Shannon James is a financial advisor with Thrivent Investment Management in Saint Louis, MO, holding Series 63 and Series 66 credentials and four years of industry experience. She previously worked at Sun Valley Adult Care Center for 14 years. Outside of her advisory role, she is involved in several entrepreneurial and community activities, including coordinating events at a family-owned venue, operating a notary services business, organizing a creative studio for publishing and crafts, and offering motivational speaking engagements. Thrivent Investment Management provides Dedicated Planning Services to individuals, families, businesses, and nonprofit clients, focusing on holistic, goal-based financial planning without discretionary portfolio management. The firm allows clients to combine planning with managed-account programs under a consolidated billing option while keeping services distinct.

Rasheedah Krus is a financial advisor at Thrivent Investment Management with one year of industry experience. She holds the Series 66 designation and previously worked at Wells Fargo for 12 years. Thrivent Investment Management provides Dedicated Planning Services to individuals, families, businesses, and nonprofit clients through a network of Financial Advisors. The firm offers goal-based analyses and planning across various financial topics, with options to combine planning with managed-account programs while maintaining separation between the two services.