Winter Park, FL Office

Brittney Cooper is a Series 66-licensed financial advisor at Thrivent Investment Management with three years of industry experience. She has worked in various roles including at Thrivent Financial, Adams Homes, and Abraham Legacy Realty. Cooper serves on the board of Early Learning Connections Inc., a nonprofit child care facility, and is an inaugural board member of Enterprising Black Orlando, a community initiative focused on advancing racial economic equity and supporting Black-owned businesses in Central Florida. Thrivent Investment Management provides Dedicated Planning Services to individuals, families, businesses, and nonprofits, offering comprehensive, goal-based financial planning without discretionary trading authority. The firm emphasizes written recommendations across a broad range of topics and integrates planning with managed-account programs under a consolidated billing option.

Carlton Smith is a financial advisor with Thrivent Investment Management in Winter Park, FL. He holds Series 63 and Series 66 designations and has one year of industry experience. His prior work includes roles at Charles Schwab & Co., Inc., Kingdom Economy, and Fairwinds Credit Union. Thrivent Investment Management offers Dedicated Planning Services to individuals, families, businesses, and nonprofit clients, focusing on holistic, goal-based analyses and comprehensive planning across topics such as retirement, estate, and tax, without managing discretionary trading authority. The firm combines planning with managed-account services under a consolidated billing option while keeping these functions separate.

Di Ivory Edgecomb is a financial advisor at Thrivent Investment Management with Series 66 credentials and no prior industry experience. Before joining Thrivent, Di worked at Box Real Estate for six years and was employed by the City of Hollywood for twelve years. 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 covering topics such as retirement, tax, estate, and special needs planning, with an option to combine planning with managed accounts under a consolidated billing program called “WealthPlan.”

Sara Meyer is a financial advisor at Thrivent Investment Management with 12 years of industry experience. She holds the Series 66 designation and has been with Thrivent Financial for Lutherans and Thrivent Investment Management since 2013. 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 financial analyses and planning, with options to combine planning with managed accounts under a consolidated billing program called WealthPlan.

Erin Long is a financial advisor with Thrivent Investment Management, holding a Series 66 designation and nine years of industry experience. She has worked with Thrivent Financial and Fidelity Investments throughout her career. Thrivent Investment Management provides Dedicated Planning Services to individuals, families, businesses, and nonprofit clients, focusing on goal-based analyses and written recommendations across a broad range of financial planning topics. The firm offers separate planning and managed-account services with periodic reviews and does not provide portfolio management for institutional clients.