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Alex G
Series 63, Series 65
Atchison, KS
Thrivent Investment Management
Alex Gehring is a financial advisor with Thrivent Investment Management, holding Series 63 and Series 65 credentials and with 13 years of industry experience. He has been with Thrivent and its affiliated firms since 2013. Outside of his advisory role, Gehring serves as president of the Fuller Center for Housing of Atchison, a nonprofit focused on providing affordable housing in the local community. Thrivent Investment Management offers Dedicated Planning Services to individuals, families, businesses, and nonprofits, delivering goal-based financial analyses without portfolio management or institutional advisory services. The firm’s approach integrates planning and managed-account options while maintaining separate service relationships.
Cameron G
Series 66
Anchorage, AK
Thrivent Investment Management
Cameron Gilchrist is a financial advisor with Thrivent Investment Management in Anchorage, Alaska, holding a Series 66 designation and 20 years of industry experience. He has been with Thrivent Financial for Lutherans and Thrivent Investment Management since 2011. Outside of his advisory role, he manages a residential rental property. Thrivent Investment Management provides Dedicated Planning Services to individuals, families, businesses, and nonprofit clients, focusing on goal-based financial planning without discretionary trading authority and offering options to combine planning with managed-account programs.
Jared C
Series 66
Milwaukee, WI
Thrivent Investment Management
Jared Callies is a financial advisor at Thrivent Investment Management in Milwaukee, WI. He holds the Series 66 designation and has one year of industry experience. His prior work experience includes roles at Thrivent Financial, Trane Technologies, Toppers Pizza, Costco Wholesale, and Target. 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 analyses and planning across a broad range of topics, delivered either as a one-time or ongoing engagement, without providing portfolio management or institutional advisory services.
Eric J
Series 63, Series 65
Rothschild, WI
Thrivent Investment Management
Eric Jacobson is a financial advisor with Thrivent Investment Management, holding Series 63 and Series 65 designations and bringing 29 years of industry experience. He has been with Thrivent Financial for Lutherans and Thrivent Investment Management since 2002. Outside of his advisory role, Jacobson serves as president of the Rothschild Urbanairs Snowmobile Club, a nonprofit organization that maintains and grooms snowmobile trails in Marathon County, Wisconsin. Thrivent Investment Management provides Dedicated Planning Services to individuals, families, businesses, and nonprofit clients, offering comprehensive, goal-based planning across various financial topics while keeping implementation and portfolio management separate from the planning process.
Zachary L
Series 66
Camp Hill, PA
Thrivent Investment Management
Zachary Lebo is a Series 66-licensed financial advisor with Thrivent Investment Management in Camp Hill, PA, where he has worked since 2021. He has four years of industry experience and additionally has experience working with Rich Valley Golf in a physical maintenance role. Thrivent Investment Management provides Dedicated Planning Services to individuals, families, businesses, and nonprofit clients, focusing on holistic, goal-based financial analyses without discretionary trading authority.
Elizabeth S
Series 66
Charlotte Hall, MD
Thrivent Investment Management
Elizabeth Swann is a financial advisor with Thrivent Investment Management, holding a Series 66 designation and bringing 26 years of industry experience. She has been with Thrivent and its related entities since 2003 and holds leadership roles outside of her advisory work, including serving as President of the La Plata Volunteer Fire Department Ladies Auxiliary and Treasurer for Trinity Episcopal Church. Additionally, she works as an Accounting Manager at the College of Southern Maryland. Thrivent Investment Management provides Dedicated Planning Services to individuals, families, businesses, and nonprofit clients through a network of Financial Advisors, focusing on goal-based analyses and written recommendations across various financial planning topics without discretionary trading authority.
Matthew P
Series 66
Allentown, PA
Thrivent Investment Management
Matthew Patterson 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 2004. Outside of his advisory role, he is a co-owner of Klock & Patterson LLC, a business involved in the ownership and operation of commercial real estate in Allentown, Pennsylvania. 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 written recommendations across a range of financial planning topics, while keeping planning and managed-account services distinct.
Kelly M
Series 66
Kansas City, MO
Thrivent Investment Management
Kelly Mc Dowell Kinnett is a financial advisor at Thrivent Investment Management in Kansas City, MO. She holds a Series 66 designation and has been with Thrivent since 2025. Prior to joining Thrivent, she worked in various roles including at Rentokil North America and operated Kinnett Enterprises. Thrivent Investment Management provides Dedicated Planning Services to individuals, families, businesses, and nonprofit clients. The firm focuses on goal-based financial planning and offers clients the option to combine planning with managed-account programs through a consolidated billing system while keeping the services separate.
Noah C
Series 66
Sunbury, OH
Thrivent Investment Management
Noah Clawson is a financial advisor at Thrivent Investment Management with a Series 66 designation and one year of industry experience. His prior roles include positions at Ameriprise Financial and Sodexo, as well as several years in education. 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 allows clients to combine planning with managed-account programs through a consolidated billing option called WealthPlan.
Brian A
Series 63, Series 65
Downers Grove, IL
Thrivent Investment Management
Brian Anderson is a financial advisor with Thrivent Investment Management in Downers Grove, IL, holding Series 63 and Series 65 licenses and bringing 34 years of industry experience. He has been with Thrivent Financial for Lutherans and Thrivent Investment Management since 2002. Anderson serves as a board member of the Timothy Christian Foundation, which supports the Timothy Christian School. Thrivent Investment Management provides Dedicated Planning Services to individuals, families, businesses, and nonprofit clients through a network of financial advisors, focusing on holistic, goal-based planning across various topics without discretionary trading authority or institutional portfolio management.
Paul C
Series 63, Series 66
Miami, FL
Thrivent Investment Management
Paul Correia is a financial advisor with Thrivent Investment Management in Miami, FL, holding Series 63 and Series 66 credentials and 23 years of industry experience. His prior roles include positions at Santander Securities, TD Ameritrade, and First Command Financial Services. Outside of his advisory work, he manages a rental studio listed on Airbnb. Thrivent Investment Management provides Dedicated Planning Services to individuals, families, businesses, and nonprofits, offering comprehensive, goal-based financial plans without discretionary trading authority and with options to combine planning with managed-account programs under consolidated billing.
Willis U
Series 66
Wahpeton, ND
Thrivent Investment Management
Willis Uhlich is a financial advisor with Thrivent Investment Management in Wahpeton, ND, holding a Series 66 credential and 17 years of industry experience. He has been with Thrivent Financial for Lutherans and Thrivent Investment Management since 2008. Thrivent Investment Management provides Dedicated Planning Services to individuals, families, businesses, and nonprofit clients through a network of advisors, offering comprehensive planning on topics such as retirement, tax, estate, and special needs, without including implementation. The firm uses goal-based analyses and allows clients to combine planning with managed accounts under a consolidated billing option called WealthPlan.
Britton P
Series 66
Blaine, MN
Thrivent Investment Management
Britton Peterson is a financial advisor at Thrivent Investment Management with one year of industry experience. He holds the Series 66 designation and has previously worked at AMG Prime and Continua Interiors. Thrivent Investment Management provides Dedicated Planning Services to individuals, families, businesses, and nonprofit clients, offering goal-based analyses across various financial planning topics without discretionary trading authority or institutional portfolio management.
Todd F
Series 63, Series 66
Minneapolis, MN
Thrivent Investment Management
Todd Farrington is a financial advisor at Thrivent Investment Management in Minneapolis, MN, holding Series 63 and Series 66 licenses. He has prior experience at JPMorgan Chase from 2017 to 2025 and Anixter International Inc in 2016–2017. Thrivent Investment Management provides Dedicated Planning Services to individuals, families, businesses, and nonprofit clients, delivering goal-based financial planning without discretionary trading authority or institutional portfolio management. Their approach includes comprehensive written recommendations across multiple financial topics and an optional consolidated billing service that combines planning with managed accounts.
Duy H
Series 63, Series 66
Minneapolis, MN
Thrivent Investment Management
Duy Huynh is a financial advisor at Thrivent Investment Management in Minneapolis, MN, with 15 years of industry experience. He holds Series 63 and Series 66 licenses and has been with Thrivent and its affiliated entities since 2010. 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 covers a wide range of topics and can be combined with managed-account services under a consolidated billing option, while maintaining separate planning and investment management functions.
Jennifer M
Series 63, Series 65
Liberty, MO
Thrivent Investment Management
Jennifer Mclaughlin is a financial advisor with Thrivent Investment Management in Liberty, MO, holding Series 63 and Series 65 licenses and has 12 years of industry experience. She has been with Thrivent Financial and its affiliated investment management firm since 2013. 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 and a managed-account program under a consolidated billing model while maintaining separate planning and portfolio management services.
Catherine H
Series 63, Series 65
Berlin, WI
Thrivent Investment Management
Catherine Hargrave is a financial advisor with Thrivent Investment Management, holding Series 63 and Series 65 credentials and bringing 12 years of industry experience. She has been with Thrivent since 2014 and concurrently worked at THRIVENT Financial since 2015. Thrivent Investment Management provides Dedicated Planning Services to individuals, families, businesses, and nonprofit clients, delivering comprehensive written recommendations on various financial planning topics without including implementation. The firm combines goal-based analyses with managed-account programs under a consolidated billing option, while maintaining a separation between planning and portfolio management services.
Amanda M
Series 66
Nashport, OH
Thrivent Investment Management
Amanda Moerch is a financial advisor at Thrivent Investment Management with three years of industry experience. She holds a Series 66 designation and previously worked at Ameriprise from 2020 to 2023 and in the automotive industry prior to that. Thrivent Investment Management provides Dedicated Planning Services to individuals, families, businesses, and nonprofit clients through a network of financial advisors. The firm offers comprehensive, goal-based planning without discretionary trading authority, combining planning with managed-account programs under a consolidated billing option called "WealthPlan."
Daniel G
Series 63, Series 65
Greenwood, IN
Thrivent Investment Management
Daniel Gillin is a financial advisor at Thrivent Investment Management with 13 years of industry experience. He holds Series 63 and Series 65 designations and has been with Thrivent Financial and Thrivent Investment Management since 2016. Outside of his advisory role, he serves as an at-large member of the parish council for St. Jude Catholic Church. Thrivent Investment Management provides Dedicated Planning Services to individuals, families, businesses, and nonprofit clients. The firm offers holistic, goal-based planning focused on a wide range of topics and allows clients to combine planning with managed-account programs under a consolidated billing option called “WealthPlan.”
Jeremy A
Series 66
Perrysburg, OH
Thrivent Investment Management
Jeremy Ashley is a financial advisor with Thrivent Investment Management, holding a Series 66 designation and possessing 10 years of industry experience. He 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 covering various topics and allows clients to combine planning with managed accounts under a consolidated billing option called "WealthPlan," while keeping planning and asset management services separate.
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