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Brad S

Series 63, Series 66

Katy, TX

Thrivent Investment Management

Brad Smith is a financial advisor with Thrivent Investment Management, holding Series 63 and Series 66 credentials and nine years of industry experience. His prior experience includes roles at The Huntington Investment Company, JPMorgan Securities LLC, Morgan Stanley, and MassMutual. Thrivent Investment Management provides Dedicated Planning Services to individuals, families, businesses, and nonprofit clients, offering comprehensive written recommendations on a variety of financial and estate planning topics without portfolio management or discretionary trading authority.

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Miguel G

Series 66

Katy, TX

Thrivent Investment Management

Miguel Garces is a financial advisor at Thrivent Investment Management with four years of industry experience. He holds a Series 66 designation and has previously worked at Bank of America NA, NACA, Guardian Life, Veritat Advisors, Chase Investment Services Corp., and Edward Jones. Thrivent Investment Management provides 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 broad range of topics and offers clients the option to combine planning with managed accounts under a consolidated billing program called WealthPlan.

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Jessica D

Series 66, Series 63

Katy, TX

Thrivent Investment Management

Jessica Dail is a financial advisor with Thrivent Investment Management, holding Series 66 and Series 63 licenses and having one year of industry experience. Her prior work includes roles at PFS Investment Inc., Primerica Financial Services, and Thrivent Financial. Outside of finance, she works as a substitute tutor for SpiderSmart Katy, providing English, reading, spelling, and writing support to K-12 students. Thrivent Investment Management offers Dedicated Planning Services to individuals, families, businesses, and nonprofit clients through its network of Financial Advisors. The firm focuses on holistic, goal-based planning across multiple areas such as retirement, tax, and estate planning, providing written recommendations without discretionary trading authority.

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Terral H

Series 63, Series 66

Katy, TX

Thrivent Investment Management

Terral Hogan is a financial advisor at Thrivent Investment Management with five years of industry experience. He holds Series 63 and Series 66 designations and has worked previously at Robinhood Markets, Inc. and Empower Retirement. Thrivent Investment Management provides Dedicated Planning Services to individuals, families, businesses, and nonprofits, offering holistic, goal-based analyses on various financial planning topics. The firm does not offer portfolio management for institutional clients or serve as a selector of other advisers for institutional mandates.

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Stacy S

Series 66

Katy, TX

Thrivent Investment Management

Stacy Spier is a Series 66-licensed financial advisor at Thrivent Investment Management with one year of industry experience. Prior to joining Thrivent, Spier worked at Alfasigma USA for 20 years and held other positions in the medical sector. 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 financial planning on a variety of topics without discretionary trading authority and provides an option to combine planning with managed-account services under a consolidated billing program.

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