James Heeg is a financial advisor at Thrivent Investment Management with one year of industry experience. He holds a Series 66 designation and has worked in various roles including positions at Thrivent Financial, Dawson Group - Pickles Sandbar, and United Community Bank. Thrivent Investment Management provides Dedicated Planning Services to individuals, families, businesses, and nonprofit clients, focusing on holistic, goal-based financial planning that covers topics such as retirement, tax, estate, and special needs planning. The firm offers these services either on a one-time or ongoing basis without discretionary trading authority, and clients may combine planning with managed-account programs under a consolidated billing option.

Eric Jacobson is a financial advisor with Thrivent Investment Management, holding Series 63 and Series 65 designations and bringing 29 years of industry experience. He has been with Thrivent Financial for Lutherans and Thrivent Investment Management since 2002. Outside of his advisory role, Jacobson serves as president of the Rothschild Urbanairs Snowmobile Club, a nonprofit organization that maintains and grooms snowmobile trails in Marathon County, Wisconsin. Thrivent Investment Management provides Dedicated Planning Services to individuals, families, businesses, and nonprofit clients, offering comprehensive, goal-based planning across various financial topics while keeping implementation and portfolio management separate from the planning process.

Ethan Pond is a financial advisor at Thrivent Investment Management with a Series 66 credential and one year of industry experience. His prior work includes roles at Thrivent Financial and various positions connected to the University of Wisconsin Stevens Point, as well as experience at Greenheck, Dunhams, Menards, and Wausau Country Club. Thrivent Investment Management provides Dedicated Planning Services to individuals, families, businesses, and nonprofit clients through a network of financial advisors, offering comprehensive planning on topics such as retirement, tax, estate, and business continuation without discretionary trading authority. The firm combines goal-based analyses with managed-account options under a consolidated billing program called WealthPlan.