Rebecca Montoya is a financial advisor at Thrivent Investment Management in Austin, TX, with 11 years of industry experience. She holds Series 63 and Series 66 credentials and has worked at firms including Charles Schwab, Merrill, and Bank of America. 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 analyses across a broad range of planning topics, with the option to combine planning and managed-account services under a consolidated billing arrangement.

Adam Bauer is a financial advisor with Thrivent Investment Management in Austin, TX. He holds the Series 66 designation and has three years of industry experience. Prior to his advisory role, he worked at Advanced Micro Devices and Intel Corporation. Thrivent Investment Management provides Dedicated Planning Services to individuals, families, businesses, and nonprofit clients, offering comprehensive planning on topics such as retirement, tax, estate, and special needs without implementing recommendations directly. The firm combines holistic, goal-based analyses with managed-account programs under a consolidated billing option while maintaining separation between planning and portfolio management.

Trenton Harruff is a financial advisor at Thrivent Investment Management with 10 years of industry experience and holds the Series 66 designation. His prior experience includes roles at Lincoln Financial Network and Lincoln Financial Distributors. Thrivent Investment Management offers Dedicated Planning Services to individuals, families, businesses, and nonprofit clients through a network of financial advisors. The firm provides goal-based analyses and written recommendations on a range of financial topics, with planning services that can be combined with managed-account programs under a consolidated billing option.

Bryan Singer is a financial advisor with Thrivent Investment Management in Austin, TX. He holds the Series 66 designation and has one year of industry experience. His prior work includes roles at Park Avenue Securities, Guardian Life Insurance Company, and Certified Financial Services. 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 combines planning with managed-account services under a consolidated billing option.