Mandy Roberts is a Series 66-credentialed financial advisor at Thrivent Investment Management with six years of industry experience. Prior to joining Thrivent in 2020, she worked in the Marathon and Mosinee School Districts. Outside of her advisory role, she teaches yoga classes and hosts wellness retreats through her business, Be Blue LLC, serves as a yoga instructor at the Woodson YMCA, and holds board and leadership positions with Wisconsin Public Radio and local community organizations. Thrivent Investment Management offers Dedicated Planning Services to individuals, families, businesses, and nonprofits, providing holistic, goal-based financial analyses without discretionary trading authority. Their approach includes comprehensive written recommendations and an option to combine planning with managed-account services under consolidated billing.

Krista Karow is a financial advisor with Thrivent Investment Management in Wausau, WI, holding a Series 66 license and 18 years of industry experience. Her career includes roles at Thrivent Financial, LPL Financial, and CUNA Brokerage Services. Outside of her advisory work, she serves as Membership Chair for the After-Hours Rotary Club. 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 offers a planning approach that can be combined with managed account services under a consolidated billing option.