Scott Rose is a financial advisor at Thrivent Investment Management with 26 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at Silverhawk Asset Management, LLC, Agh Capital, LLC, and Independent Financial Group, LLC. Rose is also president of Summit Business Advisors LLC, a consulting and coaching business that is currently inactive. Thrivent Investment Management provides Dedicated Planning Services to individuals, families, businesses, and nonprofit clients, focusing on comprehensive goal-based financial planning without discretionary portfolio management. The firm offers planning in areas such as retirement, tax, estate, and business continuation, with options to combine planning and managed accounts under consolidated billing.

Paul Osckel is a financial advisor with Thrivent Investment Management, holding a Series 66 designation and beginning his advisory career in 2025. Prior to joining Thrivent, he worked in public service roles at the City of Lakewood and Clear Creek County. Outside of his advisory work, he provides home health care for his son under a state-supported program and rents a family-owned travel trailer to the public. Thrivent Investment Management offers Dedicated Planning Services to individuals, families, businesses, and nonprofit clients, focusing on goal-based financial planning across a range of topics. The firm’s approach separates planning from managed-account services and does not accept discretionary trading authority for its planning engagements.

Brittney Leppien is a financial advisor at Thrivent Investment Management with three years of industry experience. She holds Series 63 and Series 66 licenses. Her prior work includes roles at Fidelity Investments and participation in the United States Antarctic Program. 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 planning covering a broad range of topics without implementation services, allowing clients to integrate planning with managed-account programs under a consolidated billing option called “WealthPlan.”

Jeremy Hotsenpiller is a financial advisor at Thrivent Investment Management with nine years of industry experience. He holds Series 63 and Series 66 designations and has previously worked at U.S. Bancorp Investments and U.S. Bank. He is currently based in Greenwood Village, Colorado. Thrivent Investment Management provides Dedicated Planning Services to individuals, families, businesses, and nonprofit clients, focusing on holistic, goal-based financial analyses and planning without discretionary portfolio management for institutional clients.

Iuveni Alejandro Gutierrez is a financial advisor with Thrivent Investment Management, holding Series 63 and Series 65 designations and two years of industry experience. Prior to joining Thrivent, he worked for TIAA-CREF Individual & Institutional Services, LLC and has been involved with several arts organizations including Theatreworks Colorado and the Town Hall Arts Center. Thrivent Investment Management provides Dedicated Planning Services to individuals, families, businesses, and nonprofit clients, focusing on holistic, goal-based analyses across a wide range of financial planning topics. The firm offers these services as one-time or ongoing engagements without discretionary trading authority and allows clients to combine planning with managed accounts under a consolidated billing option.

James Johnson is a financial advisor with Thrivent Investment Management in Greenwood Village, Colorado, holding Series 63 and Series 65 credentials and 16 years of industry experience. He has been with Thrivent Financial for Lutherans and Thrivent Investment Management since 2010. Outside of his advisory role, Johnson serves on the Board of Directors for the Parker Chamber of Commerce and is a self-published author of a children’s book. Thrivent Investment Management provides Dedicated Planning Services to individuals, families, businesses, and nonprofits, offering goal-based analyses and written recommendations across various financial planning topics. The firm delivers planning through a network of advisors without discretionary trading authority and allows clients to integrate planning with managed accounts under a consolidated billing option called “WealthPlan.”

Karl Streufert is a financial advisor with Thrivent Investment Management in Greenwood Village, Colorado. He holds Series 63 and Series 66 registrations and has four years of industry experience. Prior to joining Thrivent, he worked at the St. Francis Center for six years. Outside of finance, he serves as Governor and commanding Bass for The Original Dickens Carolers, a Denver-based professional Victorian caroling group. Thrivent Investment Management provides Dedicated Planning Services to individuals, families, businesses, and nonprofit clients, focusing on holistic, goal-based financial planning without discretionary trading authority. The firm offers integrated planning and managed-account services through its network of financial advisors.

Peter Porterfield is a financial advisor with Thrivent Investment Management in Greenwood Village, Colorado. He holds a Series 66 designation and has one year of industry experience. His prior roles include positions at LPL Enterprise, Prudential Insurance Company of America, and various mortgage companies. Thrivent Investment Management provides Dedicated Planning Services to individuals, families, businesses, and nonprofit clients through a network of Financial Advisors. The firm emphasizes holistic, goal-based planning without discretionary trading authority and offers an option to combine planning with managed accounts under a consolidated billing arrangement.

Justin Pittenger is a financial advisor at Thrivent Investment Management with a Series 66 designation. He joined Thrivent in 2025 and has prior experience in energy services and various business roles. Thrivent Investment Management offers Dedicated Planning Services to individuals, families, businesses, and nonprofits, providing holistic, goal-based financial analyses without portfolio management or institutional advisory services.

Karina Holguin is a financial advisor at Thrivent Investment Management with one year of industry experience. She holds Series 66 and Series 63 designations. Prior to joining Thrivent, Karina worked at Gwen Brooks State Farm and has a background that includes periods of full-time education. 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 across various financial topics, with options for combining planning with managed accounts under a consolidated billing system called “WealthPlan.”

Nathan Palmquist is a financial advisor with Thrivent Investment Management, holding Series 63 and Series 65 credentials and bringing 33 years of industry experience. He has been with Thrivent Financial for Lutherans and Thrivent Investment Management since 2002. 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 planning that covers a range of topics, allowing clients to combine planning with managed-account services under a consolidated billing option.

Jovan Barrington is a financial advisor at Thrivent Investment Management with two years of industry experience. He holds the Series 66 and Series 63 designations. Prior to his current role, Barrington served as a preaching minister at Littleton Church of Christ for nine years. Outside of his advisory work, he is involved in community leadership as a board trustee for Mission Resource Network, a board member for Royal-Up, and works as a life and leadership coach. Thrivent Investment Management provides Dedicated Planning Services to individuals, families, businesses, and nonprofit clients, focusing on holistic, goal-based planning across various financial topics without including implementation of recommendations. The firm combines planning and managed-account services under a consolidated billing program called WealthPlan while maintaining these services separately.

Roberto Sayegh is a financial advisor at Thrivent Investment Management with a Series 66 designation and no prior industry experience. His background includes roles at Western Governors University, McKesson Medical-Surgical Inc., Denver Health, and Kaiser Permanente. Thrivent Investment Management offers Dedicated Planning Services to individuals, families, businesses, and nonprofit clients through a network of Financial Advisors. The firm provides holistic, goal-based analyses and planning recommendations across various financial topics, with the option to combine planning and managed-account services under a consolidated billing program called “WealthPlan.”

Nathan Hardy is a financial advisor with Thrivent Investment Management in Greenwood Village, CO. He holds a Series 66 designation and has one year of industry experience. Prior to joining Thrivent, Hardy worked for the State of Colorado for 11 years. Thrivent Investment Management offers Dedicated Planning Services to individuals, families, businesses, and nonprofit clients through a network of Financial Advisors. The firm provides holistic, goal-based financial planning across various topics and allows clients to combine planning with managed-account services while maintaining these functions separately.

Fiorella Moscoso is a financial advisor with Thrivent Investment Management in Greenwood Village, CO, holding a Series 66 designation and one year of industry experience. She has previously worked at US Bank and owns a consulting firm. Thrivent Investment Management provides Dedicated Planning Services to individuals, families, businesses, and nonprofits, focusing on goal-based financial planning without portfolio management or institutional advisory roles.

Jack Coakley is a financial advisor with Thrivent Investment Management in Greenwood Village, CO. He holds a Series 66 designation and joined the firm in 2025. His prior experience includes roles at US Bank and involvement with Eldora Mountain Winter Sports Club. Thrivent Investment Management provides Dedicated Planning Services to individuals, families, businesses, and nonprofit clients, offering comprehensive written recommendations on a variety of financial topics without implementation. The firm uses holistic, goal-based analyses and allows clients to combine planning with managed-account services under a consolidated billing option called WealthPlan.

Carl Mesecher is a financial advisor at Thrivent Investment Management with 19 years of industry experience. He holds the Series 66 designation and has worked at Thrivent Financial for Lutherans and Thrivent Investment Management since 2006. Outside of his advisory role, he publishes and promotes books on popular music history through his own LLC. Thrivent Investment Management provides Dedicated Planning Services to individuals, families, businesses, and nonprofit clients, focusing on holistic, goal-based analyses and a broad range of planning topics. The firm’s approach separates planning from managed-account services and does not include discretionary trading authority for the planning service.

Oscar Moreno is a financial advisor at Thrivent Investment Management with four years of industry experience. He holds the Series 66 designation and has been with Thrivent Financial and Thrivent Investment Management since 2019, with prior roles including work at Missouri State University and Greek Belly. Thrivent Investment Management provides Dedicated Planning Services to individuals, families, businesses, and nonprofit clients, focusing on holistic, goal-based analyses and planning across various financial topics. The firm offers these services as one-time or ongoing engagements and integrates planning with managed-account programs under a consolidated billing option called WealthPlan.

Keith Wright is a financial advisor at Thrivent Investment Management with 10 years of industry experience. He holds the Series 66 designation and has been with Thrivent Financial and Thrivent Investment Management since 2016. Outside of his advisory role, he has published three eBooks available through Kindle by Amazon and provides consulting services to churches and nonprofit organizations on strategic planning and fundraising. Thrivent Investment Management offers Dedicated Planning Services to individuals, families, businesses, and nonprofit clients, focusing on holistic, goal-based financial analyses without discretionary portfolio management. The firm provides planning services that can be combined with managed-account programs under a consolidated billing option called “WealthPlan,” with regular reviews to update recommendations.

Michael Herrick is a financial advisor at Thrivent Investment Management with three years of industry experience. Prior to his current role, he served nine years with the Santa Barbara Police Department. He is a Board Member of the Fellowship of Christian Athletes at the Colorado School of Mines, where he supports student leaders and volunteers at ministry events. Thrivent Investment Management provides Dedicated Planning Services to individuals, families, businesses, and nonprofits, offering goal-based analyses and written recommendations on a broad range of financial topics without discretionary trading authority.

Daniel Horan is a financial advisor with Thrivent Investment Management in Greenwood Village, CO, holding a Series 66 designation and 29 years of industry experience. Prior to joining Thrivent in 2026, he worked at UMB Financial Services Inc. and UMB Bank for a combined total of 17 years. Outside of his advisory role, he is involved in residential real estate as a property manager. Thrivent Investment Management provides Dedicated Planning Services to individuals, families, businesses, and nonprofit clients, focusing on comprehensive, goal-based analyses across various financial planning topics without including implementation. The firm offers a consolidated billing option called “WealthPlan” that combines planning with managed-account services while maintaining them as separate engagements.