Donna Bailey is a Series 66 licensed financial advisor with six years of industry experience, currently practicing at Thrivent Investment Management. Her prior work includes roles at The BonTon Stores, Inc. and a brief period of unemployment before joining Thrivent Financial in 2019. Thrivent Investment Management offers Dedicated Planning Services tailored to individuals, families, businesses, and nonprofit clients, providing comprehensive written recommendations across various financial topics without managing implementation. The firm emphasizes holistic, goal-based analyses and integrates planning with managed-account services under a consolidated billing system called WealthPlan.

Kirk Perry is a financial advisor with Thrivent Investment Management in Greensburg, PA. He holds the ChFC® designation and Series 63 and 66 licenses, with 31 years of industry experience. Perry has been with Thrivent Financial for Lutherans and its investment management division since 2002. Thrivent Investment Management provides Dedicated Planning Services to individuals, families, businesses, and nonprofit clients, focusing on goal-based financial analyses and planning across a wide range of topics. The firm’s approach separates planning from managed-account services, allowing clients to combine both under a consolidated billing option called “WealthPlan.”