Jeffrey White is a financial advisor at Thrivent Investment Management with three years of industry experience. He holds a Series 66 designation and has worked at firms including Northwestern Mutual Wealth Management Company and Joseph Greenwald and Laake. 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 across various planning topics, delivered as one-time or ongoing engagements, without discretionary trading authority or institutional portfolio management.

Kelly Kreis is a financial advisor with Thrivent Investment Management, holding Series 63 and Series 65 licenses and possessing nine years of industry experience. She has worked with Thrivent Financial and Wells Fargo in various capacities since 2013. Thrivent Investment Management provides Dedicated Planning Services to individuals, families, businesses, and nonprofit clients, offering comprehensive goal-based financial analyses and planning without discretionary trading authority. The firm integrates planning with managed-account programs through its WealthPlan option while maintaining separate services.

Katherine Kohler is a Series 66-licensed financial advisor with Thrivent Investment Management, where she has worked since 2006. She has 19 years of experience in the industry. Outside of her advisory role, she serves as an adjunct faculty member at the University of Maryland Baltimore County, teaching an undergraduate course on Intercultural Communication. Thrivent Investment Management provides Dedicated Planning Services to individuals, families, businesses, and nonprofit clients, focusing on comprehensive, goal-based financial analyses and planning without discretionary trading authority. The firm integrates planning with managed-account programs under a consolidated billing option called WealthPlan while maintaining distinct services.

Mark Mueller is a financial advisor at Thrivent Investment Management with 16 years of industry experience. He holds a Series 66 designation and has been with Thrivent Financial for Lutherans and its affiliated investment management firm since 2009. Thrivent Investment Management provides Dedicated Planning Services to individuals, families, businesses, and nonprofit clients through a network of financial advisors. The firm offers goal-based, holistic planning that covers retirement, tax, estate, business continuation, divorce, and special needs topics, with clients able to combine planning with managed-account services under a consolidated billing option.

Robyn Crossan is a financial advisor with Thrivent Investment Management in Germantown, MD, holding Series 63 and Series 66 licenses and bringing 20 years of industry experience. Her career includes roles at Thrivent Financial and XML Financial Group. Thrivent Investment Management offers Dedicated Planning Services to individuals, families, businesses, and nonprofit clients, providing comprehensive written financial plans without implementation, and allowing clients to combine planning with managed-account programs under a consolidated WealthPlan billing option.