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Robert K

Series 66

Amherst, NY

Thrivent Investment Management

Robert Kupiec is a financial advisor at Thrivent Investment Management holding a Series 66 designation. His experience includes roles at Thrivent Financial since 2025 and prior positions at Seneca Gaming Corp. and Instacart. Outside of finance, he has been involved with the Transit Valley Country Club and operated a business called Extra Crispy LLC. Thrivent Investment Management provides Dedicated Planning Services to individuals, families, businesses, and nonprofits, offering comprehensive written recommendations on various financial planning topics without implementation. The firm uses holistic, goal-based analyses and allows clients to combine planning with managed accounts through a consolidated billing option called “WealthPlan.”

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Brian M

Series 66

Amherst, NY

Thrivent Investment Management

Brian Makey is a financial advisor at Thrivent Investment Management with 12 years of industry experience. He holds the Series 66 designation and has been with Thrivent since 2014. Outside of his advisory role, Makey serves on the Executive Committee of Trinity Lutheran Church. Thrivent Investment Management provides Dedicated Planning Services to individuals, families, businesses, and nonprofit clients, offering broad financial planning without portfolio management for institutional clients.

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Edgar H

Series 63, Series 66

Amherst, NY

Thrivent Investment Management

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.

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Dale B

Series 65, Series 63

Amherst, NY

Thrivent Investment Management

Dale Bielicki is a financial advisor at Thrivent Investment Management with eight years of industry experience. He holds Series 65 and Series 63 licenses and has been with Thrivent since 2017. Prior to his financial services career, he worked for over two decades at Carolina Furniture. Thrivent Investment Management provides Dedicated Planning Services to individuals, families, businesses, and nonprofit clients, offering goal-based analyses and planning across various financial topics through a network of financial advisors. The firm’s services focus on planning rather than portfolio management or institutional advisory mandates.

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Nicholas C

Series 63, Series 65

Amherst, NY

Thrivent Investment Management

Nicholas Cecere is a financial advisor at Thrivent Investment Management with five years of industry experience. He has held roles at several firms including Wealth Management Services, Principal Securities Inc., and Simplicity Financial Investment Services. He holds Series 63 and Series 65 licenses. 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 analyses and allows clients to combine planning with managed-account services under a consolidated billing option called “WealthPlan,” while keeping these services separate.

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