Joan Bartz is a financial advisor with Thrivent Investment Management, holding Series 63 and Series 65 credentials and bringing 32 years of industry experience. She has worked at Thrivent Financial for Lutherans and Thrivent Investment Management since 2002. Bartz serves on the board of the Everwood Farmstead Foundation, a charitable organization supporting artists, and holds leadership roles in local community organizations including the Community Foundation of Glenwood City and the Glen Hills Lions Club. Thrivent Investment Management provides Dedicated Planning Services to individuals, families, businesses, and nonprofits, focusing on holistic, goal-based financial planning without discretionary portfolio management. The firm offers both one-time and ongoing planning engagements and allows clients to combine planning with managed-account services through a consolidated billing option.

Katie Swenby is a financial advisor with Thrivent Investment Management and holds Series 65 and Series 63 designations. She has four years of industry experience, including prior roles at 3M. Outside of her advisory work, she is active in the Glenwood City community, serving as a committee member for the Glenwood City Area Community Club and secretary of the Community Foundation of Glenwood City. She and her husband are also purchasing the commercial building where her office is located. Thrivent Investment Management provides Dedicated Planning Services to individuals, families, businesses, and nonprofits through a network of financial advisors. The firm offers goal-based planning analyses across a broad range of financial topics and allows clients to combine planning with managed-account services under a consolidated billing option.