Overwhelmed by options?

Answer a few questions to see advisors matched to you.

Filters 1

Find a financial advisor

Based on your filters

user avatar
firm logo

John L

Series 66

West Palm Beach, FL

Thrivent Investment Management

John Leavitt is a Series 66 credentialed financial advisor with 19 years of industry experience, currently with Thrivent Investment Management. He has been with Thrivent Financial for Lutherans and its affiliated investment management arm since 2006. Outside of his advisory role, Leavitt volunteers as a tournament director for community youth tennis events and serves as chair of the board for TennisNRG Charitable, an organization supporting junior tennis players through training, grants, and leadership development. Thrivent Investment Management provides Dedicated Planning Services to individuals, families, businesses, and nonprofit clients, focusing on comprehensive, goal-based financial planning without discretionary trading authority. The firm offers integrated planning and managed-account solutions with an emphasis on ongoing client engagement through its network of financial advisors.

Business ownership considerations
user avatar
firm logo

Kristina C

ChFC®, Series 66

West Palm Beach, FL

Thrivent Investment Management

Kristina Clark is a financial advisor at Thrivent Investment Management with 22 years of industry experience. She holds the ChFC® designation and Series 66 license and has been with Thrivent Financial for Lutherans and Thrivent Investment Management since 2009. Outside of her advisory role, she is a pilot serving as a first officer, flying passengers to their destinations. Thrivent Investment Management provides Dedicated Planning Services to individuals, families, businesses, and nonprofit clients through a network of financial advisors, delivering goal-based analyses and planning without discretionary trading authority. The firm offers planning engagements on a one-time or ongoing basis, covering a broad range of topics including retirement, tax, estate, and special needs planning.

Business ownership considerations
Warmer team member

Not sure where to start?

We'll help you think it through—whether you ultimately need an advisor or not. Warmer helps you compare advisors clearly, so you can choose with confidence.

Find your advisor

For advisor listings, we rely on sources including public filings and data provided by advisors, and we cannot guarantee that all information is current or accurate. Advisors are independent and may not have reviewed or updated this information. Please review an advisor’s Form ADV and do your own diligence before deciding whether to work with them.

Advisor matching and introductions are provided by FinanceHQ LLC (“FHQ”), a wholly-owned subsidiary of Warmer and an SEC-registered investment advisor. We receive compensation from certain participating advisors for introductions or referrals. This creates a conflict of interest because we have an incentive to recommend advisors who compensate us, including those who pay us more. You pay no fee to use our matching service, and advisor fees are not increased because of a referral or introduction. We do not review the ongoing performance of advisors, manage or hold assets, guarantee performance, or provide advice about specific investments.

By using our service, you agree to our Terms of Service and Advisory Agreement, and acknowledge our Privacy Policy. Please review FHQ’s ADV Part 2A and Form CRS. Logos provided by Logo.dev

© 2026 Warmer Holdings Inc. (“Warmer”)