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Seth H
Series 66
Little Rock, AR
Thrivent Investment Management
Seth Haney is a financial advisor with Thrivent Investment Management in Little Rock, AR. He holds the Series 66 designation and has been with Thrivent since 2026. Prior to joining Thrivent, he worked in various roles including at Clark Contractors, Chambers Bank, Arkansas State Police, Walmart, Lowes Home Improvement, and Atkins High School. Thrivent Investment Management provides Dedicated Planning Services to individuals, families, businesses, and nonprofit clients, offering detailed written recommendations on topics such as retirement, tax, estate, and special needs planning. The firm’s approach combines holistic, goal-based analyses with managed-account services under a consolidated billing option called WealthPlan, while maintaining separation between planning and portfolio management.
Brian M
Series 66
Amherst, NY
Thrivent Investment Management
Brian Makey is a financial advisor at Thrivent Investment Management with 12 years of industry experience. He holds the Series 66 designation and has been with Thrivent since 2014. Outside of his advisory role, Makey serves on the Executive Committee of Trinity Lutheran Church. Thrivent Investment Management provides Dedicated Planning Services to individuals, families, businesses, and nonprofit clients, offering broad financial planning without portfolio management for institutional clients.
Jacqueline E
Series 66
Rocklin, CA
Thrivent Investment Management
Jacqueline Ellerbee is a financial advisor with Thrivent Investment Management in Rocklin, CA, holding a Series 66 designation and with seven years of industry experience. She has been with Thrivent Financial and Thrivent Investment Management since 2018. Prior to this, she worked at Macerich / Arden Fair from 2013 to 2018. Thrivent Investment Management provides Dedicated Planning Services to individuals, families, businesses, and nonprofit clients, focusing on holistic, goal-based analyses and a broad range of planning topics without discretionary trading authority. The firm offers integrated planning and managed-account solutions through its “WealthPlan” option while maintaining separate advisory services.
Eric C
Series 66
Grand Rapids, MI
Thrivent Investment Management
Eric Christopherson is a financial advisor with Thrivent Investment Management in Grand Rapids, MI. He holds a Series 66 designation and has five years of industry experience. His prior roles include positions at Wells Roselieb and Raia Wealth Management and several years at Olivet Nazarene University. Thrivent Investment Management offers Dedicated Planning Services to individuals, families, businesses, and nonprofits, providing goal-based analyses and written recommendations across a range of financial planning topics. The firm combines planning with managed-account programs while keeping the services distinct and conducts periodic reviews without accepting discretionary trading authority for its planning services.
Zachary S
Series 66
Castle Rock, CO
Thrivent Investment Management
Zachary Soper 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 Northwestern Mutual Wealth Management and Charles Schwab Bank. 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 services separate.
Brian R
Series 66
Federal Way, WA
Thrivent Investment Management
Brian Riehs is a financial advisor at Thrivent Investment Management with a Series 66 designation and no prior industry experience. He previously worked at Gallagher Benefit Services for 21 years before joining Thrivent Financial in 2026. 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 that can be combined with managed-account programs under a consolidated billing option called “WealthPlan.”
Bradley M
Series 66
Spokane, WA
Thrivent Investment Management
Bradley Messerschmidt is a Series 66-credentialed financial advisor with Thrivent Investment Management, based in Spokane, WA, and has 10 years of industry experience. He has been with Thrivent and its affiliated firms since 2015. Outside of his advisory role, Messerschmidt is involved in community service as a board member of Elevations, a nonprofit providing therapy resources to children with disabilities, and is engaged in entrepreneurial ventures including founding two businesses focused on educational kits and hunting products. 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 planning across a range of personal and business financial topics, delivering written recommendations without implementing them, and offers an optional managed-account program through a consolidated billing system called WealthPlan.
Jody P
Series 66
Saint Cloud, MN
Thrivent Investment Management
Jody Plautz is a financial advisor at Thrivent Investment Management in Saint Cloud, MN, with five years of industry experience. She holds the Series 66 designation and previously worked at Columbia Gear Corporation for 14 years. Outside of her advisory role, Plautz serves as the president and a board member of You're Not Alone, a nonprofit that uses therapy dog teams to address mental health stigma in schools. Thrivent Investment Management offers Dedicated Planning Services to individuals, families, businesses, and nonprofit clients, focusing on holistic, goal-based financial planning without discretionary portfolio management.
Monnencia R
Series 63, Series 65
Chesterfield, MI
Thrivent Investment Management
Monnencia Riley is a financial advisor at Thrivent Investment Management with nine years of industry experience. She holds Series 63 and Series 65 designations and has been with Thrivent since 2016. Outside of her advisory role, she serves on several community boards, including the Anchor Bay Chamber of Commerce, the Village of East Harbor assisted living community, and the finance committee for Presbyterian Villages of Michigan, among others. Thrivent Investment Management provides Dedicated Planning Services to individuals, families, businesses, and nonprofit clients, delivering written recommendations on various financial topics without implementation. The firm offers holistic, goal-based analyses and allows clients to combine planning with managed-account services under a consolidated billing option.
Brock H
Series 66
St Louis, MO
Thrivent Investment Management
Brock Howard is a financial advisor at Thrivent Investment Management in St. Louis, MO, with eight years of industry experience. He holds the Series 66 designation and has worked with Thrivent since 2018. Outside of his advisory role, he serves as Chairman of the Board for Faith Through Fire, an organization supporting women facing breast cancer and their families. 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 and managed-account programs with a focus on comprehensive, written recommendations across a range of financial topics.
Jeffrey O
Series 63, Series 66
Johnston, IA
Thrivent Investment Management
Jeffrey Olson is a financial advisor at Thrivent Investment Management with 27 years of industry experience. He has been with Thrivent Financial for Lutherans and its investment management division since 2002. Olson holds Series 63 and Series 66 designations. 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 that covers a broad range of topics, with the option to combine planning with managed-account services under a consolidated billing option called “WealthPlan.”
Ronald L
Series 63, Series 66
Minneapolis, MN
Thrivent Investment Management
Ronald Lutes is a financial advisor at Thrivent Investment Management in Minneapolis, MN, holding Series 63 and Series 66 licenses with 39 years of industry experience. He has been with Thrivent and its predecessor organization, Thrivent Financial for Lutherans, since 2005. 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 financial topics, while keeping planning separate from managed-account services.
Scott B
Series 63, Series 66
Madison, WI
Thrivent Investment Management
Scott Barth is a financial advisor with Thrivent Investment Management in Madison, WI, holding Series 63 and Series 66 licenses and bringing 34 years of industry experience. He has been with Thrivent Financial for Lutherans and Thrivent Investment Management since 2002. Outside of his advisory role, Barth serves on the Board of Trustees at Augustana University, is a board member at Edgewood High School, and works as a consultant focused on leadership development and team building. 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 without discretionary trading authority and integrates planning with managed accounts through its consolidated WealthPlan service.
Cameron S
Series 63, Series 66
Appleton, WI
Thrivent Investment Management
Cameron Seidl is a financial advisor with Thrivent Investment Management in Appleton, WI, holding Series 63 and Series 66 designations and 12 years of industry experience. He has been with Thrivent and its affiliated firms 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 covering topics such as retirement, tax, estate, and special needs planning, delivered separately from managed-account services.
Michelle L
Series 63, Series 66
Dakota Dunes, SD
Thrivent Investment Management
Michelle Lessmann is a financial advisor with Thrivent Investment Management, holding Series 63 and Series 66 designations and eight years of industry experience. She has been with Thrivent in various capacities since 2016. Outside of her advisory role, she works as a licensed massage therapist on weekends. Thrivent Investment Management delivers Dedicated Planning Services to individuals, families, businesses, and nonprofit clients, providing holistic, goal-based financial analyses without discretionary trading authority. The firm’s approach allows clients to combine planning with managed-account programs under a consolidated billing option called WealthPlan, while keeping planning and account management services distinct.
Janet L
Series 63, Series 65
Stockton, MO
Thrivent Investment Management
Janet Lindner is a financial advisor at Thrivent Investment Management with 15 years of industry experience. She holds Series 63 and Series 65 licenses and previously worked at Simmons Bank from 2016 to 2020 before joining Thrivent in 2020. Thrivent Investment Management provides Dedicated Planning Services to individuals, families, businesses, and nonprofit clients through a network of Financial Advisors, offering comprehensive, goal-based planning without discretionary trading authority. The firm’s services include a combination of planning and managed-account programs under a consolidated billing option called “WealthPlan.”
Zachary A
Series 66
Cranford, NJ
Thrivent Investment Management
Zachary Archambault is a financial advisor with Thrivent Investment Management holding a Series 66 designation and six years of industry experience. He has been with Thrivent and its affiliates since 2019. Previously, he worked in the food service industry, including roles at Mozzarella Pizza & Pasta and La Vera Pizza. 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 analyses and combines planning with managed-account programs while keeping these services distinct.
Elizabeth O
Series 66
Wausau, WI
Thrivent Investment Management
Elizabeth Oestreich is a financial advisor at Thrivent Investment Management with five years of industry experience. She holds the Series 66 designation and has been with Thrivent since 2021. Prior to her current role, she worked for the Wausau School District for 18 years. Outside of her advisory work, she serves as a rover for the Wisconsin Interscholastic Cycling League, supporting student mountain bike racers. Thrivent Investment Management provides Dedicated Planning Services to individuals, families, businesses, and nonprofit clients, offering comprehensive written recommendations on various financial topics without including implementation. The firm emphasizes goal-based planning and allows clients to combine planning with managed-account services under a consolidated billing option called “WealthPlan.”
Alissa O
Series 63, Series 65
Appleton, WI
Thrivent Investment Management
Alissa Oskey is a financial advisor with Thrivent Investment Management in Appleton, WI, holding Series 63 and Series 65 licenses and 14 years of industry experience. She has been with Thrivent since 2017 and previously worked at Sii Investments and Employer Retirement Investment Advisors, LLC. Outside of her advisory role, she has worked in various service positions including as an alterations specialist and delivery driver. 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 planning on a wide range of topics, allowing clients to combine planning with managed accounts while keeping the services separate.
Roger R
CFP®, ChFC®, Series 63, Series 65
New Albany, OH
Thrivent Investment Management
Roger Rachul is a CERTIFIED FINANCIAL PLANNER™ (CFP®) and Chartered Financial Consultant (ChFC®) with 39 years of industry experience. He has been with Thrivent Financial for Lutherans and its affiliate, Thrivent Investment Management, since 2002. He is based in New Albany, Ohio. Thrivent Investment Management provides Dedicated Planning Services to individuals, families, businesses, and nonprofit clients, focusing on goal-based financial planning without discretionary trading authority. The firm’s approach integrates comprehensive written recommendations on various planning topics and offers an option to combine planning with managed accounts under a consolidated billing system called WealthPlan.
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