Robert Meaux Jr. is a financial advisor at Thrivent Investment Management in Anaheim, CA, with 25 years of industry experience. He has been with Thrivent Financial for Lutherans and Thrivent Investment Management since 2002. Outside of his advisory work, he participates voluntarily in market research focus groups for a consumer research firm. Thrivent Investment Management provides Dedicated Planning Services to individuals, families, businesses, and nonprofits through a network of financial advisors. The firm offers goal-based planning and managed-account programs while keeping planning and implementation services separate.

Jeremiah Nelson is a financial advisor with Thrivent Investment Management in Anaheim, CA, holding a Series 66 designation and five years of industry experience. His career includes roles at Thrivent Financial since 2021 and prior experience with Heritage Oak Private Education from 2015 to 2020. Thrivent Investment Management provides Dedicated Planning Services to individuals, families, businesses, and nonprofit clients, focusing on holistic, goal-based analyses and broad financial planning topics. The firm offers these planning services separately from portfolio management and supports periodic review and updates through its network of advisors.

Frederick Allen III is a financial advisor at Thrivent Investment Management based in Anaheim, CA, holding a Series 66 designation with three years of industry experience. His work history includes multiple roles within Thrivent Financial and Thrivent Investment Management since 2022, as well as prior experience at Allen Tire Company. Thrivent Investment Management provides Dedicated Planning Services to individuals, families, businesses, and nonprofit clients, delivering goal-based financial planning across a range of topics without discretionary trading authority. The firm offers consolidated planning and managed-account services through its “WealthPlan” option.