Sarah Hamlen is a Series 66-credentialed financial advisor with 12 years of industry experience, currently with Thrivent Investment Management and Thrivent Financial for Lutherans. She has been serving in these roles since 2013 and 2014 respectively. In addition to her advisory work, Hamlen serves as a public representative on the Montana Board of Public Accountants, a regulatory body overseeing accounting professionals. 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 goal-based, holistic planning across various financial topics, offering clients the option to combine planning with managed accounts while keeping the services distinct.

Anna Allan is a financial advisor at Thrivent Investment Management with two years of industry experience. She holds a Series 66 designation and has worked at several firms including Five Star Financial and Thrivent Financial. Outside of finance, she has experience in the hospitality and outdoor sectors, having been involved with businesses such as Wild Oats Baking and Silver Spur Entertainment Co. Thrivent Investment Management provides Dedicated Planning Services to individuals, families, businesses, and nonprofit clients, offering comprehensive, goal-based financial analyses and written recommendations across multiple planning areas. The firm’s approach allows clients to integrate planning with managed-account services while keeping them separate and does not include portfolio management for institutional clients.

Douglas Chapman is a financial advisor at Ameriprise with a Series 66 designation and one year of industry experience. Prior to joining Ameriprise, he spent 14 years with Choice Property Management, LLC. Ameriprise offers retirement-income planning services focused on individuals nearing or in retirement who meet specific asset criteria, combining research, modeling, and tax-efficiency analysis to provide written recommendation reports. The firm serves clients through a centralized consulting team and emphasizes integrated management of assets held in Ameriprise accounts.