Simon Fisher is a financial advisor with Thrivent Investment Management and holds Series 65 and Series 63 licenses. He has two years of industry experience and has worked previously at Keyes Stange & Wooten Wealth Management and Built Technologies. Simon serves as a director on the South Daytona Lions Club board. Thrivent Investment Management offers Dedicated Planning Services to individuals, families, businesses, and nonprofit clients, providing written recommendations on various planning topics without implementation services. The firm combines holistic, goal-based analyses with managed-account options under a consolidated billing approach while maintaining separate planning and portfolio management functions.

William Berezansky is a financial advisor with Thrivent Investment Management, holding a Series 66 designation and bringing two years of industry experience. He previously worked at KPMG for nine years. Berezansky serves as a board member of the Rotary Club of Flagler Beach and volunteers as a mentor for SCORE, assisting small business owners and entrepreneurs. 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 planning without discretionary trading authority and supports combining planning with managed-account programs under a consolidated billing option.