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Noah B

Series 63, Series 65

Alpharetta, GA

Thrivent Investment Management

Noah Brand is a financial advisor with Thrivent Investment Management, holding Series 63 and Series 65 licenses. He has been with Thrivent and its affiliates since 2025. Outside of financial services, Brand has experience managing small businesses in exterior cleaning and automotive repair. 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 analyses covering a wide range of planning topics, with clients able to integrate planning with managed-account services under the WealthPlan billing option.

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Joseph H

Series 66

Plainfield, IN

Thrivent Investment Management

Joseph Huffman is a financial advisor at Thrivent Investment Management with a Series 66 designation and one year of industry experience. Prior to joining Thrivent, he held roles at Prime CarWash, Quincy University, Denison Parking, and RBI Factory. Thrivent Investment Management provides Dedicated Planning Services to individuals, families, businesses, and nonprofit clients, offering broad financial planning across various topics without discretion over portfolio management. The firm emphasizes goal-based analyses and allows clients to combine planning with managed accounts under a consolidated billing option.

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Steven B

Series 63, Series 66

Princeton, IL

Thrivent Investment Management

Steven Becker is a financial advisor with Thrivent Investment Management, holding Series 63 and Series 66 credentials and 31 years of industry experience. He has been with Thrivent and its predecessor, Thrivent Financial for Lutherans, since 2002. Outside of his advisory role, Becker serves as a trustee for the Kewanee Community Fire Department, where he assists with budgeting, auditing, and operational oversight. Thrivent Investment Management offers Dedicated Planning Services to individuals, families, businesses, and nonprofits, providing goal-based financial planning without discretionary trading authority and allowing clients to combine planning with managed-account programs through a consolidated billing option.

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Kellan C

Series 63, Series 65

Houston, TX

Thrivent Investment Management

Kellan Caldwell is a financial advisor with Thrivent Investment Management in Houston, TX, holding Series 63 and Series 65 designations and 18 years of industry experience. He has worked at Thrivent and its related entities since 2014 and spent earlier years at Maxout Savings Advisors LLC. Outside of advising, he assists as a second photographer for wedding photography in his wife's business and serves as a board member for The Grove Church, participating in its organizational activities. 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 ongoing and one-time planning engagements covering a wide range of topics and allows clients to combine planning with managed-account programs under a consolidated billing option.

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Zander H

Series 66

Spokane, WA

Thrivent Investment Management

Zander Holman is a Series 66-registered financial advisor with Thrivent Investment Management in Spokane, WA, with four years of industry experience. He has worked at Thrivent and its affiliates since 2022 and previously held roles at Starbucks, Eastern Washington University, and the City of Moses Lake. Holman serves as a board member of the Spokane Professionals Society, where he helps organize networking events and manages communications. 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 covering a broad range of topics without portfolio management for institutional clients, and clients can combine planning with managed-account services under a consolidated billing option.

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Wendi O

Series 66

Jacksonville, FL

Thrivent Investment Management

Wendi Orr is a Series 66-licensed financial advisor with one year of industry experience, currently affiliated with Thrivent Investment Management in Jacksonville, FL. Prior to joining Thrivent, she held positions at Fidelity Investments and has a diverse work background including roles in child care and community organizations. Thrivent Investment Management provides Dedicated Planning Services to individuals, families, businesses, and nonprofit clients, focusing on holistic, goal-based financial planning without discretionary portfolio management. The firm offers integrated planning and managed-account services through its WealthPlan platform, maintaining financial advisor-led plan development and periodic reviews.

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Bradley B

Series 66

Colorado Springs, CO

Thrivent Investment Management

Bradley Brunson is a financial advisor with Thrivent Investment Management in Colorado Springs, holding a Series 66 designation and one year of industry experience. Prior to joining Thrivent, he worked at Phil Long Ford and Furniture Row. Thrivent Investment Management offers Dedicated Planning Services to individuals, families, businesses, and nonprofit clients, providing written recommendations on a wide range of financial planning topics. The firm uses goal-based analyses and allows clients to combine planning with managed-account programs while keeping the services distinct.

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Bailey D

Series 66

Carmel, IN

Thrivent Investment Management

Bailey Detamore is a financial advisor at Thrivent Investment Management with one year of industry experience and holds the Series 66 designation. Prior to joining Thrivent, Detamore worked at Slone Partners and Progressive Eyecare. Outside of work, Detamore serves as the Economic Vitality Chairperson for the Greentown Main Street Association and as Chairman on the Board for Preserve Marriage Ministries, both community-focused organizations in Indiana. Thrivent Investment Management provides Dedicated Planning Services to individuals, families, businesses, and nonprofit clients, offering comprehensive, goal-based financial planning separate from portfolio management through a network of financial advisors.

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Uniqua D

Series 63, Series 66

Orlando, FL

Thrivent Investment Management

Uniqua Deberry is a financial advisor at Thrivent Investment Management in Orlando, FL, holding Series 63 and Series 66 licenses with three years of industry experience. Prior to joining Thrivent in 2026, Deberry worked at Charles Schwab for four years and has experience operating Berry Vegan Cupcakes. Thrivent Investment Management provides Dedicated Planning Services to individuals, families, businesses, and nonprofit clients, offering holistic, goal-based financial planning without managing discretionary accounts.

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Esther S

Series 65, Series 66

Davie, FL

Thrivent Investment Management

Esther Sierens is a financial advisor with Thrivent Investment Management in Davie, FL, holding Series 65 and Series 66 licenses and bringing 18 years of industry experience. She previously worked at Ameriprise Financial Services, LLC and Ameriprise Financial Services, Inc. from 2006 to 2026. Outside of her advisory role, she is an owner of Cresson San Entertainment LLC, an entertainment business, and serves as a member at large on the board of The Sisterhood of the Temple of Ahel Adom, Inc. 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.

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Megan H

Series 66

Phoenix, AZ

Thrivent Investment Management

Megan Heinsma is a financial advisor with Thrivent Investment Management in Phoenix, AZ, holding a Series 66 designation and seven years of industry experience. She has worked at Thrivent and its affiliated entities since 2023 and previously was with Securities America Advisors and Capital Insight Financial Group. Megan also has experience outside advisory roles, including positions at Chabot Marlins Swim Team and Las Positas College. Thrivent Investment Management provides Dedicated Planning Services to individuals, families, businesses, and nonprofit clients, offering comprehensive written recommendations across various financial planning topics without including implementation. The firm uses goal-based analyses and allows clients to combine planning with managed-account services under a consolidated billing option called WealthPlan while maintaining separate planning and investment management services.

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Carson S

Series 66

Mason City, IA

Thrivent Investment Management

Carson Siemons is a financial advisor with Thrivent Investment Management, holding a Series 66 designation. He has one year of industry experience and previously worked in retail and grocery sectors including Menards and Hy-Vee. Thrivent Investment Management provides Dedicated Planning Services to individuals, families, businesses, and nonprofit clients, focusing on goal-based analyses and written recommendations across a broad range of financial planning topics. The firm offers planning as a standalone service or combined with managed accounts under a consolidated billing option called WealthPlan.

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David O

Series 66

Madison, WI

Thrivent Investment Management

David Ohlrogge is a financial advisor at Thrivent Investment Management with 19 years of industry experience. He has held positions at Thrivent Financial since 2014 and at Thrivent Investment Management since 2013 and holds the Series 66 designation. Thrivent Investment Management provides Dedicated Planning Services to individuals, families, businesses, and nonprofit clients, offering one-time or ongoing planning relationships. The firm delivers holistic, goal-based analyses and allows clients to combine planning with managed-account services under a consolidated billing option while keeping the two services separate.

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David S

Series 63, Series 66

St Louis, MO

Thrivent Investment Management

David Sampl Jr. is a financial advisor with Thrivent Investment Management in St. Louis, MO, holding Series 63 and Series 66 licenses and bringing 17 years of industry experience. He has worked at Thrivent Financial for Lutherans since 2014 and with Thrivent Investment Management since 2008. 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 accounts under a consolidated billing option while keeping these services separate.

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David U

Series 66

Colorado Springs, CO

Thrivent Investment Management

David Urlaub is a financial advisor with Thrivent Investment Management, holding a Series 66 credential and eight years of industry experience. He has worked at Thrivent and its affiliates since 2018 and previously spent seven years at Clickstop, Inc. He serves as a board member of the Community Roundtable, a coalition of Christian nonprofits in Colorado Springs focused on alleviating poverty in the Pikes Peak region. Thrivent Investment Management provides Dedicated Planning Services to individuals, families, businesses, and nonprofit clients, offering goal-based financial planning without discretionary portfolio management. The firm’s services include a broad range of planning topics and allow clients to integrate planning with managed-account programs through a consolidated billing option.

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Roney D

Series 66

Gainesville, FL

Thrivent Investment Management

Roney Dos Santos Ramos is a Series 66-licensed financial advisor at Thrivent Investment Management with five years of industry experience. He has worked at Thrivent and its affiliates since 2020 and previously held positions at ABS Global Inc and Ourofino Saude Animal. Thrivent Investment Management offers Dedicated Planning Services to individuals, families, businesses, and nonprofit clients, providing written recommendations on a broad range of financial planning topics without discretionary trading authority. The firm’s approach integrates holistic, goal-based analyses and allows clients to combine planning with managed accounts under a consolidated billing option called WealthPlan.

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Andrew M

Series 63, Series 65

Minneapolis, MN

Thrivent Investment Management

Andrew Miller is a financial advisor at Thrivent Investment Management in Minneapolis, MN, holding Series 63 and Series 65 licenses with four years of industry experience. His prior roles include positions at Wells Fargo, JPMorgan Chase, Apple, and other firms. Thrivent Investment Management provides Dedicated Planning Services to individuals, families, businesses, and nonprofit clients through a network of Financial Advisors, offering comprehensive written recommendations on a broad range of financial planning topics without discretionary trading authority. The firm integrates planning with managed-account programs under a consolidated billing option called “WealthPlan.”

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Vachelle F

Series 66

Sun Prairie, WI

Thrivent Investment Management

Vachelle Fleming is a Series 66 licensed financial advisor with Thrivent Investment Management in Sun Prairie, Wisconsin. She has five years of industry experience, all with Thrivent Financial and Thrivent Investment Management. Prior to her financial services career, she worked at Living Water Church and O'Connell Pharmacy. Thrivent Investment Management provides Dedicated Planning Services to individuals, families, businesses, and nonprofit clients, offering comprehensive written recommendations across various financial planning topics without implementing those recommendations. The firm delivers holistic, goal-based analyses and enables clients to combine planning with managed-account programs under a consolidated billing option.

Business ownership considerations
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Wayne G

Series 63, Series 66

Egg Harbor Township, NJ

Thrivent Investment Management

Wayne Grant is a financial advisor with Thrivent Investment Management, holding Series 63 and Series 66 designations and bringing 36 years of industry experience. He has been with Thrivent Financial for Lutherans and Thrivent Investment Management since 2002. Outside of his advisory role, he serves as president of the Willow Ridge Executive Office Park Owners Association and the Willow Ridge Executive Office Park Condominium Association, managing property oversight and maintenance activities. Thrivent Investment Management provides Dedicated Planning Services to individuals, families, businesses, and nonprofit clients, offering comprehensive written recommendations on topics such as retirement, tax, estate, and special needs planning. The firm emphasizes goal-based analyses and allows clients to combine planning with managed-account programs under a consolidated billing option called “WealthPlan,” while maintaining separate planning and investment management services.

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Gregory B

Series 66

Oconomowoc, WI

Thrivent Investment Management

Gregory Buxa is a Series 66-licensed financial advisor with 13 years of experience at Thrivent Financial for Lutherans and Thrivent Investment Management in Oconomowoc, WI. He has maintained a condo used to support his mother-in-law, reflecting involvement in family-related activities outside his advisory role. Thrivent Investment Management provides 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.

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