Angel Roman is a financial advisor at Thrivent Investment Management with two years of industry experience. He holds the Series 66 designation and has prior experience with firms including State Farm and Northwestern Mutual. Roman is also involved with Charles Pelt's Insurance Agency as an agent team member. Thrivent Investment Management provides dedicated planning services to individuals, families, businesses, and nonprofits through a network of financial advisors. The firm offers goal-based, holistic planning on a range of topics and allows clients to combine planning with managed-account programs under a consolidated billing option called “WealthPlan.”

William Clark is a financial advisor at Thrivent Investment Management with 22 years of industry experience. He holds Series 65 and Series 66 designations and has been 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 holistic, goal-based financial analyses and enables clients to combine planning with managed-account services under a consolidated billing option called “WealthPlan,” while keeping the services distinct.

Turner Yount is a financial advisor with Thrivent Investment Management and holds a Series 66 credential. He has two years of industry experience and has worked at Thrivent Financial since 2023. Outside of his advisory role, he operates seasonal lawn care services in Concordia, Missouri. Thrivent Investment Management delivers Dedicated Planning Services to individuals, families, businesses, and nonprofit clients through a network of financial advisors. The firm offers holistic, goal-based planning covering a broad set of topics, with the option to combine planning and managed-account services under a consolidated billing program called WealthPlan.

Edgar Huber is a financial advisor with Thrivent Investment Management in Amherst, NY, holding Series 63 and Series 66 licenses and bringing 19 years of industry experience. He has worked with Thrivent Financial for Lutherans and Thrivent Investment Management since 2009. 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 planning without discretionary trading authority, focusing on a broad range of topics including retirement, tax, estate, and special needs planning.

Andre Sackman is a financial advisor with Thrivent Investment Management in Golden Valley, MN. He holds a Series 66 credential and has been with Thrivent and its affiliates since 2024. Prior to joining Thrivent, he was involved with several businesses including Love Disorder LLC and Erie Home. Thrivent Investment Management provides Dedicated Planning Services to individuals, families, businesses, and nonprofit clients, offering goal-based analyses and written recommendations on a wide range of financial planning topics. The firm’s services emphasize planning without discretionary trading authority and separate planning from managed-account programs.

Victor Barton is a financial advisor at Thrivent Investment Management with seven years of industry experience. He holds the Series 63 and Series 65 designations and has worked at Thrivent since 2018. Prior to his current role, he spent ten years at St. Mark's School of Texas and five years at The University of Texas at Dallas. 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 with a focus on broad financial topics and allows clients to combine planning with managed-account services under a consolidated billing option called WealthPlan.

Justin Petty is a financial advisor with Thrivent Investment Management, holding a Series 66 designation and six years of industry experience. His work history includes roles at Thrivent Financial since 2020, as well as prior positions at Energy Harbor, Performance Bicycle, and FirstEnergy. Thrivent Investment Management provides Dedicated Planning Services to individuals, families, businesses, and nonprofit clients, offering comprehensive written recommendations on a range of financial topics. The firm combines holistic, goal-based analyses with managed-account program options while maintaining planning and management as separate services.

Tracy Berglund is a financial advisor with Thrivent Investment Management in Hudson, WI, holding Series 63 and Series 65 licenses and 14 years of industry experience. She has worked with Thrivent Financial for Lutherans and Thrivent Investment Management since 2011. Berglund serves as a board member of the Hudson Housing Authority, a government organization focused on housing for lower-income adults and families. Thrivent Investment Management provides Dedicated Planning Services to individuals, families, businesses, and nonprofit clients, offering goal-based analyses and written recommendations on a wide range of financial topics. The firm separates planning and managed-account services and typically conducts annual reviews of its recommendations.

Daniel Demers is a financial advisor with Thrivent Investment Management, holding a Series 66 designation and bringing 13 years of industry experience. He has been with Thrivent Financial for Lutherans and Thrivent Investment Management since 2013. Outside of his advisory role, he serves on the board of Fort Wilderness, a Christian camping organization for youth and families. Thrivent Investment Management provides Dedicated Planning Services to individuals, families, businesses, and nonprofit clients, focusing on holistic, goal-based analyses and written recommendations across various financial topics, without managing client portfolios or discretionary trading authority.

Derek Peterson is a financial advisor with Thrivent Investment Management in Marietta, GA, holding a Series 66 designation and 23 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 financial advisors. The firm offers goal-based, holistic analyses and allows clients to combine planning with managed-account programs while keeping these services separate.

Michelle Mitchell is a financial advisor at Thrivent Investment Management with 14 years of industry experience. She holds the Series 63 and Series 66 designations and previously worked at Citigroup Global Markets for 13 years before joining Thrivent in 2022. 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 financial analyses and planning on topics such as retirement, tax, estate, and special needs, with the option to combine planning with managed account services under a consolidated billing arrangement.

Troy Hanes is a financial advisor with Thrivent Investment Management in Victoria, TX, holding a Series 66 designation and 18 years of industry experience. He has been with Thrivent Financial for Lutherans and Thrivent Investment Management since 2007. 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 on a range of financial topics, with options to combine planning and managed-account services under a consolidated billing arrangement.

Sara Keil is a financial advisor at Thrivent Investment Management with two years of industry experience. She previously worked at Gradient Insurance Brokerage for nine years. Keil holds a Series 66 designation and is located in Topeka, KS. 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 services under a consolidated billing option called “WealthPlan.”

Tina Barthlow is a financial advisor at Thrivent Investment Management with 19 years of industry experience. She holds the Series 66 designation and has been with Thrivent Financial for Lutherans and its investment management arm since 2006. Thrivent Investment Management provides Dedicated Planning Services to individuals, families, businesses, and nonprofit clients, focusing on comprehensive financial planning without discretionary portfolio management. The firm offers goal-based analyses and integrates planning with managed-account services through a consolidated billing option called “WealthPlan.”

Wilkin Howard is a financial advisor at Thrivent Investment Management in Conroe, Texas, holding a Series 66 credential. He has been with Thrivent since 2026. His prior work experience includes roles at DeliverIt, Klein ISD, and PioneerRx. Thrivent Investment Management provides Dedicated Planning Services to individuals, families, businesses, and nonprofit clients through financial advisors, offering goal-based, holistic planning that covers a wide range of topics. The firm separates planning from managed-account services and conducts periodic reviews of recommendations.

Kevin Braunschweiger is a financial advisor with Thrivent Investment Management in Ocala, FL, holding a Series 66 designation and 31 years of industry experience. His career includes nine years at Eagle Strategies (NY Life) and multiple tenures with Thrivent since 2004. Thrivent Investment Management provides Dedicated Planning Services to individuals, families, businesses, and nonprofit clients, focusing on comprehensive, goal-based financial analyses without discretionary portfolio management or institutional advisory services.

Nicole Yen is a financial advisor at Thrivent Investment Management with two years of industry experience. She holds a Series 66 designation and has worked at Thrivent Financial and Thrivent Investment Management since 2024. Prior to her financial career, Yen held roles at companies including Attentive Mobile, SpotX, Planned Parenthood Action Fund, and Google. 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 on a broad range of planning topics and allows clients to combine planning with managed-account programs under consolidated billing, while keeping the services separate.

Andrew Freiberg is a financial advisor with Thrivent Investment Management in Redding, CA, holding Series 63 and Series 66 registrations and possessing 23 years of industry experience. He has been with Thrivent Financial for Lutherans since 2003 and with Thrivent Investment Management since 2002. Thrivent Investment Management provides Dedicated Planning Services to individuals, families, businesses, and nonprofit clients through a network of financial advisors. The firm delivers 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 portfolio management services distinct.

Tracy Horne is a financial advisor at Thrivent Investment Management with a Series 66 designation and one year of industry experience. Prior to joining Thrivent, Horne worked at UBS for three years and Goldman Sachs for six years. Thrivent Investment Management provides Dedicated Planning Services to individuals, families, businesses, and nonprofits. The firm offers holistic, goal-based financial analyses and allows clients to combine planning with managed-account programs while keeping these services separate.

Susan Koski is a CFP® with 18 years of industry experience, currently affiliated with Thrivent Investment Management since 2021. Her prior experience includes roles at Raymond James Financial Services and Wells Fargo Advisors. Outside of her advisory work, she serves as Secretary for the Depp Elementary PTO Board, where she helps coordinate communications and activities for the school community. Thrivent Investment Management provides Dedicated Planning Services to individuals, families, businesses, and nonprofit clients, offering detailed, goal-based financial plans without discretionary account management. The firm integrates planning with managed-account programs under a consolidated billing option but maintains separate planning and investment services.