Kaylee St Germain is a financial advisor at Thrivent Investment Management with 10 years of industry experience. She holds the Series 66 designation and has been with Thrivent Financial since 2016. Outside of her advisory role, she serves on the board of the Falls Under 40 Young Professional Network and coaches junior Olympic volleyball for 3rd and 4th grade girls. Thrivent Investment Management provides Dedicated Planning Services to individuals, families, businesses, and nonprofit clients through a large network of financial advisors. Their approach involves holistic, goal-based analyses and offers clients the option to integrate planning with managed-account programs under a consolidated billing arrangement.

Joel Searfoss is a financial advisor with Thrivent Investment Management based in Knoxville, TN. He holds Series 63 and 66 licenses and has 26 years of industry experience, including 24 years with Thrivent Financial for Lutherans and Thrivent Investment Management. Outside of his advisory role, he serves as a director of the Blount County Bee Association, a community organization focused on education and promotion of honey bee raising. Thrivent Investment Management provides Dedicated Planning Services for individuals, families, businesses, and nonprofits, offering goal-based analyses and written recommendations across a broad range of financial planning topics. The firm’s approach separates planning from managed-account services and emphasizes periodic reviews without discretionary trading authority.

Jack Coakley is a financial advisor at Thrivent Investment Management with one year of industry experience. He holds a Series 66 designation and previously worked at US Bank. His background also includes time at Eldora Mountain Winter Sports Club and education at the University of Colorado Boulder. Thrivent Investment Management provides Dedicated Planning Services to individuals, families, businesses, and nonprofit clients, offering holistic, goal-based financial plans across a broad range of topics. The firm separates planning from portfolio management and does not provide discretionary trading authority for its planning services.

Markus Strauss is a financial advisor with Thrivent Investment Management in Ontario, NY, holding Series 63 and Series 66 licenses and possessing 27 years of industry experience. He has been with Thrivent and its affiliated entity Thrivent Financial for Lutherans since 2002. Thrivent Investment Management provides Dedicated Planning Services to individuals, families, businesses, and nonprofit clients, offering comprehensive, goal-based financial analyses and written recommendations across various planning topics without managing client portfolios directly.

James Dugan III is a financial advisor with Thrivent Investment Management, holding a Series 66 designation and seven years of industry experience. His career includes roles at Thrivent Financial since 2019, as well as previous positions at 21st Mortgage Corporation and independent contract work with the Cleveland Browns and University of Tennessee Football. Thrivent Investment Management delivers Dedicated Planning Services to individuals, families, businesses, and nonprofit clients, offering holistic, goal-based financial planning without discretionary trading authority. The firm integrates planning with managed-account programs through a consolidated billing option while maintaining separate services.

Donna Fosdick Baumann is a financial advisor with Thrivent Investment Management, holding Series 63 and Series 65 credentials and bringing 38 years of industry experience. She has been with Thrivent Financial for Lutherans and Thrivent Financial Investment Management, Inc. 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 covering a range of topics, with the option to combine planning with managed accounts under a consolidated billing structure called “WealthPlan.”

Oua Xiong is a financial advisor at Thrivent Investment Management with 14 years of industry experience. He holds Series 63 and Series 66 licenses and has been with Thrivent Financial for Lutherans and Thrivent Investment Management since 2012. Thrivent Investment Management provides Dedicated Planning Services to individuals, families, businesses, and nonprofit clients through a network of financial advisors, offering holistic, goal-based analyses across a broad range of planning topics. The firm’s services include written recommendations and allow clients to combine planning with managed-account programs while keeping these services separate.

Stephanie Shields is a financial advisor at Thrivent Investment Management with 31 years of industry experience. She has worked at Thrivent Financial for Lutherans and Thrivent Investment Management since 2002. Shields holds Series 63 and Series 65 licenses and is based in Costa Mesa, California. Thrivent Investment Management provides Dedicated Planning Services to individuals, families, businesses, and nonprofit clients through a large network of Financial Advisors. The firm offers holistic, goal-based financial planning across a broad range of topics, with the option to combine planning with managed-account services under a consolidated billing model called “WealthPlan.”

David Larson is a CFP® professional with 29 years of industry experience, currently serving at Thrivent Investment Management in Minneapolis, MN, where he has worked since 2006. His tenure includes roles at Thrivent Financial for Lutherans over the same period. Thrivent Investment Management provides Dedicated Planning Services to individuals, families, businesses, and nonprofit clients through a large network of Financial Advisors. The firm focuses on holistic, goal-based planning covering various financial topics and offers an option to combine planning with managed-account services under a consolidated billing arrangement.

Nicholas Kouchoukos III is a financial advisor at Thrivent Investment Management with two years of experience in the industry. He holds a Series 66 designation and has worked at various Thrivent entities as well as Advanced Wealth Management and Winnesota. Thrivent Investment Management provides Dedicated Planning Services to individuals, families, businesses, and nonprofit clients, offering comprehensive, goal-based financial analyses and planning without discretionary trading authority. The firm enables clients to combine planning with managed accounts through a consolidated billing option while keeping services administratively separate.

Lori Fox is a Series 66 licensed financial advisor with 18 years of industry experience. She has been with Thrivent Investment Management since 2021 and previously worked at various Thrivent entities and Vantage Financial Partners. Thrivent Investment Management provides Dedicated Planning Services to individuals, families, businesses, and nonprofit clients, focusing on comprehensive goal-based financial analyses and written recommendations covering retirement, tax, estate, business continuation, and other planning topics. The firm separates planning from managed-account services and conducts periodic reviews without accepting discretionary trading authority for the Dedicated Planning Service.

Zachary Bargman is a financial advisor with Thrivent Investment Management, holding a Series 66 designation and three years of industry experience. He has worked primarily with Thrivent Financial and Thrivent Investment Management since 2022. Outside of his advisory role, he serves as a board member for Katie's Cup, a nonprofit coffee house involved in community work. Thrivent Investment Management provides Dedicated Planning Services to individuals, families, businesses, and nonprofit clients, offering comprehensive written recommendations across various financial topics without implementing those recommendations directly. The firm uses goal-based analyses and allows clients to combine planning with managed-account programs while keeping services distinct.

Steven Welch is a financial advisor at Thrivent Investment Management with 11 years of industry experience. He holds a Series 66 designation and has worked with Thrivent Financial and Thrivent Investment Management since 2016. 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 covering various topics such as retirement and estate planning, with the option to combine planning and managed-account services under a consolidated billing program called WealthPlan.

Melissa Knippa is a financial advisor with Thrivent Investment Management in Austin, TX, holding the ChFC® designation and Series 63 and 66 licenses. She has 32 years of industry experience and has been with Thrivent Financial for Lutherans since 2002. Outside of her advisory role, she is a partner and general manager of entities that manage an office building housing her Thrivent branch office. Thrivent Investment Management provides Dedicated Planning Services to individuals, families, businesses, and nonprofit clients, focusing on goal-based financial planning across multiple areas without including implementation or discretionary portfolio management.

Philip Hanna is a financial advisor at Thrivent Investment Management in Allen, TX, with eight years of industry experience. He holds Series 63 and Series 65 credentials. His previous work includes roles at JP Morgan Securities, Lyft, and the New York State Common Retirement Fund. Outside of financial advising, he operates an e-commerce business purchasing and reselling used car parts on eBay. Thrivent Investment Management provides Dedicated Planning Services to individuals, families, businesses, and nonprofit clients, focusing on goal-based analyses and broad financial planning topics without discretionary trading authority. The firm offers a consolidated billing option combining planning and managed-account services while maintaining them as separate engagements.

Jason Miloszewicz is a financial advisor with Thrivent Investment Management based in Rice Lake, WI. He holds a Series 66 designation and has seven years of industry experience, including over two decades at Menards prior to joining Thrivent in 2018. Outside of his advisory role, he participates in weekend bass fishing tournaments. Thrivent Investment Management offers Dedicated Planning Services to individuals, families, businesses, and nonprofit clients, providing comprehensive written recommendations on a variety of financial planning topics without implementation or discretionary trading authority. The firm focuses on holistic, goal-based analyses and combines planning with managed-account programs under a consolidated billing option called “WealthPlan.”

David Wegenke is a financial advisor with Thrivent Investment Management in Houston, TX, holding Series 63 and Series 66 licenses and bringing 30 years of industry experience. He has been with Thrivent Investment Management since 2006 and associated with Thrivent Financial for Lutherans since 1994. Outside of his advisory role, he serves as a Regional Leader for Lutheran Hour Ministries, where he supports recruitment and fundraising efforts for the Lone Star Region. Thrivent Investment Management offers Dedicated Planning Services to individuals, families, businesses, and nonprofit clients through a network of advisors, focusing on holistic, goal-based financial planning without discretionary trading authority. The firm’s approach includes periodic plan reviews and integration options with managed-account programs while maintaining separation between planning and portfolio management.

Gregory Bushman is a financial advisor at Thrivent Investment Management with 21 years of industry experience. He holds the Series 66 designation and has been with Thrivent Financial for Lutherans and Thrivent Investment Management since 2005. Outside of his advisory role, he serves as a board member for the I-70 Community Hospital Foundation, which awards scholarships to individuals pursuing medical degrees. Thrivent Investment Management provides Dedicated Planning Services to individuals, families, businesses, and nonprofit clients, focusing on holistic, goal-based analyses across a range of topics such as retirement, tax, estate, and special needs planning. The firm enables clients to combine planning with managed-account programs under a consolidated billing option, while maintaining separate planning and investment management services.

Jason Willms is a financial advisor with Thrivent Investment Management, holding a Series 66 designation and five years of industry experience. He has been with Thrivent and its related entities since 2020, including roles at Carr Services and Thrivent Financial. Thrivent Investment Management provides Dedicated Planning Services to individuals, families, businesses, and nonprofit clients through a network of financial advisors. The firm offers comprehensive planning across various financial topics without discretionary portfolio management, combining goal-based analysis with an option to integrate managed accounts under a consolidated billing program called WealthPlan.

Gabriel Parrent is a Series 66-credentialed advisor with Thrivent Investment Management in Fort Wayne, IN. He has one year of industry experience and previously worked at The Kroger Co. and Greek’s Pizzeria. Thrivent Investment Management provides Dedicated Planning Services to individuals, families, businesses, and nonprofit clients, delivering goal-based financial analyses and written recommendations across a range of planning topics. The firm offers these services as standalone engagements or combined with managed accounts through a consolidated billing option, focusing on thorough planning rather than portfolio management for institutional clients.