Jacksonville, FL Belfort Rd Office

Wendi Orr is a Series 66-licensed financial advisor with one year of industry experience, currently affiliated with Thrivent Investment Management in Jacksonville, FL. Prior to joining Thrivent, she held positions at Fidelity Investments and has a diverse work background including roles in child care and community organizations. 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 integrated planning and managed-account services through its WealthPlan platform, maintaining financial advisor-led plan development and periodic reviews.

Adam Klohr is a financial advisor with Thrivent Investment Management in Jacksonville, FL, holding a Series 66 designation and 25 years of industry experience. He has been with Thrivent and its predecessor entities since 2002. Thrivent Investment Management provides Dedicated Planning Services to individuals, families, businesses, and nonprofit clients, offering one-time or ongoing planning engagements that cover a broad range of topics such as retirement, income tax, estate, and special needs planning. The firm combines holistic, goal-based analyses with managed-account programs under a consolidated WealthPlan option while maintaining separation between planning and portfolio management services.

Kharis Quaintance is a financial advisor with Thrivent Investment Management in Jacksonville, FL, holding Series 63 and Series 65 credentials and bringing 21 years of industry experience. Prior to joining Thrivent, Quaintance worked at Pruco Securities, Prudential Insurance, New York Life, and Allstate. He serves as a board member of the Jacksonville Urban League and is treasurer of the University of Florida Black Alumni association. 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 integrated planning and managed-account solutions under a consolidated billing option called “WealthPlan.”

Bryan Shore is a financial advisor with Thrivent Investment Management in Jacksonville, FL, holding a Series 66 designation and 17 years of industry experience. He previously worked at Scottrade, Inc. for 10 years before joining Thrivent in 2018. Outside of his advisory role, he occasionally lists a personal vehicle for rent through the platform Turo. 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 comprehensive written recommendations on various financial topics and allows clients to combine planning with managed account services under a consolidated billing option called “WealthPlan.”

William Maicon is a financial advisor at Thrivent Investment Management with 47 years of industry experience. He holds Series 63 and Series 66 credentials and has been with Thrivent since 2020. His prior roles include positions at MWA Financial Services, Modern Woodmen of America, and real estate firms such as Grand Living Realty and Coldwell Banker Premier Properties. Thrivent Investment Management provides Dedicated Planning Services to individuals, families, businesses, and nonprofit clients, offering comprehensive written recommendations across multiple planning areas. The firm uses goal-based analyses and allows clients to combine planning with managed accounts under a consolidated billing option, maintaining a separation between planning and portfolio management.

Christopher Danford is a financial advisor with Thrivent Investment Management, holding Series 63 and Series 66 designations and possessing 30 years of industry experience. He has been with Thrivent Investment Management and Thrivent Financial for Lutherans since 2002. Danford serves as a board member for Lutheran Services of Florida, an organization providing various community services across the state. Thrivent Investment Management offers Dedicated Planning Services to individuals, families, businesses, and nonprofit clients, focusing on comprehensive goal-based analyses and planning without discretionary trading authority. Their approach integrates planning with managed-account programs under a consolidated billing option while maintaining separate services.

Daniel Johnson is a financial advisor at Thrivent Investment Management with 21 years of industry experience. He holds a Series 66 designation and has been with Thrivent Financial for Lutherans and Thrivent Investment Management since 2004. Thrivent Investment Management offers Dedicated Planning Services to individuals, families, businesses, and nonprofit clients through a network of financial advisors. The firm provides holistic, goal-based planning across a wide range of topics, with the option to combine planning with managed-account services under a consolidated billing program called WealthPlan.