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About Advocate Wealth Advisors

We're proud to be Thrivent financial professionals. We provide personalized financial guidance to people at all stages of life. At Thrivent, we view money not as a goal, but as a tool — one that can afford you a life rich in meaning and gratitude. We believe humanity thrives when individuals make the most of all they've been given. We're here to help you do just that.


With offices throughout the Tampa Bay Area - our team can provide financial guidance to our clients at any of our convenient locations. We are able to provide a robust individualized planning experience because we are able to utilize a team approach when meeting our clients' needs.

Brandon Office

Matthew Oleson

Matthew Oleson

CFP®, ChFC®, RICP®, CKA®

Matthew has been in the financial planning industry since 2004. From life insurance needs to investment advice, and retirement planning - as CERTIFIED FINANCIAL PLANNER™ he can do it all. Matt’s goal is to always seek the best interests of his clients and their goals. Matt has been happily married to his wife, Kacy, since 2007 and together they have five wonderful kids. As former foster parents who adopted three of their kids, they remain dedicated to helping kids in foster care, as well as many other in their community by being involved in various local non-profit organizations. Living out his Christian faith by being generous to others is one of the things he enjoys most. Being a part of the Thrivent community, Matt has been able to do this more than he could have done anywhere else. Matt is passionate about helping his clients learn to be wise with their money - so that they too can live generously.

Title

Wealth Advisor

State(s) Licensed
AK , AL , AZ , CA Insurance Lic. #0L68903 , DC , FL , GA , IA , IL , IN , KS , LA , MI , MN , MO , MS , NC , NJ , NY , OH , OR , PA , RI , SC , SD , TN , TX , UT , VA
Location

Brandon Office

Website
https://connect.thrivent.com/matthew-oleson
Phone
813-626-5489
Stephen Miller

Stephen Miller

CFP®, FIC, CKA®

Stephen began working with Thrivent in 2011, with the goal of owning his own business while empowering others in their financial journey. In 2022, he received his CERTIFIED FINANCIAL PLANNER™ certification and the next year he became a Certified Kingdom Advisor®. Stephen and his high school sweetheart, Sally, have four children and a pup named Lucy. As a family they are members of North Pointe Church, love to travel to National Parks, and enjoy serving others in the community as well as in the Dominican Republic. 


Schedule a strategy session with Stephen


Title

Wealth Advisor

State(s) Licensed
CA Insurance Lic. #4384104 , FL , IA , IN , KY , NC , NJ , SD , TN , WI
Location

Land O' Lakes Office: 2651 Narnia Way Land O'Lakes, FL 34638

Website
https://connect.thrivent.com/stephen-miller
Phone
813-807-9906
Kelly Grills

Kelly Grills

FIC

Kelly’s mission is to help individuals gain financial clarity and peace so they can live abundant, purpose-driven lives. With a background in education and a passion for service, Kelly now uses her teaching skills to guide others through financial planning that aligns with their values and goals. Faith, family, and generosity are at the heart of her work, and she strives to make financial concepts simple and approachable. Outside of work, Kelly enjoys time with her husband, a local pastor, and their three children, as they stay active, enjoy the outdoors, and serve our community together.


To schedule a meeting with Kelly, click here: https://calendly.com/kelly-grills-thrivent/thrivent-connect-meeting

Title

Financial Advisor

State(s) Licensed
FL , MI , NC , NJ , TN
Location

Land O'Lakes

Website
https://connect.thrivent.com/kelly-grills
Phone
813-807-9906
Kim Frye

Kim Frye

FIC, CLTC®

Kim Frye has been with Thrivent for 17 years. Jesus is her CEO. He created Kim highly relational and passionate about serving others. She takes time with families to understand their goals & values. Kim is proud to be a Thrivent financial professional. She provides personalized financial guidance to people at all stages of life. Kim is blessed to be married to her college sweetheart since 1992. They have 3 sons, 1 daughter- in-law and the sweetest Labrador named “Lilly”. Outside of work she enjoys studying the Bible, walking, biking, coaching & playing basketball. Additionally, charities Kim loves to support are Beds 4 kids, Habitat for Humanity, World Vision and Kids Against Hunger.

Title

Financial Advisor

State(s) Licensed
FL , MI , NC , OH
Location

Bradenton

Website
https://connect.thrivent.com/kim-frye
Phone
260-409-4111
Steven Welch

Steven Welch

I'm proud to be a Thrivent financial professional. I provide personalized financial guidance to people at all stages of life. At Thrivent, we view money not as a goal, but as a tool — one that can afford you a life rich in meaning and gratitude. We believe humanity thrives when individuals make the most of all they've been given. I'm here to help you do just that.

Title

Financial Advisor

State(s) Licensed
FL , IL , IN , NC , OH , SC , TN , VA
Location

St. Petersburg

Website
https://connect.thrivent.com/steven-welch
Phone
727-282-6786
    Quinton Baker

    Quinton Baker

    CIMA®

    Quinton has been in the financial services industry since 2019. Since then, he has enjoyed helping people develop comprehensive dedicated plans that include tax efficiency, personalized investment management, retirement income strategies, and estate wealth transfer preparations and implementation. In Quinton’s free time, he enjoys reading, experimenting with new recipes, and spending time with his children. Quinton and his wife have been together since 2015 and have six children. Four of their six children have been adopted through the foster care system.

    Title

    Associate

    State(s) Licensed
    FL , TX , UT
    Location

    Brandon

    Website
    https://connect.thrivent.com/quinton-baker
    Phone
    813-603-3171
      Donald Oleson

      Donald Oleson

      ChFC®, FIC

      I'm proud to be a Thrivent financial professional. I provide personalized financial guidance to people at all stages of life. At Thrivent, we view money not as a goal, but as a tool — one that can afford you a life rich in meaning and gratitude. We believe humanity thrives when individuals make the most of all they've been given. I'm here to help you do just that.

      Title

      Associate

      State(s) Licensed
      AZ , FL , GA , NC , OH , TX , VA
      Location

      Brandon

      Website
      https://connect.thrivent.com/donald-oleson
      Phone
      813-627-0629
        Richard Steinbrueck

        Richard Steinbrueck

        CFP®, CAP®, FIC

        I'm proud to be a Thrivent financial professional. I provide personalized financial guidance to people at all stages of life. At Thrivent, we view money not as a goal, but as a tool — one that can afford you a life rich in meaning and gratitude. We believe humanity thrives when individuals make the most of all they've been given. I'm here to help you do just that.

        Title

        Associate

        State(s) Licensed
        AL , FL , GA , MI , MN , MO , NC , NY , OH , VA , WI
        Location

        Brandon

        Website
        https://connect.thrivent.com/richard-steinbrueck
        Phone
        813-654-0264
          Katie Hannan

          Katie Hannan

          Katie is a dedicated Office Professional here at Thrivent with strong skills in multitasking and organization. She is also a commissioned Notary Public, providing reliable and detail-oriented service. Katie is a proud wife and mom of 5. Outside of work, she spend a lot of my time serving the next generation at her church through kids ministry. Katie has been with Thrivent since 2021 and looks forward to many more years with this great company.

          Title

          Office Professional

          Location

          Brandon

            Kacy Oleson

            Kacy Oleson

            Kacy Oleson is the wife of Matthew Oleson and mom of 5 kids. Kacy holds certifications in Visual Design and has worked in social media content for Escape Rooms and other entertainment venues. She brings these skills to the Advocate Wealth Advisors team as our Marketing Coordinator. Kacy has been with Thrivent since 2017 and loves what Thrivent stands for.

            Title

            Marketing Coordinator

            Location

            Brandon Office

              Sally Miller

              Sally Miller

              As a former educator and mom to four, Sally is proficient in multi-tasking! She is pivotal in our office's commitment to providing our clients with remarkable service and one-on-one attention. She and Steve make a great team in the office and out, as they are celebrating 29 years of marriage.

              Title

              Licensed Office Manager

              Location

              Land O'Lakes

              Phone
              813-807-9906
                Christine Welch

                Christine Welch

                Title

                Office Professional

                Location

                St. Petersburg Office

                  Rod Frye

                  Rod Frye

                  Title

                  Office Professional

                  Location

                  Bradenton

                    Teri Rozehnal

                    Teri Rozehnal

                    Title

                    Office Professional

                    Location

                    Brandon