Two Thrivent financial advisors, Thrivent Planning Platform headline finalists for prestigious industry awards on June 24.

MINNEAPOLIS [Apr. 14, 2026] – Thrivent, a Fortune 500 financial services company that puts generosity at the heart of saving and investing, has once again been recognized among the industry’s leaders by earning three finalist nominations in the 2026 InvestmentNews Awards. The honors celebrate outstanding advisors and firms shaping the future of financial advice through leadership, innovation and impact.

Thrivent financial advisors Brian Brooks and Isaac Taylor were named finalists for Investment News’ Regional Advisor of the Year in the Southwest and West regions, respectively. Thrivent was also named a finalist in the Most Innovative Use of Wealth Tech category, recognizing the company’s use of the proprietary Thrivent Planning Platform (TPP).

Learn more about Thrivent’s nominees:

• Brian Brooks — Regional Advisor of the Year (Southwest)
  A Thrivent Hall of Fame* member with more than 26 years of experience, Brian leads Vista Point Wealth Advisors in Scottsdale, Ariz., where his team generated a 44% increase in new money in 2025. Brian’s passion for charitable giving has made a profound impact on the community while empowering his clients to give back to the causes that inspire them.
• Isaac Taylor — Regional Advisor of the Year (West)
  Previously an underwater welder, Isaac’s unique and inspiring journey represents a new wave of financial advisors who took a less conventional path. At The Huntington Group in Arcadia, Calif., he generated 65% year-over-year revenue growth in 2025 and was inducted into Thrivent’s VIP Hall of Honor** for his longstanding commitment to generosity.
• Thrivent Planning Platform — Most Innovative Use of Wealth Tech
  Thrivent Planning Platform (TPP) is designed to help advisors see a client’s full financial picture in a single, integrated digital experience. Thrivent has evolved TPP into a high-impact digital platform that improves advisor productivity while helping clients better understand their financial picture and act with confidence.

This year’s recognition builds on Thrivent’s strong showing at the 2025 InvestmentNews Awards, when the firm earned two finalist nominations for individual advisors and CEO Terry Rasmussen was named CEO of the Year. That momentum reflects Thrivent’s continued commitment to empowering advisors, advancing innovation and helping clients build financial clarity and confidence.

As an industry leader in giving back to communities nationwide and inspiring clients to do the same, Thrivent will also be presenting The Thrivent Award for Excellence in Philanthropy and Community Service at the ceremony. In 2025, Thrivent and its clients provided 17.2 million volunteer hours and raised more than $464 million to support local generosity efforts.

The 2026 InvestmentNews Award winners will be announced on June 24 at a ceremony in New York City.

To access our fact sheet, please click here.

Media Contact
Nathan Dupont
nathan.dupont@thrivent.com
Mediarelations@thrivent.com
414-550-2204

About Thrivent 
Thrivent is a Fortune 500 financial services company that helps build, grow and protect financial well-being through purpose-driven advice, investments, insurance, banking and generosity programs. Thrivent serves more than 2.4 million clients through thousands of financial advisors across the country and has more than $212 billion in assets under management/advisement (as of 12/31/25). Thrivent carries strong financial ratings from independent rating agencies - including AM Best, Moody's and S&P Global Ratings - which demonstrate the company’s financial strength, stability and ability to pay claims. Ratings don't apply to investment product performance and more information can be found on each rating agency's website. For more information about Thrivent, visit Thrivent.com or find us on Facebook, Instagram and LinkedIn. 

Nominations for Most Innovative Use of Wealth Tech and Regional Advisor of the Year were open from December 1, 2025 to February 27, 2026, with no fee to enter.

The Most Innovative Use of Wealth Tech had 7 finalists and was based on an organization’s use of wealth technology and digital platform/software, such as CRM, digital marketing, mobile technology, electronic document management, connectivity platforms, and collaboration tools.  

The Regional Advisor of the Year awards were determined by the InvestmentNews Awards team through a two-step process: initial research and selection of excellence awardees, followed by additional submissions reviewed by a panel of industry judges. Winners were chosen using a points-based system, based on criteria such as business development, investment knowledge, client service, education, community involvement, and compliance. There were eight finalists in both the Southwest Region and West Region.

*Hall of Fame represents long-term commitment to our organization with consistent performance. Financial advisors and professionals qualify for Hall of Fame by achieving at least 20 years of service, a consistent level of production, and having a favorable compliance history. This recognition does not evaluate the quality of services/advice provided to clients and is not indicative the financial advisor or professional’s future performance.

**Thrivent Charitable Impact & Investing® (Thrivent Charitable) recognizes Thrivent financial advisors who devoted extra effort in facilitating charitable gifts to the foundation. This honor is awarded to Thrivent financial advisors who have brought $5 million or more in charitable gifts to our local, national, and global communities through Thrivent Charitable during their careers. This recognition does not evaluate the quality of services/advice provided to clients and is not indicative of the financial advisor’s future performance.

Thrivent Charitable Impact & Investing® is a public charity that serves individuals, organizations and the community through charitable planning, donor-advised funds and endowments. Thrivent Charitable Impact & Investing works collaboratively with Thrivent and its financial advisors. It is a separate legal entity from Thrivent, the marketing name for Thrivent Financial for Lutherans.

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 BrokerCheck for more information about Thrivent’s financial advisors.