Richard Minton is a financial advisor with Thrivent Investment Management in Evansville, IN. He holds Series 65 and Series 63 licenses and has nine years of industry experience. His prior work includes roles at Merrill, Edward Jones, Amazon, and the US Postal Service. 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 analyses and allows clients to combine planning with managed-account programs under a consolidated billing option, focusing on planning rather than portfolio management for institutional clients.

James Marshall is a financial advisor at Thrivent Investment Management in Evansville, IN, with six years of industry experience. His prior work includes roles at Thrivent Financial and Enterprise Rent-A-Car. Thrivent Investment Management provides Dedicated Planning Services to individuals, families, businesses, and nonprofit clients, offering goal-based, holistic financial analyses and planning without discretionary trading authority. The firm allows clients to combine planning with managed accounts through a consolidated billing option called WealthPlan, while keeping the services distinct.