Westbury, NY Office

Cara Maloney is a financial advisor with Thrivent Investment Management, holding Series 63 and Series 66 licenses and 32 years of industry experience. She has worked at Thrivent Financial and Thrivent Investment Management since 2018, following prior roles at Cetera Investment Services and Valley National Bank. Thrivent Investment Management provides Dedicated Planning Services to individuals, families, businesses, and nonprofit clients, offering goal-based financial planning without portfolio management. The firm combines planning with managed-account programs under its WealthPlan option while maintaining separate services.

Michael Cousins is a financial advisor at Thrivent Investment Management with 20 years of industry experience. He holds Series 63 and Series 65 designations and has worked previously at Allstate Insurance Company and CitiGroup. He has been with Thrivent Financial and Thrivent Investment Management since 2021. Thrivent Investment Management provides Dedicated Planning Services to individuals, families, businesses, and nonprofit clients, offering comprehensive, goal-based financial planning without discretionary portfolio management. The firm’s planning services can be combined with managed-account programs under a consolidated billing option called “WealthPlan,” while keeping planning and management separate.

Jason Rogoff is a financial advisor with Thrivent Investment Management, holding a Series 66 credential and 20 years of industry experience. He has been with Thrivent Financial for Lutherans and Thrivent Investment Management since 2005. Outside of his advisory role, Rogoff serves as Executive Director of the Merrick Bellmore Little League and is the owner of Vantage Auto Group of Long Island, an auto purchasing and leasing business. Thrivent Investment Management provides Dedicated Planning Services to individuals, families, businesses, and nonprofit clients through a network of financial advisors. The firm offers holistic, goal-based planning without discretionary trading authority, focusing on topics such as retirement, tax, estate, and special needs planning.

James Bilger is a financial advisor with Thrivent Investment Management, holding Series 63 and Series 65 credentials and bringing 27 years of industry experience. He has been with Thrivent Financial for Lutherans and Thrivent Investment Management since 2002. His other business activities include managing existing fixed annuity contracts with Jackson National, with no new sales. Thrivent Investment Management provides Dedicated Planning Services to individuals, families, businesses, and nonprofit clients through a network of Financial Advisors. The firm focuses on holistic, goal-based planning across various financial topics and offers clients the option to combine planning with managed-account services under a consolidated billing arrangement called “WealthPlan.”

Tara Apelbaum is a financial advisor at Thrivent Investment Management with one year of industry experience. She holds the Series 66 designation and has prior work experience that includes roles at Thrivent Financial and community involvement with organizations such as the Hebrew Academy of the Five Towns and Rockaway and the Marion and Aaron Gural JCC Inc. Thrivent Investment Management provides Dedicated Planning Services to individuals, families, businesses, and nonprofit clients, offering comprehensive planning without portfolio management for institutional clients.

Robert Vissichelli is a financial advisor at Thrivent Investment Management with 14 years of industry experience. He holds a Series 66 designation and has worked with Thrivent Financial for Lutherans and Thrivent Investment Management since 2011. 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 analyses and planning recommendations across various topics, which clients can combine with managed-account services under a consolidated billing option called WealthPlan.