Justin Kelly is a financial advisor with Thrivent Investment Management, holding a Series 66 designation and based in Madison, WI. He has recent experience with Thrivent Financial and its investment management division, and previously worked at Princeton Club West and Kelly Home Improvement. Thrivent Investment Management provides Dedicated Planning Services to individuals, families, businesses, and nonprofits, offering holistic, goal-based financial analyses and planning without discretionary trading authority. Their approach includes a consolidated billing option combining planning and managed-account services, with ongoing reviews typically conducted annually.

Mark Hammes is a financial advisor at Thrivent Investment Management in Madison, WI, holding Series 63 and Series 65 licenses with 38 years of industry experience. He has been with Thrivent Investment Management and Thrivent Financial for Lutherans since 2002. Thrivent Investment Management provides Dedicated Planning Services to individuals, families, businesses, and nonprofit clients through a network of financial advisors, offering goal-based analyses and written recommendations across various planning areas. The firm combines planning and managed-account services under a consolidated billing option called WealthPlan, while maintaining separation between these services.

Adam Schinke is a financial advisor with Thrivent Investment Management in Madison, WI, holding Series 63 and Series 65 credentials and 20 years of industry experience. He has worked at Thrivent Financial for Lutherans and its affiliate Thrivent Investment Management since 2006. Thrivent Investment Management provides Dedicated Planning Services to individuals, families, businesses, and nonprofit clients through a network of financial advisors, focusing on goal-based financial planning and offering a consolidated billing option called “WealthPlan” that separates planning from managed-account services.

Ryan Liermann is a financial advisor with Thrivent Investment Management based in Madison, WI. He holds the Series 66 designation and has been with Thrivent since 2026. Prior to joining Thrivent, he worked at Pfizer, LGC, Clario, and Astellas Pharma. Thrivent Investment Management provides Dedicated Planning Services to individuals, families, businesses, and nonprofit clients. The firm offers holistic, goal-based financial analyses and ongoing planning relationships without discretionary trading authority, allowing clients to combine planning with managed-account services under a consolidated billing option called “WealthPlan.”

Scott Barth is a financial advisor with Thrivent Investment Management in Madison, WI, holding Series 63 and Series 66 licenses and bringing 34 years of industry experience. He has been with Thrivent Financial for Lutherans and Thrivent Investment Management since 2002. Outside of his advisory role, Barth serves on the Board of Trustees at Augustana University, is a board member at Edgewood High School, and works as a consultant focused on leadership development and team building. 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 planning across various financial topics without discretionary trading authority and integrates planning with managed accounts through its consolidated WealthPlan service.

Rachel Hammes is a financial advisor with Thrivent Investment Management in Madison, WI, holding a Series 66 designation and 13 years of industry experience. She has been with Thrivent Financial for Lutherans and Thrivent Investment Management since 2013. Thrivent Investment Management offers Dedicated Planning Services to individuals, families, businesses, and nonprofit clients, providing goal-based analyses and written recommendations on a wide range of financial topics. The firm combines planning services with managed-account programs under a consolidated billing option while maintaining separate planning and investment management functions.

Rachel Roth is a financial advisor with Thrivent Investment Management in Madison, WI, holding a Series 66 designation and having two years of industry experience. Her prior work includes roles at Northwestern Mutual and Janesville School District. Outside of finance, she is involved in pet care through a pet sitting service using the Rover app. Thrivent Investment Management provides Dedicated Planning Services to individuals, families, businesses, and nonprofit clients, offering goal-based financial analyses and planning without discretionary trading authority. The firm enables clients to combine planning with managed accounts through a consolidated billing option called WealthPlan, maintaining separation between planning and portfolio management.

Chad Thomley is a CFP® professional with 34 years of industry experience, currently serving at Thrivent Investment Management in Madison, WI. He has been with Thrivent Financial for Lutherans and Thrivent Investment Management since 2002. Thrivent Investment Management provides Dedicated Planning Services to individuals, families, businesses, and nonprofit clients through its network of Financial Advisors, offering comprehensive written recommendations across various planning areas without implementation services. The firm combines holistic, goal-based analyses with flexible service options, including a managed-account program under a consolidated billing system called “WealthPlan.”