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Kyla H

Series 63, Series 65

Minneapolis, MN

Thrivent Investment Management

Kyla Harder is a financial advisor at Thrivent Investment Management in Minneapolis, MN, with 25 years of industry experience. She has been with Thrivent Financial and its investment management division since 2007 and holds Series 63 and Series 65 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 wide range of topics and allows clients to combine planning with managed-account programs under a consolidated billing option called “WealthPlan,” while maintaining separate planning and portfolio management services.

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Gerald B

Series 66

Kennewick, WA

Thrivent Investment Management

Gerald Bergquist is a financial advisor with Thrivent Investment Management in Kennewick, WA, holding a Series 66 credential and five years of industry experience. He has been with Thrivent and its affiliates since 2020 and previously worked at Williams Inland Distributors for 13 years. Thrivent Investment Management provides Dedicated Planning Services to individuals, families, businesses, and nonprofit clients. The firm offers goal-based planning and managed-account programs through a consolidated billing option called “WealthPlan,” focusing on holistic financial analyses without discretionary trading authority.

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Richard J

Series 66

Downers Grove, IL

Thrivent Investment Management

Richard Jadron is a financial advisor at Thrivent Investment Management in Downers Grove, IL. He holds a Series 66 designation and began his career in the financial services industry in 2026. His prior work experience includes positions at several financial institutions, including Chase Bank. 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 across various topics, with options to combine planning services with managed accounts under a consolidated billing arrangement.

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Kimberly T

Series 63, Series 65

Rockledge, FL

Thrivent Investment Management

Kimberly Turner is a financial advisor with Thrivent Investment Management, holding Series 63 and Series 65 licenses and bringing 15 years of industry experience. Her career includes roles at firms such as Morgan Stanley, Cambridge Investment Research, and Great Point Capital, as well as involvement with Prosperity Doctors LLC across various capacities. Kimberly has also been associated with California Lutheran University since 2019. 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 wide range of topics, allowing clients to combine planning with managed-account programs under consolidated billing, while keeping planning and portfolio management services separate.

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William E

Series 63, Series 65

Sioux Falls, SD

Thrivent Investment Management

William Erck is a financial advisor with Thrivent Investment Management in Sioux Falls, SD, holding Series 63 and Series 65 credentials and 28 years of industry experience. He has been with Thrivent and its predecessor entity since 2002. Outside of his advisory role, he serves as a co-trustee for family trusts managing farmland in South Dakota. Thrivent Investment Management provides Dedicated Planning Services to individuals, families, businesses, and nonprofit clients, delivering written recommendations on a variety of financial planning topics without discretionary portfolio management. The firm offers holistic, goal-based analyses and integrates planning with managed-account options through a consolidated billing approach called WealthPlan.

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Reid A

Series 63, Series 65

Brenham, TX

Thrivent Investment Management

Reid Aschenbeck is a financial advisor with Thrivent Investment Management based in Brenham, TX. He holds Series 63 and Series 65 licenses and has been with Thrivent since 2025. Prior to joining the firm, his work experience includes roles in construction, agriculture, and taxidermy supply businesses. 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 without discretionary trading authority and allows clients to combine planning with managed-account programs under a consolidated billing option called “WealthPlan.”

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Thyra J

Series 63, Series 66

Ogden, UT

Thrivent Investment Management

Thyra John is a financial advisor at Thrivent Investment Management with three years of industry experience. She holds Series 63 and Series 66 credentials and has previously worked at Wells Fargo, Morgan Stanley, E*Trade Securities, and Tabbank. 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 broad range of topics and allows clients to combine planning with managed-account services while maintaining separate engagements.

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Melvin L

Series 63, Series 66

Highmore, SD

Thrivent Investment Management

Melvin Leveque is a financial advisor with Thrivent Investment Management, holding Series 63 and Series 66 designations and possessing five years of industry experience. His prior work includes roles at Daktronics and service in the South Dakota Army National Guard as an intelligence analyst. Outside of his advisory role, he is the owner and pilot of AeroAg Drone Services LLC, which provides agricultural drone spraying, and serves as vice president of the Hyde County Community Development Corporation. Thrivent Investment Management offers Dedicated Planning Services to individuals, families, businesses, and nonprofits through a network of financial advisors. The firm provides holistic, goal-based planning across a range of financial topics without discretionary trading authority, emphasizing client engagement through either one-time or ongoing relationships.

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Jason M

Series 63, Series 65

Madison, WI

Thrivent Investment Management

Jason Mascitti is a financial advisor at Thrivent Investment Management with 12 years of industry experience. He holds Series 63 and Series 65 licenses and has been with Thrivent Financial since 2016. Outside of his advisory work, Mascitti is active in community organizations, serving roles such as Membership Vice President for the Boy Scouts of America and chairing the scholarship committee for the Italian Workmen's Club. 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 across various planning areas and combines planning with managed-account programs while maintaining separate service delivery.

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Brian M

CFP®, Series 63, Series 66

Minneapolis, MN

Thrivent Investment Management

Brian Macho is a CFP® professional with 35 years of industry experience, currently serving at Thrivent Investment Management since 2002. Based in Minneapolis, MN, he has worked with Thrivent Financial for Lutherans and its investment management division for 24 years. Thrivent Investment Management provides Dedicated Planning Services to individuals, families, businesses, and nonprofit clients, offering comprehensive written recommendations across various financial topics. The firm combines goal-based planning with managed-account programs through a consolidated billing option, while maintaining separation between planning and portfolio management services.

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Brittany L

Series 66

Lexington, KY

Thrivent Investment Management

Brittany Lawson is a financial advisor with Thrivent Investment Management in Lexington, KY, holding a Series 66 designation and 12 years of industry experience. She has worked with Thrivent since 2014, including 11 years at 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 holistic, goal-based planning that covers a range of topics such as retirement, income tax, and estate planning, with the option to combine planning services with managed accounts under a consolidated billing program called “WealthPlan.”

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Eric E

Series 66

Buffalo, MN

Thrivent Investment Management

Eric Ebeling is a financial advisor with Thrivent Investment Management in Buffalo, MN, holding a Series 66 designation and eight years of industry experience. He has been with Thrivent and its affiliated entities since 2017 and previously worked at Marco Inc and Neil's Plumbing. Outside of his advisory role, he manages the finances of land enrolled in the Conservation Reserve Program. 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 but does not provide portfolio management for institutional clients, focusing instead on delivering written recommendations across a wide range of financial topics.

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Eleazar L

Series 63, Series 65, Series 66

Milwaukee, WI

Thrivent Investment Management

Eleazar Lopez is a financial advisor with Thrivent Investment Management in Milwaukee, WI, holding Series 63, 65, and 66 licenses and possessing 14 years of industry experience. His prior roles include positions at Cetera, North Star Resource Group, and Securian Financial Services. He serves as board chair for Sixteenth Street Community Health Centers, a healthcare clinic providing community-based programs. Thrivent Investment Management offers Dedicated Planning Services to individuals, families, businesses, and nonprofit clients, providing holistic, goal-based analyses and written recommendations across a wide range of financial planning topics. The firm’s approach separates planning from implementation and managed-account services, with periodic reviews conducted by financial advisors.

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Clinton J

Series 66

Durango, CO

Thrivent Investment Management

Clinton Jasperson is a financial advisor with Thrivent Investment Management, holding a Series 66 designation and 13 years of industry experience. He has been with Thrivent Financial for Lutherans and Thrivent Investment Management Inc. since 2013. Outside of advising, he serves as a board member for SERVE 6.8, a nonprofit that assists community members in crisis, and is involved with a business venture supporting a Big Blue Swimschool franchise startup. Thrivent Investment Management provides Dedicated Planning Services to individuals, families, businesses, and nonprofit clients through financial advisors, focusing on goal-based, holistic planning without discretionary trading authority. The firm offers flexible engagement options and integrates planning with managed-account programs under a consolidated billing system called WealthPlan.

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Gary L

Series 66

Pittsburgh, PA

Thrivent Investment Management

Gary Laird is a financial advisor at Thrivent Investment Management in Pittsburgh, PA, with two years of industry experience. He holds a Series 66 designation and has worked at Thrivent Financial and Thrivent Investment Management since 2023. Prior to his financial services career, he was associated with Eden Christian Academy for 23 years. Thrivent Investment Management offers Dedicated Planning Services to individuals, families, businesses, and nonprofit clients, providing holistic, goal-based financial analyses and written recommendations across a range of planning topics. The firm’s approach separates planning from managed-account programs, emphasizing ongoing reviews without discretionary trading authority.

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Colby B

Series 66

Hickory, NC

Thrivent Investment Management

Colby Bolick is a financial advisor with Thrivent Investment Management, holding a Series 66 designation and 16 years of industry experience. He has been with Thrivent and its predecessor Thrivent Financial for Lutherans since 2009. Outside of his advisory work, Bolick is involved in quality control for Boxcar Grille, a private restaurant chain in North Carolina, and serves as a vice president and trustee board member for Catawba Valley Health System. He also participates as a council member at Bethlehem United Methodist Church. Thrivent Investment Management provides Dedicated Planning Services to individuals, families, businesses, and nonprofit clients, focusing on comprehensive, goal-based financial planning without discretionary portfolio management. The firm emphasizes written recommendations across a broad range of planning topics and offers an option to combine planning with managed accounts under a consolidated billing service called WealthPlan.

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Jenny K

Series 66

Dayton, MN

Thrivent Investment Management

Jenny Karst is a financial advisor at Thrivent Investment Management with a Series 66 designation and one year of industry experience. Prior to joining Thrivent, she worked at Target for 13 years. Outside of her advisory role, she holds a power of attorney position involving medical decision making and bill paying. 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 offers standalone planning or combined planning and managed-account services under its WealthPlan billing option.

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David K

Series 66

Manitowoc, WI

Thrivent Investment Management

David Koch is a financial advisor at Thrivent Investment Management with one year of industry experience. He previously worked at Berkshire Hathaway for four years and has been with Thrivent since 2024. Outside of his advisory role, he co-owns and manages two rental properties in Manitowoc, Wisconsin. Thrivent Investment Management provides Dedicated Planning Services to individuals, families, businesses, and nonprofit clients, offering goal-based analyses and written recommendations on a range of financial topics without portfolio management or discretionary trading authority.

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William R

Series 63, Series 66

Concord, NC

Thrivent Investment Management

William Rankin is a financial advisor with Thrivent Investment Management in Concord, NC, holding Series 63 and Series 66 designations and 15 years of industry experience. His prior work includes roles at Robinhood Financial, Equitable Advisors, and MassMutual. 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. The firm offers planning engagements as either one-time or ongoing relationships and combines planning with managed-account programs through a consolidated billing option called “WealthPlan.”

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Shannon S

Series 66

Union Bridge, MD

Thrivent Investment Management

Shannon Storch is a financial advisor at Thrivent Investment Management with four years of industry experience. She holds a Series 66 designation and previously worked at St. Maria Goretti High School and Fairfax County Public Schools. 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 offers planning engagements on a one-time or ongoing basis and combines these with managed-account programs under a consolidated billing option called WealthPlan.

Business ownership considerations
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