Simon Blattstein is a financial advisor at Thrivent Investment Management with four years of industry experience. He holds the Series 66 designation and has worked at Thrivent Financial and Thrivent Investment Management since 2022. Prior to his advisory roles, he was involved with Binghamton University’s Office of Fraternity and Sorority Life. Thrivent Investment Management provides Dedicated Planning Services to individuals, families, businesses, and nonprofit clients, focusing on holistic, goal-based financial planning without discretionary portfolio management. The firm offers planning as either a one-time or ongoing engagement and combines planning with managed account services through its WealthPlan option.

Ezekiel Hurd is a financial advisor at Thrivent Investment Management with one year of industry experience. He holds the Series 66 designation and previously worked at Fitch Ratings and as a self-employed professional. Thrivent Investment Management provides Dedicated Planning Services to individuals, families, businesses, and nonprofit clients through a network of advisors, offering one-time or ongoing planning engagements covering topics such as retirement, tax, estate, and special needs planning. The firm combines holistic, goal-based analyses with managed-account options under a consolidated billing system called “WealthPlan,” while keeping planning and management services separate.