Overwhelmed by options?
Answer a few questions to see advisors matched to you.
Find a financial advisor
Based on your filters
Nathaniel C
Series 66
Exton, PA
Thrivent Investment Management
Nathaniel Cooper is a financial advisor with Thrivent Investment Management in Exton, PA, holding a Series 66 designation and three years of industry experience. Prior to his current role starting in 2023, he worked at Stillwater Medical Center from 2016 to 2022. Thrivent Investment Management provides Dedicated Planning Services to individuals, families, businesses, and nonprofit clients through a network of financial advisors, offering both one-time and ongoing planning engagements that cover a wide range of financial topics without implementation of recommendations. The firm’s approach includes holistic, goal-based analyses and allows clients to combine planning with managed-account services under a consolidated billing option.
Megan T
Series 63, Series 66
Exton, PA
Thrivent Investment Management
Megan Tebay is a financial advisor with Thrivent Investment Management in Exton, PA, holding Series 63 and Series 66 licenses and bringing 12 years of industry experience. She has been with Thrivent Financial for Lutherans and Thrivent Investment Management since 2013. 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 called “WealthPlan,” while keeping planning and management services separate.
Philip L
Series 66
Exton, PA
Thrivent Investment Management
Philip Leshock is a Series 66 licensed financial advisor with Thrivent Investment Management, based in Exton, PA, with 12 years of industry experience. He has been with Thrivent Financial for Lutherans and Thrivent Investment Management since 2013. Outside of his advisory role, he manages two rental properties jointly with his wife. Thrivent Investment Management provides Dedicated Planning Services to individuals, families, businesses, and nonprofit clients through a network of financial advisors, offering comprehensive written recommendations across various planning areas while keeping planning and managed-account services separate.
Logan B
Series 63, Series 65
Exton, PA
Thrivent Investment Management
Logan Brockway is a financial advisor with Thrivent Investment Management, holding Series 63 and Series 65 credentials and has two years of industry experience. He has been with Thrivent and its affiliated entities since 2023. Prior to his financial advisory career, he worked at West Chester University and the Dallastown Area School District. Thrivent Investment Management provides Dedicated Planning Services to individuals, families, businesses, and nonprofit clients through a network of financial advisors. Their approach includes holistic, goal-based analyses and offers clients the option to combine planning with managed-account services under a consolidated billing program called “WealthPlan,” while keeping planning and account management separate.
Not sure where to start?
We'll help you think it through—whether you ultimately need an advisor or not. Warmer helps you compare advisors clearly, so you can choose with confidence.
For advisor listings, we rely on sources including public filings and data provided by advisors, and we cannot guarantee that all information is current or accurate. Advisors are independent and may not have reviewed or updated this information. Please review an advisor's Form ADV and do your own diligence before deciding whether to work with them.
Advisor matching and referrals are provided by FinanceHQ LLC ("FHQ"), a wholly-owned subsidiary of Warmer and an SEC-registered investment adviser. We may be compensated by participating advisors. You pay no fee to use our matching service, and advisor fees are not increased because of a referral. We do not supervise advisors, manage or hold assets, guarantee performance, or provide advice about specific investments.
By using our service, you agree to the Warmer Terms of Service and FHQ Advisory Agreement, and acknowledge Warmer's Privacy Policy. Please review FHQ's ADV Part 2A and Form CRS. Logos provided by Logo.dev
© 2026 Warmer Holdings Inc. ("Warmer")
Finding advisors...
Find a financial advisor
Based on your filters