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William O

Series 66

Montvale, NJ

Thrivent Investment Management

William O'Doherty is a financial advisor at Thrivent Investment Management with 23 years of industry experience. He holds a Series 66 designation and 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 a network of financial advisors. The firm offers comprehensive goal-based planning on topics such as retirement, tax, estate, and special needs planning, delivered either as a one-time or ongoing engagement.

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Michael M

Series 63, Series 66

Montvale, NJ

Thrivent Investment Management

Michael McGee is a financial advisor at Thrivent Investment Management with 30 years of industry experience. He holds the Series 63 and Series 66 designations and has been with Thrivent Financial for Lutherans and Thrivent Investment Management since 2002, totaling 24 years at both firms. Thrivent Investment Management provides Dedicated Planning Services to individuals, families, businesses, and nonprofit clients through a network of financial advisors. The firm offers holistic, goal-based analyses and allows clients to combine planning with managed-account programs under a consolidated billing option called “WealthPlan,” while keeping planning and investment management separate.

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Rocco D

Series 63, Series 66

Montvale, NJ

Thrivent Investment Management

Rocco Degregorio is a financial advisor at Thrivent Investment Management with four years of industry experience. He holds the Series 63 and Series 66 designations. Prior to joining Thrivent, he worked for Glass Gardens and ShopRite of Paramus. Thrivent Investment Management provides Dedicated Planning Services to individuals, families, businesses, and nonprofit clients, focusing on comprehensive, goal-based financial planning without discretionary trading authority. The firm’s approach integrates detailed planning with managed-account programs, offering flexible options for clients under its WealthPlan service.

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Matthew C

CFA®, Series 66

Montvale, NJ

Thrivent Investment Management

Matthew Conway is a financial advisor at Thrivent Investment Management with nine years of industry experience. He holds the CFA® designation and Series 66 license. His prior roles include positions at Oppenheimer & Co. Inc., Ultimus Fund Distributors, LLC, Lyrical Partners, LP, and New York Life-affiliated firms. Thrivent Investment Management provides Dedicated Planning Services to individuals, families, businesses, and nonprofit clients through a network of Financial Advisors. The firm offers holistic, goal-based analyses and allows clients to combine planning with managed accounts under a consolidated billing option called WealthPlan.

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Peter M

Series 66

Montvale, NJ

Thrivent Investment Management

Peter Manke is a Series 66-licensed financial advisor with 16 years of industry experience. He has been with Thrivent Investment Management since 2009 and Thrivent Financial for Lutherans since 2010. Thrivent Investment Management provides Dedicated Planning Services to individuals, families, businesses, and nonprofits through a network of financial advisors. The firm offers holistic, goal-based financial planning on a one-time or ongoing basis, separate from its managed-account programs, and does not provide portfolio management for institutional clients.

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