Collin Carlton is a Series 66-registered financial advisor with Thrivent Investment Management, based in Hickory, NC, and has four years of industry experience. He has worked at various Thrivent entities since 2021 and has prior experience at Appalachian State University and Lowe's Home Improvement. Outside of his advisory role, he serves as an ambassador for Muller Choker, an outdoor company specializing in hunting and skeet shooting equipment. Thrivent Investment Management provides Dedicated Planning Services to individuals, families, businesses, and nonprofit clients, delivering holistic, goal-based financial analyses without discretionary trading authority. The firm offers integrated planning and managed-account services, emphasizing periodic plan reviews and a broad range of financial topics.

Kelly Jones is a financial advisor with Thrivent Investment Management in Hickory, NC, holding a Series 66 designation and 17 years of industry experience. She has been with Thrivent Financial for Lutherans and Thrivent Investment Management since 2008. Jones serves on the Board of Directors for the Catawba Medical Foundation, a nonprofit supporting the Catawba Valley Health System. Thrivent Investment Management offers Dedicated Planning Services to individuals, families, businesses, and nonprofit clients through a network of financial advisors. The firm focuses on holistic, goal-based planning across a range of topics and allows integration with managed-account programs while maintaining separate planning and investment services.