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James H

Series 66

Raleigh, NC

Thrivent Investment Management

James Hoke is a Series 66-licensed financial advisor with Thrivent Investment Management, where he has worked since 2015. He has 10 years of industry experience and serves as a board member for several local organizations, including the Kenly Area Chamber of Commerce, the Tobacco Farm Life Museum, and the Johnston County Tourism Authority. Thrivent Investment Management provides Dedicated Planning Services to individuals, families, businesses, and nonprofits, offering holistic, goal-based financial planning that covers a wide range of topics without direct portfolio management or discretionary trading authority.

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Andrew B

Series 66

Raleigh, NC

Thrivent Investment Management

Andrew Blanchard is a Series 66-credentialed financial advisor with Thrivent Investment Management in Raleigh, NC, with two years of industry experience. Prior to his financial advisory role, he served nine years in the U.S. Air Force and was a homemaker for five years. Outside of his advisory work, he is involved as an actor represented by a talent agency and serves as a board member for the Apex Public School Foundation. Thrivent Investment Management provides Dedicated Planning Services to individuals, families, businesses, and nonprofit clients, offering comprehensive financial planning focused on goals such as retirement, tax, estate, and special needs planning. The firm combines planning with managed-account programs under consolidated billing while maintaining separate planning and investment services.

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Melinda P

Series 66

Raleigh, NC

Thrivent Investment Management

Melinda Poulton is a Series 66 licensed financial advisor at Thrivent Investment Management with four years of industry experience. She has worked at Thrivent Financial and Thrivent Investment Management since 2022. Outside of her advisory role, she acts as a brand ambassador for nutritional supplements and wellness products in a limited capacity. Thrivent Investment Management provides Dedicated Planning Services to individuals, families, businesses, and nonprofit clients, focusing on holistic, goal-based analyses across various financial planning topics. The firm offers a planning service separate from portfolio management and allows clients to combine planning with managed-account programs under consolidated billing.

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Jennifer R

Series 66

Raleigh, NC

Thrivent Investment Management

Jennifer Riley is a financial advisor at Thrivent Investment Management in Raleigh, NC, holding a Series 66 designation. She has prior work experience with EspriGas and Coca Cola Consolidated, Inc. and began her advisory career with Thrivent in 2025. Thrivent Investment Management provides Dedicated Planning Services to individuals, families, businesses, and nonprofit clients, offering comprehensive written recommendations across various planning topics. The firm integrates planning with managed-account programs through its WealthPlan option while maintaining separate service structures and does not offer portfolio management for institutional clients.

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Nathaniel F

Series 63, Series 66

Raleigh, NC

Thrivent Investment Management

Nathaniel Forkey is a financial advisor at Thrivent Investment Management in Raleigh, NC. He holds Series 63 and Series 66 licenses and has been with Thrivent since 2026. His prior experience includes roles at Exact Sciences, Pfizer, Wells Fargo, and other companies. Outside of finance, he has been involved with Square Cow Moovers, a business active since 2021. Thrivent Investment Management offers Dedicated Planning Services to individuals, families, businesses, and nonprofit clients through a network of Financial Advisors. The firm provides holistic, goal-based financial planning with periodic reviews, allowing clients to combine planning with managed-account services under a consolidated billing option called WealthPlan.

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Michael H

Series 66

Raleigh, NC

Thrivent Investment Management

Michael Hock Jr. is a financial advisor with Thrivent Investment Management in Raleigh, NC, holding a Series 66 designation and three years of industry experience. Prior to his current role, he worked at GE Healthcare for seven years and was involved with Ohana Homes. Outside of his advisory work, he is a member and manager of holding companies that administer LLCs owning real estate. 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 offers planning as either a one-time or ongoing engagement, addressing a wide range of financial topics while keeping implementation and managed-account services separate.

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Travis J

Series 63, Series 66

Raleigh, NC

Thrivent Investment Management

Travis Johanson is a financial advisor with Thrivent Investment Management in Raleigh, NC, holding Series 63 and Series 66 credentials and having 22 years of industry experience. His prior roles include positions at Principal Life Insurance Company, Principal Securities Incorporated, and Waddell & Reed, Inc. Thrivent Investment Management offers Dedicated Planning Services to individuals, families, businesses, and nonprofit clients through a network of Financial Advisors. The firm provides holistic, goal-based financial planning covering a broad range of topics and offers clients the option to combine planning with managed-account services under a consolidated billing program called “WealthPlan.”

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James R

Series 63, Series 66

Raleigh, NC

Thrivent Investment Management

James Rowe is a financial advisor at Thrivent Investment Management with 16 years of industry experience. He holds Series 63 and Series 66 licenses and previously worked at firms including Edward Jones, JP Morgan Chase, and Wells Fargo Advisors. In addition to his advisory role, he serves as a board member of the Wake Medical Volunteer Board in Raleigh, NC. 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 financial planning without discretionary trading authority, offering clients a separation between planning and managed-account services.

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Brent L

Series 66

Raleigh, NC

Thrivent Investment Management

Brent Little is a financial advisor with Thrivent Investment Management based in Raleigh, NC. He holds the Series 66 designation and has five years of industry experience. Prior to his current role, Brent worked with 323 Sports for six years. 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 across various financial topics and combines planning with managed-account programs through a consolidated billing option called “WealthPlan.”

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Adam S

Series 66

Raleigh, NC

Thrivent Investment Management

Adam Simpson is a financial advisor at Thrivent Investment Management in Raleigh, NC, holding a Series 66 designation with five years of industry experience. He has been with Thrivent since 2021. Prior to his financial advisory role, he worked at Riverwood Elementary from 2014 to 2021. Thrivent Investment Management provides Dedicated Planning Services to individuals, families, businesses, and nonprofit clients, focusing on comprehensive goal-based analyses and written recommendations across various financial planning topics. The firm offers these planning services separately from its managed-account program, with an emphasis on periodic reviews and client engagement.

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Naji J

Series 66

Raleigh, NC

Thrivent Investment Management

Naji Jawabreh is a financial advisor with Thrivent Investment Management based in Raleigh, NC. He holds a Series 66 designation and joined Thrivent in 2026. Prior to his current role, he has experience at several firms including Fullstack Academy, Hendrick Auto Group, Oracle, IBM, and CloudFactory. Outside of finance, he has been involved with Filmology LLC, a business operating under the name Grunt Logic. Thrivent Investment Management offers Dedicated Planning Services to individuals, families, businesses, and nonprofits, providing goal-based financial analyses and broad planning recommendations without portfolio management for institutional clients. The firm combines planning with managed-account programs under a consolidated billing approach while maintaining separate services.

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Teigen F

Series 66

Raleigh, NC

Thrivent Investment Management

Teigen Fraker is a financial advisor with Thrivent Investment Management in Raleigh, NC. He holds a Series 66 designation and has three years of industry experience. His prior experience includes roles at Raymond James Financial Services, Oppenheimer & Co., and New York Life Insurance, as well as involvement with Origins Food & Beverage and City Market Social House. 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 and allows clients to combine planning with managed-account services while maintaining separate engagements.

Business ownership considerations
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