Lucas Beatty is a Series 66-licensed financial advisor at Thrivent Investment Management with nine years of industry experience. He has been with Thrivent Financial and Thrivent Investment Management since 2017. Outside of his advisory role, he serves as a board member for the Dallas, NC Boys and Girls Club and as a trustee for Venture Church. Thrivent Investment Management offers dedicated planning services to individuals, families, businesses, and nonprofit clients. The firm provides holistic, goal-based analyses addressing a broad range of financial planning topics, with opportunities to combine planning and managed-account services under a consolidated billing option.

Jennifer Smith is a financial advisor with Thrivent Investment Management in Gastonia, NC, holding Series 63 and Series 66 credentials and 17 years of industry experience. Her prior work includes roles at Traverse Partners, Kelly Jones - Thrivent, and Greerwalker Wealth. She serves as a council member for Restoring Hope Foursquare Church. Thrivent Investment Management provides Dedicated Planning Services to individuals, families, businesses, and nonprofit clients, offering goal-based financial analyses and planning without discretionary account management. The firm’s services include a consolidated billing option combining planning with managed accounts, emphasizing periodic reviews of recommendations delivered by its network of Financial Advisors.