David Carter is a financial advisor with Thrivent Investment Management in Rockford, IL, holding Series 63 and Series 66 licenses and 16 years of industry experience. He has been with Thrivent Financial for Lutherans and Thrivent Investment Management since 2009. 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 on a wide range of financial planning topics. The firm allows clients to integrate planning with managed-account services under a consolidated billing option while maintaining separate service components.

Steven Steiner is a financial advisor with Thrivent Investment Management in Rockford, Illinois, holding a Series 66 designation and nine years of industry experience. His career includes roles at Thrivent Financial and a period of self-employment before joining Thrivent. Outside of his advisory work, he owns and manages a portfolio of rental properties in Beloit, Wisconsin. Thrivent Investment Management offers Dedicated Planning Services to individuals, families, businesses, and nonprofit clients, providing goal-based financial planning without discretionary portfolio management. The firm emphasizes holistic analyses and periodic plan reviews delivered through a large network of financial advisors.

Zachary Bargman is a financial advisor with Thrivent Investment Management, holding a Series 66 designation and three years of industry experience. He has worked primarily with Thrivent Financial and Thrivent Investment Management since 2022. Outside of his advisory role, he serves as a board member for Katie's Cup, a nonprofit coffee house involved in community work. Thrivent Investment Management provides Dedicated Planning Services to individuals, families, businesses, and nonprofit clients, offering comprehensive written recommendations across various financial topics without implementing those recommendations directly. The firm uses goal-based analyses and allows clients to combine planning with managed-account programs while keeping services distinct.