Group, A to Z Tax Advisors, and Uber Technologies. He has been with Thrivent since 2025. Thrivent Investment Management provides Dedicated Planning Services to individuals, families, businesses, and nonprofit clients, offering goal-based analyses and written recommendations across a broad range of financial planning topics without discretionary trading authority.
Ryan K
Series 66
Pitsburgh, PA
Thrivent Investment Management
Ryan Kramer is a financial advisor at Thrivent Investment Management with two years of industry experience. He holds a Series 66 designation and previously worked at Cardinal Management Group 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 holistic, goal-based planning and allows clients to combine planning services with managed accounts under a consolidated billing option called “WealthPlan,” while keeping these services separate.
Travis B
Series 63, Series 65
Salt Lake City, UT
Thrivent Investment Management
Travis Breitling is a financial advisor with Thrivent Investment Management, holding Series 63 and Series 65 credentials and 21 years of industry experience. He has been with Thrivent Financial for Lutherans and Thrivent Investment Management since 2004. Thrivent Investment Management provides Dedicated Planning Services to individuals, families, businesses, and nonprofit clients, offering holistic, goal-based analyses and planning without discretionary trading authority. The firm combines planning with managed-account programs under a consolidated billing option called “WealthPlan,” while keeping these services separate.
David F
Series 66
Bay City, MI
Thrivent Investment Management
David Friebe is a Series 66-credentialed financial advisor with 17 years of industry experience. He has been with Thrivent Investment Management and Thrivent Financial for Lutherans since 2008. Outside of his advisory role, he serves as Vice Chairman of Trinity Lutheran Church and is a member of the Board of Directors for the Bay Area Women's Center. Thrivent Investment Management offers Dedicated Planning Services to individuals, families, businesses, and nonprofit clients, providing holistic, goal-based financial analyses and planning across multiple areas without discretionary trading authority.
Joseph G
Series 66
Platteville, WI
Thrivent Investment Management
Joseph Gustafson is a financial advisor at Thrivent Investment Management with a Series 66 designation and three years of industry experience. He has been with Thrivent and its affiliated entities since 2022. Prior to his advisory role, he worked at Eagle Ridge Resort and Spa as a cook and occasionally assists there for events. 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 planning across a broad range of topics without discretionary trading authority, allowing clients to combine planning with managed-account services under a consolidated billing option.
Megan T
Series 63, Series 66
Exton, PA
Thrivent Investment Management
Megan Tebay is a financial advisor with Thrivent Investment Management in Exton, PA, holding Series 63 and Series 66 licenses and bringing 12 years of industry experience. She has been with Thrivent Financial for Lutherans and Thrivent Investment Management 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 analyses and allows clients to combine planning with managed-account programs under a consolidated billing option called “WealthPlan,” while keeping planning and management services separate.
Diane K
Series 66
Hutchinson, MN
Thrivent Investment Management
Diane Knorr is a financial advisor at Thrivent Investment Management with 16 years of industry experience. She holds a Series 66 credential and has been with Thrivent Financial for Lutheran and Thrivent Investment Management since 2009. 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 programs under a consolidated billing option called “WealthPlan,” while keeping these services separate.
Roy O
Series 63, Series 66
Appleton, WI
Thrivent Investment Management
Roy Olson III is a financial advisor with Thrivent Investment Management in Appleton, WI, holding Series 63 and Series 66 licenses and bringing 18 years of industry experience. He has been with Thrivent and its predecessor entities since 2008, with a brief hiatus in 2018-2019. Thrivent Investment Management offers Dedicated Planning Services to individuals, families, businesses, and nonprofit clients, providing comprehensive, goal-based financial planning without portfolio management or institutional advisory services.
Hailey C
Series 66
Costa Mesa, CA
Thrivent Investment Management
Hailey Carroll is a financial advisor at Thrivent Investment Management with one year of industry experience. She holds a Series 66 designation and has prior experience at LPL Financial and Liang & Quinley Wealth Management Inc. Early in her career, she also worked at Andrew Lauren Productions and Chapman University. Thrivent Investment Management provides Dedicated Planning Services to individuals, families, businesses, and nonprofit clients, offering comprehensive written recommendations on various financial planning topics without portfolio management or implementation. The firm supports combining planning with managed-account programs through a consolidated billing option called WealthPlan.
Luke E
Series 63, Series 65
Roseau, MN
Thrivent Investment Management
Luke Erickson is a financial advisor with Thrivent Investment Management in Roseau, MN, holding Series 63 and Series 65 licenses and 14 years of industry experience. He has been with Thrivent Financial for Lutherans and Thrivent Investment Management since 2012. Outside of advising, Erickson owns and manages rental properties that house several local businesses and provides office space to a CPA firm. Thrivent Investment Management offers Dedicated Planning Services to individuals, families, businesses, and nonprofit clients, focusing on comprehensive, goal-based financial planning across various areas such as retirement, tax, and estate planning. The firm separates planning services from managed-account programs and does not accept discretionary trading authority for its Dedicated Planning Service.
Janet L
Series 66
Grandview, MO
Thrivent Investment Management
Janet Lakanen is a financial advisor at Thrivent Investment Management with 10 years of industry experience. She holds a Series 66 designation and has worked at firms including Ausdal Financial Partners and Northwest Bank and Trust prior to joining Thrivent in 2021. Thrivent Investment Management provides Dedicated Planning Services to individuals, families, businesses, and nonprofit clients, offering goal-based planning across areas such as retirement, tax, estate, and special needs without discretionary trading authority. The firm combines planning with managed-account programs under a consolidated billing option called “WealthPlan,” while maintaining separate planning and portfolio management services.
Devin Z
Series 66
Green Bay, WI
Thrivent Investment Management
Devin Ziegler is a financial advisor with Thrivent Investment Management in Green Bay, WI, holding a Series 66 credential and two years of industry experience. Prior to his current role, he has held various positions including coaching youth volleyball, where he works with 17-18 year old boys. Thrivent Investment Management provides Dedicated Planning Services to individuals, families, businesses, and nonprofit clients, offering comprehensive, goal-based financial analyses without discretionary trading authority. The firm supports both one-time and ongoing planning engagements and integrates planning with managed accounts through a consolidated billing option called “WealthPlan.”
Lillian T
Series 66
Durango, CO
Thrivent Investment Management
Lillian Timmerman is a financial advisor at Thrivent Investment Management with a Series 66 credential and one year of industry experience. Prior to joining Thrivent, she worked at the Durango and Silverton Narrow Gauge Railroad and was involved with the University of Wisconsin-Madison’s Office of Student Financial Aid. Thrivent Investment Management provides Dedicated Planning Services to individuals, families, businesses, and nonprofit clients, offering comprehensive written recommendations on topics such as retirement, tax, and estate planning. The firm combines goal-based analyses with managed-account programs while keeping planning and investment services separate.
Ronald D
Series 63, Series 66
Moline, IL
Thrivent Investment Management
Ronald Dodd is a financial advisor with Thrivent Investment Management in Moline, Illinois, holding Series 63 and Series 66 designations and bringing 32 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 advisors, offering both one-time and ongoing planning engagements. The firm focuses on holistic, goal-based analyses and allows clients to combine planning with managed-account programs under a consolidated billing option called “WealthPlan,” while keeping the services distinct.
Benjamin W
Series 66
Appleton, WI
Thrivent Investment Management
Benjamin Wagner is a Series 66-credentialed financial advisor at Thrivent Investment Management with 18 years of industry experience. He has worked at Thrivent Investment Management and Thrivent Financial For Lutherans since 2011. 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 called WealthPlan, while keeping planning and managed-account services separate.
Elena R
Series 66
Walnut Creek, CA
Thrivent Investment Management
Elena Richey is a financial advisor at Thrivent Investment Management with Series 66 credentials and one year of industry experience. Prior to her current role, she has held various positions including private nanny and work at Hackbright Academy. 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 both one-time and ongoing planning engagements and integrates planning with managed-account programs under a consolidated billing option called “WealthPlan.”
Erica C
Series 66
Boise, ID
Thrivent Investment Management
Erica Cantrell is a financial advisor at Thrivent Investment Management with 13 years of industry experience. She holds the Series 66 designation and has been with Thrivent Financial for Lutherans 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 planning and allows clients to combine planning with managed-account programs while keeping the services separate.
Carrie S
Series 63, Series 65
Hilton, NY
Thrivent Investment Management
Carrie Sigler is a financial advisor with Thrivent Investment Management, holding Series 63 and Series 65 designations and 19 years of industry experience. She previously worked at Horizon Advisory Services, Inc. and Private Client Services, among other firms. Thrivent Investment Management offers Dedicated Planning Services to individuals, families, businesses, and nonprofit clients, providing comprehensive goal-based analyses and written recommendations across various planning areas. The firm combines planning with managed-account programs while maintaining separate services and does not provide portfolio management for institutional clients.
Kristina C
ChFC®, Series 66
West Palm Beach, FL
Thrivent Investment Management
Kristina Clark is a financial advisor at Thrivent Investment Management with 22 years of industry experience. She holds the ChFC® designation and Series 66 license and has been with Thrivent Financial for Lutherans and Thrivent Investment Management since 2009. Outside of her advisory role, she is a pilot serving as a first officer, flying passengers to their destinations. Thrivent Investment Management provides Dedicated Planning Services to individuals, families, businesses, and nonprofit clients through a network of financial advisors, delivering goal-based analyses and planning without discretionary trading authority. The firm offers planning engagements on a one-time or ongoing basis, covering a broad range of topics including retirement, tax, estate, and special needs planning.
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