Loren Voss is a Series 66-licensed financial advisor with seven years at Thrivent Investment Management and a total of six years of industry experience. Prior to joining Thrivent, he worked at SoFi and SRI International. He is based in Helena, Montana. Thrivent Investment Management provides Dedicated Planning Services to individuals, families, businesses, and nonprofit clients, delivering holistic, goal-based analyses across topics such as retirement, tax, estate, and special needs planning. The firm offers these services alongside managed-account programs without discretionary trading authority for the planning service.

Autumn Keller is a financial advisor with Thrivent Investment Management in Helena, MT. She holds the Series 66 designation and has 13 years of industry experience, including 11 years at THRIVENT Financial. Outside of her advisory role, Keller serves as a board member for Promise 686 Montana, a ministry focused on supporting children and families through church-based initiatives. Thrivent Investment Management provides Dedicated Planning Services to individuals, families, businesses, and nonprofit clients, offering goal-based analyses and written recommendations across a range of financial topics without discretionary trading authority. The firm integrates planning with managed-account solutions under a consolidated billing option called “WealthPlan.”