Heather Smith is a financial advisor at Thrivent Investment Management with 25 years of industry experience. She holds the Series 63 and Series 66 designations and has worked at firms including LPL Financial and Kestra Financial Services. Outside of her advisory role, she has operated a design business and currently works as a delivery driver for DoorDash outside of her trading hours. Thrivent Investment Management provides Dedicated Planning Services to individuals, families, businesses, and nonprofit clients, focusing on comprehensive, goal-based financial planning without discretionary trading authority. The firm enables clients to integrate planning with managed-account programs while keeping services distinct.

Wilkin Howard is a financial advisor at Thrivent Investment Management with a Series 66 designation and one year of industry experience. His prior roles include positions at DeliverIt, Klein ISD, PioneerRx, and Kroger Co. Thrivent Investment Management provides Dedicated Planning Services to individuals, families, businesses, and nonprofit clients, offering comprehensive, goal-based analyses and written recommendations on a wide range of financial planning topics. The firm separates its planning services from managed accounts and does not serve as a portfolio manager for institutional clients.

Janelle Syed is a financial advisor at Thrivent Investment Management with 10 years of industry experience. She holds the Series 66 designation and has worked at Principal Financial Services and Nationwide prior to joining Thrivent. Thrivent Investment Management provides Dedicated Planning Services to individuals, families, businesses, and nonprofit clients, offering goal-based financial planning without discretionary trading authority. The firm’s services include holistic analyses and ongoing plan reviews, with options to combine planning and managed-account programs.