Sherry Sheppard is a financial advisor with Thrivent Investment Management, holding Series 63 and Series 65 credentials and bringing 13 years of industry experience. She has been with Thrivent Financial for Lutherans since 2013 and with Thrivent Investment Management since 2012. Thrivent Investment Management provides Dedicated Planning Services to individuals, families, businesses, and nonprofit clients, focusing on holistic, goal-based financial planning without discretionary trading authority. The firm offers a consolidated WealthPlan option that combines planning with managed-account services while keeping them separate.

Jennifer Odell is a financial advisor at Thrivent Investment Management with three years of industry experience. She holds the Series 66 designation and previously worked at Edward Jones and Publix Supermarkets. 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 planning across various areas such as retirement, tax, estate, and special needs, with options to combine planning with managed account services under a consolidated billing program called WealthPlan.

Leander Mc Guigan is a Series 66-licensed financial advisor with Thrivent Investment Management, based in Summerville, SC. He joined Thrivent in 2025, following a 13-year career with the Berkeley County School District. Outside of his advisory role, Mc Guigan serves as secretary of the Parent/Teacher Association Board for Howe Hall AIMS Elementary School and works as an education consultant, providing temporary advice to schools and districts. Thrivent Investment Management offers Dedicated Planning Services to individuals, families, businesses, and nonprofit clients through a network of financial advisors. The firm focuses on holistic, goal-based planning covering a range of topics but does not provide portfolio management for institutional clients.