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Gustavo C

Series 63, Series 66

Appleton, WI

Thrivent Investment Management

Gustavo Cueto is a financial advisor at Thrivent Investment Management with 27 years of industry experience. He holds the Series 63 and Series 66 designations. His prior experience includes over two decades at Northwestern Mutual and related entities, as well as several years working alongside Brian Dierks. Thrivent Investment Management provides Dedicated Planning Services to individuals, families, businesses, and nonprofit clients, offering goal-based financial planning without portfolio management for institutional clients. The firm’s approach separates planning and managed accounts, with an emphasis on comprehensive, written recommendations across a range of financial topics.

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Ashley N

Series 63, Series 66

Appleton, WI

Thrivent Investment Management

Ashley Nick is a financial advisor with Thrivent Investment Management in Appleton, WI, holding Series 63 and Series 66 licenses and having seven years of industry experience. She has been with Thrivent Financial since 2018 and also works at J. J. Keller & Associates, Inc. since 2014. 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, with the option to combine planning and managed-account services under a consolidated billing arrangement called “WealthPlan.”

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Kylah B

Series 66

Appleton, WI

Thrivent Investment Management

Kylah Barbola is a financial advisor at Thrivent Investment Management in Appleton, WI, holding a Series 66 credential. She joined Thrivent in 2026 after several years with Thrivent Financial and Associated Bank Corp, accumulating industry experience beginning in 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 planning across a wide range of financial topics, with the option to combine planning with managed-account services under a consolidated billing arrangement.

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Jennifer S

Series 63, Series 65

Appleton, WI

Thrivent Investment Management

Jennifer Schwan is a financial advisor with Thrivent Investment Management in Appleton, WI, holding Series 63 and Series 65 credentials and 11 years of industry experience. She has worked with Thrivent Financial and Thrivent Investment Management since 2014. 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 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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Tom T

Series 66

Appleton, WI

Thrivent Investment Management

Tom Triolo is a financial advisor at Thrivent Investment Management with 20 years of industry experience. He holds a Series 66 designation and has worked at Thrivent Financial for Lutherans and Thrivent Investment Management since 2007. Outside of his advisory role, he volunteers as a bartender at the Appleton Curling Club during curling games. 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 planning across various topics, combining these services with managed accounts under a consolidated billing option while maintaining separate planning and portfolio management functions.

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