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Terrance R

Series 63, Series 66

Jacksonville, FL

Thrivent Investment Management

Terrance Ray is a financial advisor at Thrivent Investment Management with credentials including the Series 63 and Series 66 licenses. He has over 20 years of experience in the insurance industry, including roles at Allstate Insurance Company and Triumph Insurance Group, LLC. Outside of his advisory work, he serves as a pastor at Christ in Action International, Inc. and holds a treasurer position on a local homeowners association board. Thrivent Investment Management provides Dedicated Planning Services to individuals, families, businesses, and nonprofit clients, focusing on goal-based analyses and broad financial planning topics such as retirement, income tax, estate, and business continuation planning. The firm offers planning as a standalone service without portfolio management or institutional advisory roles, allowing clients to combine planning with managed accounts under a consolidated billing option.

Business ownership considerations
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Pamela C

Series 66

Jacksonville, FL

Thrivent Investment Management

Pamela Cao is a financial advisor with Thrivent Investment Management, holding a Series 66 designation and four years of industry experience. She has worked at firms including LPL Financial and Fidelity Investments prior to joining Thrivent. Outside of her advisory role, she manages a rental property in Jacksonville, Florida. 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 that covers a wide range of topics and can be combined with managed-account programs under a consolidated billing option called “WealthPlan.”

Business ownership considerations
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Garland M

Series 66, Series 63

Jacksonville, FL

Thrivent Investment Management

Garland Mayerlen is a financial advisor at Thrivent Investment Management with three years of industry experience. He holds Series 66 and Series 63 designations and has worked at Thrivent and Fidelity Investments. Outside of his advisory role, he sells clothing online through the Depop platform. 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 topics and allows clients to combine planning with managed-account programs under a consolidated billing option.

Business ownership considerations
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