Johan Varghese is a financial advisor at Thrivent Investment Management with Series 66 credentials. He has recently started his career in the industry, joining Thrivent Investment Management in 2025. Prior to this, his background includes various roles in education and community organizations. Thrivent Investment Management provides Dedicated Planning Services to individuals, families, businesses, and nonprofit clients, focusing on comprehensive, goal-based financial planning without portfolio management for institutional clients. The firm offers standalone or ongoing planning relationships and integrates planning with managed-account services through a consolidated billing option.

Todd Patton is a financial advisor at Ameriprise with 13 years of industry experience. He holds the Series 66 designation and previously worked at Edward Jones for 11 years before joining Ameriprise in 2022. Ameriprise provides retirement-income planning services primarily for individuals with at least $1 million in net investable assets, offering written Recommendation Reports that address income sources, Social Security options, and tax-smart withdrawal strategies. The firm combines research, modeling, and tax-efficiency analysis in a centralized consulting approach and delivers recommendations tailored to clients’ needs, with a focus on assets held in Ameriprise Managed Accounts.

Kasadi New is a Series 66-credentialed financial advisor with nine years of industry experience, currently practicing at Edward Jones. Kasadi has held roles at Edward Jones since 2017, with a brief tenure at Woodmen of the World Life Insurance Society, and has prior work experience in the food service industry. Outside of advisory work, Kasadi has provided food delivery services through Door Dash. Edward Jones is a full-service wealth management firm serving individual and institutional clients, including households and corporate entities. The firm offers a range of advisory programs and investment solutions, managing approximately $1.01 trillion in assets with a large network of advisors and branches nationwide.