Pilot Wealth Advisors

Excited to share that Nate recently passed his Series 66 exam and is now fully licensed as he officially steps into an Associate Advisor role with our team.

Over the past year, Nate has spent countless hours studying and preparing for his licensing exams while continuing to be involved behind the scenes with our team and practice. With this milestone now complete, clients will begin seeing Nate more involved in meeting preparation, analyses, client support, and sitting in on meetings as he continues growing into his new role.

As Pilot Wealth Advisors continues to grow, we’re excited to continue building a strong team focused on delivering a high level of service and support for our clients, and we’re grateful to have Nate as part of that future.

Congrats, Nate! 👏



See Thrivent.com/social for disclosures

Happy Birthday, Reed! 🎉

We’re thankful for everything you do and grateful to have you as part of the PWA family. It’s been exciting to watch your growth and the positive impact you’re already making on both our team and our clients.

Hope you have a great day celebrating — well deserved!

Really cool to see the impact our clients made in 2025 by utilizing Thrivent’s generosity programs.

These numbers come from clients directing Choice Dollars, using Action Teams, and giving back through the events we’ve hosted—it adds up fast!

This is a big part of why I chose to build my practice at Thrivent. Helping people be generous and make an impact is just as important as anything else we do.

**Numbers exclude individual charitable giving and any charitable planning we’ve helped facilitate. See thrivent.com/social for disclosures.