Jason Susee is a financial advisor at Thrivent Investment Management with 15 years of industry experience. He holds Series 63 and Series 65 designations and has been with Thrivent and its related entities since 2010. Thrivent Investment Management provides Dedicated Planning Services to individuals, families, businesses, and nonprofit clients, offering goal-based analyses and written recommendations across a broad range of topics. The firm’s approach combines planning with managed-account services under a consolidated billing option, while maintaining separate planning and investment management functions.

Carolyn Perez is a Series 66 licensed financial advisor at Thrivent Investment Management with seven years of industry experience. She has been with Thrivent and its affiliated entities since 2018. Prior to her financial advisory career, her work history includes roles in education and small business. Thrivent Investment Management provides Dedicated Planning Services to individuals, families, businesses, and nonprofit clients through a network of advisors. The firm offers holistic, goal-based financial analyses and allows clients to combine planning with managed-account services under a consolidated billing option called “WealthPlan.”

John Nolan Jr. is a financial advisor at Thrivent Investment Management with 11 years of industry experience. He holds Series 63 and Series 65 designations and has been with Thrivent Financial and Thrivent Investment Management since 2014. The firm offers Dedicated Planning Services to individuals, families, businesses, and nonprofit clients, providing comprehensive financial planning without portfolio management or discretionary trading authority. Thrivent combines goal-based planning with managed-account options under a consolidated billing system while maintaining separate planning and investment services.