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Thrivent is growing. If you're looking for a financial advisor role where success is measured in the lives you impact, not just the numbers you hit, you may be a great fit. Starting out on our Virtual Advice Team, you’ll work with existing clients and receive structured coaching. You’ll enjoy a stable income with a salary and incentive structure while building the skills you need to grow your career with confidence. Learn more: thriventcareers.com/48Sn4KA

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Thrivent is growing. If you're looking for a financial advisor role where success is measured in the lives you impact, not just the numbers you hit, you may be a great fit. Starting out on our Virtual Advice Team, you’ll work with existing clients and receive structured coaching. You’ll enjoy a stable income with a salary and incentive structure while building the skills you need to grow your career with confidence. Learn more: thriventcareers.com/48Sn4KA

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I learned a long time ago to NEVER stop learning and have come to appreciate that more than ever the last few years! When I enrolled at Spring Arbor University, I heard this often shared called "The Concept" which says, "Spring Arbor University is a community of learners distinguished by our lifelong involvement in the study and application of the liberal arts, total commitment to Jesus Christ as the perspective for learning, and critical participation in the contemporary world." There is a lot to unpack in there, but in essence be in the world, keep learning and keep Jesus as the primary source of truth! So, after passing my CFP®️ exam this summer, I instantly thought what would be next and most impactful to the clients I desire to serve most?? That led me to the Exit Planning Institute to take and now PASS my CEPA ®️ exam! What is a CEPA ®️ you might ask?? It is a Certified Exit Planning Advisor, one who has studied what it takes businesses and their owners to exit well with the most of amount options and in the meantime how to build/quantify value expressed in the business! I believe these two designations go together very nicely! One to look at the totality of planning and the other how to finish well and transition even better! I cannot wait to provide even greater value to small businesses and their owners! What are areas you continue to be a lifelong learner? How do you participate in this world in a critical way? How do you finish well, transition better, and steward all that God has entrusted to you?? Please share any comments or suggestions.

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I learned a long time ago to NEVER stop learning and have come to appreciate that more than ever the last few years! When I enrolled at Spring Arbor University, I heard this often shared called "The Concept" which says, "Spring Arbor University is a community of learners distinguished by our lifelong involvement in the study and application of the liberal arts, total commitment to Jesus Christ as the perspective for learning, and critical participation in the contemporary world." There is a lot to unpack in there, but in essence be in the world, keep learning and keep Jesus as the primary source of truth! So, after passing my CFP®️ exam this summer, I instantly thought what would be next and most impactful to the clients I desire to serve most?? That led me to the Exit Planning Institute to take and now PASS my CEPA ®️ exam! What is a CEPA ®️ you might ask?? It is a Certified Exit Planning Advisor, one who has studied what it takes businesses and their owners to exit well with the most of amount options and in the meantime how to build/quantify value expressed in the business! I believe these two designations go together very nicely! One to look at the totality of planning and the other how to finish well and transition even better! I cannot wait to provide even greater value to small businesses and their owners! What are areas you continue to be a lifelong learner? How do you participate in this world in a critical way? How do you finish well, transition better, and steward all that God has entrusted to you?? Please share any comments or suggestions.

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Have you been to our offices before? Do you love Christmas? Have you had updated family photos with Santa for those Christmas Cards?? Well come join us on Saturday, December 6th from 11am-3pm. Please email us at RootedFinancialAdvisors@Thrivent.com to secure a timeslot for your photos with Santa! Santa!!!! I know him! (If you know the movie reference you just earned an extra treat that day!) We look forward to the upcoming holiday season where we know it is busy for so many but yet so many of us consider others in our lives. That includes all of us at Rooted Financial Advisors! We are grateful for our clients, our community and our Organizational Not-for-profit partners doing amazing work locally. We hope all of you take time to consider others and how blessed all of us are with what God has entrusted to us! Please mark your calendars to come and see our office, meet us along with Santa and get in the Holiday Spirit in a few weeks! Until then, please have a happy Thanksgiving!

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Have you been to our offices before? Do you love Christmas? Have you had updated family photos with Santa for those Christmas Cards?? Well come join us on Saturday, December 6th from 11am-3pm. Please email us at RootedFinancialAdvisors@Thrivent.com to secure a timeslot for your photos with Santa! Santa!!!! I know him! (If you know the movie reference you just earned an extra treat that day!) We look forward to the upcoming holiday season where we know it is busy for so many but yet so many of us consider others in our lives. That includes all of us at Rooted Financial Advisors! We are grateful for our clients, our community and our Organizational Not-for-profit partners doing amazing work locally. We hope all of you take time to consider others and how blessed all of us are with what God has entrusted to us! Please mark your calendars to come and see our office, meet us along with Santa and get in the Holiday Spirit in a few weeks! Until then, please have a happy Thanksgiving!

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Looking for a career where your skills can make a lasting difference? Thrivent's Virtual Advice Team is growing, and we're seeking experienced sales professionals who thrive on building relationships. As a Virtual Financial Advisor, you'll help clients achieve their personal and financial goals--all while having a development path to build a meaningful career of your own. Find out more: thriventcareers.com/47vNMah

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Looking for a career where your skills can make a lasting difference? Thrivent's Virtual Advice Team is growing, and we're seeking experienced sales professionals who thrive on building relationships. As a Virtual Financial Advisor, you'll help clients achieve their personal and financial goals--all while having a development path to build a meaningful career of your own. Find out more: thriventcareers.com/47vNMah

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I upgraded my vehicle! Which got me thinking....How often do we see people on social media posting pics of new(er) cars, homes, trips, stuff, etc., but rarely see the planning it took behind it or how important having a plan truly is?!? The next time a client runs out to post on social media about their plan we developed together will honestly be the first time I have seen that happen! Yet, we know it is crucial! Why is that? In fact, so many of us know the saying, "People don't plan to fail, they fail to plan!" Sometimes, I get asked what makes planning important, valuable or worth it? Simply put from my lens, I believe it is the "Why" behind the "What"! What we do and what we use is important, but if we don't consider Why we are doing those things, we could be heading in the wrong direction and not even realize it! I am blessed that Thrivent has provided a comprehensive platform that brings together so many crucial data points to clearly articulate and illustrate the competing priorities all of us face on a regular basis. The functionality, simplicity and visual effects have helped clients leave with confidence and clarity on the next steps necessary! As many of us start to reflect on 2025 and dream about 2026, I encourage you to consider the plans you have and how likely or unlikely they are to happen. We are happy to meet and discuss those items of importance to you and your family/business to ensure the work you are doing will yield the results desired! Disclosures: Hypothetical example is for illustrative purposes. May not be representative of actual results. Past performance is not necessarily indicative of future results. Clients shown are fictitious.

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I upgraded my vehicle! Which got me thinking....How often do we see people on social media posting pics of new(er) cars, homes, trips, stuff, etc., but rarely see the planning it took behind it or how important having a plan truly is?!? The next time a client runs out to post on social media about their plan we developed together will honestly be the first time I have seen that happen! Yet, we know it is crucial! Why is that? In fact, so many of us know the saying, "People don't plan to fail, they fail to plan!" Sometimes, I get asked what makes planning important, valuable or worth it? Simply put from my lens, I believe it is the "Why" behind the "What"! What we do and what we use is important, but if we don't consider Why we are doing those things, we could be heading in the wrong direction and not even realize it! I am blessed that Thrivent has provided a comprehensive platform that brings together so many crucial data points to clearly articulate and illustrate the competing priorities all of us face on a regular basis. The functionality, simplicity and visual effects have helped clients leave with confidence and clarity on the next steps necessary! As many of us start to reflect on 2025 and dream about 2026, I encourage you to consider the plans you have and how likely or unlikely they are to happen. We are happy to meet and discuss those items of importance to you and your family/business to ensure the work you are doing will yield the results desired! Disclosures: Hypothetical example is for illustrative purposes. May not be representative of actual results. Past performance is not necessarily indicative of future results. Clients shown are fictitious.

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I did my civic duty on Tuesday and voted! Did you?? But I realized something that day...we actually "vote" every day not just every 4 years or 2 years or however often the polls are open, and ballots are placed out. You might be asking what do you mean? I mean how we spend our money and time makes a big difference! What we choose to do casts votes that represents change. Thinking back at one point, people stopped going to blockbuster or family video to rent movies and shifted their dollars to Netflix which ended their business model. People "voted" to not go to drive-in diners and eat in their cars, so we developed drive throughs or food delivery services to save time and lower costs. I remember my first time in a Walmart store (yes, I am old!) and saw signs hanging from the rafters touting "Made in America" that their items were all produced here and then Walmart realized people do not care as much where something is produced if the consumer can have "Always low prices" and that changed their strategy. I hope we all take time to consider how we use what God has given us. What is our responsibility to steward what the Master owns? I find the lack of ownership freeing, but the responsibility is there to account for decisions I make. I often consider, do I own this (fill in the blank), or does it own me? So please vote! Elections big or small, local or national have impact on so many of us, directly or indirectly. But also consider how you vote with your time, talent and treasures also makes a big difference to the world around you. Please share any nostalgic memories of places you remember that no longer are around or modified how they operate as a business model!

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I did my civic duty on Tuesday and voted! Did you?? But I realized something that day...we actually "vote" every day not just every 4 years or 2 years or however often the polls are open, and ballots are placed out. You might be asking what do you mean? I mean how we spend our money and time makes a big difference! What we choose to do casts votes that represents change. Thinking back at one point, people stopped going to blockbuster or family video to rent movies and shifted their dollars to Netflix which ended their business model. People "voted" to not go to drive-in diners and eat in their cars, so we developed drive throughs or food delivery services to save time and lower costs. I remember my first time in a Walmart store (yes, I am old!) and saw signs hanging from the rafters touting "Made in America" that their items were all produced here and then Walmart realized people do not care as much where something is produced if the consumer can have "Always low prices" and that changed their strategy. I hope we all take time to consider how we use what God has given us. What is our responsibility to steward what the Master owns? I find the lack of ownership freeing, but the responsibility is there to account for decisions I make. I often consider, do I own this (fill in the blank), or does it own me? So please vote! Elections big or small, local or national have impact on so many of us, directly or indirectly. But also consider how you vote with your time, talent and treasures also makes a big difference to the world around you. Please share any nostalgic memories of places you remember that no longer are around or modified how they operate as a business model!

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Reliable compensation. Comprehensive benefits. Flexibility to thrive. As a Virtual Financial Advisor at Thrivent, you’ll do work that matters in a culture that’s shaped by our values: empathy, gratitude, authenticity, impact and commitment. If you’re passionate about helping others and searching for a career that reflects these values, we welcome you to apply. Start your journey ➡️ thriventcareers.com/47r1hb6

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Reliable compensation. Comprehensive benefits. Flexibility to thrive. As a Virtual Financial Advisor at Thrivent, you’ll do work that matters in a culture that’s shaped by our values: empathy, gratitude, authenticity, impact and commitment. If you’re passionate about helping others and searching for a career that reflects these values, we welcome you to apply. Start your journey ➡️ thriventcareers.com/47r1hb6

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Who is my Neighbor?? Jesus was asked this question by a lawyer and had quite the response...if interested to read how Jesus would respond, read the story and interaction in Luke 10:29 and following. Jesus also challenged his follower and listeners in the Gospel of Matthew with "whatever you do to least of these, you have done unto Me." Matthew 25:40 It is pretty clear to me, that the church is to step up when the world would turn away! I do NOT want this post to get hijacked into a political post as that is NOT the premise behind what I am sharing. I know there are many who are hurting, worried and potentially heading into uncertain times with the shutdown currently happening. Plus, you add in costs for travel to see family members and the holidays coming up, you have a recipe for a lot of financial stress! This is where many of you, those that are Thrivent clients, could step in and be the Hands and Feet of Jesus to our Neighbors! If you have not used your Action Team, what about using one to do a thanksgiving meal like my wife and I did a few years ago? Or what would it look like to contact area food centers and purchase goods needed for those coming to these places needing assistance? Or organizing your own local food drive and providing supplies in a "secret santa" sort of way? There are so many options to use your Thrivent benefits that renew/expire each calendar year! I would love to hear the stories on how our clients are being generous to our neighbors. If you have stories of impact and pictures, we would love to share and inspire others! If you need assistance with how to apply and use these unique benefits, please reach out to our team or Thrivent directly. See thrivent.com/social for important disclosure information.

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Who is my Neighbor?? Jesus was asked this question by a lawyer and had quite the response...if interested to read how Jesus would respond, read the story and interaction in Luke 10:29 and following. Jesus also challenged his follower and listeners in the Gospel of Matthew with "whatever you do to least of these, you have done unto Me." Matthew 25:40 It is pretty clear to me, that the church is to step up when the world would turn away! I do NOT want this post to get hijacked into a political post as that is NOT the premise behind what I am sharing. I know there are many who are hurting, worried and potentially heading into uncertain times with the shutdown currently happening. Plus, you add in costs for travel to see family members and the holidays coming up, you have a recipe for a lot of financial stress! This is where many of you, those that are Thrivent clients, could step in and be the Hands and Feet of Jesus to our Neighbors! If you have not used your Action Team, what about using one to do a thanksgiving meal like my wife and I did a few years ago? Or what would it look like to contact area food centers and purchase goods needed for those coming to these places needing assistance? Or organizing your own local food drive and providing supplies in a "secret santa" sort of way? There are so many options to use your Thrivent benefits that renew/expire each calendar year! I would love to hear the stories on how our clients are being generous to our neighbors. If you have stories of impact and pictures, we would love to share and inspire others! If you need assistance with how to apply and use these unique benefits, please reach out to our team or Thrivent directly. See thrivent.com/social for important disclosure information.

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Help me welcome our newest addition to the team, Angel Hall! Angel will be our Chief Operating Officer fulfilling a role that will be integral to the long-term success of Rooted Financial Advisors-Thrivent. We are so excited to have Angel’s experience and energy as a part of our team. Look for her at upcoming events and in communications going forward. Here is a bit more about Angel and what drives her to be successful! I would like to take a moment to introduce myself. I’m Angel Hall – wife, mother, and grandmother to 10 amazing grandchildren, ages 1-14. What a blessing! My husband Mitch and I love to travel, experience new cultures, and we are foodies, enjoying new dishes wherever we go. We love the great outdoors, hiking, sports (Go KY Wildcats!) and any activities our grandchildren are involved in. Family is our greatest asset! I personally enjoy meeting new people, working closely with clients, developing roadmaps and success plans, and love to take on unique and sometimes unusual challenges! That seems to be my specialty. I love streamlining and creating efficient processes to help clients achieve their desired success! I’m very passionate about servant leadership and helping my church, local schools, and those who are underprivileged.

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Help me welcome our newest addition to the team, Angel Hall! Angel will be our Chief Operating Officer fulfilling a role that will be integral to the long-term success of Rooted Financial Advisors-Thrivent. We are so excited to have Angel’s experience and energy as a part of our team. Look for her at upcoming events and in communications going forward. Here is a bit more about Angel and what drives her to be successful! I would like to take a moment to introduce myself. I’m Angel Hall – wife, mother, and grandmother to 10 amazing grandchildren, ages 1-14. What a blessing! My husband Mitch and I love to travel, experience new cultures, and we are foodies, enjoying new dishes wherever we go. We love the great outdoors, hiking, sports (Go KY Wildcats!) and any activities our grandchildren are involved in. Family is our greatest asset! I personally enjoy meeting new people, working closely with clients, developing roadmaps and success plans, and love to take on unique and sometimes unusual challenges! That seems to be my specialty. I love streamlining and creating efficient processes to help clients achieve their desired success! I’m very passionate about servant leadership and helping my church, local schools, and those who are underprivileged.

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IT IS FINISHED!! Famous last words from a pretty profound person! The sense of accomplishment is hard to fully put into words, but I will try my best. For the last 18 months I have spent numerous hours studying to take and pass the CFP®️ exam. It is a grueling exercise that tests not just the many facets of financial planning but also grit to be able to put everything together comprehensively. First you have to complete the coursework on individual components of the exam, then complete a financial plan and finally take the comprehensive exam with a passing grade. As you can see from the pictures above there is a TON of information that could be testable so being able to retain, recall and apply correctly is difficult. And I did it! So many people start things, but fewer people complete things. I have fallen prey to this in the past, that after a period of time the energy fades and dread seeps in along with doubt. There were moments I wasn't sure I could complete this or even wanted to! I am glad I had an amazing support system encouraging me along the way. Without that I know I would not have passed this test at this time in life. Coming up to the holiday season, we often hear, "it is more blessed to give than receive!" I truly believe that! I also believe it is better to complete something over just starting something alone! What is something you want to accomplish before the end of the year? the month? the week? or even today?? Let's celebrate finishing over starting as a society and become a champion for completion! See thrivent.com/social for important disclosure information.

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IT IS FINISHED!! Famous last words from a pretty profound person! The sense of accomplishment is hard to fully put into words, but I will try my best. For the last 18 months I have spent numerous hours studying to take and pass the CFP®️ exam. It is a grueling exercise that tests not just the many facets of financial planning but also grit to be able to put everything together comprehensively. First you have to complete the coursework on individual components of the exam, then complete a financial plan and finally take the comprehensive exam with a passing grade. As you can see from the pictures above there is a TON of information that could be testable so being able to retain, recall and apply correctly is difficult. And I did it! So many people start things, but fewer people complete things. I have fallen prey to this in the past, that after a period of time the energy fades and dread seeps in along with doubt. There were moments I wasn't sure I could complete this or even wanted to! I am glad I had an amazing support system encouraging me along the way. Without that I know I would not have passed this test at this time in life. Coming up to the holiday season, we often hear, "it is more blessed to give than receive!" I truly believe that! I also believe it is better to complete something over just starting something alone! What is something you want to accomplish before the end of the year? the month? the week? or even today?? Let's celebrate finishing over starting as a society and become a champion for completion! See thrivent.com/social for important disclosure information.

Licensing is available through your State Insurance Department’s website, which can be located through the National Association of Insurance Commissioners website.

Thrivent and its financial advisors and professionals do not provide legal, accounting or tax advice. Consult your attorney or tax professional.

Thrivent financial advisors and professionals have general knowledge of the Social Security tenets. For complete details on your situation, contact the Social Security Administration.

Not all team members may provide all products, programs and services in all states.

Not all team members may office at the locations listed.

Thrivent provides advice and guidance through its Financial Planning Framework that generally includes a review and analysis of a client’s financial situation. A client may choose to further their planning engagement with Thrivent through its Dedicated Planning Services (an investment advisory service) that results in written recommendations for a fee.

Thrivent is the marketing name for Thrivent Financial for Lutherans. Insurance products issued by Thrivent. Not available in all states. Securities and investment advisory services offered through Thrivent Investment Management Inc., a registered investment adviser, member FINRA and SIPC, and a subsidiary of Thrivent. Licensed agent/producer of Thrivent. Registered representative of Thrivent Investment Management, Inc. thrivent.com/privacy-and-security/disclosures.

Insurance products, securities and investment advisory services are provided by appropriately appointed and licensed financial advisors and professionals. Only individuals who are financial advisors are credentialed to provide investment advisory services. Visit Thrivent.com or FINRA’s Broker Check for more information about our financial advisors.

Designations

For additional information on professional designations and the requirements to earn them, visit https://www.thrivent.com/designations

Certified Financial Planner Board of Standards Center for Financial Planning, Inc. owns and licenses the certification marks CFP®, CERTIFIED FINANCIAL PLANNER®, and CFP® (with plaque design) in the United States to Certified Financial Planner Board of Standards, Inc., which authorizes individuals who successfully complete the organization's initial and ongoing certification requirements to use the certification marks.

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