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Jodi G
Series 66
North Scituate, RI
Thrivent Investment Management
Jodi Gaynor is a financial advisor at Thrivent Investment Management with one year of industry experience. She holds the Series 66 designation and previously worked at CVS Health Inc. for 24 years. Jodi is also the CFO of BetterX Compounding, Inc., a company developing automated pharmaceutical compounding technology. Thrivent Investment Management provides Dedicated Planning Services to individuals, families, businesses, and nonprofit clients, focusing on holistic, goal-based financial planning without discretionary trading authority. The firm’s approach separates planning from managed accounts while offering a consolidated billing option called “WealthPlan.”
Benjamin R
Series 66
North Scituate, RI
Thrivent Investment Management
Benjamin Ross is a financial advisor with Thrivent Investment Management, holding a Series 66 credential and three years of industry experience. His prior work includes roles at Bryant University and Newton Wellesley Hospital. Outside of his advisory duties, Ross serves as a referee for a youth flag football league in Needham. Thrivent Investment Management provides Dedicated Planning Services to individuals, families, businesses, and nonprofits, focusing on goal-based financial planning without discretionary trading authority. The firm integrates planning with managed-account programs through a consolidated billing option called WealthPlan, maintaining a separation between planning and investment management services.
Bryan S
Series 66
North Scituate, RI
Thrivent Investment Management
Bryan Schmeling is a financial advisor with Thrivent Investment Management, holding a Series 66 designation and 19 years of industry experience. He has been with Thrivent Financial For Lutherans and Thrivent Investment Management since 2006. Outside of his advisory role, he serves as Stewardship and Education Chair at Good Shepherd Lutheran Church and is a board member of the Scituate Business Association in Rhode Island. 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 financial analyses covering a broad range of planning topics, delivered primarily through non-discretionary planning engagements.
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