Sarah Hamlen is a financial advisor at Thrivent Investment Management with 13 years of industry experience. She holds a Series 66 designation and has worked at Thrivent Investment Management since 2013 and Thrivent Financial for Lutherans since 2014. Hamlen serves as a public representative on the Montana Board of Public Accountants, a regulatory body overseeing accounting professionals in the state. 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 financial topics and allows clients to combine planning with managed-account programs under a consolidated billing option called “WealthPlan,” while keeping these services separate.

Anna Allan is a Series 66 licensed financial advisor at Thrivent Investment Management with two years of industry experience. Her work history includes roles at Thrivent Financial and Thrivent Investment Management Inc, as well as experience in the hospitality and entertainment sectors through businesses such as Wild Oats Baking and Silver Spur Entertainment Co. Thrivent Investment Management provides Dedicated Planning Services to individuals, families, businesses, and nonprofit clients, delivering written recommendations on a broad range of financial planning topics. The firm offers a holistic, goal-based planning approach that can be integrated with managed-account programs under a consolidated billing option called “WealthPlan.”

Douglas Chapman is a financial advisor at Ameriprise with a Series 66 designation and one year of industry experience. Prior to joining Ameriprise, he spent 14 years with Choice Property Management, LLC. Ameriprise offers retirement-income planning services focused on individuals nearing or in retirement who meet specific asset criteria, combining research, modeling, and tax-efficiency analysis to provide written recommendation reports. The firm serves clients through a centralized consulting team and emphasizes integrated management of assets held in Ameriprise accounts.